Sundaram Business Cycle Fund
Get the latest NAV of Sundaram Business Cycle Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.49
1D
NAV as on 27 Mar 2026
/per year
Since Inception
▲▼
830 people have invested ₹ 10.4L in Sundaram Business Cycle Fund in the last three months
Sundaram Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (27-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Business Cycle Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Business Cycle Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Consumer Cyclical, Industrial & Financial Services
Consumer Cyclical
29%
Industrial
21%
Financial Services
15%
Consumer Cyclical
27%
Industrial
22%
Financial Services
15%
Sundaram Business Cycle Fund Holdings Details
as on (28-Feb-26)
Sundaram Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.66% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1618 Cr |
| Inception Date | 26 June, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 32.1% |
| Risk |   Very High Risk |
About Sundaram Business Cycle Fund
Sundaram Business Cycle Fund is an equity fund. This fund was started on 26 June, 2024. The fund is managed by Dwijendra Srivastava, Shalav Saket, Sandeep Agarwal, Madanagopal Ramu. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Business Cycle Fund has ₹1618 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Business Cycle Fund has given a CAGR return of -2.95% since inception. Over the last 1 year the fund has given a CAGR return of -7.43%.
Holdings
Sundaram Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Financial Services, Communication, Basic Materials, Consumer Defensive, Energy, Health, Tech, Real Estate. Its top holdings are Kotak Mahindra Bank Ltd, Bharti Airtel Ltd, Eternal Ltd, Larsen & Toubro Ltd, Reliance Industries Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Business Cycle Fund
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Business Cycle Fund has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Business Cycle Fund, since 26 June 2024
Shalav Saket
Fund Manager of Sundaram Business Cycle Fund, since 31 December 2025
Sandeep Agarwal
Fund Manager of Sundaram Business Cycle Fund, since 26 June 2024
Madanagopal Ramu
Fund Manager of Sundaram Business Cycle Fund, since 16 March 2026
- AUM of the fund stands at 1.6K Cr as of Feb'26
- AUM decreased by 61.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Business Cycle Fund
How do I invest in Sundaram Business Cycle Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Business Cycle Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.