Sundaram Business Cycle Fund · Regular · Growth
NAV
₹11.1149
as of 16 Jul 2026
Expense Ratio
2.08%
AUM
₹1,633 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.33%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.28%
SIP returns (XIRR)
- 1Y
- +9.11%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.65%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.05
Sharpe Ratio
+0.02
Alpha
0.28
Beta
0.05
Sortino
15.69%
Std Dev
-20.13%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- IT - Software9.69%
- Finance9.50%
- Banks9.49%
- Capital Markets7.97%
- Retailing7.02%
- Transport Services6.98%
- Electrical Equipment6.57%
- Industrial Products6.17%
- Beverages4.49%
- Non - Ferrous Metals3.95%
- Auto Components3.73%
- Financial Technology (Fintech)3.40%
Each sector links to the mutual funds most exposed to it.
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 Ltd4.49%
- 2Mtar Technologies Ltd4.27%
- 3Oracle Financial Services Software Ltd4.18%
- 4Zomato Ltd4.03%
- 5National Aluminium Company Ltd3.95%
- 6Shriram Finance Ltd3.61%
- 7Polycab India Ltd3.58%
- 8Delhivery Ltd3.55%
- 9Interglobe Aviation Ltd3.43%
- 10Pb Fintech Ltd3.40%
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 ₹1,633 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