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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

Sundaram Business Cycle Fund Regular Plan Growth

Sundaram Mutual Fund

#181 of 213 (1Y)

Today's NAV — all variants

Regular · Growth

₹₹10.4849

0.10 (-0.96%)

29 May 2026

AMFI: 152678

Direct · Growth

₹₹10.8056

0.10 (-0.95%)

29 May 2026

AMFI: 152677

Regular · IDCW

₹₹10.4849

0.10 (-0.96%)

29 May 2026

AMFI: 152675

Direct · IDCW

₹₹10.8056

0.10 (-0.95%)

29 May 2026

AMFI: 152673

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.85%
1 Month+0.72%
3 Months-2.92%
6 Months-7.52%
1 Year-4.29%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2024)+1.19%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-5.93%
3 Year SIP
5 Year SIP
Since Inception (Jun 2024)-2.14%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹11,500

Invested

₹11,516

Value today

0.1%

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

₹1,048

Value today

2.5%

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

₹6,28,808

Value today

-0.1%

vs lumpsum

Direct lumpsum would have beaten STP by 0.1% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,503

Regular plan

₹6,448

Direct earns ₹55 more on a ₹6K investment0.92% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSundaram Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,633 Cr
Expense Ratio2.08%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date25 Jun 2024
AMFI Code152678

Risk Metrics

Trailing 1 year, annualised

-0.48

Sharpe Ratio

-0.06

Alpha

0.45

Beta

-0.46

Sortino

15.23%

Std Dev

-20.13%

Max Drawdown

Portfolio Holdings

Top 43 holdings · as of Mar 2026

Security% NAV

Zomato Ltd

INE758T01015

5.53%

Larsen & Toubro Ltd

INE018A01030

4.75%

Kotak Mahindra Bank Ltd

INE237A01036

3.96%

HDFC Bank Ltd

INE040A01034

3.93%

Reliance Industries Ltd

INE002A01018

3.45%

Mahindra & Mahindra Ltd

INE101A01026

3.41%

Shriram Finance Ltd

INE721A01047

3.39%

Amber Enterprises India Ltd

INE371P01015

3.39%

Polycab India Ltd

INE455K01017

3.27%

FSN E–Commerce Ventures Ltd(NYKAA)

INE388Y01029

3.04%

Delhivery Ltd

INE148O01028

3.00%

State Bank of India

INE062A01020

2.94%

National Aluminium Company Ltd

INE139A01034

2.80%

Affle (India) Ltd

INE00WC01027

2.80%

PB Fintech Ltd

INE417T01026

2.63%

TVS Motor Company Ltd

INE494B01023

2.62%

Indegene Limited

INE065X01017

2.48%

Radico Khaitan Ltd

INE944F01028

2.47%

Interglobe Aviation Ltd

INE646L01027

2.44%

Jubilant Foodworks Ltd

INE797F01020

2.42%

Bharat Electronics Ltd

INE263A01024

2.39%

Ultratech Cement Ltd

INE481G01011

2.29%

S.J.S. Enterprises Ltd

INE284S01014

2.25%

ZF Commercial Vehicle Control Systems I Ltd

INE342J01019

1.99%

Aavas Financiers Ltd

INE216P01012

1.97%

Kirlosakar Pneumatic Company Ltd

INE811A01020

1.95%

360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)

INE466L01038

1.83%

Craftsman Automation Ltd

INE00LO01017

1.74%

Tips Music Ltd

INE716B01029

1.43%

Bharti Airtel Ltd

INE397D01024

1.41%

Amara Raja Energy & Mobility Ltd

INE885A01032

1.37%

Rate Gain Travel Technologies Ltd

INE0CLI01024

1.35%

Urban Company Ltd

INE0CAZ01013

1.17%

Neuland Laboratories Ltd

INE794A01010

1.05%

IndusInd Bank Ltd

INE095A01012

1.00%

Cyient Ltd

INE136B01020

0.90%

Ujjivan Small Finance Bank Ltd

INE551W01018

0.79%

KPIT Technologies Ltd

INE04I401011

0.79%

Sapphire Foods India Ltd

INE806T01020

0.78%

NIIT Learning Systems Ltd

INE342G01023

0.50%

Landmark Cars Ltd

INE559R01029

0.48%

TD Power Systems Ltd

INE419M01027

0.09%

MTAR Technologies Ltd

INE864I01014

0.00%

Performance Comparison

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Investment Objective

Sundaram Business Cycle Fund Regular Plan 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 Plan 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