Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 20 Feb '26
₹10.44
Min. for SIP
Not Supported
Fund size
₹1,679.75 Cr
Expense ratio
2.07%

Holdings (45)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.24%
Kotak Mahindra Bank Ltd.FinancialEquity5.94%
Eternal Ltd.ServicesEquity5.24%
Larsen & Toubro Ltd.ConstructionEquity4.96%
Reliance Industries Ltd.EnergyEquity3.74%
Hindalco Industries Ltd.Metals & MiningEquity3.35%
Mahindra & Mahindra Ltd.AutomobileEquity3.31%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.13%
Affle 3I Ltd.TechnologyEquity2.64%
United Spirits Ltd.Consumer StaplesEquity2.55%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity2.47%
Ambuja Cements Ltd.ConstructionEquity2.47%
Delhivery Ltd.ServicesEquity2.31%
PB Fintech Ltd.ServicesEquity2.31%
Bharat Electronics Ltd.Capital GoodsEquity2.24%
Indusind Bank Ltd.FinancialEquity2.19%
Cyient Ltd.TechnologyEquity2.12%
SJS Enterprises Ltd.AutomobileEquity2.03%
Jubilant FoodWorks Ltd.ServicesEquity2.03%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.99%
Kansai Nerolac Paints Ltd.ChemicalsEquity1.96%
Sapphire Foods India Ltd.ServicesEquity1.91%
Aavas Financiers Ltd.FinancialEquity1.88%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.84%
360 One Wam Ltd.FinancialEquity1.82%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.81%
Kirloskar Pneumatic Company Ltd.Capital GoodsEquity1.78%
Narayana Hrudayalaya Ltd.HealthcareEquity1.75%
Craftsman Automation Ltd.AutomobileEquity1.58%
RateGain Travel Technologies Ltd.TechnologyEquity1.57%
Greaves Cotton Ltd.Capital GoodsEquity1.33%
Tips Music Ltd.ServicesEquity1.32%
FSN E-Commerce Ventures Ltd.ServicesEquity1.31%
SKF India (Industrial) Ltd.Capital GoodsEquity1.30%
Indegene Ltd.HealthcareEquity1.28%
Deepak Nitrite Ltd.ChemicalsEquity1.14%
KPIT Technologies Ltd.TechnologyEquity1.08%
Urban Company Ltd.Consumer StaplesEquity1.02%
Go Fashion (India) Ltd.ServicesEquity0.96%
Britannia Industries Ltd.Consumer StaplesEquity0.95%
Landmark Cars Ltd.ServicesEquity0.79%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.72%
NIIT Learning Systems Ltd.ServicesEquity0.65%
Swiggy Ltd.ServicesEquity0.59%
Billionbrains Garage Ventures Ltd.FinancialEquity0.40%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-3.9%-2.8%+6.5%+5.1%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)151513--

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

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 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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹10.44. The Sundaram Business Cycle Fund Growth is rated Very High risk. 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₹75,674.20 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,