Sundaram Business Cycle Fund - Direct (G)

Sectoral / Thematic

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NAV
9.96(-1.09%)
Fund Size (CR)
₹1,788.86
Expense Ratio
0.66
Scheme Type
Active Fund
Value Research
-

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1%
Return Since Launch
0.40%

Absolute Return: -9.80%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	2 March 2026	9767.95	-2.32%	-	-2.06%	561/991
1 Month	10 February 2026	9097.97	-9.02%	-	-5.20%	913/978
3 Month	10 December 2025	9179.41	-8.21%	-	-3.47%	831/960
6 Month	10 September 2025	8914.08	-10.86%	-	-3.20%	795/916
1 Year	10 March 2025	10292.77	2.93%	2.93%	12.08%	736/856
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	25 June 2024	10068.90	0.69%	0.40%	9.40%	770/995

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2025	1,20,000	109814.68	-8.49%	-8.49%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.50%

Standard Deviation

0.81%

Beta

0.19%

Sharpe Ratio

0.00%

Treynor's Ratio

2.42%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Kotak Mah. Bank	6.27%	2444955	101.51	Equity	Banks
Bharti Airtel	6.18%	532285	100.03	Equity	Telecom-Service
Eternal	4.89%	3214373	79.17	Equity	E-Commerce/App based Aggregator
Larsen & Toubro	4.70%	177591	75.98	Equity	Infrastructure Developers & Operators
Reliance Industr	3.88%	450032	62.73	Equity	Refineries
Amber Enterp.	3.58%	72658	57.94	Equity	Consumer Durables
M & M	3.41%	162197	55.10	Equity	Automobile
Hindalco Inds.	3.34%	584396	54.04	Equity	Non Ferrous Metals
Hind.Aeronautics	3.08%	127171	49.76	Equity	Aerospace & Defence
United Spirits	2.68%	313950	43.35	Equity	Alcoholic Beverages

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Business Cycle Fund - Direct (G)	1788.86	-9.02%	-8.21%	-10.86%	2.93%	-
Nippon India Taiwan Equity Fund - Direct (G)	448.04	7.84%	24.63%	35.88%	103.15%	45.83%
Nippon India Taiwan Equity Fund - Direct (IDCW)	448.04	7.84%	24.63%	35.88%	103.15%	45.83%
HDFC Defence Fund - Direct (G)	7793.88	4.35%	11.29%	7.02%	45.58%	-
HDFC Defence Fund - Direct (IDCW)	7793.88	4.35%	11.29%	7.02%	45.58%	-
Franklin Asian Equity Fund - Direct (G)	371.57	-2.38%	7.97%	15.86%	34.23%	16.59%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Equity Savings Fund	Hybrid	Moderate	7.56%	0	₹1,181.74
Sundaram Large and Mid Cap Fund	Equity	Very High	14.09%	2	₹6,867.64
Sundaram Short Duration Fund	Debt	Moderate	7.45%	3	₹200.63
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	11.02%	0	₹33.85
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	11.72%	0	₹70.30
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	11.93%	0	₹33.55
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	12.2%	0	₹28.69
Sundaram Services Fund	Equity	Very High	10.28%	0	₹4,613.83
Sundaram Income Plus Arbitrage Active FoF	Other	Moderate	0%	0	₹76.17
Sundaram Small Cap Fund	Equity	Very High	13.74%	3	₹3,306.19
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	14.66%	0	₹21.52
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	14.51%	0	₹31.88
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	12.67%	0	₹13.09
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	21.26%	0	₹3,344.30
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	4.73%	2	₹19.65
Sundaram Mid Cap Fund	Equity	Very High	18.99%	4	₹13,235.50
Sundaram Money Market Fund	Debt	Low	7.16%	3	₹2,334.48
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	6.93%	4	₹1,907.34
Sundaram Fin Serv Opportunities	Equity	Very High	17.5%	4	₹1,684.47
Sundaram Aggressive Hybrid Fund	Hybrid	High	8.69%	3	₹8,141.79
Sundaram Value Fund	Equity	Very High	9.47%	0	₹1,392.01
Sundaram Flexi Cap Fund	Equity	Very High	10.66%	3	₹2,058.70
Sundaram Business Cycle Fund	Equity	Very High	2.93%	0	₹1,617.88
Sundaram Dividend Yield Fund	Equity	Very High	10.44%	0	₹894.28
Sundaram Focused Fund	Equity	Very High	5.75%	3	₹1,055.51
Sundaram ELSS Tax Saver Fund	Equity	Very High	9.74%	3	₹1,348.88
Sundaram Arbitrage Fund	Hybrid	Moderately Low	6.81%	2	₹334.80
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹1,014.49
Sundaram Overnight Fund	Debt	Low	5.52%	3	₹1,116.94
Sundaram Multi Cap Fund	Equity	Very High	10.9%	2	₹2,826.95
Sundaram Low Duration Fund	Debt	Moderate	7.11%	5	₹469.75
Sundaram Large Cap Fund	Equity	Very High	8.19%	3	₹3,244.86
Sundaram Banking & PSU Fund	Debt	Moderately Low	7.11%	3	₹281.42
Sundaram Balanced Advantage Fund	Hybrid	High	8.03%	3	₹1,694.61
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	17.49%	0	₹157.45
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	13.92%	3	₹134.59
Sundaram Corporate Bond Fund	Debt	Moderately Low	7.1%	3	₹626.56
Sundaram Consumption Fund	Equity	Very High	2.4%	2	₹1,457.55
Sundaram Infrastructure Advantage Fund	Equity	Very High	19.81%	2	₹963.88
Sundaram Liquid Fund	Debt	Moderate	6.36%	4	₹6,220.88
Sundaram Medium Duration Fund	Debt	Moderate	6.01%	1	₹35.08

News

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the following schemes, With effect from 27 February 2026.

Change in Fund Manager:

Scheme Name (s)	Existing Fund Manager	New Fund Manager
Sundaram Business Cycle Fund	Ratish Varier Dwijendra Srivastava Sandeep Agarwal Shalav Saket (Overseas Securities)	Bharath S Dwijendra Srivastava Sandeep Agarwal Shalav Saket (Overseas Securities)
Sundaram Consumption Fund	Ratish Varier Shalav Saket (Overseas Securities)	Anuj Bansal Rohit Seksaria Shalav Saket (Overseas Securities)
Sundaram Multi Cap Fund	Ratish Varier Shalav Saket (Overseas Securities)	Bharath S Shalav Saket (Overseas Securities)
Sundaram Mid Cap Fund	Bharath S Ratish Varier Shalav Saket (Overseas Securities)	Bharath S Shalav Saket (Overseas Securities)

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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund hereby announces a change in Key Personnel. The details of the change are as under:
Notice is hereby given that Mr. Siddarth Mohta has been appointed as Associate Fund Manager ' Equity, with effect from January 16, 2026. Accordingly, his details shall be added under 'Information on Key Personnel' in the Statement of Additional Information (SAI) of Sundaram Mutual Fund.
Details of Mr. Siddarth Mohta
Age: 45 years
Designation: Associate Fund Manager - Equity
Qualification: Qualification: - MBA, CFA (ICFAI), FRM B.Com
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Fund House Details & Investment Objective

Date of Incorporation

5 June 2024

Total AUM (Cr)

₹1617.88

Sundaram Business Cycle Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 5 June 2024, this fund is managed by S Bharath. With assets under management (AUM) worth ₹1,617.88 (Cr), as of 11 March 2026, Sundaram Business Cycle Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 0.40% since its launch.
The current NAV of Sundaram Business Cycle Fund - Direct (G) is ₹9.96, as on 11 March 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram Business Cycle Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.80% in Equity, 2.39% in Debt and -0.19% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.24% in Auto Components, 9.12% in Retailing, 8.13% in Banks, 6.24% in Telecom-Services, 5.36% in Aerospace & Defense

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