Sundaram Business Cycle Fund NFO: Review, Date & NAV

Introduction

The Indian mutual fund industry has progressed by leaps and bounds over the last few decades. Many investors then started in mutual funds in the '60s and '70s have now become market leaders in their domain.

Are you one of those who dream of investing in mutual funds and are ready to create your leadership in this industry? Or do you have plans to invest your finances to make it big?

Here we are again with an exciting and impactful blog that could help you in making financial investments. So, this time we have come up with the business idea of ‘Sundaram Business Cycle Fund’.

In this blog, you will know what they have in the fund scheme and how this will help you in making your decision for investment.

 

About Sundaram Business Cycle Fund - NFO

 

If you’re an investor who is seeking a Capital value increase over a long time, and an investor with exceptionally high-risk hunger and wants to invest in diversified portfolios then your search could end with Sundaram Business Cycle Fund. The Sundaram Business Cycle Fund is a fresh open-ended equity mutual fund launched by Sundaram Mutual Fund on June 5th, 2024. 

The Sundaram Business Cycle Fund scheme is set to invest overwhelmingly in equity schemes through dynamic allocation between different areas and stocks at various phases of the business cycle in the economy.

The scheme has freed you from any kind of entry load but an exit load is set at 1% within 1 year of investment.

Read this blog carefully to understand the fund’s assets allocation, performance in the past if any, or other financial attributes that affect the choice of decision-making.

 

Sundaram Business Cycle Fund - NFO Overview

Sundaram Business Cycle Fund is an open-ended equity scheme following a business cycle-based investing theme. The scheme comes under a very high-risk category. There is no guarantee that the investment objective of the scheme will be achieved.

The Scheme will be available for investment from 05/06/2024 to 19/06/2024. The scheme will invest in Equity and equity-related securities, Short-term Term Deposits of banks and development financial institutions, and Money market instruments permitted by SEBI/RBI. The scheme may invest in units of Real Estate Investment Trust (REIT) & Infrastructure Investment Trust (InvIT) or any other domestic fixed-income securities as permitted by SEBI / RBI from time to time.

 

Fund Overview

The Sundaram Business Cycle Fund - NFO has an AUM of Rs.56,229.23 crores (as of 31 Mar 2024), 0.005% stamp duty will be levied on the purchase of mutual funds, including lump sum, SIP, STP, dividend reinvestment, and the minimum investment is Rs 100.

 

The Objective of the Sundaram Business Cycle Fund

The scheme intends to provide long-term capital appreciation by investing overwhelmingly in equity and equity-related securities with an emphasis on distinguishing medium-term cycles that 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 which can affect the business basics. This will be finished through unique assignments between different topics and stocks at various phases of cycles in the economy.

 Asset allocation (% of Net Assets) of the Scheme's portfolio will be as follows:

Peers of Sundaram Business Cycle Fund - NFO 

 

Risk Factors of Sundaram Business Cycle Funds-NFO

• The principal types of risks to which the Plan is uncovered are the hazard of capital loss, market risk, cash risk, liquidity risk, credit risk, and counterparty default risk.

• The Scheme will contribute something like 80% of its net assets in equity and equity-related securities with a center around stocks that address the business cycle theme. 

• The Plan is thematic and, consequently will be impacted by the risks related to the business cycle subject or theme.

 

Past Performance of Equity, sectoral / Thematic Funds

 

 

Sundaram Business Cycle Fund NFO - Who can invest 

This fund is ideal for you if you want your Capital value to increase over a long time and can bet on high risk to maximize returns from different portfolios. Sundaram Business Cycle Fund will invest in equity and equity-related instruments and other broad monetary portfolios.

 

Sundaram Business Cycle Fund NFO - Growth Fund Managers

• Mr. Ratish B Varier 

• Mr. Bharath 

• Mr. Dwijendra Srivastava 

• Mr. Sandeep Agarwal.

• Mr. Pathanjali Srinivasan 

 

Conclusion

The Sundaram Business Cycle Fund plans to profit from arising themes and organizations entering solid development cycles. The Sundaram Business Cycle Fund will spend in a variety of portfolios with direct and regular plan options. It is worth mentioning that Sundaram Business Cycle Fund is a new scheme and does not have any past performance record. So please consult your financial expert before making an investment decision. 

Disclaimer: This NFO Analysis is only for informational purposes and should not be considered as investment advice. Always do your research and consult with a financial advisor.