Sundaram Business Cycle Fund Regular - IDCW Reinvestment

Fund Details

NAV 9.0368

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.74

Fund Size(in Crores) 1617.88

Fund Performance

1 Month -13.75%

3 Month -16.9%

6 Month -19.26%

1 Year -10.69%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 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 39.06 Mid Cap 16.03 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 SKF India (Industrial) 1.27 NIIT Learning Sys 0.57 Amber Enterprises India 3.58 SJS Enterprises 2.22 Britannia Industries 1.02 Landmark Cars 0.89 Indusind Bank 2.43 Cyient 1.77 United Spirits 2.68 Narayana Hrudayalaya 1.88 Craftsman Automation 1.63 Ambuja Cements 2.51 Bharti Airtel 6.18 KPIT Technologies 0.83 Reliance Industries 3.88 Go Fashion (India) 0.75 Kirloskar Pneumatic 1.89 Amara Raja Energy & Mobility 2.08 Sapphire Foods 2.13 Swiggy 0.8 Mahindra & Mahindra 3.41 Greaves Cotton 1.29 Aditya Birla Real Estate 0.98 Tips Industries 1.36 360 One Wam 1.84 Deepak Nitrite 1.14 Hindalco Industries 3.34 Affle 3I 2.44 Hindustan Aero 3.08 Larsen & Toubro 4.7 Indegene 1.6 Urban Company (UrbanClap) 0.91 Aavas Financiers 1.72 Eternal 4.89 Bharat Electronics 2.3 ZF Commercial 1.9 Kansai Nerolac Paints 1.63 FSN E-Commerce Ventures 1.53 Delhivery 2.46 Sona BLW Precision Forgings 2.06 Kotak Mahindra Bank 6.27 RateGain Travel 1.41 Jubilant FoodWorks 2.2 PB Fintech 2.36

Debt & Others (2.2%) Sector Allocation Net Payables -0.19 Repo 2.39 Debt Credit Ratings Debt Category Others 2.2

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.11%

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.

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

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.

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) 14

Date of Incorporation 2024-06-25

Total AUM 76017.49

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.