Sundaram Business Cycle Fund Regular-IDCW Payout

Fund Details

NAV 10.3811

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.95

Fund Size(in Crores) 1576.41

Fund Performance

1 Month 0.97%

3 Month 4.3%

6 Month -4.51%

1 Year -3.76%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.56%) Market Cap Large Cap 49.03 Mid Cap 47.85 Small Cap 2.68 Top Sectors Financial 23.51 Healthcare 17.44 Metals & Mining 16.85 Consumer Staples 11.12 Automobile 10.93 Capital Goods 8.33 Chemicals 3.43 Consumer Discretionary 3.35 Communication 2.49 Energy 2.11 Top Holding Alkem Laboratories 2.1 APL Apollo Tubes 1.85 Ashok Leyland 1.45 Aster DM Healthcare 2.18 AU Small Finance Bank 1.66 Bajaj Finance 1.78 Bank of India 1.43 Bharat Forge 2.15 Bharat Petroleum Corporation 1.78 Bharti Airtel 2.49 Biocon 1.68 Britannia Industries 3.46 Canara Bank 1.61 Coromandel International 1.29 Dr. Reddy's Laboratories 3.52 Eicher Motors 2.1 HDFC Bank 2.53 Hero Motocorp 1.7 Hindalco Industries 2.42 Hindustan Copper 0.79 Hindustan Zinc 1.25 Indian Bank 1.33 Jindal Stainless 1.28 Jindal Steel 2.18 JSW Steel 2.64 Kei Industries 1.58 Laurus Labs 1.59 L&T Fin 1.5 Lupin 2.73 Mahindra & Mahindra 1.78 Mahindra & Mahindra Financial Services 1.49 Marico 3.63 Max Financial Services 1.97 Muthoot Finance 1.21 National Aluminium Company 1.53 Navin Fluorine International 2.14 Piramal Finance 1.69 Polycab India 1.81 Radico Khaitan 1.77 Schaeffler India 1.63 Shriram Finance 1.79 Siemens 1.62 State Bank of India 2.29 Steel Authority Of India 1.52 Sun Pharmaceutical Industries 3.64 Tata Consumer Products 2.26 Timken India 1.36 Titan Company 3.35 TVS Motor Company 1.75 Union Bank of India 1.23 Vedanta 0.73 Vedanta Aluminium Metal 0.33 Vedanta Iron And Steel 0.33 Vedanta Oil and Gas 0.33 Vedanta Power 0.33 Zydus Lifesciences 0

Debt & Others (0.46%) Sector Allocation Net Current Assets 0.02 Mutual Fund 0.12 Repo 0.32 Debt Credit Ratings Debt Category Kotak Liquid - Plan A - Direct Plan-Gr 0.12 Others 0.34

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.06%

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.

Madanagopal Ramu

Education MBA, Grad.CWA

Experience Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC

Shalav Saket

Education MBA, B-Tech, CFA

Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

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.

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.

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.

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) 15

Date of Incorporation 2024-06-25

Total AUM 75523.59

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.