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)

₹1,747 Cr

Lock In Period

N/A

Expense Ratio

2.62

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(%)
1M-4.59-1.149.05
6M17.792.4546.54
1Y0.374.10124.12
3Y0.0011.64342.02

Portfolio Analysis

  • Equity: 99.62%
  • Debt: 0.38%
  • Others
As on: 2026-08-31
View allocation % by

1. Eternal Ltd (Previously Zomato Ltd)4.81%
2. FSN E�Commerce Ventures Ltd(NYKAA)3.63%

1. Oracle Financial Services Software Ltd3.60%
2. Rate Gain Travel Technologies Ltd2.45%
3. Coforge Ltd2.15%

1. PB Fintech Ltd4.28%
2. One 97 Communications Ltd2.83%

1. Shriram Finance Ltd3.86%
2. Five-Star Business Finance Ltd2.87%

1. Radico Khaitan Ltd5.23%

1. Affle (IndiLtd2.70%
2. Tips Music Ltd1.83%

1. TD Power Systems Ltd4.19%

1. Ujjivan Small Finance Bank Ltd2.97%
2. IndusInd Bank Ltd1.08%

1. MTAR Technologies Ltd3.85%

1. Interglobe Aviation Ltd3.72%

1. Kalyan Jewellers India Ltd3.39%

1. Delhivery Ltd3.27%

1. Polycab India Ltd3.25%

1. Dhoot Transmission Ltd3.23%

1. Kirloskar Oil Engines Ltd2.99%

1. Lenskart Solutions Limited2.99%

1. Nippon Life India Asset Management Ltd2.93%

1. GE Vernova T and D India Ltd2.92%

1. Indegene Limited2.81%

1. S.J.S. Enterprises Ltd2.47%

1. Sapphire Foods India Ltd2.43%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)2.40%

1. Aavas Financiers Ltd2.27%

1. Vedanta Aluminium Metal Ltd2.26%

1. Kirlosakar Pneumatic Company Ltd2.15%

1. Mahindra & Mahindra Ltd1.78%
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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 ₹1,747 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.62. 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
Invesco India Business Cycle Fund Growth01,381 CR2.27
The Wealth Company Ethical Fund Growth041 CR2.78
Sundaram Business Cycle Fund Growth01,747 CR2.62
HDFC Defence Fund Growth511,477 CR1.78
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundInvesco India Business Cycle Fund Growth11.56890
This FundThe Wealth Company Ethical Fund Growth00
This FundSundaram Business Cycle Fund Growth0.36940
This FundHDFC Defence Fund Growth22.7794157.1257
This FundNippon India Taiwan Equity Fund Growth121.1286324.1375

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 2.62. 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 : -4.59%
  • 6 Months : 17.79%
  • 1 Year : 0.37%
  • 3 Years : 0.00%
Returns of Sundaram Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.9212 as on Sep 28,2026. 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 ₹1,747 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.
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