Sundaram Business Cycle Fund Regular Plan IDCW Payout
| Category: Equity: Thematic-Others |
| Launch Date: 25-06-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.02% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,788.91 Cr As on ( 31-07-2025) |
| Turn over: |
NAV (₹):
10.8157
₹
0.07
(
0.6925%
)
as on
13-08-2025
CAGR
Since Inception -
7.05%
NIFTY 500 TRI -
12.42%
Fund Managers
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
Investment Objective
To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
PERFORMANCE of Sundaram Business Cycle Fund Regular Plan IDCW Payout
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan IDCW Payout | 6.32 | - | - | - | 7.05 |
| NIFTY 500 TRI | 0.97 | 15.51 | 20.76 | 13.78 | 12.42 |
| Equity: Thematic-Others | -0.43 | 17.79 | 23.0 | 13.27 | 10.74 |
RETURNS CALCULATOR for Sundaram Business Cycle Fund Regular Plan IDCW Payout
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Business Cycle Fund Regular Plan IDCW Payout
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan IDCW Payout | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Reg IDCW Pay | 25-06-2024 | 6.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 10.78 | 19.08 | 17.45 | 24.59 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 7.95 | 45.78 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 5.21 | 21.39 | 20.11 | 23.79 | 12.92 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 4.49 | 21.8 | 22.76 | 29.99 | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 4.44 | 18.6 | 18.04 | 0.0 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 2.69 | 17.27 | 19.06 | 30.75 | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 1.7 | 14.47 | 14.76 | 20.04 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 0.55 | 29.13 | 28.74 | 28.82 | 15.7 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | -0.62 | 18.58 | 16.03 | 20.42 | 15.69 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan IDCW Payout
Portfolio as on