Sundaram Business Cycle Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 16 Jan '26
₹10.89
Min. SIP amount
₹100
Fund size
₹1,788.86 Cr
Expense ratio
0.58%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,939
+6.57%

Holdings (45)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.27%
Kotak Mahindra Bank Ltd.FinancialEquity5.92%
Larsen & Toubro Ltd.ConstructionEquity4.99%
Eternal Ltd.ServicesEquity4.72%
Reliance Industries Ltd.EnergyEquity3.95%
Mahindra & Mahindra Ltd.AutomobileEquity3.25%
Hindalco Industries Ltd.Metals & MiningEquity2.90%
Affle 3I Ltd.TechnologyEquity2.77%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity2.69%
Ambuja Cements Ltd.ConstructionEquity2.52%
Hindustan Aeronautics Ltd.Capital GoodsEquity2.43%
Sapphire Foods India Ltd.ServicesEquity2.43%
PB Fintech Ltd.ServicesEquity2.39%
United Spirits Ltd.Consumer StaplesEquity2.26%
Delhivery Ltd.ServicesEquity2.07%
Amara Raja Energy & Mobility LtdCapital GoodsEquity2.02%
Indusind Bank Ltd.FinancialEquity1.98%
Cyient Ltd.TechnologyEquity1.95%
Jubilant FoodWorks Ltd.ServicesEquity1.91%
Kansai Nerolac Paints Ltd.ChemicalsEquity1.88%
Bharat Electronics Ltd.Capital GoodsEquity1.87%
360 One Wam Ltd.FinancialEquity1.80%
Narayana Hrudayalaya Ltd.HealthcareEquity1.76%
SJS Enterprises Ltd.AutomobileEquity1.76%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.69%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.67%
RateGain Travel Technologies Ltd.TechnologyEquity1.67%
FSN E-Commerce Ventures Ltd.ServicesEquity1.64%
Aavas Financiers Ltd.FinancialEquity1.62%
Craftsman Automation Ltd.AutomobileEquity1.58%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity1.56%
Greaves Cotton Ltd.Capital GoodsEquity1.38%
Prudent Corporate Advisory Services Ltd.FinancialEquity1.31%
Indegene Ltd.HealthcareEquity1.26%
Tips Music Ltd.ServicesEquity1.21%
SKF India (Industrial) Ltd.Capital GoodsEquity1.17%
KPIT Technologies Ltd.TechnologyEquity1.14%
Deepak Nitrite Ltd.ChemicalsEquity1.13%
Go Fashion (India) Ltd.ServicesEquity1.08%
Urban Company Ltd.Consumer StaplesEquity0.93%
Landmark Cars Ltd.ServicesEquity0.73%
Britannia Industries Ltd.Consumer StaplesEquity0.53%
SKF India Ltd.Capital GoodsEquity0.43%
Billionbrains Garage Ventures Ltd.FinancialEquity0.33%
NIIT Learning Systems Ltd.ServicesEquity0.22%
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-4.3%-3.4%+3.4%+8.9%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)141514--

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

RV
Ratish Varier
Jun 2024 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

SS
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.

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 ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹10.89. 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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,