Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 16 Jul '26
₹11.11
Min. for SIP
₹100
Fund size (AUM)
₹1,650.24 Cr
Expense ratio
2.70%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,558
+3.72%
6 months₹30,000₹32,305
+7.68%
1 year₹60,000₹62,889
+4.81%

Holdings (36)

NameSectorInstrumentsAssets
Radico Khaitan LtdConsumer StaplesEquity4.87%
Oracle Financial Services Software LtdTechnologyEquity4.37%
Zomato LtdTechnologyEquity4.11%
Interglobe Aviation LtdIndustrialsEquity4.04%
MTAR Technologies LtdIndustrialsEquity3.99%
Shriram Transport Finance Company LtdFinancialEquity3.84%
Polycab India LtdIndustrialsEquity3.63%
Delhivery LtdIndustrialsEquity3.58%
Five-Star Business Finance LtdFinancialEquity3.55%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity3.42%
TD Power Systems LtdIndustrialsEquity3.32%
RateGain Travel Technologies LtdTechnologyEquity3.19%
PB Fintech LtdFinancialEquity3.14%
Kirloskar Oil Engines LtdIndustrialsEquity3.13%
State Bank of IndiaFinancialEquity3.12%
Kirloskar Pneumatic Company LtdIndustrialsEquity3.11%
Nippon Life India Asset Management LtdFinancialEquity3.07%
Aavas Financiers LtdFinancialEquity2.90%
Bank Of BarodaFinancialEquity2.78%
Coforge LtdTechnologyEquity2.76%
Ultratech Cement LtdMaterialsEquity2.70%
Tips Industries LtdConsumer DiscretionaryEquity2.69%
Ujjivan Small Finance Bank LtdFinancialEquity2.68%
Indegene Ltd.HealthcareEquity2.55%
RepoUnspecifiedRepo2.54%
Affle (India) LtdIndustrialsEquity2.54%
Angel One LtdFinancialEquity2.35%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.33%
IIFL Wealth Management LtdFinancialEquity2.32%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.90%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity1.82%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.76%
Indusind Bank LtdFinancialEquity1.04%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.99%
TVS Motor Company LtdConsumer DiscretionaryEquity0.03%
Net PayablesUnspecifiedNet Payables-0.17%
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+13.5%+5.3%+1.0%+12.2%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)2512--

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

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 Growth

Sundaram Business Cycle Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Madanagopal Ramu is the Current Fund Manager of Sundaram Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹11.11. The Sundaram Business Cycle Fund 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₹76,991.28 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,