Sundaram Business Cycle Fund Direct Growth

Fund Overview

Fund Size

₹1,594 Cr

Expense Ratio

0.61%

ISIN

INF903JA1LQ6

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

26 Jun 2024

About this fund

Sundaram Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 2 years and 4 days, having been launched on 26-Jun-24.
As of 29-Jun-26, it has a Net Asset Value (NAV) of ₹11.19, Assets Under Management (AUM) of 1594.13 Crores, and an expense ratio of 0.61%.

Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 5.77% since inception.
The fund's asset allocation comprises around 97.27% in equities, 0.00% in debts, and 2.73% in cash & cash equivalents.
You can start investing in Sundaram Business Cycle Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.52%

— (Cat Avg.)

Since Inception

+5.77%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2026

Equity	₹1,550.69 Cr	97.27%
Others	₹43.44 Cr	2.73%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Radico Khaitan Ltd	Equity	₹71.64 Cr	4.49%
MTAR Technologies Ltd	Equity	₹68.15 Cr	4.27%
Oracle Financial Services Software Ltd	Equity	₹66.66 Cr	4.18%
Eternal Ltd	Equity	₹64.24 Cr	4.03%
National Aluminium Co Ltd	Equity	₹62.97 Cr	3.95%
Shriram Finance Ltd	Equity	₹57.55 Cr	3.61%
Polycab India Ltd	Equity	₹57.05 Cr	3.58%
Delhivery Ltd	Equity	₹56.58 Cr	3.55%
InterGlobe Aviation Ltd	Equity	₹54.69 Cr	3.43%
PB Fintech Ltd	Equity	₹54.15 Cr	3.40%
Five-Star Business Finance Ltd	Equity	₹51.66 Cr	3.24%
State Bank of India	Equity	₹48.28 Cr	3.03%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹48.03 Cr	3.01%
FSN E-Commerce Ventures Ltd	Equity	₹47.63 Cr	2.99%
Treps	Cash - Repurchase Agreement	₹47.37 Cr	2.97%
Tips Music Ltd	Equity	₹46.88 Cr	2.94%
UltraTech Cement Ltd	Equity	₹45.54 Cr	2.86%
Bank of Baroda	Equity	₹45.3 Cr	2.84%
Coforge Ltd	Equity	₹44.23 Cr	2.77%
Rategain Travel Technologies Ltd	Equity	₹43.65 Cr	2.74%
Affle 3i Ltd	Equity	₹43.17 Cr	2.71%
AAVAS Financiers Ltd	Equity	₹42.24 Cr	2.65%
Indegene Ltd	Equity	₹41.8 Cr	2.62%
Kirloskar Pneumatic Co Ltd	Equity	₹41.37 Cr	2.59%
Ujjivan Small Finance Bank Ltd Ordinary Shares	Equity	₹40.79 Cr	2.56%
Angel One Ltd Ordinary Shares	Equity	₹39.57 Cr	2.48%
360 One Wam Ltd Ordinary Shares	Equity	₹39.38 Cr	2.47%
TD Power Systems Ltd	Equity	₹36.56 Cr	2.29%
SJS Enterprises Ltd	Equity	₹36.48 Cr	2.29%
Hindustan Petroleum Corp Ltd	Equity	₹31.37 Cr	1.97%
Mahindra & Mahindra Ltd	Equity	₹28.9 Cr	1.81%
Craftsman Automation Ltd	Equity	₹23.03 Cr	1.44%
Bharat Electronics Ltd	Equity	₹21.62 Cr	1.36%
IndusInd Bank Ltd	Equity	₹16.99 Cr	1.07%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹16.45 Cr	1.03%
Kalyan Jewellers India Ltd	Equity	₹15.66 Cr	0.98%
Cash And Other Net Current Assets	Cash - Collateral	₹-3.93 Cr	0.25%
TVS Motor Co Ltd	Equity	₹0.46 Cr	0.03%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹483.93 Cr	30.36%
Industrials	₹336.01 Cr	21.08%
Consumer Cyclical	₹232.83 Cr	14.61%
Technology	₹154.54 Cr	9.69%
Basic Materials	₹108.51 Cr	6.81%
Communication Services	₹90.05 Cr	5.65%
Consumer Defensive	₹71.64 Cr	4.49%
Healthcare	₹41.8 Cr	2.62%
Energy	₹31.37 Cr	1.97%

Risk & Performance Ratios

Fund Managers

Sandeep Agarwal

Since June 2024

Madanagopal Ramu

Since March 2026

Shalav Saket

Since December 2025

Additional Scheme Detailsas of 31st May 2026

ISIN

INF903JA1LQ6

Expense Ratio

0.61%

Exit Load

1.00%

Fund Size

₹1,594 Cr

Age

2 years

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Titanium Equity Long-Short Fund Regular Growth Very High Risk	-	1.0%	₹207.85 Cr	-
Titanium Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	₹207.85 Cr	-
qsif Sector Rotation Long-Short Fund Regular Growth Very High Risk	2.5%	1.0%	-	-
qsif Sector Rotation Long-Short Fund Direct Growth Very High Risk	0.9%	1.0%	-	-
Sapphire Equity Long-Short SIF Regular Growth Very High Risk	2.1%	1.0%	-	-
Sapphire Equity Long-Short SIF Direct Growth Very High Risk	0.6%	1.0%	-	-
WSIF Equity Long-Short Fund Regular Growth Very High Risk	-	0.0%	₹17.18 Cr	-
WSIF Equity Ex-Top 100 Long-Short Fund Regular Growth Very High Risk	-	0.0%	₹16.15 Cr	-
WSIF Equity Long-Short Fund Direct Growth Very High Risk	-	0.0%	₹17.18 Cr	-
WSIF Equity Ex-Top 100 Long-Short Fund Direct Growth Very High Risk	-	0.0%	₹16.15 Cr	-
DynaSIF Active Asset Allocator Long-Short Fund Direct Growth Low to Moderate Risk	0.5%	0.0%	₹130.72 Cr	-
DynaSIF Active Asset Allocator Long-Short Fund Regular Growth Low to Moderate Risk	1.6%	0.0%	₹130.72 Cr	-
Apex Hybrid Long-Short Fund Regular Growth Low to Moderate Risk	-	0.0%	₹63.25 Cr	-
Apex Hybrid Long-Short Fund Direct Growth Low to Moderate Risk	-	0.0%	₹63.25 Cr	-
Arudha Equity Long-Short Fund Regular Growth Very High Risk	2.4%	0.0%	₹80.55 Cr	-
Arudha Equity Long-Short Fund Direct Growth Very High Risk	0.9%	0.0%	₹80.55 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF Very High Risk	0.3%	-	₹9.21 Cr	-
ITI Business Cycle Fund Regular Growth Very High Risk	2.4%	0.0%	₹107.82 Cr	-
ITI Business Cycle Fund Direct Growth Very High Risk	0.6%	0.0%	₹107.82 Cr	-
DynaSIF Equity Long - Short Fund Regular Growth High Risk	2.1%	0.0%	₹153.58 Cr	-
DynaSIF Equity Long - Short Fund Direct Growth High Risk	0.8%	0.0%	₹153.58 Cr	-
Mirae Asset BSE India Defence ETF Very High Risk	0.3%	-	₹96.13 Cr	-
Kotak Services Fund Regular Growth Very High Risk	2.4%	0.0%	₹725.97 Cr	-
Kotak Services Fund Direct Growth Very High Risk	1.0%	0.0%	₹725.97 Cr	-
SBI Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2361.00 Cr	-
Mirae Asset BSE India Defence ETF FOF Direct Growth Very High Risk	0.4%	0.0%	₹61.87 Cr	-
Mirae Asset BSE India Defence ETF FOF Regular Growth Very High Risk	0.8%	0.0%	₹61.87 Cr	-
SBI Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2361.00 Cr	-
Motilal Oswal Nifty MNC ETF Very High Risk	0.5%	-	₹2.42 Cr	-
JioBlackRock Sector Rotation Fund Direct Growth Very High Risk	0.5%	0.0%	₹150.29 Cr	-
Groww Nifty PSE ETF FOF Regular Growth Very High Risk	0.5%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF Very High Risk	0.5%	-	₹17.69 Cr	-
Mahindra Manulife Innovation Opportunities Fund Direct Growth Very High Risk	0.5%	0.0%	₹194.04 Cr	-
Mahindra Manulife Innovation Opportunities Fund Regular Growth Very High Risk	2.1%	0.0%	₹194.04 Cr	-
Groww Nifty Chemicals ETF Very High Risk	0.5%	-	₹11.12 Cr	-
DSP MSCI INDIA ETF Very High Risk	0.3%	-	₹3.26 Cr	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	2.4%	0.0%	₹795.34 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.8%	0.0%	₹795.34 Cr	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.0%	1.0%	₹818.96 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.0%	1.0%	₹818.96 Cr	-
The Wealth Company Ethical Fund Direct Growth Very High Risk	0.6%	0.0%	₹38.56 Cr	-
The Wealth Company Ethical Fund Regular Growth Very High Risk	2.0%	0.0%	₹38.56 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Very High Risk	0.7%	1.0%	₹666.33 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Regular Growth Very High Risk	2.0%	1.0%	₹666.33 Cr	-
Motilal Oswal Nifty Alpha 50 ETF Very High Risk	0.5%	-	₹6.62 Cr	-
Kotak Active Momentum Fund Direct Growth Very High Risk	0.8%	0.0%	₹1480.27 Cr	-
Kotak Active Momentum Fund Regular Growth Very High Risk	2.1%	0.0%	₹1480.27 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.4%	1.0%	₹74.13 Cr	-
Motilal Oswal Special Opportunities Fund Regular Growth Very High Risk	2.5%	1.0%	₹74.13 Cr	-

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹75,999 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Moderate Risk	0.3%	0.0%	₹67.36 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹948.12 Cr	-
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.6%	1.0%	₹1594.13 Cr	-0.5%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹3286.20 Cr	6.6%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.2%	0.0%	₹30.67 Cr	5.3%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	1.3%	0.0%	₹75.75 Cr	5.0%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	1.2%	-	₹33.78 Cr	7.9%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	1.2%	0.0%	₹22.86 Cr	8.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.3%	0.0%	₹36.16 Cr	4.9%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	1.2%	0.0%	₹36.23 Cr	4.1%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2806.80 Cr	-0.0%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.1%	1.0%	₹830.10 Cr	-3.8%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹8629.36 Cr	-2.3%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹7657.03 Cr	6.3%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹363.53 Cr	6.2%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.8%	0.0%	₹1064.37 Cr	1.0%
Sundaram Focused Fund Direct Growth Very High Risk	1.3%	0.0%	₹1016.14 Cr	-0.1%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.6%	0.0%	₹139.36 Cr	3.2%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹186.76 Cr	5.8%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2330.91 Cr	6.5%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.6%	0.0%	₹1263.36 Cr	-3.8%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1641.95 Cr	-0.7%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3000.75 Cr	-3.3%
Sundaram Services Fund Direct Growth Very High Risk	0.7%	1.0%	₹4717.59 Cr	0.0%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹1961.58 Cr	-3.0%
Sundaram Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹1734.41 Cr	6.4%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.2%	1.0%	₹34.62 Cr	4.2%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.7%	0.0%	₹997.04 Cr	7.8%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.8%	0.0%	₹1590.29 Cr	2.4%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹279.56 Cr	5.5%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹6690.34 Cr	3.9%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.4%	1.0%	₹171.79 Cr	22.4%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹623.14 Cr	5.3%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.1%	0.0%	₹18.56 Cr	-0.7%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3680.99 Cr	10.5%
Sundaram Diversified Equity Direct Growth Very High Risk	1.6%	0.0%	₹1284.20 Cr	-4.9%
Sundaram Consumption Fund Direct Growth Very High Risk	1.3%	0.0%	₹1387.62 Cr	-8.3%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹13686.66 Cr	5.9%
Sundaram Overnight Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1482.69 Cr	5.3%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹468.03 Cr	6.6%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Sundaram Business Cycle Fund Direct Growth?

The NAV of Sundaram Business Cycle Fund Direct Growth, as of 29-Jun-2026, is ₹11.19.

What is the portfolio composition of Sundaram Business Cycle Fund Direct Growth?

The fund's allocation of assets is distributed as 97.27% in equities, 0.00% in bonds, and 2.73% in cash and cash equivalents.

Who manages the Sundaram Business Cycle Fund Direct Growth?

The fund managers responsible for Sundaram Business Cycle Fund Direct Growth are:-

Sandeep Agarwal
Madanagopal Ramu
Shalav Saket

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Business Cycle Fund Direct Growth

Fund Overview