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Sundaram Business Cycle Fund-Reg(G)

very highequity
11.52 0.04(0.32%) NAV as on 11 Sep 2026
0.55 % 1 M
3.94 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.62

As on 31 Aug, 2026
age-icon Age :

2 yrs 2 m

Since 25 06 ,2024
exit_load Exit Load :

1%

aum AUM :

1,747.12 Crs

lock_in Lock-in :

1% on or before 365D, Nil after 365D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

13.77

Min_Investment Min. Investment :

SIP 1000 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Madanagopal Ramu,Sandeep Agarwal,Shalav Saket

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Others 0.38 %
Equity 99.62 %

TOP HOLDINGS

Radico Khaitan Ltd.5.23 %
Eternal Ltd.4.81 %
PB Fintech Ltd.4.28 %
TD Power Systems Ltd.4.19 %
Shriram Finance Ltd.3.86 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

e-Commerce8.45
IT - Software8.21
Electric Equipment7.12
Fintech7.10
Finance - NBFC6.73
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 30-Mar-2026)10.099.03
Net Assets(Rs Crores) (as on 30-Mar-2026) 1604.63 1403.74
Scheme Returns(%)(Absolute)0.89-9.68
B'mark Returns(%)(Absolute)NANA
Category Rank64/119122/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Business Cycle Fund-Reg(G)Very HighEquity11.520.04(0.32%)NAV As on 11 Sep, 202625-Jun-2024Inception Date1,747.12AUM In Cr.3.94%1YNA%3YNA%5Y6.60%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity30.56-0.19(-0.62%)NAV As on 11 Sep, 202602-Jun-2023Inception Date11,477.59AUM In Cr.30.19%1Y34.66%3YNA%5Y40.58%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity266.950.02(0.01%)NAV As on 11 Sep, 202621-Feb-2000Inception Date9,717.42AUM In Cr.3.12%1Y18.69%3Y17.39%5Y13.16%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity35.31-0.09(-0.25%)NAV As on 11 Sep, 202631-Oct-2019Inception Date4,280.58AUM In Cr.8.83%1Y17.89%3Y14.09%5Y20.17%Since Inception