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 (99.35%) Market Cap Large Cap 14.83 Mid Cap 54.38 Small Cap 30.13 Top Sectors Financial 18.09 Healthcare 13.48 Automobile 12.75 Capital Goods 11.88 Services 11.05 Consumer Staples 7.48 Chemicals 5.45 Materials 5.07 Technology 4.9 Metals & Mining 3.06 Energy 2.8 Textiles 2.31 Construction 1.05 Top Holding 360 One Wam 1.1 Acutaas Chemicals 2.46 Apar Industries 0.72 Arvind 2.31 Ashok Leyland 1.77 Aurobindo Pharma 1.55 AU Small Finance Bank 1.7 Avalon Technologies 2.35 Bank of Maharashtra 2.81 Bharat Forge 3.56 Bharat Heavy Electricals 1.52 Billionbrains Garage Ventures 1.48 BSE 2.66 CarTrade Tech 0.88 Coforge 1.96 Cohance Lifesciences 0.8 Coromandel International 0.48 Cummins India 2.58 Delhivery 0.89 Devyani International 0.39 Dixon Technologies (India) 1.55 E2E Networks 0.72 Fortis Healthcare 1.19 FSN E-Commerce Ventures 0.75 Garware Hi-Tech Films 1.46 Glaxosmithkline Pharma 0.94 Glenmark Pharmaceuticals 3.03 Godfrey Phillips India 3.72 Hero Motocorp 2.13 Hindustan Petroleum Corporation 1.34 Hitachi Energy India 1.44 IDFC First Bank 1.89 Indian Bank 2.71 Jana Small Finance Bank 1.16 Jindal Steel 2.44 JK Cement 2.84 Jubilant FoodWorks 1.03 Jyoti CNC Automation 0.54 KPIT Technologies 1.01 Linde India 0.75 Lupin 1.79 Mahindra & Mahindra Financial Services 1.47 Marico 3.04 MCX 0.51 Motilal Oswal Financial Services 1.81 Mphasis 1.21 National Aluminium Company 0.62 One97 Communications 1.58 Onesource Specialty Pharma 1.72 PB Fintech 0.99 Poonawalla Fincorp 1.95 Prestige Estates Projects 1.05 Sona BLW Precision Forgings 0.86 SRF 2.13 Sumitomo Chemical India 1.14 Syrma SGS Technology 1.4 The India Cements 0.76 Thermax 0.5 Tinna Rubber And Infrastructure 0.94 Titagarh Rail Systems 1.13 Tube Investments Of India 3.3 Waaree Energies 1.46 WeWork India Management 1.36

Debt & Others (0.66%) Sector Allocation Net Receivables 0.27 CBLO 0.39 Debt Credit Ratings Debt Category Others 0.65

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% 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.