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SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT

SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

  • ₹11.09 (0.31%)

    Current NAV 04-07-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 84.64%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 39.49
Small Cap 36.21
Mid Cap 8.94

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Cyclical

Industrials

Financial Services

Communication Services

Basic Materials

Energy

Healthcare

Consumer Defensive

Technology

Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Jul-2025
Holdings PE Ratio
04-Jul-2025
1Y Return
Bharti Airtel Ltd Large Cap Communication Services (50.6) 5.37% 34.89 41.81%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 4.99% 26.45 -0.13%
Larsen & Toubro Ltd Large Cap Industrials (31.9) 4.57% 33.61 0.55%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 4.12% -10.49 85.47%
Reliance Industries Ltd Large Cap Energy (36.73) 3.88% 29.68 -1.71%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (72.03) 3.18% 102.24 63.39%
Sapphire Foods India Ltd Small Cap Consumer Cyclical 2.97% - 0%
Ambuja Cements Ltd Large Cap Basic Materials (26.26) 2.45% 0 0%
Affle 3i Ltd Small Cap Communication Services (18.33) 2.44% 74.15 48.81%
HDFC Life Insurance Co Ltd Large Cap Financial Services (19.44) 2.42% 93.35 29.83%
Amara Raja Energy & Mobility Ltd Small Cap Industrials (29.36) 2.33% 18.76 -42.66%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (71.5) 2.26% 222.96 25.33%
PB Fintech Ltd Mid Cap Financial Services (76.58) 2.25% 615.37 84.19%
Cyient Ltd Small Cap Industrials (30.75) 2.09% 23.34 -29.42%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 2.06% 40.82 136.49%
SKF India Ltd Small Cap Industrials (45.59) 2.04% 43.01 -3.49%
United Spirits Ltd Large Cap Consumer Defensive (30.79) 1.94% 0 0%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 1.93% 38.75 29.66%
Bharat Electronics Ltd Large Cap Industrials (52.98) 1.83% 58.74 34.74%
Delhivery Ltd Small Cap Industrials (43.58) 1.8% 179.4 -2.25%
Kirloskar Pneumatic Co Ltd Small Cap Industrials (45.67) 1.68% 0 10.4%
Tata Power Co Ltd Large Cap Utilities (26.74) 1.66% 32.33 -7.93%
Narayana Hrudayalaya Ltd Small Cap Healthcare (47.43) 1.59% 51.97 61.87%
Prudent Corporate Advisory Services Ltd Small Cap Financial Services (36.21) 1.58% 56.72 38.09%
Craftsman Automation Ltd Small Cap Consumer Cyclical (44.33) 1.53% 72.17 3.19%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (31.12) 1.46% 30.83 12.43%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 1.44% 132.81 16.13%
FSN E-Commerce Ventures Ltd Mid Cap Consumer Cyclical (151.74) 1.36% 861.74 15.84%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (72.03) 1.34% 41.18 -12.99%
Go Fashion (India) Ltd Small Cap Consumer Cyclical (103.17) 1.31% 0 -13.58%
Indian Energy Exchange Ltd Small Cap Financial Services (91.69) 1.11% 41.11 7.68%
Computer Age Management Services Ltd Ordinary Shares Small Cap Technology (37.73) 1.06% 44.51 13.6%
Dr. Lal PathLabs Ltd Small Cap Healthcare (47.43) 1.05% 48.98 -2.08%
Metropolis Healthcare Ltd Small Cap Healthcare (64.18) 1.02% -1.11 36.82%
Rategain Travel Technologies Ltd Small Cap Technology (30.58) 0.99% 26.03 -42.74%
Deepak Nitrite Ltd Mid Cap Basic Materials (58.89) 0.94% 38.39 -26.7%
Electronics Mart India Ltd Small Cap Consumer Cyclical (54.51) 0.92% 0 -2.51%
SJS Enterprises Ltd Small Cap Consumer Cyclical (44.22) 0.84% 69.29 137.29%
Praj Industries Ltd Small Cap Industrials (56.42) 0.81% 55.51 -31.85%
Bosch Ltd Large Cap Consumer Cyclical (40.96) 0.8% 52.54 1.86%
Graphite India Ltd Small Cap Industrials (37.05) 0.78% 23.83 -2.54%
Greaves Cotton Ltd Small Cap Industrials (57.94) 0.72% 12.09 11.76%
Ola Electric Mobility Ltd Mid Cap Consumer Cyclical 0.69% - 0%
Cello World Ltd Small Cap Consumer Cyclical (70.18) 0.59% 39.5 -31.83%
Just Dial Ltd Small Cap Communication Services (58.83) 0.43% 21.91 -9.48%

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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 REINVESTMENT?

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 REINVESTMENT?

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.

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