NAV
₹11.4948
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +3.61%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.87%
SIP returns (XIRR)
- 1Y
- +10.20%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.12%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- IT - Software10.32%
- Finance10.29%
- Industrial Products9.87%
- Banks9.62%
- Capital Markets7.75%
- Transport Services7.62%
- Retailing7.53%
- Electrical Equipment7.31%
- Beverages4.87%
- Financial Technology (Fintech)3.14%
- Consumer Durables2.81%
- Cement & Cement Products2.70%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Business Cycle Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Business Cycle Fund Regular Plan Growth
- 1Radico Khaitan Ltd4.87%
- 2Oracle Financial Services Software Ltd4.37%
- 3Zomato Ltd4.11%
- 4Interglobe Aviation Ltd4.04%
- 5Mtar Technologies Ltd3.99%
- 6Shriram Finance Ltd3.84%
- 7Polycab India Ltd3.63%
- 8Delhivery Ltd3.58%
- 9Five-Star Business Finance Ltd3.55%
- 10Fsn E–Commerce Ventures Ltd(Nykaa)3.42%
Investment Objective
Sundaram Business Cycle Fund · Direct · 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 · Direct · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 2 years.
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