Sundaram Business Cycle Fund Direct Growth

Sundaram Business Cycle Fund Direct Growth is an equity fund. This fund was started on 26 June, 2024. The fund is managed by Ratish Varier, S. Bharath, Dwijendra Srivastava, Sandeep Agarwal. The fund could potentially beat inflation in the long-run.

1. Sundaram Business Cycle Fund Direct Growth has ₹1477 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 2.15% since inception.

Sundaram Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Financial Services, Communication, Basic Materials, Health, Energy, Consumer Defensive, Tech, Utilities. Its top holdings are Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, Zomato Ltd, Larsen & Toubro Ltd, Reliance Industries Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Business Cycle Fund Direct Growth has no lock in period.