Sundaram Business Cycle Fund Regular Growth

Fund Overview

Fund Size

₹1,678 Cr

Expense Ratio

2.11%

ISIN

INF903JA1LN3

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

26 Jun 2024

About this fund

This fund has been in existence for 10 months and 17 days, having been launched on 26-Jun-24.
As of 12-May-25, it has a Net Asset Value (NAV) of ₹10.48, Assets Under Management (AUM) of 1678.43 Crores, and an expense ratio of 2.11%.

Sundaram Business Cycle Fund Regular Growth has given a CAGR return of 4.79% since inception.
The fund's asset allocation comprises around 83.12% in equities, 0.00% in debts, and 16.88% in cash & cash equivalents.
You can start investing in Sundaram Business Cycle Fund Regular 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.

Since Inception

+4.79%

— (Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity	₹1,395.03 Cr	83.12%
Others	₹283.4 Cr	16.88%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Treps	Cash - Repurchase Agreement	₹268.13 Cr	15.97%
Bharti Airtel Ltd	Equity	₹94.76 Cr	5.65%
Kotak Mahindra Bank Ltd	Equity	₹90.85 Cr	5.41%
Larsen & Toubro Ltd	Equity	₹72.97 Cr	4.35%
Eternal Ltd	Equity	₹70.63 Cr	4.21%
Reliance Industries Ltd	Equity	₹67.46 Cr	4.02%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹51.2 Cr	3.05%
Sapphire Foods India Ltd	Equity	₹50.8 Cr	3.03%
Jubilant Foodworks Ltd	Equity	₹41.36 Cr	2.46%
HDFC Life Insurance Co Ltd	Equity	₹40.65 Cr	2.42%
Ambuja Cements Ltd	Equity	₹40.29 Cr	2.40%
Affle 3i Ltd	Equity	₹38.3 Cr	2.28%
Amara Raja Energy & Mobility Ltd	Equity	₹36.96 Cr	2.20%
PB Fintech Ltd	Equity	₹36.43 Cr	2.17%
United Spirits Ltd	Equity	₹33.9 Cr	2.02%
Cyient Ltd	Equity	₹32.42 Cr	1.93%
Tata Motors Ltd	Equity	₹30.53 Cr	1.82%
Hindalco Industries Ltd	Equity	₹29.53 Cr	1.76%
SKF India Ltd	Equity	₹28.79 Cr	1.72%
Tata Power Co Ltd	Equity	₹28.47 Cr	1.70%
Narayana Hrudayalaya Ltd	Equity	₹28.25 Cr	1.68%
United Breweries Ltd	Equity	₹27.6 Cr	1.64%
Delhivery Ltd	Equity	₹27.03 Cr	1.61%
Kirloskar Pneumatic Co Ltd	Equity	₹26.56 Cr	1.58%
Bharat Electronics Ltd	Equity	₹26.28 Cr	1.57%
Mahindra & Mahindra Ltd	Equity	₹25.18 Cr	1.50%
Craftsman Automation Ltd	Equity	₹23.55 Cr	1.40%
FSN E-Commerce Ventures Ltd	Equity	₹22.9 Cr	1.36%
Go Fashion (India) Ltd	Equity	₹22.18 Cr	1.32%
Crompton Greaves Consumer Electricals Ltd	Equity	₹21.61 Cr	1.29%
Prudent Corporate Advisory Services Ltd	Equity	₹20.84 Cr	1.24%
Indian Energy Exchange Ltd	Equity	₹18.44 Cr	1.10%
Computer Age Management Services Ltd Ordinary Shares	Equity	₹18.35 Cr	1.09%
Dr. Lal PathLabs Ltd	Equity	₹18.26 Cr	1.09%
Electronics Mart India Ltd	Equity	₹17.24 Cr	1.03%
Rategain Travel Technologies Ltd	Equity	₹16.98 Cr	1.01%
Metropolis Healthcare Ltd	Equity	₹16.01 Cr	0.95%
Deepak Nitrite Ltd	Equity	₹15.82 Cr	0.94%
Cash And Other Net Current Assets	Cash - Collateral	₹15.27 Cr	0.91%
Bosch Ltd	Equity	₹13.18 Cr	0.78%
Praj Industries Ltd	Equity	₹12.85 Cr	0.77%
SJS Enterprises Ltd	Equity	₹12.43 Cr	0.74%
Ola Electric Mobility Ltd	Equity	₹11.62 Cr	0.69%
Graphite India Ltd	Equity	₹11.34 Cr	0.68%
Cello World Ltd	Equity	₹9.22 Cr	0.55%
Just Dial Ltd	Equity	₹8.01 Cr	0.48%
Greaves Cotton Ltd	Equity	₹7.02 Cr	0.42%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹423.61 Cr	25.24%
Industrials	₹282.22 Cr	16.81%
Financial Services	₹207.21 Cr	12.35%
Communication Services	₹141.06 Cr	8.40%
Basic Materials	₹85.64 Cr	5.10%
Energy	₹67.46 Cr	4.02%
Healthcare	₹62.53 Cr	3.73%
Consumer Defensive	₹61.49 Cr	3.66%
Technology	₹35.33 Cr	2.10%
Utilities	₹28.47 Cr	1.70%

Risk & Performance Ratios

Fund Managers

Dwijendra Srivastava

Since June 2024

S. Bharath

Since June 2024

Sandeep Agarwal

Since June 2024

Ratish Varier

Since June 2024

Pathanjali Srinivasan

Since June 2024

Additional Scheme Detailsas of 31st March 2025

ISIN

INF903JA1LN3

Expense Ratio

2.11%

Exit Load

1.00%

Fund Size

₹1,678 Cr

Age

10 months

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
Motilal Oswal Nifty Capital Market ETF Very High Risk	0.3%	-	₹5.60 Cr	-
Mirae Asset BSE Select IPO ETF Very High Risk	0.2%	-	₹14.61 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk	0.9%	0.0%	₹7.72 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹7.72 Cr	-
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.6%	1.0%	₹53.12 Cr	-
Motilal Oswal Active Momentum Fund Regular Growth Very High Risk	2.7%	1.0%	₹53.12 Cr	-
Nippon India Active Momentum Fund Regular Growth Very High Risk	1.7%	1.0%	₹150.24 Cr	-
Nippon India Active Momentum Fund Direct Growth Very High Risk	0.7%	1.0%	₹150.24 Cr	-
Groww Nifty 200 ETF Very High Risk	0.3%	-	₹10.72 Cr	-
Groww Nifty 200 ETF FoF Direct Growth Very High Risk	0.1%	1.0%	₹7.43 Cr	-
Groww Nifty 200 ETF FoF Regular Growth Very High Risk	0.7%	1.0%	₹7.43 Cr	-
Invesco India Business Cycle Fund Direct Growth Very High Risk	0.7%	0.0%	₹300.27 Cr	-
Invesco India Business Cycle Fund Regular Growth Very High Risk	2.4%	0.0%	₹300.27 Cr	-
Kotak MSCI India ETF Very High Risk	0.4%	-	₹1018.03 Cr	-
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.3%	1.0%	₹158.61 Cr	-
Motilal Oswal Innovation Opportunities Fund Regular Growth Very High Risk	2.5%	1.0%	₹158.61 Cr	-
Groww Nifty India Railways PSU ETF Very High Risk	0.5%	-	₹29.04 Cr	-
ICICI Prudential Rural Opportunities Fund Regular Growth Moderate Risk	2.2%	1.0%	₹1282.22 Cr	-
ICICI Prudential Rural Opportunities Fund Direct Growth Moderate Risk	0.8%	1.0%	₹1282.22 Cr	-
WhiteOak Capital Quality Equity Fund Direct Growth Very High Risk	0.6%	1.0%	₹303.62 Cr	-
WhiteOak Capital Quality Equity Fund Regular Growth Very High Risk	2.4%	1.0%	₹303.62 Cr	-
UTI Quant Fund Regular Growth Very High Risk	2.0%	1.0%	₹1562.68 Cr	-
UTI Quant Fund Direct Growth Very High Risk	0.3%	1.0%	₹1562.68 Cr	-
ICICI Prudential Nifty Auto ETF Very High Risk	0.2%	-	₹113.74 Cr	3.0%
ICICI Prudential Nifty 200 Quality 30 ETF Very High Risk	0.3%	-	₹115.96 Cr	9.8%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF Very High Risk	0.4%	-	₹1672.86 Cr	0.9%
Mirae Asset Nifty India New Age Consumption ETF Very High Risk	0.3%	-	₹25.71 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Regular Growth Very High Risk	0.9%	0.0%	₹11.97 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Direct Growth Very High Risk	0.5%	0.0%	₹11.97 Cr	-
Edelweiss BSE Capital Markets & Insurance ETF Very High Risk	0.2%	-	₹11.83 Cr	-
Aditya Birla Sun Life Conglomerate Fund Regular Growth Very High Risk	2.1%	0.0%	₹1494.29 Cr	-
Aditya Birla Sun Life Conglomerate Fund Direct Growth Very High Risk	0.5%	0.0%	₹1494.29 Cr	-
SBI Quant Fund Regular Growth Very High Risk	1.9%	0.0%	₹3698.49 Cr	-
SBI Quant Fund Direct Growth Very High Risk	0.7%	0.0%	₹3698.49 Cr	-
Quantum Ethical Fund Direct Growth Very High Risk	0.7%	1.0%	₹51.25 Cr	-
Quantum Ethical Fund Regular Growth Very High Risk	2.1%	1.0%	₹51.25 Cr	-
Union Active Momentum Fund Direct Growth Very High Risk	1.2%	1.0%	₹420.62 Cr	-
Union Active Momentum Fund Regular Growth Very High Risk	2.5%	1.0%	₹420.62 Cr	-
DSP Business Cycle Fund Direct Growth Very High Risk	0.8%	0.0%	₹1028.85 Cr	-
DSP Business Cycle Fund Regular Growth Very High Risk	2.3%	0.0%	₹1028.85 Cr	-
Axis Momentum Fund Regular Growth Very High Risk	2.1%	1.0%	₹1293.21 Cr	-
Axis Momentum Fund Direct Growth Very High Risk	0.5%	1.0%	₹1293.21 Cr	-
Kotak Transportation & Logistics Fund Direct Growth Very High Risk	0.8%	0.0%	₹359.76 Cr	-
Kotak Transportation & Logistics Fund Regular Growth Very High Risk	2.4%	0.0%	₹359.76 Cr	-
ICICI Prudential Equity Minimum Variance Fund Regular Growth Very High Risk	1.9%	1.0%	₹3476.10 Cr	-
ICICI Prudential Equity Minimum Variance Fund Direct Growth Very High Risk	0.5%	1.0%	₹3476.10 Cr	-
Shriram Multi Sector Rotation Fund Regular Growth Very High Risk	2.4%	1.0%	₹194.63 Cr	-
Shriram Multi Sector Rotation Fund Direct Growth Very High Risk	0.6%	1.0%	₹194.63 Cr	-
Tata India Innovation Fund Direct Growth Very High Risk	0.6%	1.0%	₹1656.37 Cr	-
Tata India Innovation Fund Regular Growth Very High Risk	2.0%	1.0%	₹1656.37 Cr	-

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

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

The NAV of Sundaram Business Cycle Fund Regular Growth, as of 12-May-2025, is ₹10.48.

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

The fund's allocation of assets is distributed as 83.12% in equities, 0.00% in bonds, and 16.88% in cash and cash equivalents.

Who manages the Sundaram Business Cycle Fund Regular Growth?

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

Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Ratish Varier
Pathanjali Srinivasan

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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Fund Overview

Fund Size

₹1,678 Cr

Expense Ratio

2.11%

ISIN

INF903JA1LN3

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

26 Jun 2024

Risk Level

Your principal amount will be at Very High Risk