Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 23 Apr '26
₹10.14
Min. for SIP
₹100
Fund size (AUM)
₹1,403.74 Cr
Expense ratio
2.08%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,233
+1.55%
6 months₹30,000₹30,898
+2.99%
1 year₹60,000₹63,474
+5.79%

Holdings (43)

NameSectorInstrumentsAssets
Eternal Ltd.ServicesEquity5.53%
Larsen & Toubro Ltd.ConstructionEquity4.75%
Kotak Mahindra Bank Ltd.FinancialEquity3.96%
HDFC Bank Ltd.FinancialEquity3.93%
Reliance Industries Ltd.EnergyEquity3.45%
Mahindra & Mahindra Ltd.AutomobileEquity3.41%
Shriram Finance LtdFinancialEquity3.39%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.39%
Polycab India Ltd.Capital GoodsEquity3.27%
FSN E-Commerce Ventures Ltd.ServicesEquity3.04%
Delhivery Ltd.ServicesEquity3.00%
State Bank of IndiaFinancialEquity2.94%
National Aluminium Company Ltd.Metals & MiningEquity2.80%
Affle 3I Ltd.TechnologyEquity2.80%
PB Fintech Ltd.ServicesEquity2.63%
TVS Motor Company Ltd.AutomobileEquity2.62%
Indegene Ltd.HealthcareEquity2.48%
Radico Khaitan Ltd.Consumer StaplesEquity2.47%
Interglobe Aviation Ltd.ServicesEquity2.44%
Jubilant FoodWorks Ltd.ServicesEquity2.42%
Bharat Electronics Ltd.Capital GoodsEquity2.39%
Ultratech Cement Ltd.ConstructionEquity2.29%
SJS Enterprises Ltd.AutomobileEquity2.25%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.99%
Aavas Financiers Ltd.FinancialEquity1.97%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity1.95%
360 One Wam Ltd.FinancialEquity1.83%
Craftsman Automation Ltd.AutomobileEquity1.74%
Tips Music Ltd.ServicesEquity1.43%
Bharti Airtel Ltd.CommunicationEquity1.41%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.37%
RateGain Travel Technologies Ltd.TechnologyEquity1.35%
Urban Company Ltd.Consumer StaplesEquity1.17%
Neuland Laboratories Ltd.HealthcareEquity1.05%
Indusind Bank Ltd.FinancialEquity1.00%
Cyient Ltd.TechnologyEquity0.90%
Ujjivan Small Finance Bank Ltd.FinancialEquity0.79%
KPIT Technologies Ltd.TechnologyEquity0.79%
Sapphire Foods India Ltd.ServicesEquity0.78%
NIIT Learning Systems Ltd.ServicesEquity0.50%
Landmark Cars Ltd.ServicesEquity0.48%
TD Power Systems Ltd.Capital GoodsEquity0.09%
MTAR Technologies Ltd.Capital GoodsEquity0.00%
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-4.4%-8.8%-0.8%+1.5%
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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹10.14. 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₹67,021.82 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,