Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 365D, Nil after 365D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,032 | +32 |
| 3 Years | ₹1,000 | ₹1,098 | +98 |
| 5 Years | ₹1,000 | ₹1,168 | +168 |
Calculated using the fund's annualised return since inception (3.2% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
36 securitiesTop 10 holdings make up 33.4% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Radico Khaitan Ltd | Beverages | Mid Cap | 4.20% |
| Zomato Ltd | Retailing | Large Cap | 4.00% |
| MTAR Technologies Ltd | Aerospace & Defense | Small Cap | 3.80% |
| TD Power Systems Ltd | Electrical Equipment | Small Cap | 3.78% |
| One 97 Communications Ltd | Financial Technology (Fintech) | Mid Cap | 3.78% |
| Interglobe Aviation Ltd | Transport Services | Large Cap | 3.61% |
| Shriram Finance Ltd | Financial Services | Large Cap | 3.48% |
| FSN E-Commerce Ventures Ltd | Retailing | Mid Cap | 3.39% |
| Kirloskar Oil Engines Ltd | Industrial Products | Small Cap | 3.34% |
| Dhoot Transmission Ltd | Auto Components | Small Cap | 3.32% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,716 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,666 Cr
Exit load, stamp duty & tax
25-Jun-24
1% on or before 365D, Nil after 365D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment 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.
Fund house
Sundaram Asset Management Company Limited
Frequently asked questions
What is the NAV of Sundaram Business Cycle Fund Direct Plan Growth?
The NAV of Sundaram Business Cycle Fund Direct Plan Growth is ₹10.75 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Sundaram Business Cycle Fund Direct Plan Growth?
The expense ratio charged by Sundaram Business Cycle Fund Direct Plan Growth is 1.15%.
What is the Min. SIP of Sundaram Business Cycle Fund Direct Plan Growth?
The minimum SIP investment in Sundaram Business Cycle Fund Direct Plan Growth is ₹100 per month.
What is the Min. Lumpsum of Sundaram Business Cycle Fund Direct Plan Growth?
The minimum lumpsum investment in Sundaram Business Cycle Fund Direct Plan Growth is ₹100.
What is the Exit Load of Sundaram Business Cycle Fund Direct Plan Growth?
The exit load for Sundaram Business Cycle Fund Direct Plan Growth is: 1% on or before 365D, Nil after 365D
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