| Summary Info | |
|---|---|
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram Business Cycle Fund - Direct (IDCW) |
| AMC | Sundaram Mutual Fund |
| Type | Open |
| Category | Equity - Diversified |
| Launch Date | 05-Jun-24 |
| Fund Manager | S Bharath |
| Net Assets ()Cr | 1,679.75 |
| NAV Graph | |||||||
|---|---|---|---|---|---|---|---|
| One Month | Three Month | Six Month | One Year | Three Year | Five Year | Since INC | |
| Latest Payouts | ||
|---|---|---|
| Dividends | Bonus | |
| Ratio | NA | NA |
| Date | NA | NA |
| Performance(%) | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 Week[%] | 1 Month[%] | 3 Month[%] | 6 Month[%] | 1 Year[%] | 3 Year[%] | 5 Year[%] | Since INC[%] | |
| Scheme Return | -2.20 | 0.44 | -6.70 | -5.35 | 7.78 | - | - | 2.85 |
| Category Avg | -0.67 | 2.71 | -2.81 | 1.17 | 15.36 | 19.19 | 16.44 | 13.11 |
| Category Best | 2.50 | 12.00 | 10.17 | 21.98 | 49.84 | 37.58 | 29.36 | 40.48 |
| Category Worst | -9.84 | -12.72 | -19.12 | -16.46 | -7.19 | 2.96 | 4.78 | -17.49 |
| Holdings | |||
|---|---|---|---|
| Company Name | No of Shares | Market Value | Hold % |
| Bharti Airtel | 532,285 | 104.79 | 6.24 |
| Kotak Mah. Bank | 2,444,955 | 99.75 | 5.94 |
| Eternal | 3,214,373 | 87.95 | 5.24 |
| Larsen & Toubro | 211,772 | 83.28 | 4.96 |
| Reliance Industr | 450,032 | 62.80 | 3.74 |
| Hindalco Inds. | 584,396 | 56.25 | 3.35 |
| M & M | 162,197 | 55.66 | 3.31 |
| Hind.Aeronautics | 113,724 | 52.53 | 3.13 |
| Affle 3i | 287,076 | 44.42 | 2.64 |
| United Spirits | 313,950 | 42.78 | 2.55 |
| Amber Enterp. | 72,658 | 41.53 | 2.47 |
| Ambuja Cements | 811,735 | 41.41 | 2.47 |
| Delhivery | 916,913 | 38.78 | 2.31 |
| PB Fintech. | 234,297 | 38.76 | 2.31 |
| Bharat Electron | 836,771 | 37.57 | 2.24 |
| IndusInd Bank | 410,607 | 36.79 | 2.19 |
| Cyient | 312,617 | 35.58 | 2.12 |
| SJS Enterprises | 204,053 | 34.04 | 2.03 |
| Jubilant Food. | 684,733 | 34.03 | 2.03 |
| Amara Raja Ener. | 397,564 | 33.37 | 1.99 |
| Kansai Nerolac | 1,427,147 | 32.85 | 1.96 |
| Sapphire Foods | 1,688,302 | 32.00 | 1.91 |
| AAVAS Financiers | 216,454 | 31.63 | 1.88 |
| Sona BLW Precis. | 623,711 | 30.92 | 1.84 |
| 360 ONE | 270,142 | 30.64 | 1.82 |
| ZF Commercial | 20,306 | 30.44 | 1.81 |
| Kirl.Pneumatic | 262,754 | 29.98 | 1.78 |
| Narayana Hrudaya | 166,330 | 29.41 | 1.75 |
| Craftsman Auto | 36,174 | 26.47 | 1.58 |
| Rategain Travel | 430,943 | 26.38 | 1.57 |
| Greaves Cotton | 1,366,825 | 22.31 | 1.33 |
| Tips Music | 407,695 | 22.17 | 1.32 |
| FSN E-Commerce | 929,370 | 22.07 | 1.31 |
| SKF India Indus. | 80,193 | 21.82 | 1.30 |
| Indegene | 444,066 | 21.42 | 1.28 |
| Deepak Nitrite | 116,569 | 19.15 | 1.14 |
| KPIT Technologi. | 173,955 | 18.12 | 1.08 |
| Urban Company | 1,378,370 | 17.13 | 1.02 |
| Go Fashion (I) | 417,376 | 16.18 | 0.96 |
| Britannia Inds. | 27,365 | 16.04 | 0.95 |
| Landmark Cars | 338,106 | 13.20 | 0.79 |
| A B Real Estate | 94,900 | 12.02 | 0.72 |
| NIIT Learning | 274,063 | 10.88 | 0.65 |
| Swiggy | 320,240 | 9.92 | 0.59 |
| Billionbrains | 378,588 | 6.70 | 0.40 |
| TREPS | 0 | 66.91 | 3.98 |
| Net CA & Others | 0 | 0.89 | 0.05 |
