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

Sundaram Business Cycle Growth Direct Plan

NAV
₹9.9270
-0.22%
(21 Feb)
AUM
1,557 Cr
TER
0.49%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.9%
-2.5%
-3.9%
-9.2%
NA
3Y
+28.9%
+30.8%
+28.6%
+29.1%
NA
5Y
+29.0%
+23.5%
+22.8%
+26.6%
NA
ALL
+16.8%
+11.3%
+16.1%
+24.8%
-0.5%
VOL
18.2%
20.4%
19.8%
22.8%
13.1%
TER
1.1%
0.8%
0.8%
0.6%
0.5%
AUM
₹7,435 Cr
₹4,543 Cr
₹1,230 Cr
₹5,169 Cr
₹1,557 Cr
INFO
0.93
0.56
0.81
1.09
-0.04
See fund holdings as of 31st Jan
Top holdings
Treps
18.2%
Bharti Airtel Ltd
5.2%
Kotak Mahindra Bank Ltd
4.9%
Zomato Ltd
4.1%
Larsen & Toubro Ltd
4.1%
Amber Enterprises India Ltd Ordinary Shares
4.0%
Reliance Industries Ltd
3.9%
Jubilant Foodworks Ltd
2.9%
Sapphire Foods India Ltd
2.9%
Amara Raja Energy & Mobility Ltd
2.5%
Top industry exposure
Consumer Cyclical
25.5%
Industrials
17.3%
Financial Services
10.0%
Communication Services
7.3%
Basic Materials
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
20%
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
Ratish Varier
Pathanjali Srinivasan

FAQs