Mutual Fund

Fund Card

Sundaram Business Cycle Fund-Reg(G)

very highequity

11.02 0.02(0.22%) NAV as on 14 Jul 2025

2.63 % 1 M

9.72 % 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND 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.

SCHEME DETAILS

Expenses Ratio :

2.03

As on 31 May, 2025

Age :

1 yrs 0 m

Since 25 06 ,2024

Exit Load :

AUM :

1,829.90 Crs

Lock-in :

1% on or before 365D, Nil after 365D

Investing Style :

Large Growth

Portfolio Price To Book Value :

8.1

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Ratish Varier,Dwijendra Srivastava,Sandeep Agarwal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jun 30 ,2025

Others 9.92 %

Equity 90.08 %

TOP HOLDINGS

Bharti Airtel Ltd.5.58 %

Kotak Mahindra Bank Ltd.5.24 %

Eternal Ltd.4.38 %

Larsen & Toubro Ltd.4.38 %

Reliance Industries Ltd.3.94 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

e-Commerce	5.73
Telecommunication - Service Provider	5.58
Consumer Food	5.31
Bank - Private	5.24
Engineering - Construction	4.38

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025
NAV in Rs (as on 31-Mar-2025)	10.09
Net Assets(Rs Crores) (as on 31-Mar-2025)	1604.63
Scheme Returns(%)(Absolute)	0.89
B'mark Returns(%)(Absolute)	NA
Category Rank	64/119

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Business Cycle Fund-Reg(G)Very HighEquity11.020.02(0.22%)NAV As on 14 Jul, 2025	25-Jun-2024Inception Date	1,829.90AUM In Cr.	9.72%1Y	NA%3Y	NA%5Y	9.71%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity65.14-0.35(-0.53%)NAV As on 14 Jul, 2025	18-Nov-2009Inception Date	1,438.55AUM In Cr.	-8.07%1Y	37.66%3Y	29.21%5Y	12.72%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity33.25-0.19(-0.57%)NAV As on 14 Jul, 2025	30-Dec-2019Inception Date	5,687.15AUM In Cr.	-9.40%1Y	33.90%3Y	31.08%5Y	24.25%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.140.83(0.33%)NAV As on 14 Jul, 2025	21-Feb-2000Inception Date	7,199.55AUM In Cr.	2.40%1Y	33.90%3Y	31.43%5Y	13.58%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.50-0.19(-0.97%)NAV As on 14 Jul, 2025	29-Nov-2021Inception Date	767.98AUM In Cr.	0.05%1Y	29.06%3Y	NA%5Y	20.28%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity35.800.01(0.03%)NAV As on 14 Jul, 2025	15-Jan-2019Inception Date	29,462.53AUM In Cr.	7.80%1Y	27.43%3Y	31.90%5Y	21.68%Since Inception