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Home Mf Research Sundaram Business Cycle Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Business Cycle Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,025.12 +2.51%
Two Week 2026-10-19 ₹1,000.00 ₹986.04 -1.40%
One Month 2026-10-05 ₹1,000.00 ₹958.32 -4.17%
Three Months 2026-08-05 ₹3,000.00 ₹2,786.29 -7.12%
Six Months 2026-05-07 ₹6,000.00 ₹5,751.83 -4.14%
One Year 2025-11-03 ₹12,000.00 ₹11,834.68 -1.38%
Since Inception 2024-06-25 ₹29,000.00 ₹28,620.17 -1.31%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 13.44%
Industrial Products 10.58%
Retailing 10.53%
Finance 8.52%
It - Software 8.19%
Transport Services 6.59%
Auto Components 5.60%
Capital Markets 4.86%
Beverages 4.20%
Financial Technology (Fintech) 4.12%
Banks 3.93%
Consumer Durables 3.18%
Other 2.92%
Healthcare Services 2.76%
It - Services 2.60%
Leisure Services 2.24%
Non - Ferrous Metals 2.18%
Entertainment 1.90%
Automobiles 1.66%

Top Holdings

Company-wise portfolio exposure

Radico Khaitan Ltd 4.20%
Eternal Ltd (Previously Zomato Ltd) 4.00%
MTAR Technologies Ltd 3.80%
TD Power Systems Ltd 3.78%
One 97 Communications Ltd 3.78%
Interglobe Aviation Ltd 3.61%
Shriram Finance Ltd 3.48%
FSN E–Commerce Ventures Ltd(NYKAA) 3.39%
Kirloskar Oil Engines Ltd 3.34%
Dhoot Transmission Ltd 3.32%
Kalyan Jewellers India Ltd 3.18%
Lenskart Solutions Limited 3.14%
Oracle Financial Services Software Ltd 3.11%
Thermax Ltd 3.04%
Delhivery Ltd 2.99%
Ujjivan Small Finance Bank Ltd 2.95%
Five-Star Business Finance Ltd 2.82%
Polycab India Ltd 2.81%
Coforge Ltd 2.81%
GE Vernova T and D India Ltd 2.81%
Indegene Limited 2.76%
Nippon Life India Asset Management Ltd 2.72%
Finolex Cables Ltd 2.60%
Affle (India) Ltd 2.60%
S.J.S. Enterprises Ltd 2.28%
Rate Gain Travel Technologies Ltd 2.27%
Sapphire Foods India Ltd 2.24%
Aavas Financiers Ltd 2.22%
Vedanta Aluminium Metal Ltd 2.18%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) 2.14%
Tips Music Ltd 1.90%
Kirlosakar Pneumatic Company Ltd 1.83%
Mahindra & Mahindra Ltd 1.63%
IndusInd Bank Ltd 0.98%
PB Fintech Ltd 0.34%
TVS Motor Company Ltd 0.03%
TREPS 2.69%
Cash and Other Net Current Assets 0.23%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.60%
Expense Ratio (Direct)
1.15%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
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