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Sundaram Business Cycle Fund Regular-idcw
Mid Cap
Very High Risk
Latest AUM
₹ 1,650.2 Cr.
NAV as on 03 aug, 2026
₹ 11.33
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Sundaram Business Cycle Fund Regular-idcw
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
97.63%
Cash
2.37%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Consumer Discretionary
Industrials
Financial
Technology
Materials
Energy & Utilities
Consumer Staples
Healthcare
Portfolio Updated on: 03 aug, 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 | 11.35% | NA | NA |
| 6 Months | 7.65% | NA | NA |
| 9 Months | 1.38% | NA | NA |
| 1 Year | 4.87% | 4.87% | NA |
| 2 Years | 10.19% | 4.97% | NA |
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 ₹1,650.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.7%.
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.
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
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund Direct-idcw | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-growth | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| ICICI Prudential Business Cycle Fund-idcw | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| HSBC Business Cycles Fund Direct-growth | 1,182.7 | +1.48% | +4.44% | +7.31% | +3.11% | +17.09% | +16.29% |
| HSBC Business Cycles Fund Direct-idcw | 1,182.7 | +1.48% | +4.44% | +7.31% | +3.11% | +17.09% | +16.29% |
| HSBC Business Cycles Fund Regular-growth | 1,182.7 | +1.38% | +4.12% | +6.67% | +1.90% | +15.79% | +15.01% |
| HSBC Business Cycles Fund Regular-idcw | 1,182.7 | +1.38% | +4.12% | +6.67% | +1.90% | +15.79% | +15.01% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Sundaram Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular-growth | 1,650.2 | +2.97% | +11.35% | +7.65% | +4.87% | — | — |
| Sundaram Business Cycle Fund Direct-growth | 1,650.2 | +3.10% | +11.78% | +8.43% | +6.46% | — | — |
| Sundaram Business Cycle Fund Direct-idcw | 1,650.2 | +3.10% | +11.78% | +8.43% | +6.46% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-growth | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| ICICI Prudential Business Cycle Fund Direct-idcw | 16,137.5 | +0.68% | +2.58% | -0.23% | +3.58% | +16.71% | +17.76% |
| ICICI Prudential Business Cycle Fund-idcw | 16,137.5 | +0.61% | +2.34% | -0.72% | +2.59% | +15.58% | +16.45% |
| Kotak Business Cycle Fund Direct-growth | 3,302.3 | +2.18% | +10.52% | +8.72% | +10.22% | +17.83% | — |
| Kotak Business Cycle Fund Regular-growth | 3,302.3 | +2.07% | +10.14% | +8.02% | +8.77% | +16.16% | — |
| Kotak Business Cycle Fund Direct-idcw | 3,302.3 | +2.18% | +10.52% | +8.72% | +10.22% | +17.83% | — |
| Kotak Business Cycle Fund Regular-idcw | 3,302.3 | +2.07% | +10.14% | +8.02% | +8.77% | +16.16% | — |
| HDFC Business Cycle Fund Regular-growth | 2,703.4 | +1.53% | +8.80% | +6.30% | +5.53% | +11.70% | — |
| HDFC Business Cycle Fund Direct-growth | 2,703.4 | +1.62% | +9.09% | +6.83% | +6.66% | +13.01% | — |
Top funds are based on Fund AUM
Top Funds
| Fund name | ||||
|---|---|---|---|---|
| Icici Prudential Business Cycle Fund Direct-growth | ₹26.59 | +16.71% | +17.76% | — |
| Icici Prudential Business Cycle Fund Direct-idcw | ₹19.36 | +16.71% | +17.76% | — |
| Icici Prudential Business Cycle Fund-growth | ₹24.93 | +15.58% | +16.45% | — |
| Icici Prudential Business Cycle Fund-idcw | ₹17.82 | +15.58% | +16.45% | — |
| Hsbc Business Cycles Fund Direct-growth | ₹48.44 | +17.09% | +16.29% | — |
| Hsbc Business Cycles Fund Direct-idcw | ₹27.92 | +17.09% | +16.29% | — |
| Hsbc Business Cycles Fund Regular-growth | ₹43.48 | +15.79% | +15.01% | — |
| Hsbc Business Cycles Fund Regular-idcw | ₹25.20 | +15.79% | +15.01% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹11.33 |
| 31 Jul 2026 | ₹11.13 |
| 30 Jul 2026 | ₹11.06 |
| 29 Jul 2026 | ₹11.12 |
| 28 Jul 2026 | ₹11.07 |
| 27 Jul 2026 | ₹10.97 |
| 24 Jul 2026 | ₹10.77 |
| 23 Jul 2026 | ₹10.78 |
| 22 Jul 2026 | ₹10.89 |
| 21 Jul 2026 | ₹11.06 |
| 20 Jul 2026 | ₹11.08 |
| 17 Jul 2026 | ₹11.06 |
| 16 Jul 2026 | ₹11.11 |
| 15 Jul 2026 | ₹11.19 |
| 14 Jul 2026 | ₹11.08 |
| 13 Jul 2026 | ₹11.20 |
| 10 Jul 2026 | ₹11.22 |
| 09 Jul 2026 | ₹11.05 |
| 08 Jul 2026 | ₹10.83 |
| 07 Jul 2026 | ₹11.05 |
| 06 Jul 2026 | ₹11.08 |
| 03 Jul 2026 | ₹11.01 |
| 02 Jul 2026 | ₹11.10 |
| 01 Jul 2026 | ₹11.05 |
| 30 Jun 2026 | ₹10.95 |
| 29 Jun 2026 | ₹10.85 |
| 25 Jun 2026 | ₹10.91 |
| 24 Jun 2026 | ₹10.91 |
| 23 Jun 2026 | ₹10.87 |
| 22 Jun 2026 | ₹11.05 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹1,650.2 Cr
Since Launch
This Fund
Category Average
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Sundaram Business Cycle Fund Regular-idcw Returns Comparison
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