NAV
₹11.1399
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +1.81%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.61%
SIP returns (XIRR)
- 1Y
- +5.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.81%
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.
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 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 · 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 1 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