Sundaram Business Cycle Fund Direct - Growth

Fund Details

NAV 11.0613

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.49

Fund Size(in Crores) 1819.9

Fund Performance

1 Month -2.29%

3 Month -4.07%

6 Month 1.76%

1 Year 1.15%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (89.06%) Market Cap Mid Cap 15.47 Small Cap 27.06 Large Cap 46.53 Top Sectors Financial 29.38 Automobile 14.38 Healthcare 7.37 Services 5.96 Capital Goods 5.38 Consumer Staples 5.05 Technology 4.74 Chemicals 3.07 Metals & Mining 2.84 Consumer Discretionary 2.6 Energy 2.54 Communication 2.34 Materials 2.17 Construction 0.77 Textiles 0.47 Top Holding PI Industries 0.45 CAMS 0.44 Axis Bank 4.07 Tata Consultancy 1.48 Narayana Hrudayalaya 0.7 Samvardhana Motherson 2.24 HCL Technologies 0.61 Ashok Leyland 0.6 ASK Automotive 0.51 Fiem Industries 0.73 Suprajit Engineering 0.17 Senco Gold 0.54 Gulf Oil Lubricants India 0.47 BLS International Services 2.7 JIO Financial 0.36 Nippon Life India Asset Management 0.23 REC 0.47 Varun Beverages 2.35 UPL 1.71 Astral 1.98 Interglobe Aviation 1.78 Polycab India 1.04 Shriram Finance 2.39 Cipla 0.87 ITC 2.02 Reliance Industries 2.54 SJS Enterprises 1.63 Sansera Engineering 3.43 Crompton Greaves Con. Electricals 0.35 Bank of Maharashtra 1.22 Dhanuka Agritech 0.44 Infosys 1.41 Redington 0.56 Motilal Oswal Financial Services 0.51 360 One Wam 0.51 Yash Highvoltage 1.72 Torrent Pharmaceuticals 0.49 Action Construction Equipment 0.86 Rainbow Children's 1.35 Larsen & Toubro 0.77 Kotak Mahindra Bank 2.8 Sky Gold And Diamonds 1.71 Supreme Industries 0.19 Usha Martin 2.84 Indegene 0.95 Aditya Birla Capital 0.64 Suzlon Energy 1.42 Kewal Kiran Clothing 0.47 UNO Minda 0.86 CE Info Systems 0.5 ICICI Bank 4.6 Tata Motors 0.84 HDFC AMC 0.6 KPIT Technologies 0.16 Lumax Industries 1.16 Info Edge (India) 0.48 Union Bank of India 0.51 Zen Technologies 0.58 Apollo Hospitals Enterprise 1.8 Pricol 0.49 The Federal Bank 1.02 Sun Pharmaceutical Industries 1.21 State Bank of India 0.9 HDFC Bank 6 Tata Motors Passenger Vehicles 1.72 CreditAccess Grameen 1.96 Knowledge Marine & Engineering Works 0.34 United Spirits 0.68 Power Fin. Corp. 0.59 Bharti Airtel 2.34

Debt & Others (10.94%) Sector Allocation Commercial Paper 2.06 Non Convertible Debenture 0.11 Debenture 0.6 Debt Credit Ratings Debt Category Shriram Finance 0.38 Time Technoplast 0.93 Muthoot Finance 0.22 Others 8.17

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Interval Income Fund Quarterly Series I Regular-Growth Ret 1M 0.44% Ret 1Y 5.96% Ret 3Y 6.85% Ret 5Y 5.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Interval Income Fund Quarterly Series I Regular-IDCW Ret 1M 0.44% Ret 1Y 5.96% Ret 3Y 6.85% Ret 5Y 5.93%

Equity, Flexi Cap funds Bandhan Fixed Maturity Plan - Series 209 (93 Days) Regular - Growth Ret 1M 0.5% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Fixed Maturity Plan - Series 209 (93 Days) Regular - IDCW Ret 1M 0.5% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DHFL Pramerica Fixed Maturity Plan Series 69 Regular-IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP FMP Series 277 - 789 Days Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP FMP Series 277 - 789 Days Regular - IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP FMP Series 277 - 789 Days Regular - IDCW Quarterly Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP FMP Series 277 - 789 Days Regular - IDCW Quarterly Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP FMP Series 277 - 789 Days Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Nippon India Annual Interval Fund Series I Retail Plan-Growth Ret 1M 0.49% Ret 1Y 7.01% Ret 3Y 6.97% Ret 5Y 5.81%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.43%

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.

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.

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.

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) 11

Date of Incorporation 2024-06-25

Total AUM 2025-11-30

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.