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18076
Sundaram Business Cycle Fund - Direct (G)
6.04
-1.36
1.60
11.43
15.41
8.25
7
1.06
6.04
Sundaram Business Cycle Fund - Direct (G)
1.06
6.04
1.04
3.5
1 Year
Begin with SIP Invest One-Time
  • NAV

    11.90

    03 Sep 2026

  • 0.53%

     1 Day

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.17%

    Expense Ratio

  • NA

     Rating

  • 1,663 Cr

    Fund Size

  • 2 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 03 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.04%
  • 8.25

Scheme Allocation

By Holding By Sector By Asset
5.32%
4.66%
4.50%
4.07%
4.06%
77.39%
View All

Advance Ratio

  • 3.82Alpha
  • 4.83SD
  • 0.97Beta
  • 0.15Sharpe

Exit Load & Tax Implication

  • 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.

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 Managers

Madanagopal Ramu

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
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More Funds from Sundaram Mutual Fund

18076
  • Fund Name

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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Equity Debt Hybrid

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