Sundaram Business Cycle Fund NFO: Review, Date & NAV
- Check with seller
- Published date: June 8, 2024
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- Lucknow City, Lucknow, Uttar Pradesh, India
The Indian mutual fund industry has evolved significantly over the past few decades, with early investors now leading the market. Are you dreaming of investing in mutual funds to establish yourself in this industry? Or are you planning to invest your finances for substantial growth? Here’s an exciting opportunity: the Sundaram Business Cycle Fund.
In this blog, we'll explore the Sundaram Business Cycle Fund scheme, helping you make an informed investment decision.
About Sundaram Business Cycle Fund - NFO
For investors seeking long-term capital appreciation with a high-risk appetite, the Sundaram Business Cycle Fund could be the answer. Launched by Sundaram Mutual Fund on June 5th, 2024, this open-ended equity mutual fund focuses on dynamic allocation across different sectors and stocks, aligning with various phases of the economic business cycle.
NFO Overview
Investment Window: June 5, 2024, to June 19, 2024
Fund Size (AUM): Rs. 56,229.23 crores (as of March 31, 2024)
Expense Ratio: Not Applicable
Exit Load: 1% if redeemed within 365 days
Minimum Investment: Rs. 100
Benchmark: Nifty 500 TRI
Risk Level: Very High
The fund invests in equity and equity-related securities, short-term deposits, money market instruments, and units of REITs and InvITs, aiming to capitalise on business cycle trends.
Investment Strategy
The Sundaram Business Cycle Fund seeks to provide long-term capital appreciation by focusing on medium-term cycles affecting business fundamentals. The fund dynamically allocates investments across various themes and stocks, adapting to different stages of economic cycles.
Asset Allocation:
Instrument
Minimum Allocation (% of Net Assets)
Maximum Allocation (% of Net Assets)
Risk Profile
Equity & Equity related instruments based on the business cycle
80%
100%
Very High
Other Equity & Equity Related Instruments
0%
20%
Very High
Debt and Money Market Securities
0%
20%
Low to Moderate
Units issued by REITs and InvITs
0%
10%
Moderate to High
Who Should Invest?
This fund is ideal for investors aiming for long-term capital appreciation and willing to accept high risk. It's suitable for those looking to diversify their portfolios through equity and equity-related instruments and other broad monetary assets.
Fund Managers
- Mr. Ratish B Varier
- Mr. Bharath
- Mr. Dwijendra Srivastava
- Mr. Sandeep Agarwal
- Mr. Pathanjali Srinivasan
Risk Factors
Investing in the Sundaram Business Cycle Fund involves risks, including potential capital loss, market risk, cash risk, liquidity risk, credit risk, and counterparty default risk. The fund's thematic focus means it is susceptible to risks related to business cycles.
Conclusion
The Sundaram Business Cycle Fund aims to leverage emerging themes and companies entering strong growth phases. With no past performance to rely on, it’s crucial to consult a financial advisor before investing.
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Always do your research and consult with a financial advisor.
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