₹ 1,783.29 Cr
2.02%
NIFTY 500 TRI
INF903JA1LO1
100.0
100.0
100
FM1 - Mr. Ratish B Varier; FM2 - Mr. Dwijendra Srivastava; FM3 - Mr. Sandeep Agarwal; FM4 - Mr. Pathanjali Srinivasan
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Business Cycle Fund Regular Plan IDCW Payout | 2.96 | - | - |
NIFTY 500 TRI | 1.13 | 16.66 | 20.42 |
Equity
Debt
Others
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Company | Holdings (%) |
---|---|
TREPS | 9.98 |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.38 |
ZOMATO LIMITED EQ | 5.35 |
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.04 |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.41 |
RELIANCE INDUSTRIES LIMITED EQ | 3.42 |
AMBER ENTERPRISES INDIA LIMITED EQ | 3.38 |
Sapphire Foods India Limited | 3.06 |
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.56 |
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.48 |
Sector | Holdings (%) |
---|---|
Consumer Services | 14.01 |
Financial Services | 12.3 |
Automobile and Auto Components | 11.16 |
Capital Goods | 7.24 |
Information Technology | 6.91 |
Telecommunication | 5.38 |
Consumer Durables | 4.8 |
Healthcare | 4.74 |
Construction | 4.41 |
Fast Moving Consumer Goods | 3.87 |