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Sundaram Business Cycle Fund Direct-growth

Mid Cap
Very High Risk

Latest AUM

₹ 1,403.7 Cr.

NAV as on 30 apr, 2026

₹ 10.48

+20.58% 3 years annulised
This Fund

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Fund Details

Fund Names Sundaram Business Cycle Fund Direct-growth
Inception Date 25 Jun 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
Risk Principal at very high risk

Portfolio Composition Analysis

Equity 94.24%
Cash 5.76%
Portfolio Updated on: 10 Apr, 2026

Sector Allocations

Equity
Technology
48.30%
Financial
29.35%

Portfolio Updated on: 30 apr, 2026

Top 10 Holdings

Name Sector Instruments Assets
Bharti Airtel Ltd Technology Equity 6.27%
Bharti Airtel Ltd Technology Equity 6.15%
Bharti Airtel Ltd Technology Equity 6.15%
Bharti Airtel Ltd Technology Equity 5.93%
Bharti Airtel Ltd Technology Equity 5.93%
Kotak Mahindra Bank Ltd Financial Equity 5.92%
Bharti Airtel Ltd Technology Equity 6.24%
Kotak Mahindra Bank Ltd Financial Equity 5.61%
Kotak Mahindra Bank Ltd Financial Equity 5.61%
Kotak Mahindra Bank Ltd Financial Equity 6.27%

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months -1.58% NA NA
6 Months -7.86% NA NA
9 Months -5.57% NA NA
1 Year 0.41% 0.41% NA

Historical NAV

Date NAV
30 Apr 2026 ₹10.48
29 Apr 2026 ₹10.53
28 Apr 2026 ₹10.47
27 Apr 2026 ₹10.49
24 Apr 2026 ₹10.36
23 Apr 2026 ₹10.44
22 Apr 2026 ₹10.52
21 Apr 2026 ₹10.53
20 Apr 2026 ₹10.46
17 Apr 2026 ₹10.45
16 Apr 2026 ₹10.33
15 Apr 2026 ₹10.26
13 Apr 2026 ₹10.08
10 Apr 2026 ₹10.17
09 Apr 2026 ₹10.00
08 Apr 2026 ₹10.06
07 Apr 2026 ₹9.61
06 Apr 2026 ₹9.63
02 Apr 2026 ₹9.50
01 Apr 2026 ₹9.53
31 Mar 2026 ₹9.28
30 Mar 2026 ₹9.28
27 Mar 2026 ₹9.49
25 Mar 2026 ₹9.70
24 Mar 2026 ₹9.50
23 Mar 2026 ₹9.29
20 Mar 2026 ₹9.59
19 Mar 2026 ₹9.56
18 Mar 2026 ₹9.86
17 Mar 2026 ₹9.69

Portfolio Updated on: 01 May, 2026

Fund Growth & Size Analysis

+₹1,403.7 Cr Since Launch
This Fund
Category Average

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Sundaram Business Cycle Fund Direct-growth Returns Comparison

Compare Sundaram Business Cycle Fund Direct-growth with any MF,
EYF, stock or index

Sundaram Business Cycl....

Launched on 25 Jun 2024, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities with focus on riding business cycle through dynamic allocation between various sectors and stocks at different stages of business cycle in the economy. It manages assets worth ₹1,403.7 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.75%.

Sandeep Agarwal has experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Ratish Varier has experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Pathanjali Srinivasan has experience Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust

Dwijendra Srivastava has experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

FAQS

As of Tue Mar 31, 2026, the total assets managed under Sundaram Business Cycle Fund Direct-growth stand at approximately ₹ 1,403.7 crore.

The historical growth of the Sundaram Business Cycle Fund Direct-growth is reflected through its CAGR returns:

  • Return Since Launch: 2.55%

The portfolio of Sundaram Business Cycle Fund Direct-growth is distributed across different asset classes as follows:

  • Equity: 94.24%
  • Other Assets: 5.76%

The Sundaram Business Cycle Fund Direct-growth is managed by Dwijendra Srivastava, representing Sundaram Mutual Fund.

The Sundaram Business Cycle Fund Direct-growth investments are allocated across market caps in the following manner:

  • Large Cap Stocks: 48.59%
  • Mid Cap Stocks: 17.17%
  • Small Cap Stocks: 34.24%

Top stock holdings of Sundaram Business Cycle Fund Direct-growth include:

  • Bharti Airtel Ltd – represents 6.27% of the portfolio
  • Bharti Airtel Ltd – represents 6.15% of the portfolio
  • Bharti Airtel Ltd – represents 6.15% of the portfolio
  • Bharti Airtel Ltd – represents 5.93% of the portfolio
  • Bharti Airtel Ltd – represents 5.93% of the portfolio
  • Kotak Mahindra Bank Ltd – represents 5.92% of the portfolio
  • Bharti Airtel Ltd – represents 6.24% of the portfolio
  • Kotak Mahindra Bank Ltd – represents 5.61% of the portfolio
  • Kotak Mahindra Bank Ltd – represents 5.61% of the portfolio
  • Kotak Mahindra Bank Ltd – represents 6.27% of the portfolio

Major sector exposures in Sundaram Business Cycle Fund Direct-growth are:

  • Technology – accounts for 48.30% of the portfolio
  • Financial – accounts for 29.35% of the portfolio

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