Sundaram Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 17-01-2025
₹ 10.52
1D
Inception Returns
5.2%
/yr
About Sundaram Business Cycle Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth is an equity fund. This fund was started on 26 June, 2024. The fund is managed by Ratish Varier, S. Bharath, Sandeep Agarwal, Dwijendra Srivastava. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Business Cycle Fund Direct Growth has ₹1602 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 5.24% since inception.
Holdings
Sundaram Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Financial Services, Communication, Basic Materials, Corporate, Tech, Health, Energy, Consumer Defensive, Utilities, Government. Its top holdings are Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, Amber Enterprises India Ltd Ordinary Shares, Larsen & Toubro Ltd, Zomato Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Sundaram Business Cycle Fund Direct Growth
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Business Cycle Fund Direct Growth has no lock in period.
Historical NAV & Returns
Sundaram Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.38% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹1602 Cr |
| Inception Date | 26 June, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (17-Jan-25)
Fund Distribution
as on (30-Nov-24)
- This fund’s returns stands at 1.18% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.60% as on Nov'24
- This fund outperformed Nifty 500 by 1.78% in Nov'24
- AUM of the fund stands at 1.5K Cr as of Dec'24
- AUM increased by 52.5 Cr between Dec'24 and Nov'24
Top 3 Sectors in December were Consumer Cyclical, Industrial & Financial Services
Top Growth Drivers | 1M Return |
|---|---|
 Amber Enterprises India Ltd | 12.6% |
 Greaves Cotton Ltd | 3.7% |
 Jubilant Foodworks Ltd | 2.5% |
Sundaram Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1602 Cr
Expense Ratio 0.38%
Frequently Asked Questions for Sundaram Business Cycle Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.3% | -4.3% |
6 Month Returns | 4.31% | 4.31% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |