Reliabull Wealth Managers Pvt. Ltd.

Sundaram Business Cycle Fund-Reg(G)

As on Apr-25-2025 change fund

10.25

-0.17 (-1.63%)

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

Investors understand that their principal will be at very high risk

5-Years History

financial year	2024-2025
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 Rank	64/119

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	NA	9.31	-1.39	-6.49

Top 10 holdings

company	(%)
Bharti Airtel Ltd.	5.49
Kotak Mahindra Bank Ltd.	5.47
Larsen & Toubro Ltd.	4.23
Eternal Ltd.	3.82
Reliance Industries Ltd.	3.82
Amber Enterprises India Ltd.	3.74
Sapphire Foods India Ltd.	2.85
HDFC Life Insurance Company Ltd.	2.59
Ambuja Cements Ltd.	2.50
Jubilant FoodWorks Ltd.	2.39

Top 10 sectors

sectors	(%)
Telecommunication - Service Provider	5.49
Bank - Private	5.47
Consumer Food	5.24
e-Commerce	5.13
Engineering - Construction	4.23
Refineries	3.82
Air Conditioners	3.74
Hospital & Healthcare Services	3.72
Breweries & Distilleries	3.33
Auto Ancillary	3.14

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Business Cycle Fund-Reg(G)	Large-Growth	25-Jun-2024	1,604.63	NA	NA	NA	NA	2.50
Franklin India Opportunities Fund(G)	Large-Growth	21-Feb-2000	6,046.75	9.89	29.25	32.61	15.46	13.35
Invesco India PSU Equity Fund(G)	Large-Growth	18-Nov-2009	1,217.40	-0.54	28.81	29.11	15.82	12.13
Aditya Birla SL PSU Equity Fund-Reg(G)	Large-Blend	30-Dec-2019	5,342.23	-7.29	27.70	32.39	NA	24.08
ICICI Pru India Opp Fund(G)	Large-Growth	15-Jan-2019	25,696.42	12.45	23.15	34.55	NA	21.50
360 ONE Quant Fund-Reg(G)	Large-Growth	29-Nov-2021	631.71	9.54	23.04	NA	NA	19.35
UTI Transportation & Logistics Fund-Reg(G)	Large-Growth	16-Apr-2004	3,163.31	-1.64	21.49	30.51	11.17	16.27
Quant Quantamental Fund-Reg(G)	Large-Growth	30-Apr-2021	1,891.54	-9.75	20.13	NA	NA	20.62
Kotak Pioneer Fund-Reg(G)	Large-Growth	25-Oct-2019	2,554.35	9.55	17.73	27.62	NA	20.66
Taurus Ethical Fund-Reg(G)	Large-Growth	20-Mar-2009	274.31	0.45	12.68	19.95	11.67	16.65
Quantum ESG Best In Class Strategy Fund-Reg(G)	Large-Growth	12-Jul-2019	91.90	7.87	12.57	22.04	NA	15.38
Tata Ethical Fund-Reg(G)	Large-Growth	24-May-1996	3,216.02	0.69	10.42	20.72	11.34	15.43
Union Innovation & Opp Fund-Reg(G)	Large-Growth	06-Sep-2023	854.34	9.71	NA	NA	NA	15.46
Samco Active Momentum Fund-Reg(G)	Large-Growth	05-Jul-2023	886.80	6.75	NA	NA	NA	19.31
Nippon India Innovation Fund-Reg(G)	Large-Growth	28-Aug-2023	2,309.57	5.29	NA	NA	NA	17.36
Axis India Manufacturing Fund-Reg(G)	Large-Growth	21-Dec-2023	5,297.79	4.47	NA	NA	NA	18.88
Canara Rob Manufacturing Fund-Reg(G)	Large-Growth	11-Mar-2024	1,511.26	3.36	NA	NA	NA	9.38
Mahindra Manulife Business Cycle Fund-Reg(G)	Large-Growth	11-Sep-2023	1,128.52	3.10	NA	NA	NA	21.88
Bank of India Business Cycle Fund-Reg(G)	Large-Growth	30-Aug-2024	514.97	NA	NA	NA	NA	-13.20
WOC Special Opp Fund-Reg(G)	Large-Growth	04-Jun-2024	780.08	NA	NA	NA	NA	17.89
Shriram Multi Sector Rotation Fund-Reg(G)	Large-Growth	09-Dec-2024	190.35	NA	NA	NA	NA	-20.91
Bandhan Business Cycle Fund-Reg(G)	Large-Growth	30-Sep-2024	1,587.92	NA	NA	NA	NA	-6.34
Baroda BNP Paribas Manufacturing Fund-Reg(G)	Large-Growth	28-Jun-2024	1,228.99	NA	NA	NA	NA	-11.48
HSBC India Export Opportunities Fund-Reg(G)	Large-Growth	25-Sep-2024	1,633.52	NA	NA	NA	NA	-10.92
LIC MF Manufacturing Fund-Reg(G)	Large-Growth	11-Oct-2024	768.32	NA	NA	NA	NA	-12.62
DSP Business Cycle Fund-Reg(G)	Large-Growth	17-Dec-2024	976.66	NA	NA	NA	NA	-5.05
HDFC Manufacturing Fund-Reg(G)	Large-Growth	16-May-2024	11,596.69	NA	NA	NA	NA	-3.53
Groww Nifty India Railways PSU Index Fund-Reg(G)	Large-Growth	04-Feb-2025	23.50	NA	NA	NA	NA	-4.77
SBI Innovative Opportunities Fund-Reg(G)	Large-Growth	20-Aug-2024	6,951.40	NA	NA	NA	NA	-12.62
Motilal Oswal Business Cycle Fund-Reg(G)	Large-Growth	27-Aug-2024	1,751.58	NA	NA	NA	NA	15.18
Edelweiss Business Cycle Fund-Reg(G)	Large-Growth	29-Jul-2024	1,695.21	NA	NA	NA	NA	-16.95

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