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Sundaram Business Cycle Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,650 Cr

Lock In Period

N/A

Expense Ratio

2.92

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.54-0.4014.68
6M7.662.0339.31
1Y1.913.98109.30
3Y0.0012.04204.16

Portfolio Analysis

  • Equity: 97.62%
  • Debt: 2.37%
  • Others
As on: 2026-06-30
View allocation % by

1. Oracle Financial Services Software Ltd4.37%
2. Rate Gain Travel Technologies Ltd3.19%
3. Coforge Ltd2.76%

1. Zomato Ltd4.11%
2. FSN E�Commerce Ventures Ltd(NYKAA)3.42%

1. Shriram Finance Ltd3.84%
2. Five-Star Business Finance Ltd3.55%

1. State Bank of India3.12%
2. Bank of Baroda2.78%

1. Tips Music Ltd2.69%
2. Affle (IndiLtd2.54%

1. Radico Khaitan Ltd4.87%

1. Angel One Ltd2.35%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)2.32%

1. Interglobe Aviation Ltd4.04%

1. MTAR Technologies Ltd3.99%

1. Ujjivan Small Finance Bank Ltd2.68%
2. IndusInd Bank Ltd1.04%

1. Polycab India Ltd3.63%

1. Delhivery Ltd3.58%

1. TD Power Systems Ltd3.32%

1. PB Fintech Ltd3.14%

1. Kirloskar Oil Engines Ltd3.13%

1. Kirlosakar Pneumatic Company Ltd3.11%

1. Nippon Life India Asset Management Ltd3.07%

1. Aavas Financiers Ltd2.90%

1. Ultratech Cement Ltd2.70%

1. Indegene Limited2.55%

1. S.J.S. Enterprises Ltd2.33%

1. Hindustan Petroleum Corporation Ltd1.90%

1. Kalyan Jewellers India Ltd1.82%

1. Mahindra & Mahindra Ltd1.76%

About Fund Sundaram Business Cycle Fund Growth

Sundaram Business Cycle Fund Growth managed by Sundaram Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,650 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.92. 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
Aditya Birla Sun Life Quant Fund Growth02,033 CR2.52
Motilal Oswal Services Fund Growth0119 CR2.47
Sundaram Business Cycle Fund Growth01,650 CR2.92
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundAditya Birla Sun Life Quant Fund Growth8.26270
This FundMotilal Oswal Services Fund Growth15.26590
This FundSundaram Business Cycle Fund Growth1.91240
This FundHDFC Defence Fund Growth24.3472162.4227
This FundNippon India Taiwan Equity Fund Growth106.4702191.8232

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 2.92. 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 : 2.54%
  • 6 Months : 7.66%
  • 1 Year : 1.91%
  • 3 Years : 0.00%
Returns of Sundaram Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.0564 as on Jul 30,2026. 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 ₹1,650 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.