Sundaram Business Cycle Fund Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 04 Sep 2025
₹10.99
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,788.91Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (44)

NameSectorInstrumentAssets
CommunicationEquity5.44%
ServicesEquity5.23%
FinancialEquity5.00%
ConstructionEquity4.44%
Consumer DiscretionaryEquity3.69%
EnergyEquity3.50%
ServicesEquity2.95%
TechnologyEquity2.71%
ConstructionEquity2.58%
AutomobileEquity2.43%
InsuranceEquity2.31%
Metals & MiningEquity2.23%
ServicesEquity2.21%
Capital GoodsEquity2.20%
Capital GoodsEquity2.14%
ServicesEquity2.09%
Consumer StaplesEquity2.05%
EnergyEquity2.01%
ServicesEquity1.97%
AutomobileEquity1.87%
TechnologyEquity1.84%
Capital GoodsEquity1.79%
HealthcareEquity1.76%
Consumer StaplesEquity1.73%
Capital GoodsEquity1.72%
HealthcareEquity1.72%
FinancialEquity1.54%
AutomobileEquity1.39%
Consumer DiscretionaryEquity1.38%
ServicesEquity1.38%
AutomobileEquity1.34%
FinancialEquity1.32%
ServicesEquity1.25%
HealthcareEquity1.24%
TechnologyEquity1.19%
Capital GoodsEquity1.19%
ChemicalsEquity1.15%
TechnologyEquity1.07%
AutomobileEquity0.92%
Capital GoodsEquity0.92%
ServicesEquity0.91%
ServicesEquity0.88%
ServicesEquity0.56%
AutomobileEquity0.55%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns0.9%14.2%1.4%7.8%
Category averageNANA-3.9%NA
Rank with in category587011NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.02%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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