Sundaram Business Cycle Fund Regular Plan Growth
₹10.4849
₹0.10 (-0.96%)
NAV as of 29 May 2026
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 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP 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 NAVThis fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
ICICI Prudential Infrastructure Fund - Growth
SBI PSU Fund - REGULAR PLAN -Growth
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 investment — 0.92% 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 plansFund Details
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
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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