Sundaram Business Cycle Fund Regular - Growth
Sundaram Business Cycle Fund Regular - Growth: Mutual Fund Overview
Sundaram Business Cycle Fund Regular - Growth 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 ₹9.6937. 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 0.08%.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 0.08% at 12 Mar 2026 07:29 PM
Fund Details
NAV 9.6937
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 -10.04%
3 Month -10.13%
6 Month -12.54%
1 Year 0.08%
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 (97.8%) Market Cap Large Cap 41.57 Mid Cap 13.52 Small Cap 42.7 Top Sectors Services 19.94 Financial 12.27 Capital Goods 11.9 Automobile 11.22 Technology 6.45 Communication 6.18 Consumer Staples 5.59 Construction 4.7 Materials 4.14 Energy 3.88 Consumer Discretionary 3.58 Healthcare 3.48 Metals & Mining 3.34 Chemicals 1.14 Top Holding Landmark Cars 0.89 ZF Commercial 1.9 Go Fashion (India) 0.75 SKF India (Industrial) 1.27 Aavas Financiers 1.72 Kansai Nerolac Paints 1.63 Craftsman Automation 1.63 RateGain Travel 1.41 Amara Raja Energy & Mobility 2.08 Urban Company (UrbanClap) 0.91 KPIT Technologies 0.83 PB Fintech 2.36 Hindustan Aero 3.08 Indegene 1.6 Ambuja Cements 2.51 Kotak Mahindra Bank 6.27 Deepak Nitrite 1.14 360 One Wam 1.84 Sapphire Foods 2.13 Eternal 4.89 Larsen & Toubro 4.7 Bharat Electronics 2.3 Sona BLW Precision Forgings 2.06 Indusind Bank 2.43 Greaves Cotton 1.29 Delhivery 2.46 Hindalco Industries 3.34 Mahindra & Mahindra 3.41 FSN E-Commerce Ventures 1.53 Kirloskar Pneumatic 1.89 Tips Industries 1.36 Swiggy 0.8 Jubilant FoodWorks 2.2 Britannia Industries 1.02 Reliance Industries 3.88 Affle 3I 2.44 NIIT Learning Sys 0.57 Aditya Birla Real Estate 0.98 United Spirits 2.68 Bharti Airtel 6.18 Narayana Hrudayalaya 1.88 Cyient 1.77 SJS Enterprises 2.22 Amber Enterprises India 3.58
Debt & Others (2.2%) Sector Allocation Repo 2.39 Net Payables -0.19 Debt Credit Ratings Debt Category Others 2.2
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.09%
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.
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.
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.
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
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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