AnandRathi

Sundaram Business Cycle Fund - Regular (G)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

N/A

NAV (₹)

10.1943

1 Day NAV Change

0.32%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 100
AUM₹ 1576.41 Cr
Expense Ratio2.06%
Lock-in PeriodNo Lock-in Period
Inception Date25 Jun 2024
Fund Age1 Yrs

Exit Load

For redeemed or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund’s 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.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return4.01%
3 Month Return-3.03%
6 Month Return-6.77%
1 Year Return-2.30%
3 Year Return-
5 Year Return-

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Others
18.62%₹ 293.522
IT - Software
12.88%₹ 203.094
Finance
11.61%₹ 183.003
Banks
9.67%₹ 152.502
E-Commerce/App based Aggregator
8.23%₹ 129.8
Aerospace & Defence
5.02%₹ 79.187
Quick Service Restaurant
4.17%₹ 65.804
Auto Ancillaries
3.72%₹ 58.706
Alcoholic Beverages
3.71%₹ 58.44
Stock/ Commodity Brokers
3.69%₹ 58.141

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
Oracle Fin.Serv.
4.13%₹ 65.066IT - Software
Eternal
4.02%₹ 63.33E-Commerce/App based Aggregator
Radico Khaitan
3.68%₹ 57.97Alcoholic Beverages
Shriram Finance
3.61%₹ 56.952Finance
MTAR Technologie
3.54%₹ 55.844Aerospace & Defence
Larsen & Toubro
3.47%₹ 54.627Infrastructure Developers & Operators
SBI
3.39%₹ 53.489Banks
Jubilant Food.
3.19%₹ 50.35Quick Service Restaurant
Interglobe Aviat
3.12%₹ 49.258Air Transport Service
Polycab India
3.10%₹ 48.818Cables

Fund Manager Details

He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers. B.Tech, PGDM (Finance), CFA

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 74,954.10 Cr

Contact Details

www.sundarammutual.com
customerservices@sundarammutual.com
044-2858 3362/3367

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Sundaram Business Cycle Fund - Regular (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Sundaram Business Cycle Fund - Regular (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Sundaram Business Cycle Fund - Regular (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Address

Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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