Sundaram Business Cycle Fund - Regular Plan - Growth
Sundaram Asset Management Company Ltd
₹10.80 (+0.97%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-2.49% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.04%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,111
Invested ₹1,000
▲+11.09%1 year
₹975
Invested ₹1,000
▼-2.49%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -2.49% | — | — | — |
| Cumulative returns (%) | -2.49% | — | — | — |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.75 yrs |
About Fund
| Date of Incorporation | 26 Jun 2024 |
|---|---|
| Fund House | Sundaram Asset Management Company Ltd |
| Custodian | HDFC Bank Ltd |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Bharti Airtel Ltd | 6.18% |
| Kotak Mahindra Bank Ltd | 5.92% |
| PB Fintech Ltd | 4.28% |
| Radico Khaitan Ltd | 4.20% |
| TD Power Systems Ltd | 4.01% |
| Eternal Ltd | 4.00% |
| Kotak Mahindra Bank Ltd | 3.96% |
| National Aluminium Co Ltd | 3.95% |
| HDFC Bank Ltd | 3.93% |
| Five-Star Business Finance Ltd | 3.82% |
| MTAR Technologies Ltd | 3.80% |
| TD Power Systems Ltd | 3.78% |
| One97 Communications Ltd | 3.78% |
| Polycab India Ltd | 3.63% |
| Delhivery Ltd | 3.63% |
| InterGlobe Aviation Ltd | 3.61% |
| Oracle Financial Services Software Ltd | 3.60% |
| Shriram Finance Ltd | 3.48% |
| Larsen & Toubro Ltd | 3.47% |
| Reliance Industries Ltd | 3.45% |
| Mahindra & Mahindra Ltd | 3.41% |
| State Bank of India | 3.39% |
| Amber Enterprises India Ltd Ordinary Shares | 3.39% |
| Kalyan Jewellers India Ltd | 3.39% |
| FSN E-Commerce Ventures Ltd | 3.39% |
| Hindalco Industries Ltd | 3.34% |
| Kirloskar Oil Engines Ltd | 3.34% |
| Dhoot Transmission Ltd | 3.32% |
| Jubilant Foodworks Ltd | 3.19% |
| Hindustan Aeronautics Ltd Ordinary Shares | 3.08% |
| Sundaram Liquid Dir Gr | 2.75% |
| United Spirits Ltd | 2.68% |
| Affle 3i Ltd | 2.64% |
| Sapphire Foods India Ltd | 2.62% |
| Ambuja Cements Ltd | 2.52% |
Investment Strategy
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. However, there can be no assurance that the investment objective of the Scheme will be achieved
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.