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Benchmark Investments

Sundaram Business Cycle Fund-Reg(G)

very highequity
10.92 0.14(1.26%) NAV as on 01 Sep 2025
1.06 % 1 M
2.64 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.02

As on 31 Jul, 2025
Age :

1 yrs 2 m

Since 25 06 ,2024
Exit Load :

1%

AUM :

1,788.91 Crs

Portfolio Price To Book Value :

8.04

Investing Style :

Large Growth

Min. Investment :

SIP 1000 & Lumpsum 100

Category :

thematic fund

Fund Manager :

Ratish Varier,Dwijendra Srivastava,Sandeep Agarwal

Launch Date :

25-Jun-24

Scheme Benchmark :

NA

FUND OBJECTIVE

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jul 31 ,2025
Others 10.22 %
Equity 89.78 %

TOP HOLDINGS

Bharti Airtel Ltd.5.44 %
Eternal Ltd.5.23 %
Kotak Mahindra Bank Ltd.5.00 %
Larsen & Toubro Ltd.4.44 %
Amber Enterprises India Ltd.3.69 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

e-Commerce6.61
Telecommunication - Service Provider5.44
Consumer Food5.17
Bank - Private5.00
Engineering - Construction4.44
See All Sectors

5-YEARS HISTORY

Financial Year2024-2025
NAV in Rs (as on 31-Mar-2025)10.09
Net Assets(Rs Crores) (as on 31-Mar-2025) 1604.63
Scheme Returns(%)(Absolute)0.89
B'mark Returns(%)(Absolute)NA
Category Rank64/119

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-20269.58NANANA
2024-2025NA9.31-1.39-6.49

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Business Cycle Fund-Reg(G)Very HighEquity10.920.14(1.26%)NAV As on 01 Sep, 202525-Jun-2024Inception Date1,788.91AUM In Cr.2.64%1YNA%3YNA%5Y7.67%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity251.70-1.23(-0.48%)NAV As on 01 Sep, 202521-Feb-2000Inception Date7,375.63AUM In Cr.-0.76%1Y28.80%3Y28.04%5Y13.46%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity60.650.92(1.54%)NAV As on 01 Sep, 202518-Nov-2009Inception Date1,390.50AUM In Cr.-10.55%1Y28.21%3Y27.24%5Y12.09%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity31.390.41(1.32%)NAV As on 01 Sep, 202530-Dec-2019Inception Date5,418.32AUM In Cr.-14.23%1Y26.38%3Y28.74%5Y22.32%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.120.32(1.69%)NAV As on 01 Sep, 202529-Nov-2021Inception Date767.38AUM In Cr.-6.01%1Y22.58%3YNA%5Y18.82%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity35.200.25(0.72%)NAV As on 01 Sep, 202515-Jan-2019Inception Date29,718.06AUM In Cr.0.11%1Y22.43%3Y29.04%5Y20.89%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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