Sundaram Business Cycle Fund Sundaram Business Cycle Fund
Sundaram Business Cycle Fund

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Please fill in your details to know more

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Invest in businesses driven by medium to long-term emerging mega-themes.

Why invest in Emerging Mega Themes?

business cycles

Themes create business cycles

across sectors

Themes cut across
sectors

outperform broader markets

Themes can outperform broader markets

sectoral cycles

Lower correlation with sectoral cycles

Themes are powerful and can change the way we live. An investment during their up cycle can be beneficial.

Why Sundaram Business Cycle Fund?

The Sundaram Business Cycle Fund aims to capitalize on emerging themes and businesses entering strong growth cycles.

Current Investment Themes and Enablers of the Fund

Make in / for India - Manufacturing
Make in /
for India
- Manufacturing
  • Product Linked Incentive (PLI) scheme
  • China plus one
  • Import substitution
  • Government capex
Urbanisation / Premiumization & Formalization
Urbanisation /
Premiumization &
Formalization
  • Rise of Tier 2 and Tier 3 cities
  • Growing appetite for aspirational brands
  • Quality infrastructure driven by rising disposable income
Sustainable Living
Sustainable
Living
  • Initiatives to lower carbon footprints
  • Increasing use of renewables
  • Emergence of new technology
Technology Transition and Digitalisation
Technology
Transition and
Digitalisation
  • Rapid sector adoption
  • Disruptive opportunities
  • Newer digital opportunities

Fund Strategy

  • Dynamically managed portfolio of 35-45 stocks
  • Invests in long-term themes across cap curves
  • Top-down approach to selecting themes and bottom-up approach to selecting companies.
  • Benchmark, market cap and sector agnostic fund

Fund Details

Scheme Type

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

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

Nifty 500 TRI

Fund Managers

Mr. Ratish B Varier & Mr. Bharath S (Equity)
Mr. Dwijendra Srivastava & Mr. Sandeep Agarwal (Fixed Income)
Mr. Pathanjali Srinivasan (Overseas Investments)

Plans

Regular and Direct

Options

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

Minimum Application Amount

Lumpsum:  100 and multiples of  1 thereafter
Additional Purchase:  100 and multiples of  1 thereafter

SIP

Quarterly:  750 (Min. 6 instalments)
Monthly:  100 (Min. 6 instalments)
Weekly:  1,000 (Min. 6 instalments)
Daily:  100 (Min. 3 months)

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

Download Fund Documents

Product Note
Scheme Information Document
Key Information Memorandum

This product is suitable for investors who are seeking*

  • Capital appreciation over long term.
  • 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.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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