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Sundaram Business Cycle Fund(IDCW)

IDCW
10.870.42% (+0.04)

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Sundaram Business Cycle Fund(IDCW)

IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,549 Cr
Very High RiskPrinciple investment will be at very high risk
10.870.42% (+0.04)

Price Chart

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Returns
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1M
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1Y
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Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,549 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.3856.551.25
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.70

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
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About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Business Cycle Fund(IDCW)———
ICICI Pru India Opp Fund(IDCW-Payout)15.08%17.32%17.80%
HDFC Manufacturing Fund(IDCW)———
SBI Innovative Opportunities Fund(IDCW)———

Price Comparison

Compare Sundaram Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Sundaram Business Cycle Fund(IDCW)
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Asset Allocation

Actual

Target

Sep 2024

Nov 2024

ACTUAL
Mutual FundsCash & EquivalentsEquity3.23%12.51%84.26%

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+23 moreConstruction & EngineeringIT Services & ConsultingPackaged Foods & MeatsOthersMiscellaneous64.42 %5.27 %5.49 %5.70 %6.53 %12.58 %

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/AN/AN/A16.28%12.58%
Miscellaneous as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Larsen and Toubro Ltd
    LT
    3M change : 0.13 %

    Holdings

    5.27 %

    0.13 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : -0.21 %

    Holdings

    5.11 %

    -0.21 %
  • Kotak Mahindra Bank Ltd
    KOTAKBANK
    3M change : 4.45 %

    Holdings

    4.45 %

    4.45 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,446.77 Cr.

Fund Manager Profile

Ratish Varier

AUM:  ₹20,230.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

S. Bharath

AUM:  ₹38,511.81 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Dwijendra Srivastava

AUM:  ₹26,091.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Sandeep Agarwal

AUM:  ₹21,211.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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Opinions and Fund Reviews

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