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Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Equity: Thematic-Business-Cycle Open Ended Scheme
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NAV
₹ 10.3581 ₹ -0.06 (-0.55 %)
as on 03-06-2026
Asset Size (AUM)
1,576.42 Cr
Launch Date
Jun 25, 2024
Invest in this scheme
Investment Objective
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 25, 2024
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1.76

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.06%
Volatility
0.0 %
Fund House
Sundaram Mutual Fund
Fund Manager
Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment
Performance

Scheme Performance (%)

Data as on - 03-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 25-06-2024 -2.81 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings