Sundaram Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 12 Dec 2025
₹11.10
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 (45)

NameSectorInstrumentAssets
CommunicationEquity5.93%
ServicesEquity5.23%
FinancialEquity5.23%
ConstructionEquity4.77%
EnergyEquity3.63%
Consumer DiscretionaryEquity3.56%
AutomobileEquity3.43%
Metals & MiningEquity2.69%
ServicesEquity2.62%
TechnologyEquity2.50%
ConstructionEquity2.39%
ServicesEquity2.27%
Consumer StaplesEquity2.17%
InsuranceEquity2.17%
Capital GoodsEquity2.17%
EnergyEquity2.10%
ServicesEquity2.09%
ServicesEquity1.96%
Capital GoodsEquity1.93%
TechnologyEquity1.87%
Consumer StaplesEquity1.83%
ChemicalsEquity1.70%
HealthcareEquity1.70%
AutomobileEquity1.60%
ServicesEquity1.58%
FinancialEquity1.58%
HealthcareEquity1.53%
TechnologyEquity1.51%
Capital GoodsEquity1.46%
AutomobileEquity1.37%
ServicesEquity1.35%
AutomobileEquity1.33%
FinancialEquity1.30%
Capital GoodsEquity1.27%
HealthcareEquity1.26%
SKF India (Industrial) Ltd.
Capital GoodsEquity1.18%
AutomobileEquity1.17%
Consumer StaplesEquity1.16%
TechnologyEquity1.10%
ServicesEquity1.09%
ChemicalsEquity1.09%
Capital GoodsEquity0.93%
Capital GoodsEquity0.64%
ServicesEquity0.55%
ServicesEquity0.05%
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-0.8%1.6%1.4%11.3%
Category averageNANA-3.1%NA
Rank with in category14124NA
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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