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Equity: Thematic-Business-Cycle
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Thematic-Business-Cycle

Sundaram BusIness Cycle Fund Regular Plan 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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

EquityBenchmark · Nifty 500 TRITER · 2.05%Inception · 25-06-2024
NAV
11.19
+0.95% · as of 15-07-2026
Since inception
5.55%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹1,650 Cr
AUM
Expense ratio
2.05%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +5.55% CAGR vs benchmark +12.16%.

Portfolio

Where the money is invested

Top holdings

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.49%
MTAR TECHNOLOGIES LIMITED EQ4.27%
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-4.18%
ZOMATO LIMITED EQ4.03%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.95%
Shriram Finance Limited3.61%
POLYCAB INDIA LIMITED EQ3.58%
DELHIVERY LIMITED EQ NEW FV RE.1/-3.55%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-3.43%
PB FINTECH LIMITED EQ NEW FV RS. 2/-3.40%

Sector allocation

Financial Services30.36%
Capital Goods14.09%
Information Technology12.40%
Consumer Services7.02%
Services6.98%
Automobile and Auto Components5.57%
Fast Moving Consumer Goods4.49%
Metals & Mining3.95%
Media, Entertainment & Publication2.94%
Construction Materials2.86%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 5.5% p.a.
₹10,000
10 years
Projected value
₹16,06,778
Invested: ₹12,00,000
Gained: ₹4,06,778
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152678
ISIN (Growth)
INF903JA1LN3
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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