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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,404 Cr

Lock In Period

N/A

Expense Ratio

2.11

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Sundaram Business Cycle Fund Growth include a ₹10.1762 NAV as of Apr 30,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Business Cycle Fund Growth AUM is ₹1,404 Cr, with a lock-in of N/A years, expense ratio of 2.11%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 12.70% returns, against a category average of 1.92% and a category best of 29.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.701.9229.18
6M-9.421.4094.96
1Y-1.135.50250.28
3Y0.0013.62357.99

Portfolio Analysis

  • Equity: 94.24%
  • Debt: 5.76%
  • Others
As on: 2026-03-31
View allocation % by

1. Kotak Mahindra Bank Ltd3.96%
2. HDFC Bank Ltd3.93%
3. IndusInd Bank Ltd1.00%
4. Ujjivan Small Finance Bank Ltd0.79%

1. Zomato Ltd5.53%
2. FSN E�Commerce Ventures Ltd(NYKAA)3.04%

1. Larsen & Toubro Ltd4.75%

1. Affle (IndiLtd2.80%
2. Tips Music Ltd1.43%

1. Indegene Limited2.48%
2. Urban Company Ltd1.17%

1. Reliance Industries Ltd3.45%

1. Mahindra & Mahindra Ltd3.41%

1. Amber Enterprises India Ltd3.39%

1. Shriram Finance Ltd3.39%

1. Polycab India Ltd3.27%

1. Jubilant Foodworks Ltd2.42%
2. Sapphire Foods India Ltd0.78%

1. Rate Gain Travel Technologies Ltd1.35%
2. Cyient Ltd0.90%
3. KPIT Technologies Ltd0.79%

1. Delhivery Ltd3.00%

1. State Bank of India2.94%

1. National Aluminium Company Ltd2.80%

1. PB Fintech Ltd2.63%

1. TVS Motor Company Ltd2.62%

1. Radico Khaitan Ltd2.47%

1. Interglobe Aviation Ltd2.44%

1. Bharat Electronics Ltd2.39%
2. MTAR Technologies Ltd0.00%

1. Ultratech Cement Ltd2.29%

1. S.J.S. Enterprises Ltd2.25%

1. ZF Commercial Vehicle Control Systems I Ltd1.99%

1. Aavas Financiers Ltd1.97%

1. Kirlosakar Pneumatic Company Ltd1.95%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.83%

1. Craftsman Automation Ltd1.74%

1. Bharti Airtel Ltd1.41%

1. Amara Raja Energy & Mobility Ltd1.37%

1. Neuland Laboratories Ltd1.05%

About Fund

Sundaram Business Cycle Fund Growth managed by Sundaram Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,404 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.11. 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
This FundBandhan Multi-Factor Fund Growth0595.52 CR2.37
This FundBandhan Innovation Fund Growth01799.96 CR2.06
This FundSundaram Business Cycle Fund Growth01403.74 CR2.11
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundBandhan Multi-Factor Fund Growth00
This FundBandhan Innovation Fund Growth14.3880
This FundSundaram Business Cycle Fund Growth-1.12510
This FundICICI Prudential PSU Equity Fund Growth12.5689105.1095
This FundNippon India Taiwan Equity Fund Growth245.4654339.3034

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 2.11. 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 : 12.70%
  • 6 Months : -9.42%
  • 1 Year : -1.13%
  • 3 Years : 0.00%
Returns of Sundaram Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.1762 as on Apr 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 ₹1,404 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.
Min Inv Amount: ₹500