Sundaram Business Cycle Fund · Regular · Growth
NAV
₹10.9212
as of 28 Sept 2026
Expense Ratio
2.60%
AUM
₹1,577 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.05%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.98%
SIP returns (XIRR)
- 1Y
- +4.14%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.07%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.25
Sharpe Ratio
+0.05
Alpha
0.30
Beta
0.25
Sortino
15.36%
Std Dev
-20.13%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Retailing11.43%
- Electrical Equipment10.96%
- Finance9.00%
- Industrial Products8.39%
- IT - Software8.21%
- Financial Technology (Fintech)7.10%
- Transport Services6.99%
- Auto Components5.70%
- Capital Markets5.33%
- Beverages5.23%
- Banks4.05%
- Consumer Durables3.39%
Each sector links to the mutual funds most exposed to it.
Related reading
Thinking about Sundaram Business Cycle Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Radico Khaitan Ltd5.23%
- 2Eternal Ltd (Previously Zomato Ltd)4.81%
- 3Pb Fintech Ltd4.28%
- 4Td Power Systems Ltd4.19%
- 5Shriram Finance Ltd3.86%
- 6Mtar Technologies Ltd3.85%
- 7Interglobe Aviation Ltd3.72%
- 8Fsn E–Commerce Ventures Ltd(Nykaa)3.63%
- 9Oracle Financial Services Software Ltd3.60%
- 10Kalyan Jewellers India Ltd3.39%
What this fund does
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 ₹1,577 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.60%.