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Sundaram Business Cycle Fund-Reg(G)

very highequity
10.54 -0.04(-0.38%) NAV as on 08 May 2026
7.81 % 1 M
3.55 % 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 :

2.11

As on 31 Mar, 2026
age-icon Age :

1 yrs 10 m

Since 25 06 ,2024
exit_load Exit Load :

1%

aum AUM :

1,403.74 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 :

7.42

Min_Investment Min. Investment :

SIP 1000 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Madanagopal Ramu,Dwijendra Srivastava,Sandeep Agarwal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 5.76 %
Equity 94.24 %

TOP HOLDINGS

Eternal Ltd.5.53 %
Larsen & Toubro Ltd.4.75 %
Kotak Mahindra Bank Ltd.3.96 %
HDFC Bank Ltd.3.93 %
Reliance Industries Ltd.3.45 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private9.67
e-Commerce8.57
Auto Ancillary5.98
Engineering - Construction4.75
IT - Software3.54
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 HighEquity10.54-0.04(-0.38%)NAV As on 08 May, 202625-Jun-2024Inception Date1,403.74AUM In Cr.3.55%1YNA%3YNA%5Y2.87%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.970.44(0.64%)NAV As on 08 May, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.58%1Y28.88%3Y24.75%5Y12.43%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.982.33(0.92%)NAV As on 08 May, 202621-Feb-2000Inception Date8,534.74AUM In Cr.7.22%1Y26.65%3Y20.44%5Y13.14%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity32.880.19(0.58%)NAV As on 08 May, 202631-Oct-2019Inception Date3,082.81AUM In Cr.15.26%1Y22.20%3Y16.23%5Y20.03%Since Inception