| Launch date | 05 Jun 2024 |
| Allotment date | 25 Jun 2024 |
| End date | 19 Jun 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.75%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (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.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Dwijendra SrivastavaJun 2024 - PresentView details
Sandeep AgarwalJun 2024 - PresentView details
Shalav SaketDec 2025 - PresentView details
Madanagopal RamuMar 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | #17 in India |
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| Total AUM | ₹76,017.50Cr |
| Date of Incorporation | 26 Feb 1996 |
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Sundaram Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S. is the Current Fund Manager of Sundaram Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 02 Apr 2026 is ₹9.50. The Sundaram Business Cycle Fund Direct 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 benchmark | NIFTY 500 Total Return Index |
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