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Mutual FundsSundaram Business Cycle Fund Direct - Growth

S

Sundaram Business Cycle Fund Direct - Growth

EquitySectoral / Thematic

1 Year Returns

8.00%profit

NAV (₹) on 04 Mar 2026

10.1337

1 Day NAV Change (₹)

-0.1744
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Sundaram Business Cycle Fund Direct - Growth is a Equity mutual fund scheme launched on 26 Jun 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.27 L

8.00%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 26,646 (4.44%)

Maturity Value

₹ 6,26,646

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

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Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹1,679.75 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 11.5310

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 1,679.75

Expense Ratio

0.59%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 9.6893

Inception Date

26 Jun 2024

Fund Age

1 Yrs

Benchmark

Nifty 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

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

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Dwijendra Srivastava

Name

Dwijendra Srivastava

Qualification

B.Tech, PGDM (Finance), CFA

S Bharath

Name

S Bharath

Qualification

B.Com, MBA, ICWA

Sandeep Agarwal

Name

Sandeep Agarwal

Qualification

B.Com., ACA & CS.

Shalav Saket

Name

Shalav Saket

Qualification

NA

Fund Objective

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. However, there can be no assurance that the investment objective of the Scheme will be achieved

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

33

Assets Managed (₹ Cr)

₹ 75,715.44

Contact Details

telephone 044-2858 3362/3367

Registered Address

locate

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

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FAQs

Sundaram Business Cycle Fund was launched on 26 Jun 2024.
The current NAV of Sundaram Business Cycle Fund is ₹10.1337 as of 04 Mar 2026.
The latest value of AUM of Sundaram Business Cycle Fund is ₹1,679.75 crores as of 04 Mar 2026.
The return on investment of Sundaram Business Cycle Fund is:
  • In the past 1Y: 8.00%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Sundaram Business Cycle Fund is 0.59%.
The exit load of Sundaram Business Cycle Fund is as follows:
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
The portfolio of Sundaram Business Cycle Fund includes:
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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Sundaram Business Cycle Fund is Very High.
The fund manager of Sundaram Business Cycle Fund is Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Shalav Saket.
If you wish to invest in Sundaram Business Cycle Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Sundaram Business Cycle Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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