Sundaram Business Cycle Fund Direct - Growth

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.9522+0.45% 1 day change	9.88% p.a.	#NA View Ranked Funds	₹1,605 Crs

Historical NAV & returns

NAV: ₹10.9522 as on Jun 05, 2025

This fund Category average

Sundaram Business Cycle Fund overview

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)	₹1,605 Crs
Lock-in	No Lockin
Age	1 yrs since Jun 05, 2024
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Sundaram Business Cycle Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 01, 2025

Period	This fund	Category average
1 Month	5.63%	4.88%
3 Months	11.28%	11.29%
6 Months	-0.83%	-2.92%

Asset allocationas on Mar 31, 2025

Large Cap 39.64365599999999%

Mid Cap 9.315176%

Small Cap 34.369499999999995%

Other Cap 0.008331999999992422%

Top holdings

Bharti Airtel Ltd.5.49%

Kotak Mahindra Bank Ltd.5.47%

Larsen & Toubro Ltd.4.23%

Reliance Industries Ltd.3.82%

Top sectors

Services 18.32%

Capital Goods 9.59%

Automobile 7.2%

Financial 6.84%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 15.648028%

Cash/Net Current Assets 1.032423%

Other Holdings

Others 1.03%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Business Cycle Fund	N.A.	₹1,605 Crs	1 yrs	0.44%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Business Cycle Fund	5.63%	-0.83%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Sundaram Business Cycle Fund in detail with

About this fund

About Sundaram Business Cycle Fund

Sundaram Business Cycle Fund Direct - Growth is a Strategy mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 1 yrs, having been launched on 05/06/2024. Sundaram Business Cycle Fund Direct - Growth has ₹1,605 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Business Cycle Fund Direct - Growth as of 05/06/2025 is ₹10.95. The fund has an expense ratio of 0.44%, which is less than what most other Strategy funds charge.

The fund has the majority of its money invested in Services, Capital Goods, Automobile, Financial, Consumer Discretionary sectors. It has taken less exposure in Services, Capital Goods sectors compared to other funds in the category.
The fund's top 5 holdings are in Bharti Airtel Ltd., Kotak Mahindra Bank Ltd., Larsen & Toubro Ltd., Reliance Industries Ltd., Eternal Ltd..

...

Fund AUM	₹1,605 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Dwijendra Srivastava

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Ratish Varier

Mr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Investment objective

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.

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Small Cap Fund	N.A.	₹2,955 Crs	10.95%	34.38%
Sundaram Mid Cap Fund	N.A.	₹11,333 Crs	14.22%	30.59%
Sundaram Infrastructure Advantage Fund	N.A.	₹882 Crs	5.0%	30.27%
Sundaram Services Fund	N.A.	₹3,998 Crs	20.32%	27.91%
Sundaram Financial Services Opportunities Fund	N.A.	₹1,524 Crs	13.42%	26.47%
Sundaram Multi Cap Fund	N.A.	₹2,615 Crs	9.4%	25.6%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Business Cycle Fund?

The current Net Asset Value (NAV) of the Sundaram Business Cycle Fund - Direct Growth plan is approximately ₹10.9522 as of Jun 05, 2025.

How much does this mutual fund charge as expense ratio?

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.

What is the AUM or fund size of this mutual fund?

The Sundaram Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,605 Crs crore as of Mar 31, 2025.

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

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.	5.49%
Kotak Mahindra Bank Ltd.	5.47%
Larsen & Toubro Ltd.	4.23%
Reliance Industries Ltd.	3.82%
Eternal Ltd.	3.82%
Amber Enterprises India Ltd.	3.74%
Sapphire Foods India Ltd.	2.85%
HDFC Life Insurance Co Ltd.	2.59%
Ambuja Cements Ltd.	2.5%
Jubilant FoodWorks Ltd.	2.39%

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

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

Sector	Percentage of Portfolio
Services	18.32%
Capital Goods	9.59%
Automobile	7.2%
Financial	6.84%
Consumer Discretionary	5.69%
Energy	5.55%
Communication	5.49%
Technology	5.26%
Construction	4.23%
Healthcare	3.72%

What is risk level of Sundaram Business Cycle Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

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

How do I invest in Sundaram Business Cycle Fund?

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.

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

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.