Sundaram Business Cycle Fund Regular Plan Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 25-06-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.03% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,602 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - | Exit Load: W.E.F Jun 25, 2024 1% for redemption or withdrawal by way of SWP within 365 days from the date of allotment. NIL for redemption or withdrawal by way of SWP after 365 days from the date of allotment |
10.2788
-0.24 (-2.2872%)
2.65%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | - | - | - | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 28.97 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 27.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 25.66 | 42.02 | 25.39 | 26.26 | 15.42 |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 23.85 | 25.46 | 10.23 | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 23.41 | 30.43 | 16.43 | 22.57 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 23.1 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 22.7 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 21.14 | 28.24 | 18.91 | 19.62 | 12.5 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 20.11 | 21.93 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
34.56%
Others
14.15%
Large Cap
36.47%
Mid Cap
14.79%
Scheme Documents
There are no scheme documents available
