Sundaram Business Cycle Fund · Regular · Growth
NAV
₹10.8011
as of 17 Jun 2026
Expense Ratio
2.08%
AUM
₹1,633 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.98%
SIP returns (XIRR)
- 1Y
- +3.96%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.24%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹12,000
Invested
₹11,493
Value today
-4.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,002
Value today
0.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,02,147
Value today
+0.1%
vs lumpsum
STP beat direct lumpsum by 0.1% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.31
Sharpe Ratio
-0.04
Alpha
0.51
Beta
-0.30
Sortino
15.85%
Std Dev
-20.13%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks10.00%
- Finance9.00%
- Retailing8.00%
- IT - Software7.00%
- Capital Markets6.00%
- Electrical Equipment6.00%
- Transport Services6.00%
- Industrial Products6.00%
- Beverages4.00%
- Leisure Services4.00%
- Auto Components4.00%
- Non - Ferrous Metals3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Business Cycle Fund Regular Plan IDCW Payout
- 1Oracle Financial Services Software Ltd4.13%
- 2Zomato Ltd4.02%
- 3Radico Khaitan Ltd3.68%
- 4Shriram Finance Ltd3.61%
- 5Mtar Technologies Ltd3.54%
- 6Larsen & Toubro Ltd3.47%
- 7State Bank Of India3.39%
- 8Jubilant Foodworks Ltd3.19%
- 9Interglobe Aviation Ltd3.12%
- 10Polycab India Ltd3.10%
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 1 years. It manages assets worth ₹1,633 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