Sundaram Business Cycle Fund Regular - Growth
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Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 6.48% at 16 Feb 2026 01:52 PM
Fund Details
NAV 10.5124
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.65
Fund Size(in Crores) 1679.74
Fund Performance
1 Month -1.12%
3 Month -3.86%
6 Month -2.8%
1 Year 6.48%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.96%) Market Cap Large Cap 41.56 Mid Cap 12.92 Small Cap 41.48 Top Sectors Services 19.4 Financial 12.24 Capital Goods 11.76 Automobile 10.57 Technology 7.41 Communication 6.24 Consumer Staples 5.24 Construction 4.96 Materials 4.42 Energy 3.74 Metals & Mining 3.35 Healthcare 3.03 Consumer Discretionary 2.47 Chemicals 1.14 Top Holding Landmark Cars 0.79 ZF Commercial 1.81 SKF India (Industrial) 1.3 Go Fashion (India) 0.96 Aavas Financiers 1.88 Kansai Nerolac Paints 1.96 Craftsman Automation 1.58 RateGain Travel 1.57 Amara Raja Energy & Mobility 1.99 Urban Company (UrbanClap) 1.02 KPIT Technologies 1.08 PB Fintech 2.31 Hindustan Aero 3.13 Indegene 1.28 Ambuja Cements 2.47 Kotak Mahindra Bank 5.94 Billionbrains Garage Ventures 0.4 Sapphire Foods 1.91 360 One Wam 1.82 Deepak Nitrite 1.14 Eternal 5.24 Larsen & Toubro 4.96 Bharat Electronics 2.24 Sona BLW Precision Forgings 1.84 Indusind Bank 2.19 Greaves Cotton 1.33 Delhivery 2.31 Hindalco Industries 3.35 Mahindra & Mahindra 3.31 FSN E-Commerce Ventures 1.31 Kirloskar Pneumatic 1.78 Tips Industries 1.32 Swiggy 0.59 Jubilant FoodWorks 2.03 Britannia Industries 0.95 Reliance Industries 3.74 Affle 3I 2.64 NIIT Learning Sys 0.65 Aditya Birla Real Estate 0.72 United Spirits 2.55 Bharti Airtel 6.24 Cyient 2.12 Narayana Hrudayalaya 1.75 SJS Enterprises 2.03 Amber Enterprises India 2.47
Debt & Others (4.04%) Sector Allocation Repo 3.98 Cash/Net Current Assets 0.05 Debt Credit Ratings Debt Category Others 4.04
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 1.14% Ret 1Y 5.75% 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
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
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.
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.
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) 17
Date of Incorporation 2024-06-25
Total AUM 2026-01-31
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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