Mutual Funds

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

11.05 -0.04
NAV(₹) as on 7/7/2026

-0.33%
1D

-0.29%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio:	Launch Date: 25 Jun 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,594.13 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 10.30	Min. Investment: SIP : ₹ 1,000.00 Lumpsum : ₹ 100.00
Scheme Benchmark: NA
Fund Manager: Madanagopal Ramu ,Sandeep Agarwal ,Shalav Saket

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 31/5/2026		2.73 %		97.27 %

TOP HOLDINGS

Radico Khaitan Ltd.

4.49 %

MTAR Technologies Ltd.

4.27 %

Oracle Financial Services Software Ltd.

4.18 %

Eternal Ltd.

4.03 %

National Aluminium Company Ltd.

3.95 %

Shriram Finance Ltd.

3.61 %

Polycab India Ltd.

3.58 %

Delhivery Ltd.

3.55 %

Interglobe Aviation Ltd.

3.43 %

PB Fintech Ltd.

3.40 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

IT - Software

9.69 %

e-Commerce

7.02 %

Finance - NBFC

6.85 %

Bank - Public

5.87 %

Finance - Stock Broking

4.95 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2024-25	2025-26
NAV (30/3/2026)	10.09	9.03
Net Assets (Rs Crores)	1,60,462.73	1,40,374.08
Scheme Returns(%)(Absolute)	0.89	-9.68
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 \| 9.58 +-0.08	14/10/2025	₹ 38.56	-	-	-	-4.24%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.17 +0.02	30/10/2024	₹ 53.63	-4.29%	-	-	0.99%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.57 +-0.16	14/8/2025	₹ 74.13	-	-	-	15.73%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.41 +-0.10	9/3/2026	₹ 107.82	-	-	-	4.10%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.65 +0.05	20/12/2024	₹ 110.94	-4.55%	-	-	-2.28%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.48 +-0.07	6/6/2024	₹ 130.01	-1.85%	-	-	-7.60%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.08 +-0.01	9/12/2024	₹ 171.14	1.36%	-	-	-12.67%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.92 +-0.03	30/1/2026	₹ 194.04	-	-	-	9.19%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.68 +0.01	6/6/2024	₹ 246.98	-2.77%	-	-	-1.57%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.82 +-0.10	28/2/2025	₹ 424.11	8.70%	-	-	20.16%