Sundaram Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.9374
NAV IDCW: Rs 10.9374
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
2) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Investment Details
Min. Investment (Rs) | 100 |
Min. Addl Investment (Rs) | 100 |
Min. SIP Investment (Rs) | 100 |
Min. Withdrawal (Rs) | 100 |
Min. No of Cheques | 6 |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 1% for redemption within 365 days |
Basic Details of Sundaram Business Cycle Fund
Fund House | Sundaram Mutual Fund |
Launch Date | 25-Jun-24 |
Return Since Launch | 8.24% |
Benchmark | NIFTY 500 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 1,789 Cr |
(As on 31-Jul-2025) | |
Expense | 0.43% |
(As on 31-Jul-2025) | |
Risk Grade | — |
Return Grade | — |
Turnover | 28.50% |
Trailing Returns (%) of Sundaram Business Cycle Fund
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Sundaram Business Cycle Dir | 0.50 | -0.04 | -2.22 | 2.91 | 9.75 | 6.49 | — | — | — | — |
BSE 500 TRI | 1.58 | -0.24 | -2.84 | 0.71 | 8.47 | -1.00 | — | — | — | — |
Peer Comparison of Sundaram Business Cycle Fund
Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
Sundaram Business Cycle Dir | Unrated | 6.49 | — | — | 0.43 | 1,789 | 8.24 | 1.00 (365) | 1Y 1M | 28.50 |
ICICI Pru India Opportunities Dir | Unrated | 4.15 | 23.92 | 31.68 | 0.63 | 29,718 | 22.58 | 1.00 (365) | 6Y 6M | 64.00 |
ICICI Pru Business Cycle Dir | Unrated | 7.43 | 22.91 | — | 0.72 | 13,479 | 22.85 | 1.00 (30) | 4Y 6M | 31.00 |
HDFC Manufacturing Dir | Unrated | -1.91 | — | — | 0.73 | 11,818 | 5.69 | 1.00 (30) | 1Y 2M | 26.19 |
Franklin India Opportunities Dir | Unrated | 1.84 | 30.14 | 30.03 | 0.52 | 7,376 | 18.13 | 1.00 (365) | 12Y 7M | 53.72 |
Portfolio Analysis of Sundaram Business Cycle Fund
No. of Stocks | 44 |
Top 10 Stocks | 37.96% |
Top 5 Stocks | 0.24 |
Top 3 Sectors | 0.38 |
Portfolio P/B Ratio | 4.74 |
Portfolio P/E Ratio | 35.60 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 74,651 | 1,32,089 |
Giant (%) | 38.13 | 41.98 |
Large (%) | 9.37 | 24.09 |
Mid (%) | 37.02 | 27.65 |
Small (%) | 15.48 | 9.93 |
Tiny (%) | — | 0.79 |
Chanakya’s Mutual Fund Guidance For Sundaram Business Cycle Fund
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