Sundaram Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 19 Dec 2025
₹11.06
Rating
NA
Min. SIP amount
₹100
Fund size
₹1,819.91Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (46)

NameSectorInstrumentAssets
CommunicationEquity6.15%
FinancialEquity5.61%
ServicesEquity5.01%
ConstructionEquity4.88%
EnergyEquity3.88%
AutomobileEquity3.23%
Consumer DiscretionaryEquity2.92%
Sundaram Liquid Direct-Growth
NAMutual Fund2.75%
Metals & MiningEquity2.60%
ConstructionEquity2.45%
ServicesEquity2.34%
ServicesEquity2.31%
Consumer StaplesEquity2.23%
TechnologyEquity2.23%
Capital GoodsEquity2.08%
EnergyEquity2.05%
ServicesEquity2.02%
ServicesEquity1.94%
TechnologyEquity1.93%
Capital GoodsEquity1.89%
Capital GoodsEquity1.77%
FinancialEquity1.76%
AutomobileEquity1.75%
FinancialEquity1.75%
AutomobileEquity1.72%
HealthcareEquity1.72%
TechnologyEquity1.68%
ChemicalsEquity1.64%
ServicesEquity1.63%
AutomobileEquity1.47%
Capital GoodsEquity1.43%
AutomobileEquity1.42%
HealthcareEquity1.26%
FinancialEquity1.25%
Capital GoodsEquity1.23%
Capital GoodsEquity1.19%
ServicesEquity1.19%
ServicesEquity1.19%
TechnologyEquity1.17%
ChemicalsEquity1.00%
Consumer StaplesEquity0.92%
Capital GoodsEquity0.78%
ServicesEquity0.58%
Consumer StaplesEquity0.51%
FinancialEquity0.33%
ServicesEquity0.20%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-1.7%1.6%1.2%11.0%
Category averageNANA-3.1%NA
Rank with in category15134NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Shalav Saket
Dec 2025 - Present
View details

Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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