Sundaram Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,663 Cr

Lock In Period

N/A

Expense Ratio

2.7

Exit Load

For redemption 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.

Benchmark

NIfty 500 Total Return

Sundaram Business Cycle Fund Growth Calculate Returns

You would have got

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.24-0.729.85
6M15.862.6758.98
1Y4.185.09127.81
3Y0.0013.70309.85

Portfolio Analysis

  • Equity: 97.17%
  • Debt: 2.83%
  • Others
As on: 2026-07-31
View allocation % by

1. Oracle Financial Services Software Ltd4.50%
2. Rate Gain Travel Technologies Ltd3.23%
3. Coforge Ltd1.96%

1. Eternal Ltd (Previously Zomato Ltd)4.66%
2. FSN E�Commerce Ventures Ltd(NYKAA)3.64%

1. Shriram Finance Ltd3.82%
2. Five-Star Business Finance Ltd3.82%

1. Radico Khaitan Ltd5.32%

1. Affle (IndiLtd2.81%
2. Tips Music Ltd1.99%

1. Ujjivan Small Finance Bank Ltd3.24%
2. IndusInd Bank Ltd1.13%

1. Kalyan Jewellers India Ltd4.06%

1. TD Power Systems Ltd4.01%

1. Interglobe Aviation Ltd3.86%

1. Delhivery Ltd3.63%

1. Polycab India Ltd3.30%

1. MTAR Technologies Ltd3.29%

1. Kirloskar Oil Engines Ltd3.27%

1. PB Fintech Ltd3.06%

1. Nippon Life India Asset Management Ltd3.05%

1. GE Vernova T and D India Ltd2.99%

1. Ultratech Cement Ltd2.84%

1. Aavas Financiers Ltd2.57%

1. S.J.S. Enterprises Ltd2.49%

1. Indegene Limited2.48%

1. Bank of Baroda2.46%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)2.43%

1. Kirlosakar Pneumatic Company Ltd2.34%

1. Vedanta Aluminium Metal Ltd1.97%

1. Mahindra & Mahindra Ltd1.94%
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About Fund Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,663 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.7. Under the expert guidance of Madanagopal Ramu ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Madanagopal Ramu

Mr. Madanagopal has pursued MBA from Bharatidasan Institute of Management. He is also an Associate CWA. Prior to joining Sundaram Mutual Fund in 2010, he has worked with Centrum Broking (P) Ltd.. He has over 8 years of experience in Research Analysis.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Innovation Fund Growth02,644 CR2.3
HDFC Manufacturing Fund Growth510,590 CR1.84
Sundaram Business Cycle Fund Growth01,662 CR2.7
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundBandhan Innovation Fund Growth19.58770
This FundHDFC Manufacturing Fund Growth9.70460
This FundSundaram Business Cycle Fund Growth4.18370
This FundUTI Gold Exchange Traded Fund Growth42.1129152.0603
This FundNippon India Taiwan Equity Fund Growth124.7388293.2811

Sundaram Business Cycle Fund Growth FAQs

Sundaram Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Business Cycle Fund Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : 0.24%
  • 6 Months : 15.86%
  • 1 Year : 4.18%
  • 3 Years : 0.00%
Returns of Sundaram Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.5783 as on Sep 08,2026. Since inception, the return has been 0.00%.

You can invest in Sundaram Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Business Cycle Fund Growth is ₹1,663 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.