Sundaram Business Cycle Fund - IDCW - Regular Plan

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  • (-2.18%)Nav, as on 30-03-2026

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  • Net Change on 30-03-2026

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  • Assets (Cr.)

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Fund Overview IDCW | Regular 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 - IDCW Option Jan 15, 2019 0.77 19.87 19.35 1.56 35,665.82
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 0.19 18.76 16.17 1.67 16,201.80
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated -1.73 23.25 17.44 1.75 8,428.48
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 5.72 22.26 18.90 1.83 6,600.72
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 9.32 29.67 25.35 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Kotak Mahindra Bank Ltd

  • Bharti Airtel Ltd

  • Zomato Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Amber Enterprises India Ltd

  • Mahindra & Mahindra Ltd

  • Hindalco Industries Ltd

  • Hindustan Aeronautics Ltd

  • United Spirits Ltd

  • Ambuja Cements Ltd

  • Delhivery Ltd

  • Affle (India) Ltd

  • IndusInd Bank Ltd

  • TREPS

  • PB Fintech Ltd

  • Bharat Electronics Ltd

  • S.J.S. Enterprises Ltd

  • Jubilant Foodworks Ltd

  • Sapphire Foods India Ltd

  • Amara Raja Energy & Mobility Ltd

  • Sona BLW Precision Forgings Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Kirlosakar Pneumatic Company Ltd

  • Narayana Hrudayalaya Ltd

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

  • Cyient Ltd

  • Aavas Financiers Ltd

  • Kansai Nerolac Paints Ltd

  • Craftsman Automation Ltd

  • Indegene Limited

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Rate Gain Travel Technologies Ltd

  • Tips Music Ltd

  • Greaves Cotton Ltd

  • SKF India (Industrial) Ltd

  • Deepak Nitrite Ltd

  • Britannia Industries Ltd

  • Aditya Birla Real Estate Ltd

  • Urban Company Ltd

  • Landmark Cars Ltd

  • KPIT Technologies Ltd

  • Swiggy Ltd

  • Go Fashion (India ) Ltd

  • NIIT Learning Systems Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Auto Ancillary

  • e-Commerce

  • Telecommunication - Service Provider

  • Defence

  • Consumer Food

  • Engineering - Construction

  • IT - Software

  • Refineries

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Metal - Non Ferrous

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Logistics

  • BPO/ITeS

  • Fintech

  • Miscellaneous

  • Batteries

  • Compressors / Pumps

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Finance - Housing

  • Paints

  • Business Support

  • Film Production, Distribution & Entertainment

  • Diesel Engines

  • Bearings

  • Chemicals

  • Construction - Real Estate

  • Professional Services

  • Automobiles - Dealers & Distributors

  • Retailing

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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 ₹1,617.88 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 ₹-0.2(-2.18%)yesterday to ₹9.0296.

Among its top 3 holdings the fund has exposure to Kotak Mahindra Bank Ltd, and

The Sundaram Business Cycle Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

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

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