44886
18076
Sundaram Business Cycle Fund - Regular (G)
7.76
-0.40
5.08
9.87
13.95
7.19
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
1.08
7.76
Sundaram Business Cycle Fund - Regular (G)
1.09
9.38
1.04
3.5
1 Year
Sundaram Business Cycle Fund - Regular (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
11.63
28 Aug 2026
-
-0.26%
1 Day
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.7%
Expense Ratio -
1,663 Cr
Fund Size -
2 Years
Fund Age
Returns and Ranks ( as on 28 Aug 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 7.76%
- 7.19
- 2.25Alpha
- 4.82SD
- 0.97Beta
- 0.06Sharpe
- 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
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
Other Calculators
Frequently Asked Questions
Sundaram Business Cycle Fund - Regular (G) has delivered 1.81% since inception
The NAV of Sundaram Business Cycle Fund - Regular (G) is ₹10.3439 as of 28 Aug 2026
The expense ratio of Sundaram Business Cycle Fund - Regular (G) is 2.7 % as of 28 Aug 2026
The AUM of Sundaram Business Cycle Fund - Regular (G) 1576.42 CR as of 28 Aug 2026
The minimum SIP amount of Sundaram Business Cycle Fund - Regular (G) is 100
The top stock holdings of Sundaram Business Cycle Fund - Regular (G) are
- Radico Khaitan - 5.32%
- Eternal - 4.66%
- Oracle Fin.Serv. - 4.50%
- TREPS - 4.07%
- Kalyan Jewellers - 4.06%
The top sectors Sundaram Business Cycle Fund - Regular (G) has invested in are
- - 0%