44889
18076
Sundaram Business Cycle Fund - Direct (G)
0.20
2.57
5.19
2.87
-3.15
4.60
7
1
0.2
Sundaram Business Cycle Fund - Direct (G)
1.03
2.51
1.04
3.5
1 Year

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  • NAV

    10.91

    27 May 2026

  • 0.08%

     1 Day

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.61%

    Expense Ratio
  • NA

    Rating
  • 1,576 Cr

    Fund Size
  • 1 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 27 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.20%
  • 4.60
  • -0.97Alpha
  • 4.30SD
  • 0.90Beta
  • -0.68Sharpe
  • 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.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.

Madanagopal Ramu

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com

FAQs

Sundaram Business Cycle Fund - Direct (G) has delivered 0.52% since inception

The NAV of Sundaram Business Cycle Fund - Direct (G) is ₹10.0518 as of 27 May 2026

The expense ratio of Sundaram Business Cycle Fund - Direct (G) is 0.61 % as of 27 May 2026

The AUM of Sundaram Business Cycle Fund - Direct (G) 0 CR as of 27 May 2026

The minimum SIP amount of Sundaram Business Cycle Fund - Direct (G) is 100

The top stock holdings of Sundaram Business Cycle Fund - Direct (G) are

  1. Oracle Fin.Serv. - 4.13%
  2. Eternal - 4.02%
  3. Radico Khaitan - 3.68%
  4. Shriram Finance - 3.61%
  5. MTAR Technologie - 3.54%

The top sectors Sundaram Business Cycle Fund - Direct (G) has invested in are

  1. - 0%

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