Sundaram Business Cycle Fund Direct - IDCW Payout
Sundaram Business Cycle Fund Direct - IDCW Payout: Mutual Fund Overview
Sundaram Business Cycle Fund Direct - IDCW Payout is an Thematic-Business Cycle mutual fund with over 1.71 years of performance history. The scheme manages an AUM of ₹1617.88 Cr and has a NAV of ₹9.9594. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 1.64%.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 1.64% at 12 Mar 2026 06:52 PM
Fund Details
NAV 9.9594
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.71
Fund Size(in Crores) 1617.88
Fund Performance
1 Month -9.95%
3 Month -9.8%
6 Month -11.87%
1 Year 1.64%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.07%) Market Cap Small Cap 3.19 Large Cap 86.26 Mid Cap 10.62 Top Sectors Automobile 98.86 Capital Goods 1.21 Top Holding Mahindra & Mahindra 24.14 Bharat Forge 4.06 UNO Minda 1.71 TVS Motor Company 7.23 Ashok Leyland 4.81 Tube Investments Of India 2.34 Bosch 2.51 Bajaj Auto 8.8 Eicher Motors 8.78 Maruti Suzuki India 15.52 Exide Industries 1.21 Hero Motocorp 5.9 Tata Motors Passenger Vehicles 6.37 TVS Motor Company - Pref. Shares 0.07 Sona BLW Precision Forgings 1.91 Samvardhana Motherson 4.71
Debt & Others (-0.07%) Sector Allocation Net Payables -0.07 Debt Credit Ratings Debt Category Others -0.07
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.67%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
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.
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.
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 75674.2
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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