Sundaram Business Cycle Fund - Direct (IDCW) RI
Sectoral / ThematicNAV
10.96(0.72%)Fund Size (CR)
₹1,549.54Expense Ratio
0.38Scheme Type
Active FundValue Research
-
Min. investment
₹100Minimum Additional Investment
₹100Minimum SIP Investment
₹100Minimum Withdrawal
₹100Exit Load
1%Return Since Launch
8.60%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Ratish Varier
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 23 December 2024 | 10027.98 | 0.28% | - | 0.16% | 306/816 |
| 1 Month | 29 November 2024 | 10083.47 | 0.83% | - | -0.71% | 161/784 |
| 3 Month | 30 September 2024 | 9880.90 | -1.19% | - | -5.70% | 143/757 |
| 6 Month | 28 June 2024 | 10847.45 | 8.47% | - | 2.59% | 133/713 |
| 1 Year | - | - | - | - | 22.69% | -/- |
| 3 Year | - | - | 0% | - | 18.51% | -/- |
| 5 Year | - | - | 0% | - | 22.12% | -/- |
| Since Inception | 25 June 2024 | 10859.60 | 8.60% | 8.60% | 17.01% | 650/814 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 July 2024 | 70,000 | 72301.12 | 3.29% | 3.29% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
2.74%
Standard Deviation
0.65%
Beta
1.19%
Sharpe Ratio
0.08%
Treynor's Ratio
13.63%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Larsen & Toubro | 5.27% | 219285 | 81.68 | Equity | Infrastructure Developers & Operators |
| Bharti Airtel | 5.11% | 486911 | 79.23 | Equity | Telecomm-Service |
| Kotak Mah. Bank | 4.45% | 390406 | 68.92 | Equity | Banks |
| Zomato Ltd | 3.83% | 2121106 | 59.34 | Equity | E-Commerce/App based Aggregator |
| Amber Enterp. | 3.82% | 97542 | 59.16 | Equity | Consumer Durables |
| Reliance Industr | 3.80% | 455957 | 58.92 | Equity | Refineries |
| Sapphire Foods | 3.00% | 1426552 | 46.53 | Equity | Quick Service Restaurant |
| Jubilant Food. | 2.70% | 648111 | 41.77 | Equity | Quick Service Restaurant |
| Multi Comm. Exc. | 2.57% | 64307 | 39.78 | Equity | Financial Services |
| 360 ONE | 2.26% | 313687 | 34.98 | Equity | Finance |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund - Direct (IDCW) RI | 1549.54 | 0.83% | -1.19% | 8.47% | - | - | |
| HDFC Pharma and Healthcare Fund - Direct (G) | 1459.59 | 3.11% | 5.44% | 30.11% | 51.66% | - | |
| HDFC Pharma and Healthcare Fund - Direct (IDCW) | 1459.59 | 3.11% | 5.44% | 30.11% | 51.66% | - | |
| ICICI Pru P.H.D Fund - Direct (IDCW) | 5044.63 | 3.64% | 2.42% | 24.35% | 48.44% | 25.33% | |
| ICICI Pru P.H.D Fund - Direct (G) | 5044.63 | 3.66% | 2.42% | 24.34% | 48.42% | 25.35% | |
| LIC MF Infrastructure Fund - Direct (G) | 852.07 | -0.42% | -2.13% | 2.95% | 48.19% | 33.49% |
News
Sundaram MF announces change in Fund Manager of the following scheme
Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024Change in Fund Managers of the Scheme:
Scheme Name Existing Fund Manager New Fund Manager Sundaram Consumption Fund Ratish B. Varier
Nikunj GalaRatish B. Varier Powered by Capital Market - Live News
Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127
Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153
Powered by Capital Market - Live News
Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
5 June 2024
Total AUM (Cr)
₹1549.54
Sundaram Business Cycle Fund - Direct (IDCW) RI is an Sectoral / Thematic-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 5 June 2024, this fund is managed by Ratish Varier. With assets under management (AUM) worth ₹1,549.54 (Cr), as of 1 January 2025, Sundaram Business Cycle Fund - Direct (IDCW) RI is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 8.60% since its launch.
The current NAV of Sundaram Business Cycle Fund - Direct (IDCW) RI is ₹10.96, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram Business Cycle Fund - Direct (IDCW) RI via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For redeemed or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 84.26% in Equity, 12.58% in Debt and 3.16% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.29% in Debt, 6.95% in Consumer Durables, 6.68% in Capital Markets, 5.85% in Industrial Products, 5.47% in Leisure Services
FAQs
How to Invest in Sundaram Business Cycle Fund - Direct (IDCW) RI Direct Growth?
Sundaram Business Cycle Fund - Direct (IDCW) RI is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 8.60% since inception. Looking to invest in Sundaram Business Cycle Fund - Direct (IDCW) RI How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Business Cycle Fund - Direct (IDCW) RI is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Sundaram Business Cycle Fund - Direct (IDCW) RI
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Sundaram Business Cycle Fund - Direct (IDCW) RI today and reap the benefits of this Sectoral / Thematic fund!
How much returns has Sundaram Business Cycle Fund - Direct (IDCW) RI Direct Growth generated?
What is the expense ratio of Sundaram Business Cycle Fund - Direct (IDCW) RI Direct Growth?
What is the AUM of Sundaram Business Cycle Fund - Direct (IDCW) RI Fund Direct Growth?
How to redeem or withdraw money from Sundaram Business Cycle Fund - Direct (IDCW) RI Direct Growth?
Redeeming or selling units of Sundaram Business Cycle Fund - Direct (IDCW) RI is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Sundaram Business Cycle Fund - Direct (IDCW) RI:
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Sundaram Business Cycle Fund - Direct (IDCW) RI).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).