Q: What are the returns of Sundaram Business Cycle Fund?

The Sundaram Business Cycle Fund is a 1 yrs 1 m old fund and has delivered average annual returns of 11.37% since inception. Sundaram Business Cycle Fund Returns 1-Year Since Inception 12.04% 11.37%

Question 1

What is the current NAV of Sundaram Business Cycle Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Sundaram Business Cycle Fund - Direct Growth plan is approximately ₹11.2489 as of Jul 21, 2025.

Question 2

What are the returns of Sundaram Business Cycle Fund?

Accepted Answer

The Sundaram Business Cycle Fund is a 1 yrs 1 m old fund and has delivered average annual returns of 11.37% since inception.

Sundaram Business Cycle Fund Returns

1-Year	Since Inception
12.04%	11.37%

Question 3

How much does Sundaram Business Cycle Fund charge as the expense ratio?

Accepted Answer

The Sundaram Business Cycle Fund - Direct Growth has an expense ratio of 0.44%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Sundaram Business Cycle Fund?

Accepted Answer

The Sundaram Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,756 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of Sundaram Business Cycle Fund?

Accepted Answer

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.	5.37%
Kotak Mahindra Bank Ltd.	4.99%
Larsen & Toubro Ltd.	4.57%
Eternal Ltd.	4.12%
Reliance Industries Ltd.	3.88%
Amber Enterprises India Ltd.	3.18%
Sapphire Foods India Ltd.	2.97%
Ambuja Cements Ltd.	2.45%
Affle (India) Ltd.	2.44%
HDFC Life Insurance Co Ltd.	2.42%

Question 6

What are the top sectors Sundaram Business Cycle Fund has invested in?

Accepted Answer

The Sundaram Business Cycle Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Bharti Airtel Ltd.	5.37%
Kotak Mahindra Bank Ltd.	4.99%
Larsen & Toubro Ltd.	4.57%
Eternal Ltd.	4.12%
Reliance Industries Ltd.	3.88%
Amber Enterprises India Ltd.	3.18%
Sapphire Foods India Ltd.	2.97%
Ambuja Cements Ltd.	2.45%
Affle (India) Ltd.	2.44%
HDFC Life Insurance Co Ltd.	2.42%

Question 7

What is the risk level of Sundaram Business Cycle Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 8

Is there any lock-in period in Sundaram Business Cycle Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Sundaram Business Cycle Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Business Cycle Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Business Cycle Fund is complete.

Question 10

How can I redeem my investments in Sundaram Business Cycle Fund?

Accepted Answer

Redeeming your investments in Sundaram Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.44% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹1,756 Cr
Lock-in Period	Nil
Age	1 yrs 1 m since Jun 05, 2024
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹100 & Lumpsum: ₹100
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	0.38%	0.2%
3 Months	6.73%	6.62%
6 Months	9.05%	8.55%
1 Year	12.04%	2.98%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Business Cycle Fund	N.A.	1,756 Cr	1 yrs 1 m	0.44%
ICICI Prudential India Opportunities Fund	N.A.	27,197 Cr	6 yrs 6 m	0.63%
SBI Contra Fund	N.A.	44,069 Cr	12 yrs 6 m	0.62%
ICICI Prudential Value Fund	N.A.	51,112 Cr	12 yrs 6 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,231 Cr	11 yrs 3 m	0.58%
ICICI Prudential India Equity FOF	N.A.	179 Cr	5 yrs 5 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Business Cycle Fund	0.38%	9.05%	12.04%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-0.54%	10.45%	8.69%	27.3%	32.76%	14.48%
SBI Contra Fund	0.0%	6.82%	1.9%	24.33%	32.91%	16.6%
ICICI Prudential Value Fund	-0.49%	9.35%	6.46%	24.25%	27.83%	15.73%
ICICI Prudential Dividend Yield Equity Fund	-0.37%	9.79%	4.94%	27.4%	30.93%	16.61%
ICICI Prudential India Equity FOF	0.13%	8.91%	6.26%	23.56%	28.2%	12.51%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.92	0.8	1.74	2.97
SBI Contra Fund	12.58	0.86	1.51	2.4
ICICI Prudential Value Fund	11.51	0.76	1.55	2.66
ICICI Prudential Dividend Yield Equity Fund	12.58	0.84	1.65	2.51
ICICI Prudential India Equity FOF	12.1	0.84	1.46	2.23

Sundaram Business Cycle Fund Direct - Growth

Historical NAV & returns

Sundaram Business Cycle Fund overview

Sundaram Business Cycle Fund Returns calculator

Trailing returns as on Jul 17, 2025

Asset allocationas on May 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Sundaram Business Cycle Fund in detail with

About this fund

About Sundaram Business Cycle Fund

Fund managers

Investment objective

Sundaram Mutual Fund details

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Frequently asked questions

Sundaram Business Cycle Fund Returns

ET Money rank

Fund AUM	1,756 Cr as on May 31, 2025
Scheme document	View Scheme Document

No. of schemes	30 view all schemes
Total AUM	69,421 Cr as on Jun 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.	3,311 Cr	8.02%	33.46%
Sundaram Mid Cap Fund	N.A.	12,344 Cr	8.56%	29.66%
Sundaram Infrastructure Advantage Fund	N.A.	952 Cr	1.42%	29.35%
Sundaram Services Fund	N.A.	4,161 Cr	14.86%	27.43%
Sundaram Financial Services Opportunities Fund	N.A.	1,548 Cr	7.93%	24.4%
Sundaram Multi Cap Fund	N.A.	2,773 Cr	5.64%	24.37%

Sector	Percentage of Portfolio
Services	19.59%
Capital Goods	10.19%
Automobile	7.379999999999999%
Financial	6.57%
Energy	5.54%
Technology	5.52%
Communication	5.37%
Consumer Discretionary	5.11%
Construction	4.57%
Healthcare	3.66%