Sundaram Business Cycle Fund · Regular · Growth
NAV
₹11.1257
as of 31 Jul 2026
Expense Ratio
2.08%
AUM
₹1,570 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.07%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.22%
SIP returns (XIRR)
- 1Y
- +8.63%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.53%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.04
Sharpe Ratio
+0.01
Alpha
0.29
Beta
0.04
Sortino
15.55%
Std Dev
-20.13%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- IT - Software10.32%
- Finance10.29%
- Industrial Products9.87%
- Banks9.62%
- Capital Markets7.75%
- Transport Services7.62%
- Retailing7.53%
- Electrical Equipment7.31%
- Beverages4.87%
- Financial Technology (Fintech)3.14%
- Consumer Durables2.81%
- Cement & Cement Products2.70%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Radico Khaitan Ltd4.87%
- 2Oracle Financial Services Software Ltd4.37%
- 3Zomato Ltd4.11%
- 4Interglobe Aviation Ltd4.04%
- 5Mtar Technologies Ltd3.99%
- 6Shriram Finance Ltd3.84%
- 7Polycab India Ltd3.63%
- 8Delhivery Ltd3.58%
- 9Five-Star Business Finance Ltd3.55%
- 10Fsn E–Commerce Ventures Ltd(Nykaa)3.42%
Investment Objective
Sundaram Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,570 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.08%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations