Mutual Funds

Sundaram Business Cycle Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

9.33 +0.02
NAV(₹) as on 20/3/2026

0.26%
1D

-6.93%
1Y

-
3Y

-
5Y

Sundaram Business Cycle Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.08	Launch Date: 25 Jun 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,617.88 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.82	Min. Investment: SIP : ₹ 1,000.00 Lumpsum : ₹ 100.00
Scheme Benchmark: NA
Fund Manager: Madanagopal Ramu ,Dwijendra Srivastava ,Sandeep Agarwal

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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 28/2/2026		2.20 %		97.80 %

TOP HOLDINGS

Kotak Mahindra Bank Ltd.

6.27 %

Bharti Airtel Ltd.

6.18 %

Eternal Ltd.

4.89 %

Larsen & Toubro Ltd.

4.70 %

Reliance Industries Ltd.

3.88 %

Amber Enterprises India Ltd.

3.58 %

Mahindra & Mahindra Ltd.

3.41 %

Hindalco Industries Ltd.

3.34 %

Hindustan Aeronautics Ltd.

3.08 %

United Spirits Ltd.

2.68 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Bank - Private

8.70 %

Auto Ancillary

7.81 %

e-Commerce

7.22 %

Telecommunication - Service

6.18 %

Defence

5.38 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2024-25	2025-26
NAV (19/3/2026)	10.09	9.30
Net Assets (Rs Crores)	1,60,462.73	1,61,788.48
Scheme Returns(%)(Absolute)	0.89	-6.94
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	64/119	122/133

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.81 +0.05	14/10/2025	₹ 38.73	-	-	-	-11.95%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.18 +0.00	30/10/2024	₹ 54.98	-4.07%	-	-	-5.99%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.79 +0.06	14/8/2025	₹ 65.87	-	-	-	-2.12%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.75 +0.04	20/12/2024	₹ 96.66	-4.48%	-	-	-10.16%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.50 +0.06	6/6/2024	₹ 131.97	-1.32%	-	-	-14.87%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.07 +0.11	6/6/2024	₹ 143.03	2.80%	-	-	-5.34%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.44 +0.07	30/1/2026	₹ 162.28	-	-	-	-5.60%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.20 +0.04	9/12/2024	₹ 180.6	-8.43%	-	-	-22.72%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.02 +0.13	27/12/2023	₹ 309.6	-1.74%	-	-	8.61%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.14 +-0.01	28/2/2025	₹ 362.26	4.83%	-	-	10.74%