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| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹11.4056+0.36% 1 day change | 10.33% p.a. | App exclusive | ₹1,808 Cr |
| Expense ratio | 0.43% as on Sep 30, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 365 days.! |
| AUM (Fund size) | ₹1,808 Cr |
| Lock-in Period | Nil |
| Age | 1 yrs 4 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 | 1.06% | 2.72% |
| 3 Months | 2.51% | 3.22% |
| 6 Months | 9.87% | 9.73% |
| 1 Year | 8.53% | 5.16% |

Large Cap 40.08%
Mid Cap 12.94%
Small Cap 38.23%
Other Cap 0%
Services 18.939999999999998%
Capital Goods 9.57%
Automobile 9.16%
Financial 7.93%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Repo 7.105365%
Mutual Fund 1.383033%
Cash/Net Current Assets 0.263089%
Sundaram Liquid Direct-Growth 1.38%
Others 0.26%

Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund AUM | 1,808 Cr as on Sep 30, 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. | 3,341 Cr | 5.8% | 29.25% |
| Sundaram Mid Cap Fund | N.A. | 12,585 Cr | 7.5% | 28.17% |
| Sundaram Infrastructure Advantage Fund | N.A. | 942 Cr | 4.83% | 28.05% |
| Sundaram Services Fund | N.A. | 4,426 Cr | 12.52% | 26.5% |
| Sundaram Financial Services Opportunities Fund | N.A. | 1,514 Cr | 12.1% | 23.71% |
| Sundaram Multi Cap Fund | N.A. | 2,829 Cr | 8.23% | 23.48% |
The current Net Asset Value (NAV) of the Sundaram Business Cycle Fund - Direct Growth plan is approximately ₹11.4056 as of Oct 20, 2025.
The Sundaram Business Cycle Fund Direct - Growth is a 1 yrs 4 m old fund and has delivered average annual returns of 10.33% since inception.
| 1-Year | Since Inception |
|---|---|
| 8.53% | 10.33% |
The Sundaram Business Cycle Fund - Direct Growth has an expense ratio of 0.43%, 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 1,808 Cr as on Sep 30, 2025.
The Sundaram Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Eternal Ltd. | 5.47% |
| Bharti Airtel Ltd. | 5.43% |
| Kotak Mahindra Bank Ltd. | 5.06% |
| Larsen & Toubro Ltd. | 4.42% |
| Amber Enterprises India Ltd. | 3.66% |
| Reliance Industries Ltd. | 3.39% |
| Mahindra & Mahindra Ltd. | 3.14% |
| Sapphire Foods India Ltd. | 2.74% |
| Affle (India) Ltd. | 2.57% |
| Hindalco Industries Ltd. | 2.46% |
The Sundaram Business Cycle Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Services | 18.939999999999998% |
| Capital Goods | 9.57% |
| Automobile | 9.16% |
| Financial | 7.93% |
| Technology | 7.06% |
| Energy | 5.45% |
| Communication | 5.43% |
| Consumer Staples | 5.1899999999999995% |
| Healthcare | 4.6% |
| Construction | 4.42% |
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.
