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Home Mf Research Sundaram Business Cycle Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

SUNDARAM BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Equity Equity Sectoral Thematic
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
NAV (as on 2025-06-05)
10.79 0.44%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-29 ₹1,000.00 ₹1,007.44
0.74 %
Two Week 2025-05-21 ₹1,000.00 ₹1,012.21
1.22 %
1 Month 2025-05-06 ₹1,000.00 ₹1,054.93
5.49 %
Three Months 2025-03-07 ₹3,000.00 ₹3,284.39
9.48 %
Six Months 2024-12-09 ₹6,000.00 ₹6,326.86
5.45 %
Since Inception 2024-06-25 ₹12,000.00 ₹12,438.65
3.66 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Larsen & Toubro Ltd Construction Equity 5.2
Bharti Airtel Ltd Telecom - Services Equity 5.1
Reliance Industries Ltd Petroleum Products Equity 4.9
Sapphire Foods India Ltd Consumer Durables Equity 3.2
Amber Enterprises India Ltd Consumer Durables Equity 2.7
HDFC Life Insurance Company Ltd Insurance Equity 2.7
Hindalco Industries Ltd Non - Ferrous Metals Equity 2.5
Jubilant Foodworks Ltd Consumer Durables Equity 2.2
Multi Commodity Exchange of India Ltd Capital Markets Equity 2.1
Tata Motors Ltd Automobiles Equity 2.0
Kirlosakar Pneumatic Company Ltd Industrial Products Equity 2.0
Bajaj Auto Ltd Automobiles Equity 2.0
Narayana Hrudayalaya Ltd Healthcare Services Equity 2.0
Zomato Ltd Consumer Durables Equity 1.8
Rate Gain Travel Technologies Ltd Leisure Services Equity 1.8
Computer Age Management Services Ltd Financial Technology (Fintech) Equity 1.6
Affle Ltd IT - Software Equity 1.6
United Spirits Ltd Beverages Equity 1.5
360 ONE WAM Ltd Financial Technology (Fintech) Equity 1.4
Cyient Ltd IT - Services Equity 1.4
Suzlon Energy Ltd Industrial Manufacturing Equity 1.2
Deepak Nitrite Ltd Chemicals & Petrochemicals Equity 1.2
Dr Lal Path Labs Ltd Healthcare Services Equity 1.2
Craftsman Automation Ltd Industrial Manufacturing Equity 1.1
Cello World Ltd Consumer Durables Equity 1.1
Amara Raja Energy & Mobility Ltd Automobiles Equity 1.1
United Breweries Ltd Beverages Equity 1.1
PB Fintech Ltd Financial Technology (Fintech) Equity 1.0
Titan Company Ltd Consumer Durables Equity 1.0
Praj Industries Ltd Chemicals & Petrochemicals Equity 0.9
Electronics Mart India Ltd Retailing Equity 0.7
Graphite India Ltd Industrial Products Equity 0.6
Delhivery Ltd Transport Services Equity 0.6
FSN E–Commerce Ventures Ltd Retailing Equity 0.6
Bosch Ltd Industrial Products Equity 0.6
Metropolis Healthcare Ltd Healthcare Services Equity 0.6
S.J.S. Enterprises Ltd Automobiles Equity 0.5
Safari Industries Ltd Consumer Durables Equity 0.4
CG Power and Industrial Solutions Ltd Industrial Products Equity 0.4
Greaves Cotton Ltd Automobiles Equity 0.4
SIP Calculator
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Ratish B Varier (18 years), Bharath S (22 years), Dwijendra Srivastava (22 years), Sandeep Agarwal (), Pathanjali Srinivasan (),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity
Exit load
1% within 1 year; Nil after 1 year

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