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Fund Summary
Sundaram Business Cycle Fund Reg (G)
[Equity: Thematic]  
 
Fund Details
Fund Type Growth Launch Date 25-Jun-24
Corpus(Cr.) 1716.00 Latest NAV 10.4156 As on 29-10-2026
Equity(%) 97.08 52 Week High 11.6976
Debt(%) 2.92 52 Week Low 9.0292
Others(%) 0.00 Exit Load 1% for redemption within 365 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY 500 TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Madanagopal Ramu
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme 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.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 19.56%
Top 10 Holdings 36.70%
Top 25 Holdings 79.73%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Electricals 13.43
Software & Services 10.79
Industrial Products 10.58
Retail 10.53
Banking & Financial 8.79
Finance & Investments 8.52
Automobile 7.26
Transportation 6.6
Food Beverage & Tobacco 4.2
Technology 4.12
Consumer Durables 3.18
Cash 2.92
Healthcare 2.76
SERVICES 2.24
Metals 2.18
Media & Entertainment 1.9
 
 
 
 
 
Portfolio Metrics
PB Ratio 5.42
PE Ratio 41.57
 
Top 25 Holdings
Holdings Net Asset(%)
Radico Khaitan Ltd. 4.20
Eternal Limited 4.00
MTAR Technologies Limited 3.80
One 97 Communications Limited 3.78
TD Power Systems Limited 3.78
InterGlobe Aviation Limited 3.61
Shriram Finance Limited 3.48
FSN E-Commerce Ventures Limited 3.39
Kirloskar Oil Engines Limited 3.34
Dhoot Transmission Limited 3.32
Kalyan Jewellers India Limited 3.18
Lenskart Solutions Limited 3.14
Oracle Financial Services Software Limited 3.11
Thermax Ltd. 3.04
Delhivery Limited 2.99
Ujjivan Small Finance Bank Limited 2.95
Five-Star Business Finance Ltd. 2.82
Polycab India Limited 2.81
COFORGE LIMITED 2.81
GE Vernova T&D India Limited 2.81
Indegene Limited 2.76
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED 2.72
TREPS 2.69
Finolex Cables Ltd. 2.60
AFFLE 3I LIMITED 2.60

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-4.93% -6.35% 1.79% -7.49%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty 500 TRI]
-0.68% -5.86% -3.43% -7.59%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
-0.51% 0.00% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
-0.95% 10.39% 8.85% 12.54%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
Sundaram Business Cycle Fund Reg (G) 0.00% 0.0000 0.0000% 0.0000 0.0000
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
Sundaram Business Cycle Fund Reg (G) 0.0000% 0.0000 0.0000 0.0000 0.0000
 
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