Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Others
Launch Date: 25-06-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.03% As on (31-05-2025)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 175.53 Cr As on (30-05-2025)
Turn over:

NAV as on 27-06-2025

11.0704

0.04 (0.3893%)

CAGR Since Inception

10.53%

NIFTY 500 TRI 12.6%

Compare

Invest Now

PERFORMANCE of Sundaram Business Cycle Fund Regular Plan Growth

Scheme Performance (%) Data as on - 27-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Business Cycle Fund Regular Plan Growth	10.53	-	-	-	10.53
NIFTY 500 TRI	5.72	21.92	23.66	14.29	12.6
Equity: Thematic-Others	4.78	23.56	25.99	13.81	14.93

Yearly Performance (%)

Nav Movement

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.

RETURNS CALCULATOR for Sundaram Business Cycle Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

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.

Select Start Date

Select Rolling Return Time Period

Riskometer

Key Performance and Risk Statistics of Sundaram Business Cycle Fund Regular Plan Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Business Cycle Fund Regular Plan Growth	-	-	-	-	-	-
Equity: Thematic-Others	-	-	-	-	-	-

PEER COMPARISION of Sundaram Business Cycle Fund Regular Plan Growth

Compare SIP Compare Lumpsum

Period

Data as on - 27-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Business Cycle Fund Regular Plan Growth	25-06-2024	10.53	0.0	0.0	0.0	0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth	04-06-2024	17.93	0.0	0.0	0.0	0.0
Sundaram Services Fund Regular Plan - Growth	21-09-2018	16.92	24.04	24.03	26.97	0.0
Bandhan Innovation Fund - Regular Plan - Growth	30-04-2024	16.42	0.0	0.0	0.0	0.0
ICICI Prudential India Opportunities Fund - Cumulative Option	05-01-2019	12.05	28.44	28.76	31.92	0.0
ICICI Prudential Exports & Services Fund - Growth	01-11-2005	10.74	27.11	24.45	26.5	14.19
ICICI Prudential Business Cycle Fund Growth	05-01-2021	9.75	28.36	26.69	0.0	0.0
HDFC Defence Fund - Growth Option	02-06-2023	8.64	59.45	0.0	0.0	0.0
Kotak Business Cycle Fund-Regular Plan-Growth	05-09-2022	8.58	22.81	0.0	0.0	0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option	06-09-2023	8.19	0.0	0.0	0.0	0.0