Sundaram Business Cycle Fund - IDCW - Direct Plan

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  • (-1.08%)Nav, as on 27-02-2026

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  • Net Change on 27-02-2026

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  • Assets (Cr.)

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 17.27 24.99 23.03 0.66 35,142.92
ICICI Prudential Business Cycle Fund Direct Plan IDCW Jan 18, 2021 21.95 24.41 20.43 0.74 15,808.40
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 17.56 30.67 21.54 0.58 8,271.28
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 28.95 28.28 23.14 0.79 6,315.87
SBI PSU Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 37.81 37.54 29.32 0.83 5,979.80

Fund Holdings as on 31-January-2026

  • Bharti Airtel Ltd

  • Kotak Mahindra Bank Ltd

  • Zomato Ltd

  • Larsen & Toubro Ltd

  • TREPS

  • Reliance Industries Ltd

  • Hindalco Industries Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan Aeronautics Ltd

  • Affle (India) Ltd

  • United Spirits Ltd

  • Amber Enterprises India Ltd

  • Ambuja Cements Ltd

  • Delhivery Ltd

  • PB Fintech Ltd

  • Bharat Electronics Ltd

  • IndusInd Bank Ltd

  • Cyient Ltd

  • S.J.S. Enterprises Ltd

  • Jubilant Foodworks Ltd

  • Amara Raja Energy & Mobility Ltd

  • Kansai Nerolac Paints Ltd

  • Sapphire Foods India Ltd

  • Aavas Financiers Ltd

  • Sona BLW Precision Forgings Ltd

  • 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)

  • ZF Commercial Vehicle Control Systems I Ltd

  • Kirlosakar Pneumatic Company Ltd

  • Narayana Hrudayalaya Ltd

  • Craftsman Automation Ltd

  • Rate Gain Travel Technologies Ltd

  • Greaves Cotton Ltd

  • Tips Music Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • SKF India (Industrial) Ltd

  • Indegene Limited

  • Deepak Nitrite Ltd

  • KPIT Technologies Ltd

  • Urban Company Ltd

  • Go Fashion (India ) Ltd

  • Britannia Industries Ltd

  • Landmark Cars Ltd

  • Aditya Birla Real Estate Ltd

  • NIIT Learning Systems Ltd

  • Swiggy Ltd

  • Billionbrains Garage Ventures Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Auto Ancillary

  • e-Commerce

  • Telecommunication - Service Provider

  • IT - Software

  • Defence

  • Engineering - Construction

  • Consumer Food

  • Miscellaneous

  • Refineries

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Fintech

  • BPO/ITeS

  • Breweries & Distilleries

  • Air Conditioners

  • Cement & Construction Materials

  • Logistics

  • Batteries

  • Paints

  • Finance - Housing

  • Finance - Stock Broking

  • Compressors / Pumps

  • Hospital & Healthcare Services

  • Diesel Engines

  • Film Production, Distribution & Entertainment

  • Bearings

  • Business Support

  • Chemicals

  • Professional Services

  • Retailing

  • Automobiles - Dealers & Distributors

  • Construction - Real Estate

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Fund Manager

  • Cash

  • Equity

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About Sundaram Business Cycle Fund

Scheme Analysis

Sundaram Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Sundaram Mutual Fund. It was launched on 25-Jun-2024 and currently has an AUM of ₹1,679.75 crore. Sundaram Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Business Cycle Fund ended down ₹-0.11(-1.08%)yesterday to ₹10.4821.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Business Cycle Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

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

+91 (22) 28583362/3367
+91 (22) 22858 3156