Sundaram Business Cycle Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth

1M
6M
1Y
All
NAV: 20 Mar '26
₹9.59
Min. for SIP
₹100
Fund size
₹1,617.88 Cr
Expense ratio
0.74%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,254
+1.69%
6 months₹30,000₹31,002
+3.34%
1 year₹60,000₹63,939
+6.57%

Holdings (44)

NameSectorInstrumentsAssets
Kotak Mahindra Bank Ltd.FinancialEquity6.27%
Bharti Airtel Ltd.CommunicationEquity6.18%
Eternal Ltd.ServicesEquity4.89%
Larsen & Toubro Ltd.ConstructionEquity4.70%
Reliance Industries Ltd.EnergyEquity3.88%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.58%
Mahindra & Mahindra Ltd.AutomobileEquity3.41%
Hindalco Industries Ltd.Metals & MiningEquity3.34%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.08%
United Spirits Ltd.Consumer StaplesEquity2.68%
Ambuja Cements Ltd.ConstructionEquity2.51%
Delhivery Ltd.ServicesEquity2.46%
Affle 3I Ltd.TechnologyEquity2.44%
Indusind Bank Ltd.FinancialEquity2.43%
PB Fintech Ltd.ServicesEquity2.36%
Bharat Electronics Ltd.Capital GoodsEquity2.30%
SJS Enterprises Ltd.AutomobileEquity2.22%
Jubilant FoodWorks Ltd.ServicesEquity2.20%
Sapphire Foods India Ltd.ServicesEquity2.13%
Amara Raja Energy & Mobility LtdCapital GoodsEquity2.08%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.06%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.90%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity1.89%
Narayana Hrudayalaya Ltd.HealthcareEquity1.88%
360 One Wam Ltd.FinancialEquity1.84%
Cyient Ltd.TechnologyEquity1.77%
Aavas Financiers Ltd.FinancialEquity1.72%
Kansai Nerolac Paints Ltd.ChemicalsEquity1.63%
Craftsman Automation Ltd.AutomobileEquity1.63%
Indegene Ltd.HealthcareEquity1.60%
FSN E-Commerce Ventures Ltd.ServicesEquity1.53%
RateGain Travel Technologies Ltd.TechnologyEquity1.41%
Tips Music Ltd.ServicesEquity1.36%
Greaves Cotton Ltd.Capital GoodsEquity1.29%
SKF India (Industrial) Ltd.Capital GoodsEquity1.27%
Deepak Nitrite Ltd.ChemicalsEquity1.14%
Britannia Industries Ltd.Consumer StaplesEquity1.02%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.98%
Urban Company Ltd.Consumer StaplesEquity0.91%
Landmark Cars Ltd.ServicesEquity0.89%
KPIT Technologies Ltd.TechnologyEquity0.83%
Swiggy Ltd.ServicesEquity0.80%
Go Fashion (India) Ltd.ServicesEquity0.75%
NIIT Learning Systems Ltd.ServicesEquity0.57%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-13.9%-15.3%-1.3%-4.4%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)151515--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

DS
Dwijendra Srivastava
Jun 2024 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

MR
Madanagopal Ramu
Mar 2026 - Present
View details

Education
MBA, Grad.CWA
Experience
Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC

About Sundaram Business Cycle Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹9.59. The Sundaram Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks 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 benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,