|
NAV as on Nov 10, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
0.43%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,808 Crores
Exit Load
1.00%
Min. Investment
Rs 100
Nav Chart
Asset Allocation
Sector Allocation
Sundaram Business Cycle Fund - Direct Plan - Growth Fund Details
Investment Objective - NA
Fund House
Return Since Launch
8.03%
Launch Date
Jun 5, 2024
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
14.23
Category Avg
Beta
0.89
Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 5.65 | Equity | ||
| 5.41 | Equity | ||
| 4.35 | Equity | ||
| 4.21 | Equity | ||
| 4.02 | Equity | ||
| 3.05 | Equity | ||
| 3.03 | Equity | ||
| 2.46 | Equity | ||
| 2.42 | Equity | ||
| 2.40 | Equity |
Nov 10, 2025
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -2.27 | -1.75 | 2.34 | 7.76 | NA | NA | NA | NA | 8.03 |
| Category Average (%) | -0.58 | 0.66 | 4.86 | 10.05 | 3.08 | 10.03 | 8.87 | NA | 13.53 |
| Rank within Category | 970 | 986 | 842 | 611 | 269 | NA | NA | NA | 735 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 40.45 | 30,802 | 0.10 | 2.09 | 6.98 | 9.98 | 10.07 | 23.82 | 32.75 | NA | 22.73 | 0.66 | |
| 222.00 | 14,414 | -0.38 | 0.46 | 4.86 | 6.80 | -3.75 | 15.11 | 20.06 | 18.07 | 27.25 | 0.97 | |
| 26.89 | 14,148 | 0.19 | 1.70 | 5.78 | 12.51 | 12.46 | 23.66 | NA | NA | 22.83 | 0.76 | |
| 11.33 | 11,574 | -0.53 | 0.27 | 6.64 | 14.43 | 6.09 | NA | NA | NA | 8.74 | 0.80 | |
| 54.45 | 11,203 | 0.02 | -0.28 | 3.65 | 5.63 | -9.62 | 15.39 | 20.26 | NA | 18.72 | 0.44 | |
| 10.73 | 10,234 | -0.56 | 2.98 | 7.51 | 12.00 | 9.38 | NA | NA | NA | 5.56 | 0.53 | |
| 154.96 | 10,021 | -0.03 | 1.89 | 4.08 | 8.68 | 13.18 | 16.89 | 19.49 | 15.82 | 23.75 | 1.01 | |
| 10.96 | 9,586 | -1.50 | 1.62 | 5.01 | 9.13 | 1.56 | NA | NA | NA | 5.57 | 0.79 | |
| 50.01 | 8,693 | 0.35 | 2.93 | 6.84 | 14.11 | 18.05 | 20.88 | 19.65 | 18.62 | 16.24 | 0.76 | |
| 572.36 | 8,346 | -0.95 | 0.05 | 2.33 | 6.34 | 0.48 | 22.47 | 19.70 | 14.50 | 36.98 | 0.89 |
Nov 10, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,222 (+4.44%)
Fund Manager
Mr. Ratish B Varier is a B.Com. graduate and holds an MBA in Finance. He is also Post Graduate in Investment Analysis as Certified Portfolio Manager. Prior to joining sundaram AMC he worked at Mahindra Asset Management, where he was the sole fund manager for Mid cap, Multi cap, Equity saver and ELSS fund. He was part of the core team who set up the mutual fund company for Mahindra finance. Prior to Mahindra, he has worked with Reliance Life Insurance Company Limited as a Fund Manager Equities , part of the team managing more than $2 bn of equity assets.
View MoreHere is the list of funds managed by Ratish B Varier
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 1,570.69 | 12,585 | 7.28 | 27.07 | |
| Equity - Multi Cap | 435.56 | 2,829 | 6.03 | 22.40 | |
| Equity - Sectoral/Thematic | 11.12 | 1,808 | 4.44 | NA | |
| Equity - Sectoral/Thematic | 109.66 | 1,590 | 4.23 | 19.53 |
Nov 10, 2025
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,570.69 | 12,585 | -0.77 | 2.18 | 6.20 | 14.98 | 7.28 | 25.25 | 27.07 | 16.50 | 48.16 | 0.92 | |
| 188.91 | 6,944 | -0.22 | 0.96 | 3.92 | 6.30 | 5.49 | 13.87 | 16.28 | 14.01 | 25.67 | 0.67 | |
| 98.88 | 6,740 | -0.75 | 1.43 | 5.94 | 11.15 | 5.24 | 17.52 | 21.04 | 16.02 | 19.53 | 0.77 | |
| 2,379.36 | 6,532 | 0.10 | 0.49 | 1.46 | 3.04 | 6.79 | 7.10 | 5.79 | 5.22 | 6.97 | 0.13 | |
| 38.91 | 4,426 | -1.20 | 1.24 | 5.48 | 10.98 | 10.98 | 19.56 | 24.56 | NA | 20.99 | 0.73 | |
| 293.44 | 3,341 | -1.34 | 1.55 | 5.94 | 14.58 | 2.42 | 22.48 | 28.34 | 15.37 | 30.04 | 0.85 |
Nov 10, 2025
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