Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 04 Jun '26
₹10.42
Min. for SIP
₹100
Fund size (AUM)
₹1,576.42 Cr
Expense ratio
2.06%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,514
+3.43%
6 months₹30,000₹30,102
+0.34%
1 year₹60,000₹58,506
-2.49%

Holdings (45)

NameSectorInstrumentsAssets
Oracle Financial Services Software LtdTechnologyEquity4.13%
Zomato LtdTechnologyEquity4.02%
Radico Khaitan LtdConsumer StaplesEquity3.68%
Shriram Transport Finance Company LtdFinancialEquity3.61%
MTAR Technologies LtdIndustrialsEquity3.54%
Larsen & Toubro LtdIndustrialsEquity3.47%
State Bank of IndiaFinancialEquity3.39%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity3.19%
Interglobe Aviation LtdIndustrialsEquity3.12%
Polycab India LtdIndustrialsEquity3.10%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity3.05%
Delhivery LtdIndustrialsEquity3.00%
Tips Industries LtdConsumer DiscretionaryEquity2.92%
Ultratech Cement LtdMaterialsEquity2.92%
Bank Of BarodaFinancialEquity2.82%
National Aluminium Company LtdMaterialsEquity2.82%
Aavas Financiers LtdFinancialEquity2.75%
PB Fintech LtdFinancialEquity2.73%
Amber Enterprises India LtdConsumer DiscretionaryEquity2.71%
Affle (India) LtdIndustrialsEquity2.66%
Five-Star Business Finance LtdFinancialEquity2.58%
Nippon Life India Asset Management LtdFinancialEquity2.57%
Indegene Ltd.HealthcareEquity2.54%
Kirloskar Pneumatic Company LtdIndustrialsEquity2.51%
Ujjivan Small Finance Bank LtdFinancialEquity2.30%
TD Power Systems LtdIndustrialsEquity2.03%
S.J.S Enterprises LtdConsumer DiscretionaryEquity1.99%
Angel One LtdFinancialEquity1.89%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.86%
RateGain Travel Technologies LtdTechnologyEquity1.86%
IIFL Wealth Management LtdFinancialEquity1.77%
Craftsman Automation LtdConsumer DiscretionaryEquity1.71%
Bharat Electronics LtdIndustrialsEquity1.44%
Coforge LtdTechnologyEquity1.40%
Bharti Airtel LtdTechnologyEquity1.33%
Neuland Laboratories LtdHealthcareEquity1.17%
Urban Company Ltd.Consumer StaplesEquity1.10%
Indusind Bank LtdFinancialEquity1.08%
RepoUnspecifiedRepo1.02%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.00%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.95%
Landmark Cars LtdConsumer DiscretionaryEquity0.48%
Others Mrgn MoneyUnspecifiedMargin Money0.32%
TVS Motor Company LtdConsumer DiscretionaryEquity0.03%
Net PayablesUnspecifiedNet Payables-0.53%
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+2.7%-4.6%-1.8%+4.8%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)41413--

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 ₹75,524 Cr and the Latest NAV as of 04 Jun 2026 is ₹10.42. 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₹75,523.60 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,