Sundaram Business Cycle Fund Regular - IDCW Reinvestment
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 3.17% at 05 Feb 2026 10:37 AM
Fund Details
NAV 10.5901
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.62
Fund Size(in Crores) 1788.86
Fund Performance
1 Month -3.59%
3 Month -4.87%
6 Month -2.44%
1 Year 3.17%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (92.73%) Market Cap Large Cap 33.42 Mid Cap 12.16 Small Cap 47.15 Top Sectors Services 18.39 Financial 12.96 Capital Goods 10.85 Automobile 9.95 Technology 7.53 Communication 6.27 Construction 4.99 Materials 4.4 Energy 3.95 Consumer Staples 3.72 Healthcare 3.02 Metals & Mining 2.9 Consumer Discretionary 2.69 Chemicals 1.13 Top Holding SKF India (Industrial) 1.17 NIIT Learning Sys 0.22 Prudent Corporate Advisory Services 1.31 Billionbrains Garage Ventures 0.33 SJS Enterprises 1.76 Amber Enterprises India 2.69 SKF India 0.43 Britannia Industries 0.53 Landmark Cars 0.73 Indusind Bank 1.98 Narayana Hrudayalaya 1.76 Cyient 1.95 United Spirits 2.26 Craftsman Automation 1.58 Ambuja Cements 2.52 Bharti Airtel 6.27 Reliance Industries 3.95 KPIT Technologies 1.14 Go Fashion (India) 1.08 Kirloskar Pneumatic 1.56 Amara Raja Energy & Mobility 2.02 Sapphire Foods 2.43 Greaves Cotton 1.38 Mahindra & Mahindra 3.25 Deepak Nitrite 1.13 Tips Industries 1.21 360 One Wam 1.8 Hindalco Industries 2.9 Affle 3I 2.77 Hindustan Aero 2.43 Larsen & Toubro 4.99 Indegene 1.26 Urban Company (UrbanClap) 0.93 Aavas Financiers 1.62 Eternal 4.72 Bharat Electronics 1.87 ZF Commercial 1.69 Kansai Nerolac Paints 1.88 Delhivery 2.07 FSN E-Commerce Ventures 1.64 PB Fintech 2.39 Kotak Mahindra Bank 5.92 RateGain Travel 1.67 Sona BLW Precision Forgings 1.67 Jubilant FoodWorks 1.91
Debt & Others (7.27%) Sector Allocation Cash/Net Current Assets 0.1 Repo 7.17 Debt Credit Ratings Debt Category Others 7.27
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% 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
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.
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.
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.
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
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
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 2025-12-31
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.
Take Your Next Step
