Sundaram Business Cycle Fund Direct Growth
NAV as on 17-04-2025
₹ 10.37
▲1.1%
1D
Inception Returns
3.7%
/yr
Historical NAV & Returns
About 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 Dwijendra Srivastava, Sandeep Agarwal, Ratish Varier, S. Bharath. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Business Cycle Fund Direct Growth has ₹1605 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 3.68% since inception.
Holdings
Sundaram Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Financial Services, Communication, Basic Materials, Energy, Health, Consumer Defensive, Tech, Utilities. Its top holdings are Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, Larsen & Toubro Ltd, Eternal Ltd, Reliance Industries Ltd
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Business Cycle Fund Direct Growth
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 and lockin period
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.
Sundaram Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.51% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1605 Cr |
| Inception Date | 26 June, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (17-Apr-25)
Fund Distribution
as on (31-Mar-25)
- This fund’s returns stands at 7.03% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 0.22% in Mar'25
- AUM of the fund stands at 1.6K Cr as of Mar'25
- AUM increased by 127.8 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Consumer Cyclical, Industrial & Financial Services
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Bharti Airtel Ltd | 5.49% | 2.3% | |
 Kotak Mahindra Bank Ltd | 5.47% | 0% | |
 Larsen & Toubro Ltd | 4.23% | 0% | |
 Eternal Ltd | 3.82% | 2.5% | |
 Reliance Industries Ltd | 3.82% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Business Cycle Fund Direct Growth | - | - | - | 3.68% |
 Franklin India Opportunities Fund - Direct - Growth | 14.62% | 28.57% | 33% | 18.03% |
 ICICI Prudential India Opportunities Fund Direct Growth | 14.33% | 23.45% | 34.46% | 22.9% |
ICICI Prudential Business Cycle Fund Direct Growth | 10.97% | 21.34% | - | 22.75% |
Top Growth Drivers | 1M Return |
|---|---|
 Kotak Mahindra Bank Ltd | 8.2% |
 Prudent Corporate Advisory Services Ltd | 5.5% |
Sundaram Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1605 Cr
Expense Ratio 0.51%
More funds from Sundaram
5Y CAGR
▲ 29.61
5Y CAGR
▲ 30.48
5Y CAGR
▲ 23.01
5Y CAGR
▲ 33.18
Frequently Asked Questions for Sundaram Business Cycle Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.62% | 6.62% |
6 Month Returns | -4.99% | -4.99% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Business Cycle Fund Direct Growth | - | - | - |