myplexus

NFO Monitor

Fund Fact

Name of Funds:

Sundaram Business Cycle

Opening:

5th June 2024

Closing:

19th June 2024

Minimum Investment:

Rs. 100/- and multiples of Re.1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out within 365 days from the date of allotment.

Fund Stats

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

Fund Manager:

Ratish B Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal, Pathanjali Srinivasan

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

HDFC Business Cycle Fund	12.95(6M)	31.99(1Y)
Aditya Birla Sun Life Business Cycle Fund	16.34(6M)	34.05(1Y)

Fund Prognosis

Idea Distiller

The inconsistencies in business dynamics due to different economic and opportunity cycles creates opportunities for investing.

Fund House AAUM:
Rs 5666681.91 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

There is a case for a business cycle fund. But owing to the difficulty in creating a differentiator, tread with caution.

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