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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)

₹1,576 Cr

Lock In Period

N/A

Expense Ratio

2.06

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 ₹10.5319 as of 26 May, 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 ₹1,576 Cr. The expense ratio of the fund is 2.06%, 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 2.09% returns.

Sundaram Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.09-1.1811.46
6M-4.820.35124.77
1Y-1.643.12217.27
3Y0.0010.63361.91

Portfolio Analysis

  • Equity: 99.22%
  • Debt: 0.75%
  • Others
As on: 2026-04-30
View allocation % by

1. Oracle Financial Services Software Ltd4.13%
2. Rate Gain Travel Technologies Ltd1.86%
3. Coforge Ltd1.40%

1. Zomato Ltd4.02%
2. FSN E�Commerce Ventures Ltd(NYKAA)3.05%

1. State Bank of India3.39%
2. Bank of Baroda2.82%

1. Shriram Finance Ltd3.61%
2. Five-Star Business Finance Ltd2.58%

1. Tips Music Ltd2.92%
2. Affle (IndiLtd2.66%

1. MTAR Technologies Ltd3.54%
2. Bharat Electronics Ltd1.44%

1. Jubilant Foodworks Ltd3.19%
2. Sapphire Foods India Ltd0.95%

1. Radico Khaitan Ltd3.68%

1. Angel One Ltd1.89%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.77%

1. Indegene Limited2.54%
2. Urban Company Ltd1.10%

1. Larsen & Toubro Ltd3.47%

1. Ujjivan Small Finance Bank Ltd2.30%
2. IndusInd Bank Ltd1.08%

1. Interglobe Aviation Ltd3.12%

1. Polycab India Ltd3.10%

1. Delhivery Ltd3.00%

1. Ultratech Cement Ltd2.92%

1. National Aluminium Company Ltd2.82%

1. Aavas Financiers Ltd2.75%

1. PB Fintech Ltd2.73%

1. Amber Enterprises India Ltd2.71%

1. Nippon Life India Asset Management Ltd2.57%

1. Kirlosakar Pneumatic Company Ltd2.51%

1. TD Power Systems Ltd2.03%

1. S.J.S. Enterprises Ltd1.99%

1. Mahindra & Mahindra Ltd1.86%

1. Craftsman Automation Ltd1.71%

1. Bharti Airtel Ltd1.33%

1. Neuland Laboratories Ltd1.17%

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 ₹1,576 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.06. 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
Motilal Oswal Innovation Opportunities Fund Growth0525.11 CR2.6
WhiteOak Capital Special Opportunities Fund Growth01538.58 CR3.54
Sundaram Business Cycle Fund Growth01576.42 CR2.06
ICICI Prudential PSU Equity Fund Growth21975.03 CR2.38
Nippon India Taiwan Equity Fund Growth31138.67 CR2.17
Fund Name1Y3Y
This FundMotilal Oswal Innovation Opportunities Fund Growth8.9940
This FundWhiteOak Capital Special Opportunities Fund Growth7.27290
This FundSundaram Business Cycle Fund Growth-1.63630
This FundICICI Prudential PSU Equity Fund Growth7.771897.9223
This FundNippon India Taiwan Equity Fund Growth212.9225343.1171

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 2.06. 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 : 2.09%
  • 6 Months : -4.82%
  • 1 Year : -1.64%
  • 3 Years : 0.00%
Returns of Sundaram Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.5319 as on May 25,2026. 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 ₹1,576 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.