| Summary Info | |
|---|---|
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram Business Cycle Fund - Direct (G) |
| AMC | Sundaram Mutual Fund |
| Type | Open |
| Category | Equity - Diversified |
| Launch Date | 05-Jun-24 |
| Fund Manager | Ratish Varier |
| Net Assets ()Cr | 1,783.74 |
| 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 | 0.63 | 3.23 | 3.29 | 15.49 | 3.77 | - | - | 10.49 |
| Category Avg | 1.41 | 3.08 | 1.94 | 16.38 | -2.38 | 17.55 | 23.01 | 15.27 |
| Category Best | 5.92 | 8.50 | 9.16 | 41.44 | 19.09 | 30.13 | 36.43 | 49.46 |
| Category Worst | -0.70 | -1.74 | -5.64 | -1.74 | -19.00 | 1.88 | 12.27 | -23.31 |
| Holdings | |||
|---|---|---|---|
| Company Name | No of Shares | Market Value | Hold % |
| Bharti Airtel | 508,213 | 95.99 | 5.38 |
| Eternal Ltd | 3,037,687 | 95.37 | 5.35 |
| Kotak Mah. Bank | 458,868 | 89.95 | 5.04 |
| Larsen & Toubro | 218,399 | 78.65 | 4.41 |
| Reliance Industr | 450,032 | 61.08 | 3.42 |
| Amber Enterp. | 82,922 | 60.26 | 3.38 |
| Sapphire Foods | 1,667,730 | 54.54 | 3.06 |
| Affle 3i | 238,924 | 45.58 | 2.56 |
| M & M | 138,287 | 44.24 | 2.48 |
| Ambuja Cements | 778,529 | 43.85 | 2.46 |
| HDFC Life Insur. | 546,537 | 42.20 | 2.37 |
| Hindalco Inds. | 584,396 | 41.14 | 2.31 |
| Amara Raja Ener. | 397,564 | 39.37 | 2.21 |
| Delhivery | 829,451 | 38.82 | 2.18 |
| Jubilant Food. | 604,375 | 37.94 | 2.13 |
| PB Fintech. | 206,052 | 36.49 | 2.05 |
| Tata Power Co. | 956,556 | 35.79 | 2.01 |
| SKF India | 80,193 | 35.61 | 2.00 |
| United Breweries | 188,178 | 34.81 | 1.95 |
| Cyient | 296,292 | 34.61 | 1.94 |
| United Spirits | 261,738 | 34.31 | 1.92 |
| Tata Motors | 502,561 | 33.62 | 1.88 |
| Dr Lal Pathlabs | 99,875 | 33.05 | 1.85 |
| Bharat Electron | 836,771 | 30.91 | 1.73 |
| Kirl.Pneumatic | 233,600 | 28.47 | 1.60 |
| Narayana Hrudaya | 160,489 | 28.15 | 1.58 |
| FSN E-Commerce | 1,178,268 | 27.12 | 1.52 |
| Prudent Corp. | 94,065 | 26.37 | 1.48 |
| ZF Commercial | 18,202 | 25.62 | 1.44 |
| Craftsman Auto | 36,737 | 25.39 | 1.42 |
| Crompton Gr. Con | 765,716 | 25.27 | 1.42 |
| 360 ONE | 238,678 | 24.30 | 1.36 |
| Go Fashion (I) | 343,981 | 24.26 | 1.36 |
| Indegene | 430,658 | 23.35 | 1.31 |
| Rategain Travel | 435,856 | 22.31 | 1.25 |
| KPIT Technologi. | 173,955 | 20.71 | 1.16 |
| Greaves Cotton | 1,027,189 | 20.35 | 1.14 |
| Deepak Nitrite | 113,612 | 20.31 | 1.14 |
| Tips Music | 331,817 | 19.30 | 1.08 |
| SJS Enterprises | 133,746 | 17.32 | 0.97 |
| Praj Industries | 351,237 | 13.74 | 0.77 |
| Ola Electric | 2,386,504 | 12.90 | 0.72 |
| Just Dial | 130,768 | 10.58 | 0.59 |
| Landmark Cars | 12,634 | 0.76 | 0.04 |
| TREPS | 0 | 178.03 | 9.98 |
| Net CA & Others | 0 | 10.94 | 0.61 |
