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Sundaram Business Cycle Fund-Reg(G)

As on Jul-12-2024 change fund
10.05  up0.00 (0.01%)

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
No Data Found
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
No Data Found
Top 10 holdings
company (%)
No Data Found

Category

Thematic Fund

Launch Date

25-Jun-24

ISIN Code

INF903JA1LN3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

NA

portfolio price to book value

NA

investing style

NA

fund manager?

Ratish Varier,S. Bharath,Dwijendra Srivastava

inception date (regular plan)

25-Jun-24

expense ratio (regular plan) %

NA

Top 10 sectors
sectors (%)
No Data Found

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
No Data Found
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
10.05
52 Week Low
10.00
portfolio characteristics
As on
Average Maturity
N.A.
Modified Duration
N.A.
Yield to Maturity
N.A.
Portfolio Turnover Ratio
N.A.
ratios
Statistical Ratios
Standard Deviation [%]
1.4291
Semi Standard Deviation [%]
0.0253
Beta [%]
0.0570
Sharp Ratio [%]
1.5858
R-Square [%]
0.3673
Expense Ratio [%]
0.0000
AVG Ratio [%]
0.0391
Other Ratios
Jenson Ratio [%]
0.0139
Treynor Ratio [%]
0.4940
Turnover Ratio [%]
0.0000
FAMA Ratio [%]
0.0151
SORTINO Ratio [%]
1.1143
HEAD OFFICE Leader Care A-507/8 Navratna Corporate Park, Ashok Vatika Bopal-Ambli Road, Ahmedabad-380058
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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