Sundaram Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 07 Nov 2024₹10.69
Min. SIP amount₹100
RatingNA
Fund size₹1,493.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns3.1%3.1%NA6.4%
Category averageNANANANA
Rank with in category66NANA
Understand terms

Holdings (43)

NameSectorInstrumentAssets
CommunicationEquity5.32%
ConstructionEquity5.14%
EnergyEquity4.78%
ServicesEquity3.28%
Consumer DiscretionaryEquity3.10%
InsuranceEquity2.65%
ServicesEquity2.54%
Metals & MiningEquity2.47%
ServicesEquity2.37%
ServicesEquity2.30%
HealthcareEquity2.18%
AutomobileEquity2.14%
Consumer DiscretionaryEquity2.05%
Capital GoodsEquity2.02%
AutomobileEquity1.96%
TechnologyEquity1.85%
ServicesEquity1.80%
AutomobileEquity1.66%
ServicesEquity1.63%
TechnologyEquity1.62%
Consumer StaplesEquity1.52%
TechnologyEquity1.44%
FinancialEquity1.40%
ServicesEquity1.27%
Capital GoodsEquity1.27%
AutomobileEquity1.24%
HealthcareEquity1.21%
Capital GoodsEquity1.09%
Consumer StaplesEquity1.07%
ChemicalsEquity1.05%
Capital GoodsEquity1.00%
Consumer DiscretionaryEquity0.98%
ServicesEquity0.89%
AutomobileEquity0.84%
Capital GoodsEquity0.82%
ServicesEquity0.81%
NA
NAEquity0.68%
HealthcareEquity0.66%
AutomobileEquity0.58%
Capital GoodsEquity0.48%
Consumer DiscretionaryEquity0.47%
Capital GoodsEquity0.32%
Capital GoodsEquity0.30%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Dwijendra Srivastava
Jun 2024 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Bharath S.
Jun 2024 - Present
View details

Ratish Varier
Jun 2024 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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