How to check the XIRR of Sundaram Business Cycle Fund Regular Plan Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Business Cycle Fund Regular Plan Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Sundaram Business Cycle Fund Regular Plan Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Business Cycle Fund Regular Plan Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Business Cycle Fund Regular Plan Growth

Sundaram Mutual Fund

Expense Ratio: 2.01

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 05-06-2024

Exit Load: Nil

Fund Size:₹1,792.25 Cr

Performance

Fund-0.25%

Cat. Avg.N/A

Fund4.77%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund4.97%

Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Sandeep Agarwal

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Radico Khaitan Ltd	Equity	Listed	Mid Cap	Beverages	80.33	4.87%
2	Oracle Financial Services Software Ltd	Equity	Listed	Mid Cap	It - Software	72.08	4.37%
3	Zomato Ltd	Equity	Listed	Large Cap	Retailing	67.83	4.11%
4	Interglobe Aviation Ltd	Equity	Listed	Large Cap	Transport Services	66.66	4.04%
5	MTAR Technologies Ltd	Equity	Listed	Small Cap	Electrical Equipment	65.91	3.99%
6	Shriram Finance Ltd	Equity	Listed	Large Cap	Finance	63.32	3.84%
7	Polycab India Ltd	Equity	Listed	Large Cap	Industrial Products	59.96	3.63%
8	Delhivery Ltd	Equity	Listed	Small Cap	Transport Services	59.04	3.58%
9	Five-Star Business Finance Ltd	Equity	Listed	Small Cap	Finance	58.62	3.55%
10	FSN E–Commerce Ventures Ltd(NYKAA)	Equity	Listed	Mid Cap	Retailing	56.44	3.42%

Similar Funds

UTI BSE Sensex ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹860.08₹55,126.55 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Fund Details

UTI BSE Sensex ETF

NAV / Fund Size₹860.08₹55,126.55 Cr

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Franklin India Small Cap Fund-Growth

Franklin Templeton Mutual Fund

Expense Ratio: 1.75

NAV / Fund Size

₹178.33₹13,331.79 Cr

Incep: 16-11-2005

Small Cap FundVery High RiskEquity

0.30%

-0.24%

15.19%

16.91%

14.71%

Fund Details

Franklin India Small Cap Fund-Growth

NAV / Fund Size₹178.33₹13,331.79 Cr

Small Cap FundVery High RiskEquity

0.30%

-0.24%

15.19%

16.91%

14.71%

Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

Sundaram Mutual Fund

Expense Ratio: 2.17

NAV / Fund Size

₹91.92₹1,585.56 Cr

Incep: 20-03-2006

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

Fund Details

Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

NAV / Fund Size₹91.92₹1,585.56 Cr

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62929	+4.9%	+10.3%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+5.3%	+5.4%
SI	08 Jul, 24	1.25 L.	1.32 L.	+5.5%	+5.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	99754	-0.2%	-0.2%
2Y	18 Jul, 24	1 L.	1.10 L.	+9.8%	+4.8%
SI	26 Jun, 24	1 L.	1.10 L.	+10.5%	+5.0%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.