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Scheme Profile

Sundaram Business Cycle Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,789
Inception Date
25-06-2024
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 11.3051 (19-Sep-2025) / 9.438 (28-Feb-2025)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 10.59 ( 0.06) ( 0.61 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ratish Varier
  • Value of () 1,00,000 since inception
  • 1,05,901
  • Entry Load
  • Nil
  • Exit Load
  • For redeemed or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
  • Expense Ratio (%)
  • 2.05
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 41.08 times
  • Portfolio P/B
  • 10.01 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 42.40

Risk Factors

  • Jenson's Alpha
  • 0.81
  • Standard Deviation
  • 3.50
  • Beta
  • 0.81
  • Sharpe
  • 0.06
  • R-Squared
  • 1.00
  • Treynor Factor
  • -0.01

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • Nifty 500 TRI
  • -1.52
  • -0.49
  • 3.29
  • 9.37
  • 17.49
  • 15.05
  • 15.58
  • -

Company Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • TREPS
  • Reverse Repo
  • 0
  • 7.17
  • Bharti Airtel Ltd
  • Equity
  • 5,32,285
  • 6.27
  • Kotak Mahindra Bank Ltd
  • Equity
  • 4,80,763
  • 5.92
  • Larsen & Toubro Ltd
  • Equity
  • 2,18,399
  • 4.99
  • Eternal Ltd
  • Equity
  • 30,37,687
  • 4.72

Sector Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • IT - Software
  • 14,27,444
  • 10.70
  • Auto Ancillaries
  • 12,63,451
  • 9.40
  • Banks
  • 8,91,370
  • 8.52
  • E-Commerce/App based Aggregator
  • 53,91,009
  • 7.86
  • Telecom-Service
  • 5,32,285
  • 6.76

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -3.23 -1.68 -1.52 -1.61 0
2025 0.33 3.54 7.25 8.55 1,788.86
2024 7.90 14.84 16.00 8.12 1,601.81

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Dec-2025 -0.78 2.68 4.24 5.23 1,788.86
Sep-2025 -1.48 -2.14 -3.41 -4.10 1,808.48
Jun-2025 10.58 12.32 12.47 9.97 1,829.90
Mar-2025 -7.15 -8.65 -4.89 -1.39 1,604.63

Peer Comparison

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Asset Allocation

Sector Allocation

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