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Scheme Profile

Sundaram Business Cycle Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,716
Inception Date
25-06-2024
Category
Equity - Thematic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 11.6976 (31-Aug-2026) / 9.0292 (31-Mar-2026)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 10.62 ( -0.14) ( -1.30 %)
  • Benchmark
  • Nifty 500 TRI
  • Entry Load
  • Nil
  • Exit Load
  • For redeemed 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.
  • Expense Ratio (%)
  • 2.60
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 67.96 times
  • Portfolio P/B
  • 21.32 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 121.60

Risk Factors

  • Jenson's Alpha
  • 4.13
  • Standard Deviation
  • 4.90
  • Beta
  • 0.97
  • Sharpe
  • 0.02
  • R-Squared
  • 1.00
  • Treynor Factor
  • -0.01

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception

Company Top 5 Holdings

  [ As on 30 Sep 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Radico Khaitan Ltd
  • Equity
  • 1,65,050
  • 4.20
  • Eternal Ltd
  • Equity
  • 21,44,971
  • 4.00
  • MTAR Technologies Ltd
  • Equity
  • 83,711
  • 3.80
  • TD Power Systems Ltd
  • Equity
  • 8,26,396
  • 3.78
  • One 97 Communications Ltd
  • Equity
  • 3,86,484
  • 3.78

Sector Top 5 Holdings

  [ As on 30 Sep 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Capital Goods - Electrical Equipment
  • 14,78,030
  • 13.35
  • E-Commerce/App based Aggregator
  • 44,02,795
  • 11.85
  • Finance
  • 22,94,929
  • 11.58
  • IT - Software
  • 10,78,551
  • 11.11
  • Cables
  • 3,67,641
  • 5.58

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -2.93 -3.11 -7.07 -13.31 1,716.35
2025 0.33 2.95 7.25 8.55 1,788.86
2024 7.90 14.39 16.00 8.12 1,601.81

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Sep-2026 -0.70 -2.69 -4.21 -5.78 1,716.35
Jun-2026 18.15 11.99 10.21 4.57 1,650.24
Mar-2026 -17.49 -12.62 -14.02 -15.54 1,403.74
Dec-2025 -0.78 2.02 4.24 5.23 1,788.86

Peer Comparison

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Asset Allocation

Sector Allocation

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