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| NAV as of Dec 04, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹11.1408-0.13% 1 day change | 7.56% p.a. | App exclusive | ₹1,845 Cr |
| Expense ratio | 0.42% as on Nov 30, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 365 days.! |
| AUM (Fund size) | ₹1,845 Cr |
| Lock-in Period | Nil |
| Age | 1 yrs 6 m since Jun 05, 2024 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
| Period | This fund | Category average |
|---|---|---|
| 1 Month | -1.86% | 1.05% |
| 3 Months | -0.08% | 4.0% |
| 6 Months | 3.61% | 4.49% |
| 1 Year | 2.99% | 1.98% |

Large Cap 42.2%
Mid Cap 13.63%
Small Cap 36.2%
Other Cap 0%
Services 18.79%
Capital Goods 9.579999999999998%
Automobile 8.899999999999999%
Financial 8.11%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Repo 6.938472%
Cash/Net Current Assets 1.035592%
Others 1.04%

| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund | -1.86% | 3.61% | 2.99% | N.A. | N.A. | N.A. |
| ICICI Prudential India Opportunities Fund | 1.33% | 8.1% | 10.47% | 23.21% | 29.62% | 15.09% |
| ICICI Prudential Dividend Yield Equity Fund | 0.49% | 8.44% | 9.61% | 23.82% | 27.94% | 17.44% |
| ICICI Prudential Value Fund | 2.13% | 8.22% | 10.44% | 21.06% | 24.92% | 16.65% |
| SBI Contra Fund | 0.66% | 5.63% | 3.28% | 20.03% | 26.8% | 17.44% |
| HDFC Focused Fund | -0.06% | 7.17% | 9.58% | 21.58% | 27.45% | 15.85% |
| Fund name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Sundaram Business Cycle Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential India Opportunities Fund | 11.45 | 0.82 | 1.38 | 2.43 |
| ICICI Prudential Dividend Yield Equity Fund | 11.97 | 0.85 | 1.36 | 2.11 |
| ICICI Prudential Value Fund | 10.97 | 0.78 | 1.27 | 2.17 |
| SBI Contra Fund | 12.16 | 0.9 | 1.09 | 1.72 |
| HDFC Focused Fund | 9.73 | 0.72 | 1.45 | 2.31 |
| Fund name | ETM Rank | AUM | Fund age | Expense ratio |
|---|---|---|---|---|
| Sundaram Business Cycle Fund | N.A. | 1,845 Cr | 1 yrs 6 m | 0.42% |
| ICICI Prudential India Opportunities Fund | N.A. | 32,669 Cr | 6 yrs 11 m | 0.65% |
| ICICI Prudential Dividend Yield Equity Fund | N.A. | 6,232 Cr | 11 yrs 7 m | 0.55% |
| ICICI Prudential Value Fund | N.A. | 57,935 Cr | 12 yrs 11 m | 0.96% |
| SBI Contra Fund | N.A. | 49,218 Cr | 12 yrs 11 m | 0.68% |
| HDFC Focused Fund | N.A. | 25,140 Cr | 12 yrs 11 m | 0.62% |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund AUM | 1,845 Cr as on Oct 31, 2025 |
| Scheme document | View Scheme Document |
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which 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.
| No. of schemes | 31 view all schemes |
| Total AUM | 74,005 Cr as on Sep 30, 2025 |
| Address | Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014 |
| Phone | 1860-425-7237 |
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Sundaram Small Cap Fund | N.A. | 3,496 Cr | 0.59% | 25.93% |
| Sundaram Infrastructure Advantage Fund | N.A. | 968 Cr | 2.48% | 25.42% |
| Sundaram Mid Cap Fund | N.A. | 13,236 Cr | 5.26% | 25.08% |
| Sundaram Services Fund | N.A. | 4,674 Cr | 9.94% | 23.24% |
| Sundaram Multi Cap Fund | N.A. | 2,928 Cr | 4.83% | 20.71% |
| Sundaram Financial Services Opportunities Fund | N.A. | 1,601 Cr | 13.02% | 20.05% |
The current Net Asset Value (NAV) of the Sundaram Business Cycle Fund - Direct Growth plan is approximately ₹11.1408 as of Dec 04, 2025.
The Sundaram Business Cycle Fund Direct - Growth is a 1 yrs 6 m old fund and has delivered average annual returns of 7.56% since inception.
| 1-Year | Since Inception |
|---|---|
| 2.99% | 7.56% |
The Sundaram Business Cycle Fund - Direct Growth has an expense ratio of 0.42%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.
The Sundaram Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately 1,845 Cr as on Oct 31, 2025.
The Sundaram Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Bharti Airtel Ltd. | 5.93% |
| Kotak Mahindra Bank Ltd. | 5.23% |
| Eternal Ltd. | 5.23% |
| Larsen & Toubro Ltd. | 4.77% |
| Reliance Industries Ltd. | 3.63% |
| Amber Enterprises India Ltd. | 3.56% |
| Mahindra & Mahindra Ltd. | 3.43% |
| Hindalco Industries Ltd. | 2.69% |
| Sapphire Foods India Ltd. | 2.62% |
| Affle (India) Ltd. | 2.5% |
The Sundaram Business Cycle Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Services | 18.79% |
| Capital Goods | 9.579999999999998% |
| Automobile | 8.899999999999999% |
| Financial | 8.11% |
| Technology | 6.9799999999999995% |
| Communication | 5.93% |
| Energy | 5.73% |
| Consumer Staples | 5.16% |
| Construction | 4.77% |
| Healthcare | 4.49% |
This is a Strategy fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:
For the Desktop Version:
For the Mobile Version:
That's it. Your investment in the Sundaram Business Cycle Fund is complete.
Redeeming your investments in the Sundaram Business Cycle Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
