Sundaram Business Cycle Fund

Sundaram Business Cycle Fund

Equity

Sundaram Mutual Fund

Equity - Other

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.

₹10.65

▲1.5%1D

NAV as on 14 May 2026

3.43%/per year

Since Inception

Absolute Gain%

▲▼

677 people have invested ₹ 7L 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 (14-May-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
5.67%
-1.26%
-4.96%
-0.2%
--
--
Nifty 500
0.08%
-3%
-5.13%
-0.77%
13.3%
12.64%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.17%
2.15%
4.87%
--
--
--
Worst in Equity - Other
1.01%
0.31%
1.94%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Business Cycle Fund
-
1,576Cr
0.75%
-0.2%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/48
36,083Cr
0.67%
2.57%
20.64%
7.12
0.82
1.10
1.76
1.35
Aditya Birla Sun Life Special Opportunities Fund Dir
2/48
1,030Cr
0.99%
12.37%
22.03%
6.58
0.98
0.98
1.64
2.24
ICICI Prudential Business Cycle Fund
3/48
15,813Cr
0.75%
4.07%
20.13%
6.03
0.90
0.98
1.55
1.39
See all

Sundaram Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-May-26)

Fund Distribution

as on (14-May-26)

Small cap
40.7%
Large cap
31.1%
Mid cap
27.4%
Large Cap allocation has gone down from 45.8% to 31.1%
Large Cap allocation has gone down from 45.8% to 31.1%
Small Cap allocation has gone up from 32.3% to 40.7%
Small Cap allocation has gone up from 32.3% to 40.7%
Mid Cap allocation has gone up from 16.2% to 27.4%
Mid Cap allocation has gone up from 16.2% to 27.4%
Cash allocation has gone down from 5.8% to 0.8%
Cash allocation has gone down from 5.8% to 0.8%

Sundaram Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-May-26)

Sector Allocation

Consumer Cyclical
27.8%
Industrial
18.9%
Financial Services
13.8%
Communication
11.1%
Basic Materials
8.7%
Health
4.9%
Consumer Defensive
4.4%
Tech
4.1%
Energy
4%
Utilities
2.3%

Top 3 Sectors in April were Consumer Cyclical, Financial Services & Industrial

Apr'26

Financial Services

28%

Industrial

22%

Consumer Cyclical

20%

Mar'26

Consumer Cyclical

29%

Financial Services

24%

Industrial

21%

Sundaram Business Cycle Fund Holdings Details

as on (30-Apr-26)

Holdings
Weight%
1M Change
Oracle Financial Services Software Ltd
4.13%
0%
Eternal Ltd
4.02%
-24.4%
Radico Khaitan Ltd
3.68%
28.5%
Shriram Finance Ltd
3.61%
11.3%
MTAR Technologies Ltd
3.54%
47681.2%
See all
Top Stocks bought last month
MTAR Technologies Ltd's allocation increased from 0% to 3.54%
MTAR Technologies Ltd's allocation increased from 0% to 3.54%
TD Power Systems Ltd's allocation increased from 0.09% to 2.03%
TD Power Systems Ltd's allocation increased from 0.09% to 2.03%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 0.79% to 2.3%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 0.79% to 2.3%
Top Stocks sold last month
Eternal Ltd's allocation decreased from 5.53 % to 4.02 %
Eternal Ltd's allocation decreased from 5.53 % to 4.02 %
Larsen & Toubro Ltd's allocation decreased from 4.75 % to 3.47 %
Larsen & Toubro Ltd's allocation decreased from 4.75 % to 3.47 %
Polycab India Ltd's allocation decreased from 3.27 % to 3.1 %
Polycab India Ltd's allocation decreased from 3.27 % to 3.1 %

Sundaram Business Cycle Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.75%
Benchmark
Nifty 500 TR INR
AUM₹1576 Cr
Inception Date26 June, 2024
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
32.1%
Risk
Risk meter
pointer
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 Madanagopal Ramu, Dwijendra Srivastava, Shalav Saket, Sandeep Agarwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Business Cycle Fund has ₹1576 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Sundaram Business Cycle Fund has given a CAGR return of 3.43% since inception. Over the last 1 year the fund has given a CAGR return of -0.20%.

Holdings

Sundaram Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Communication, Basic Materials, Health, Consumer Defensive, Energy. Its top holdings are Oracle Financial Services Software Ltd, Eternal Ltd, Radico Khaitan Ltd, Shriram Finance Ltd, MTAR Technologies 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 benefit
Dividends 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

Madanagopal Ramu

Fund Manager of Sundaram Business Cycle Fund, since 16 March 2026

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

Learn more about Sundaram Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 1.6K Cr
₹ 1.4K Cr
₹ 1.6K Cr
  • AUM of the fund stands at 1.6K Cr as of Apr'26
  • AUM increased by 172.7 Cr between Apr'26 and Mar'26

Frequently Asked Questions for Sundaram Business Cycle Fund

How do I invest in Sundaram Business Cycle Fund?

INDmoney makes it simple to invest in the Sundaram Business Cycle Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Sundaram Business Cycle Fund?

The NAV of the fund today is ₹10.65. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Business Cycle Fund fund has generated a return of -0.20% in 1 year

Who is the fund manager of Sundaram Business Cycle Fund?

The fund managers are Madanagopal Ramu, Dwijendra Srivastava, Shalav Saket, Sandeep Agarwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.75%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1576 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Business Cycle Fund?

The top 3 holdings of the fund are Oracle Financial Services Software Ltd(4.13%), Eternal Ltd(4.02%), Radico Khaitan Ltd(3.68%)