Sundaram Business Cycle Fund

Q: What are the returns of this mutual fund scheme?

The Sundaram Business Cycle Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 6.91% since inception. Sundaram Business Cycle Fund Returns 1-Year Since Inception -0.42% 6.91%

Q: How much does this mutual fund charge as expense ratio?

The Sundaram Business Cycle Fund has an expense ratio of 2.02% , 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.

NAV as of Sep 29, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.8955-0.18% 1 day change	6.91% p.a.	App exclusive #NA View Ranked Funds	₹1,784 Cr

Historical NAV & returns

NAV: ₹10.8955 as on Sep 29, 2025

This fund Category average

Sundaram Business Cycle Fund overview

AUM (Fund size)	₹1,784 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
Lock-in Period	Nil
Age	1 yrs 3 m since Jun 05, 2024
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
Expense ratio	2.02% as on Aug 31, 2025
Plan type	Regular
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%

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 Sep 11, 2025

Period	This fund	Category average
1 Month	-0.19%	0.12%
3 Months	-1.45%	-2.86%
6 Months	7.99%	7.05%
1 Year	-0.42%	-6.53%

View returns in detail

Asset allocationas on Aug 31, 2025

Large Cap 40.76%

Mid Cap 11.75%

Small Cap 36.9%

Other Cap 0%

Top holdings

Bharti Airtel Ltd.5.38%

Eternal Ltd.5.35%

Kotak Mahindra Bank Ltd.5.04%

Larsen & Toubro Ltd.4.41%

Top sectors

Services 19.36%

Capital Goods 9.45%

Automobile 8.91%

Financial 7.88%

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 9.980949%

Cash/Net Current Assets 0.613577%

Other Holdings

Others 0.61%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Business Cycle Fund	-0.19%	7.99%	-0.42%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.82%	7.25%	-1.31%	22.98%	31.72%	13.4%
ICICI Prudential Dividend Yield Equity Fund	0.79%	7.15%	-3.09%	24.13%	28.9%	15.93%
ICICI Prudential Value Fund	0.08%	6.99%	-1.34%	22.04%	26.25%	15.31%
SBI Contra Fund	0.42%	4.5%	-7.1%	20.0%	29.04%	15.93%
ICICI Prudential India Equity FOF	-0.19%	6.36%	-3.05%	21.09%	25.78%	11.83%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.64	0.82	1.23	2.44
ICICI Prudential Dividend Yield Equity Fund	12.35	0.86	1.21	1.99
ICICI Prudential Value Fund	11.4	0.8	1.18	2.13
SBI Contra Fund	12.25	0.88	1.01	1.65
ICICI Prudential India Equity FOF	11.94	0.87	1.06	1.8

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Business Cycle Fund	N.A.	1,784 Cr	1 yrs 3 m	2.02%
ICICI Prudential India Opportunities Fund	N.A.	29,871 Cr	6 yrs 9 m	1.58%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,779 Cr	11 yrs 5 m	1.82%
ICICI Prudential Value Fund	N.A.	53,750 Cr	21 yrs 2 m	1.51%
SBI Contra Fund	N.A.	46,654 Cr	20 yrs 4 m	1.5%
ICICI Prudential India Equity FOF	N.A.	219 Cr	5 yrs 7 m	1.23%

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 is a Strategy mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 1 yrs 3 m, having been launched on 05/06/2024. Sundaram Business Cycle Fund has ₹1,784 Crores worth of assets under management (AUM) as on 31/08/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Business Cycle Fund as of 29/09/2025 is ₹10.90. The fund has an expense ratio of 2.02%, which is higher than what most other Strategy funds charge.

Sundaram Business Cycle Fund returns of last 1-year are -0.89%. Since launch, it has delivered 7.03% average annual returns.
The fund has the majority of its money invested in Services, Capital Goods, Automobile, Financial, Technology 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., Eternal Ltd., Kotak Mahindra Bank Ltd., Larsen & Toubro Ltd., Reliance Industries Ltd..

...

Fund AUM	1,784 Cr as on Aug 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	31 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

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Sundaram Mid Cap Fund	N.A.	12,501 Cr	-4.72%	25.79%
Sundaram Services Fund	N.A.	4,333 Cr	0.09%	24.26%
Sundaram Large and Mid Cap Fund	N.A.	6,651 Cr	-5.1%	20.35%
Sundaram Consumption Fund	N.A.	1,599 Cr	-7.51%	19.35%
Sundaram Value Fund	N.A.	1,461 Cr	-4.05%	18.43%
Sundaram Large Cap Fund	N.A.	3,302 Cr	-6.5%	15.51%

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 plan is approximately ₹10.8955 as of Sep 29, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Business Cycle Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 6.91% since inception.

Sundaram Business Cycle Fund Returns

1-Year	Since Inception
-0.42%	6.91%

How much does this mutual fund charge as expense ratio?

The Sundaram Business Cycle Fund has an expense ratio of 2.02%, 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.

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 1,784 Cr as on Aug 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.	5.38%
Eternal Ltd.	5.35%
Kotak Mahindra Bank Ltd.	5.04%
Larsen & Toubro Ltd.	4.41%
Reliance Industries Ltd.	3.42%
Amber Enterprises India Ltd.	3.38%
Sapphire Foods India Ltd.	3.06%
Affle (India) Ltd.	2.56%
Mahindra & Mahindra Ltd.	2.48%
Ambuja Cements Ltd.	2.46%

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	19.36%
Capital Goods	9.45%
Automobile	8.91%
Financial	7.88%
Technology	6.91%
Energy	5.43%
Communication	5.38%
Consumer Discretionary	4.8%
Healthcare	4.74%
Construction	4.41%

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 can I redeem my investments in Sundaram Business Cycle Fund?

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.

ET Money rank

App exclusive

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 1 Year.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.