Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment
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
1Y
Fund0.57%
Cat. Avg.N/A
2Y
Fund5.29%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund5.03%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Radico Khaitan Ltd | 80.33 | 4.87% |
| 2 | Oracle Financial Services Software Ltd | 72.08 | 4.37% |
| 3 | Zomato Ltd | 67.83 | 4.11% |
| 4 | Interglobe Aviation Ltd | 66.66 | 4.04% |
| 5 | MTAR Technologies Ltd | 65.91 | 3.99% |
| 6 | Shriram Finance Ltd | 63.32 | 3.84% |
| 7 | Polycab India Ltd | 59.96 | 3.63% |
| 8 | Delhivery Ltd | 59.04 | 3.58% |
| 9 | Five-Star Business Finance Ltd | 58.62 | 3.55% |
| 10 | FSN E–Commerce Ventures Ltd(NYKAA) | 56.44 | 3.42% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63031 | +5.1% | +10.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +5.5% | +5.5% |
| SI | 08 Jul, 24 | 1.25 L. | 1.32 L. | +5.7% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.00 L. | +0.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.11 L. | +10.5% | +5.1% |
| SI | 26 Jun, 24 | 1 L. | 1.11 L. | +10.7% | +5.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.