Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT

SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

  • ₹10.91 (0.72%)

    Current NAV 29-07-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 90.08%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 40.56
Small Cap 37.55
Mid Cap 11.97

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Cyclical

Industrials

Financial Services

Communication Services

Basic Materials

Healthcare

Energy

Consumer Defensive

Technology

Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
Bharti Airtel Ltd Large Cap Communication Services (48.01) 5.58% 33.44 31.52%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 5.24% 26.45 -0.13%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 4.38% -10.49 85.47%
Larsen & Toubro Ltd Large Cap Industrials (30.86) 4.38% 34.23 -3.31%
Reliance Industries Ltd Large Cap Energy (34.7) 3.94% 23.43 -6.73%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (70.84) 3.19% 111.98 85.05%
Sapphire Foods India Ltd Small Cap Consumer Cyclical 3% - 0%
Affle 3i Ltd Small Cap Communication Services (17.46) 2.7% 69.28 33.39%
Ambuja Cements Ltd Large Cap Basic Materials (26.26) 2.46% 0 0%
HDFC Life Insurance Co Ltd Large Cap Financial Services (18.74) 2.43% 86.62 8.64%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (30.31) 2.36% 29.74 14.35%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (71.65) 2.32% 206.27 13.44%
PB Fintech Ltd Mid Cap Financial Services (76.58) 2.23% 615.37 84.19%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 2.21% 38.75 29.66%
SKF India Ltd Small Cap Industrials (45.59) 2.11% 43.01 -3.49%
Amara Raja Energy & Mobility Ltd Small Cap Industrials (29.26) 2.1% 19.07 -40.33%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 2.01% 132.81 16.13%
Tata Power Co Ltd Large Cap Utilities (26.48) 2% 32.15 -9.64%
Bharat Electronics Ltd Large Cap Industrials (47.83) 1.93% 53.57 21.36%
Cyient Ltd Small Cap Industrials (29.65) 1.92% 23.38 -29.42%
Narayana Hrudayalaya Ltd Small Cap Healthcare (48.39) 1.9% 50.12 52.07%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 1.89% 40.82 136.49%
Delhivery Ltd Small Cap Industrials (44.32) 1.85% 188.36 0.71%
Kirloskar Pneumatic Co Ltd Small Cap Industrials (44.78) 1.75% 0 -7.89%
United Spirits Ltd Large Cap Consumer Defensive (30.79) 1.75% 0 0%
Dr. Lal PathLabs Ltd Small Cap Healthcare (48.39) 1.53% 53.25 0.46%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (70.35) 1.49% 37.99 -24.28%
Craftsman Automation Ltd Small Cap Consumer Cyclical (43.46) 1.46% 79.14 20.57%
Prudent Corporate Advisory Services Ltd Small Cap Financial Services (36.96) 1.39% 57.35 36.44%
FSN E-Commerce Ventures Ltd Mid Cap Consumer Cyclical (172.91) 1.34% 926.52 6.55%
ZF Commercial Vehicle Control Systems India Ltd Small Cap Consumer Cyclical (54.9) 1.33% 54.61 -16.22%
Go Fashion (India) Ltd Small Cap Consumer Cyclical (92.55) 1.32% 0 -16.8%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 1.31% - 0%
Indegene Ltd Small Cap Healthcare 1.25% - 0%
Deepak Nitrite Ltd Mid Cap Basic Materials (58.95) 1.21% 36.55 -37.69%
Rategain Travel Technologies Ltd Small Cap Technology (29.65) 1.09% 26.63 -42.93%
Electronics Mart India Ltd Small Cap Consumer Cyclical (54.51) 1.08% 0 -2.51%
Greaves Cotton Ltd Small Cap Industrials (57.94) 1.05% 12.09 11.76%
Indian Energy Exchange Ltd Small Cap Financial Services (78.79) 1.02% 26.77 -28.02%
KPIT Technologies Ltd Mid Cap Technology (27.94) 0.99% 41.25 -31.2%
Praj Industries Ltd Small Cap Industrials (53.51) 0.98% 52.34 -33.71%
SJS Enterprises Ltd Small Cap Consumer Cyclical (44.22) 0.94% 69.29 137.29%
Ola Electric Mobility Ltd Mid Cap Consumer Cyclical 0.56% - 0%
Cello World Ltd Small Cap Consumer Cyclical (71.57) 0.56% 40.97 -35.77%
Just Dial Ltd Small Cap Communication Services (57.42) 0.56% 19.93 -32.71%
Metropolis Healthcare Ltd Small Cap Healthcare (64.18) 0% -1.11 36.82%
Bosch Ltd Large Cap Consumer Cyclical (44.61) 0% 58.49 14.43%
Graphite India Ltd Small Cap Industrials (37.17) 0% 23.45 6.49%
Computer Age Management Services Ltd Ordinary Shares Small Cap Technology (35.94) 0% 40.91 -17.14%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully