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Sundaram Business Cycle Fund Regular Growth
INF903JA1LN3
Sundaram Business Cycle Fund Regular Growth
INF903JA1LN3
NAV / 1-Day Return
Total Assets
14.8 Bil
Inception Date
Jun 26, 2024
Expense Ratio
2.070%
Fee Level
—
Load
Deferred
Category
India Fund Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
—
Turnover
—
Overview
Portfolio
Detailed Portfolio
Performance
Risk & Rating
Factsheet
Morningstar's Analysis
Holdings
Equity
Others
Portfolio Holdings
# Long
# Short
Equity Holding
44
0
Bond Holding
0
0
Other Holding
2
0
Total Holding
46
0
Equity Holdings
44
Bond Holdings
0
Other Holdings
2
Total Holdings
46
% Assets in Top 10 Holdings
% Assets in Top 10 Holdings
37
Reported Turnover %
Reported Turnover %
—
As of —
Women Directors %
21
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur
Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Bharti Airtel Ltd
5.28
Jul 31, 2024
780,389,400
INR
Indian Rupee
0.00
41.74
—
—
—
Communication Services
Kotak Mahindra Bank Ltd
5.20
Sep 30, 2024
768,645,273
INR
Indian Rupee
0.00
21.71
—
—
—
Financial Services
Zomato Ltd
4.45
Jul 31, 2024
657,789,572
INR
Indian Rupee
2.46
% Increase
10.50
—
—
—
Consumer Cyclical
Larsen & Toubro Ltd
4.16
Jul 31, 2024
615,014,474
INR
Indian Rupee
8.97
% Increase
-6.47
—
—
—
Industrials
Reliance Industries Ltd
3.90
Jul 31, 2024
576,208,813
INR
Indian Rupee
0.00
-13.85
—
—
—
Energy
Sapphire Foods India Ltd
3.26
Jul 31, 2024
481,545,230
INR
Indian Rupee
0.41
% Increase
-6.22
—
—
—
Consumer Cyclical
Amber Enterprises India Ltd Ordinary Shares
3.17
Jul 31, 2024
468,179,850
INR
Indian Rupee
12.76
% Decrease
97.14
—
—
—
Consumer Cyclical
Amara Raja Energy & Mobility Ltd
2.52
Jul 31, 2024
372,406,974
INR
Indian Rupee
0.00
33.24
—
—
—
Industrials
HDFC Life Insurance Co Ltd
2.50
Jul 31, 2024
368,777,166
INR
Indian Rupee
5.26
% Increase
8.62
—
—
—
Financial Services
Jubilant Foodworks Ltd
2.45
Jul 31, 2024
361,955,297
INR
Indian Rupee
10.80
% Decrease
48.28
—
—
—
Consumer Cyclical
Holdings
% Portfolio Weight
Market Value as of Feb 28, 2025
Cur
Currency
Share Change %
Maturity Date
Coupon Rate
Sector
Holdings
% Portfolio Weight
Market Value
Cur
Currency
Prospectus Net Expense Ratio
1-Year Return
Morningstar Rating
Medalist Rating
Total Assets
Morningstar Category
Treps
16.79
2,479,369,445
—
—
—
—
—
—
—
Cash And Other Net Current Assets
1.80
266,323,329
—
—
—
—
—
—
—
Holdings as of Feb 28, 2025 |
The top 46 largest holdings are available for display across Equity, Bond and Other.
Top
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Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
INR
| NAV as of Mar 28, 2025
| 1-Day Return as of Mar 28, 2025, 5:00 AM UTC
| The monthly expense ratio is as of Feb 28, 2025