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Sundaram Business Cycle Fund NFO

Updated: Jun 8


Are you looking for a promising investment opportunity that capitalizes on the ebb and flow of economic cycles? Sundaram Asset Management Company is launching the Sundaram Business Cycle Fund, a scheme designed to provide long-term capital appreciation through strategic investments in equity and equity-related securities. This blog post delves into the key features, objectives, and details of this upcoming fund to help you make an informed investment decision.

Fund Objective

The primary goal of the Sundaram Business Cycle Fund is to deliver long-term capital appreciation by investing predominantly in equity and equity-related securities. The fund aims to identify and capitalize on medium-term business cycles that influence economic fundamentals. By dynamically allocating investments across various themes and stocks at different stages of economic cycles, the fund seeks to optimize returns while managing risks.

Investment Strategy

The Sundaram Business Cycle Fund employs a dynamic investment strategy that revolves around the identification of business cycles. By understanding and anticipating the impact of these cycles on various sectors and companies, the fund managers strategically allocate assets to maximize growth potential. This approach allows for flexibility and adaptability, enabling the fund to navigate through different market conditions effectively.

Fund Managers

The Sundaram Business Cycle Fund is managed by a team of experienced professionals:

  • Dwijendra Srivastava: B.Tech, PGDM (Finance), CFA

  • Ratish Varier: B.Com., MBA (Finance)

  • S Bharath: B.Com (H), MBA, ICWA

  • Sandeep Agarwal: B.Com (H), Chartered Accountant, CS

Key Details

Here are some important details about the Sundaram Business Cycle Fund:

  • Open Date: June 5, 2024

  • Close Date: June 19, 2024

  • Riskometer: Very High

  • Investment Strategy: The fund focuses on business cycle themes, aiming to leverage different economic stages for optimal returns.

Final Thoughts

Investing in the Sundaram Business Cycle Fund offers a unique opportunity to benefit from a well-researched, dynamic investment strategy designed to harness the potential of economic cycles. However, given the very high risk associated with this fund, it is crucial to consult with a financial advisor to ensure it aligns with your investment goals and risk tolerance.

🌟 Take the Next Step

Mark your calendar for June 5, 2024, and consider exploring the potential of the Sundaram Business Cycle Fund. Whether you are an experienced investor or new to the market, this fund offers a structured approach to capitalizing on economic cycles for long-term growth.

For more information and personalized advice, reach out to your financial advisor. Happy investing! 😊


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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by Sundaram Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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