Sundaram Business Cycle Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Business Cycle Growth Direct Plan

NAV
₹9.6917
+1.05%
(17 Mar)
AUM
1,618 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+23.2%
+23.0%
+18.4%
-0.3%
3Y
+33.1%
+30.9%
+29.6%
+28.5%
NA
5Y
+27.0%
+25.3%
+26.3%
NA
NA
ALL
+12.1%
+16.4%
+24.0%
+25.8%
-1.8%
VOL
20.0%
19.6%
21.8%
17.2%
13.0%
TER
0.8%
0.9%
0.6%
0.9%
0.6%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹1,618 Cr
INFO
0.60
0.84
1.10
1.50
-0.14
See fund holdings as of 28th Feb
Top holdings
Kotak Mahindra Bank Ltd
6.3%
Bharti Airtel Ltd
6.2%
Eternal Ltd
4.9%
Larsen & Toubro Ltd
4.7%
Reliance Industries Ltd
3.9%
Amber Enterprises India Ltd Ordinary Shares
3.6%
Mahindra & Mahindra Ltd
3.4%
Hindalco Industries Ltd
3.3%
Hindustan Aeronautics Ltd Ordinary Shares
3.1%
United Spirits Ltd
2.7%
Top industry exposure
Consumer Cyclical
28.0%
Industrials
20.8%
Financial Services
14.6%
Communication Services
10.0%
Basic Materials
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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. However, there can be no assurance that the investment objective of the Scheme will be achieved
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Shalav Saket

FAQs