Sundaram Business Cycle Fund Growth Return
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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)
₹1,594 Cr
Lock In Period
N/A
Expense Ratio
2.05
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
Summary
Sundaram Business Cycle Fund Growth NAV is ₹10.9957 as of 21 Jun, 2026. Sundaram Business Cycle Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Business Cycle Fund Growth is ₹100. The AUM of Sundaram Business Cycle Fund Growth is ₹1,594 Cr. The expense ratio of the fund is 2.05%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Sundaram Business Cycle Fund Growth has delivered 6.85% returns.
Sundaram Business Cycle Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 6.85 | 0.24 | 13.06 |
| 6M | 2.23 | 1.77 | 125.97 |
| 1Y | 1.28 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 97.26%
- Debt: 2.70%
- Others
As on: 2026-05-31
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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 ₹1,594 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.05. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis India Manufacturing Fund Growth | 0 | 5343.95 CR | 1.84 |
| PGIM India Healthcare Fund Growth | 0 | 95.49 CR | 2.47 |
| Sundaram Business Cycle Fund Growth | 0 | 1594.13 CR | 2.05 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis India Manufacturing Fund Growth | 13.8599 | 0 |
| This FundPGIM India Healthcare Fund Growth | 13.6082 | 0 |
| This FundSundaram Business Cycle Fund Growth | 1.2801 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
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 2.05. 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 : 6.85%
- 6 Months : 2.23%
- 1 Year : 1.28%
- 3 Years : 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 ₹1,594 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.
