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

Sundaram Business Cycle IDCW Payout Direct Plan

NAV
₹10.7348
-0.18%
(11 Sep)
AUM
1,331 Cr
TER
0.43%
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
+64.0%
+62.9%
+62.9%
+62.9%
NA
3Y
+40.2%
+40.1%
+40.1%
+40.1%
NA
5Y
NA
+29.3%
+29.3%
+29.3%
NA
ALL
+32.6%
+13.2%
+13.2%
+13.2%
+7.3%
VOL
23.2%
20.3%
20.3%
20.3%
8.7%
TER
0.4%
0.7%
0.7%
0.7%
0.4%
AUM
₹5,946 Cr
₹4,851 Cr
₹4,851 Cr
₹4,851 Cr
₹1,331 Cr
INFO
1.41
0.65
0.65
0.65
0.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Business Cycle IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Treps
36.3%
Larsen & Toubro Ltd
5.2%
Bharti Airtel Ltd
5.1%
Reliance Industries Ltd
4.9%
Sapphire Foods India Ltd
3.2%
Amber Enterprises India Ltd Ordinary Shares
2.7%
HDFC Life Insurance Company Limited
2.7%
Hindalco Industries Ltd
2.5%
Cash And Other Net Current Assets
2.4%
Jubilant Foodworks Ltd
2.2%
Top industry exposure
Consumer Cyclical
20.2%
Industrials
13.8%
Financial Services
7.2%
Communication Services
6.7%
Energy
4.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
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