Dezerv

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

2.10%

ISIN

ISIN

INF903JA1LN3

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

26 Jun 2024

About this fund

This fund has been in existence for 24 days, having been launched on 26-Jun-24
  • Sundaram Business Cycle Fund Regular Growth has given a CAGR return of -0.05% since inception.
  • You can start investing in Sundaram Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

-0.05%

(Cat Avg.)

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

DS

Dwijendra Srivastava

Since June 2024

SB

S. Bharath

Since June 2024

Sandeep Agarwal

Sandeep Agarwal

Since June 2024

RV

Ratish Varier

Since June 2024

PS

Pathanjali Srinivasan

Since June 2024

Additional Scheme Details

ISIN
INF903JA1LN3
Expense Ratio
2.10%
Exit Load
1.00%
Fund Size
-
Age
26 Jun 2024
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Withdrawal (irrespective of holding period)

Realised Gain (capital gains) are taxed at your marginal income tax rate

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹201.75 Cr32.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹201.75 Cr31.7%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.8%0.0%₹554.29 Cr55.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹554.29 Cr52.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.8%1.0%₹3153.37 Cr57.9%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹3153.37 Cr56.0%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹77.57 Cr61.0%
DSP Nifty Midcap 150 Quality 50 ETF

Low Risk

0.3%-₹97.06 Cr37.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Sundaram Business Cycle Fund Regular Growth, as of 19-Jul-2024, is ₹10.00.
The fund managers responsible for Sundaram Business Cycle Fund Regular Growth are:-
  1. Dwijendra Srivastava
  2. S. Bharath
  3. Sandeep Agarwal
  4. Ratish Varier
  5. Pathanjali Srinivasan