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Sundaram Business Cycle Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal INF903JA1LP8

Sundaram Business Cycle Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal


INF903JA1LP8
NAV / 1-Day Return
10.22 / -0.60%
Total Assets
16.0 Bil
Inception Date
Jun 26, 2024
Expense Ratio
2.030%
Fee Level
Load
1.00%
Category
India Fund Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
Turnover

Morningstar’s Analysis

Non Rateable Category Fund

This share class category is not eligible for a Morningstar Medalist Rating. Rated on Nov 30, 2024

There is no growth data available.


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 85.85 0.00 85.85 95.75
Fixed Income 0.00 0.00 0.00 0.07
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash 14.14 0.16 14.30 4.59
Other 0.01 0.00 0.01 0.05

Stock Style

People

Inception Date
Jun 26, 2024
Number of Managers
5
Longest Tenure
0.6 Years
Average Tenure
0.6 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Jun 26, 2024 –Present
Jun 26, 2024 –Present
Jun 26, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
No.
%
Equity Holding
46 95.83
Bond Holding
0 0.00
Other Holding
2 4.17
Equity Holdings
46
Bond Holdings
0
Other Holdings
2
% Assets in Top 10 Holdings
37
Reported Turnover %
As of —
Women Directors %
21
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of Dec 31, 2024 | The top 48 largest holdings are available for display across Equity, Bond and Other.


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