Sundaram Business Cycle Fund Regular - IDCW Payout
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Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 1.67% at 23 Dec 2025 09:46 AM
Fund Details
NAV 10.8622
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.49
Fund Size(in Crores) 1819.9
Fund Performance
1 Month -0.98%
3 Month -3.41%
6 Month 0.42%
1 Year 1.67%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.93%) Market Cap Small Cap 19.35 Mid Cap 44.89 Large Cap 35.69 Top Sectors Services 83.78 Construction 16.15 Top Holding Chalet Hotels 2.44 The Indian Hotels Company 20.31 Devyani International 2.14 BLS International Services 1.54 TBO Tek 2.12 Sapphire Foods 2.27 EIH 2.86 Indian Railway Catering & Tourism 7.99 ITC Hotels 7.5 Interglobe Aviation 20.78 Valor Estate 1.24 Leela Palaces Hotels 0.99 Ventive Hospitality 0.72 Jubilant FoodWorks 9.09 Lemon Tree Hotels 3.03 GMR Airports 14.91
Debt & Others (0.07%) Sector Allocation Repo 0.09 Net Payables -0.02 Debt Credit Ratings Debt Category Others 0.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -0.87% Ret 1Y -4.01% Ret 3Y 24.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -0.87% Ret 1Y -4.01% Ret 3Y 24.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.87% Ret 1Y -4.01% Ret 3Y 24.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -0.83% Ret 1Y -3.33% Ret 3Y 18.56% Ret 5Y 19.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -0.83% Ret 1Y -3.33% Ret 3Y 18.56% Ret 5Y 19.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -0.83% Ret 1Y -3.33% Ret 3Y 18.56% Ret 5Y 19.68%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -0.87% Ret 1Y -4.29% Ret 3Y 24.59% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.87% Ret 1Y -4.29% Ret 3Y 24.59% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.87% Ret 1Y -4.29% Ret 3Y 24.59% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -0.86% Ret 1Y -1.27% Ret 3Y 18.47% Ret 5Y 22.9%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M -0.86% Ret 1Y -1.27% Ret 3Y 18.47% Ret 5Y 22.9%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.02%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience 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.
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Pathanjali Srinivasan
Education Mr. Srinivasan has done B.Com and CA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2024-06-25
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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