Sundaram Business Cycle Fund

An open-ended equity scheme following business cycles based investing theme

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About This Fund

Aims to capitalize on emerging themes and businesses entering strong growth cycles.
Current themes: Make in/ for India - Manufacturing, Urbanisation/ Premiumization & Formalization, Sustainable Living, Technology Transition and Digitalization
Dynamically managed portfolio of 35-45 stocks, investing across cap curves
Top-down approach to selecting themes and bottom-up approach to selecting companies.
Benchmark, market cap and sector agnostic fund

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Aims to capitalize on emerging themes and businesses entering strong growth cycles.
Current themes: Make in/ for India - Manufacturing, Urbanisation/ Premiumization & Formalization, Sustainable Living, Technology Transition and Digitalization
Dynamically managed portfolio of 35-45 stocks, investing across cap curves
Top-down approach to selecting themes and bottom-up approach to selecting companies.
Benchmark, market cap and sector agnostic fund

Ideal For

Capital appreciation over long term.
Investors who seek a diversified thematic exposure in their portfolio.
An equity scheme investing in equity & equity related securities with focus on riding business cycle through dynamic allocation between various sectors and stocks at different stages of business cycle in the economy.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment 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

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

For redemption or withdrawal by way of SWP within 365 days from the date of allotment: 1%
For redemption or withdrawal by way of SWP after 365 days from the date of allotment: Nil
Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information