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Sundaram Business Cycle Fund(G)-Direct Plan

Sundaram Business Cycle Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+5.21%

1Y annualised

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NAV : 10 Sep 2026

₹11.88

Min. SIP amount

₹100

Fund size (AUM)

1747 Cr

Expense ratio

0.43%

Launched on

25 Jun 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,12,340

Stock Allocation

Stock nameSectorAllocation
Radico Khaitan LtdAlcohol5.32%
Eternal Ltd (Previously Zomato Ltd)Retailing4.66%
Oracle Financial Services Software LtdIt4.50%

Fund Composition

1747 Cr

Large Cap

22.92%

Mid Cap

32.14%

Small Cap

40.15%

Others

4.78%

Sector Allocation

1747 Cr

Finance

15.71%

It

15.57%

Capital Goods

12.63%

Retailing

8.30%

Automobile & Ancillaries

7.74%

Bank

6.83%

Alcohol

5.32%

Diamond & Jewellery

4.06%

Others

23.85%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MR

Madanagopal Ramu

Present

SA

Sandeep Agarwal

Present

SS

Shalav Saket

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.41%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Sundaram Business Cycle Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 25 Jun 2024. This fund is managed by Madanagopal Ramu, Sandeep Agarwal and Shalav Saket. It is a Equity type of fund.

The current NAV of Sundaram Business Cycle Fund(G)-Direct Plan is ₹11.88 (as of 10 Sep 2026).

Sundaram Business Cycle Fund(G)-Direct Plan has delivered 5.21% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Sundaram Business Cycle Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Business Cycle Fund(G)-Direct Plan is 0.43%.

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