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Sundaram Business Cycle Fund-Reg(G)

As on Apr-25-2025 change fund
10.25  up-0.17 (-1.63%)

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-2025
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 Rank64/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-2025NA9.31-1.39-6.49
Top 10 holdings
company (%)
Bharti Airtel Ltd.5.49 
Kotak Mahindra Bank Ltd.5.47 
Larsen & Toubro Ltd.4.23 
Eternal Ltd.3.82 
Reliance Industries Ltd.3.82 
Amber Enterprises India Ltd.3.74 
Sapphire Foods India Ltd.2.85 
HDFC Life Insurance Company Ltd.2.59 
Ambuja Cements Ltd.2.50 
Jubilant FoodWorks Ltd.2.39 

Category

Thematic Fund

Launch Date

25-Jun-24

ISIN Code

INF903JA1LN3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

1,604.63

portfolio price to book value

7.95

investing style?

Large Growth

fund manager?

Ratish Varier,S. Bharath,Dwijendra Srivastava

inception date (regular plan)

25-Jun-24

expense ratio (regular plan) %

2.11

Top 10 sectors
sectors (%)
Telecommunication - Service Provider5.49
Bank - Private5.47
Consumer Food5.24
e-Commerce5.13
Engineering - Construction4.23
Refineries3.82
Air Conditioners3.74
Hospital & Healthcare Services3.72
Breweries & Distilleries3.33
Auto Ancillary3.14

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,604.63NANANANA2.50
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,046.759.8929.2532.6115.4613.35
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,217.40-0.5428.8129.1115.8212.13
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,342.23-7.2927.7032.39NA24.08
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201925,696.4212.4523.1534.55NA21.50
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021631.719.5423.04NANA19.35
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,163.31-1.6421.4930.5111.1716.27
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,891.54-9.7520.13NANA20.62
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,554.359.5517.7327.62NA20.66
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009274.310.4512.6819.9511.6716.65
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.907.8712.5722.04NA15.38
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,216.020.6910.4220.7211.3415.43
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023854.349.71NANANA15.46
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023886.806.75NANANA19.31
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,309.575.29NANANA17.36
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,297.794.47NANANA18.88
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,511.263.36NANANA9.38
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,128.523.10NANANA21.88
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024514.97NANANANA-13.20
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024780.08NANANANA17.89
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.35NANANANA-20.91
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,587.92NANANANA-6.34
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,228.99NANANANA-11.48
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,633.52NANANANA-10.92
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024768.32NANANANA-12.62
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-2024976.66NANANANA-5.05
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,596.69NANANANA-3.53
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202523.50NANANANA-4.77
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,951.40NANANANA-12.62
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,751.58NANANANA15.18
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,695.21NANANANA-16.95
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 365D, Nil after 365D
52 Week Highs & Lows
52 Week High
11.10
52 Week Low
9.44
portfolio characteristics
As on 31-Mar-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
27.7 Times
ratios
Statistical Ratios
Standard Deviation [%]
17.2537
Semi Standard Deviation [%]
0.6060
Beta [%]
0.8426
Sharp Ratio [%]
-0.0020
R-Square [%]
0.7851
Expense Ratio [%]
2.1100
AVG Ratio [%]
0.0161
Other Ratios
Jenson Ratio [%]
0.0058
Treynor Ratio [%]
-0.0004
Turnover Ratio [%]
27.7000
FAMA Ratio [%]
0.0049
SORTINO Ratio [%]
-0.0005
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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