Sundaram Business Cycle Fund Regular Growth
3Y Annualised
N/A
0.31% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.26%
0.31% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 10 months
4 years 2 months
9 years 7 months
Fund info
Fund size
₹1756.07 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
For redemption 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. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
3rd
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
5th
HDFC Transportation and Logistics Fund Direct Growth
309th
Sundaram Business Cycle Fund Regular Growth
Fund Managers
About Sundaram Business Cycle Fund Regular Growth
Sundaram Business Cycle Fund Regular Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 1 years, having been launched on 2024-06-26. Sundaram Business Cycle Fund Regular Growth has ₹1756.07 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Sundaram Business Cycle Fund Regular Growth as of Mon Jul 07 2025 is ₹11.0789. The fund has an expense ratio of 2.03%, which is medium comparable to most other Equity funds.
Sundaram Business Cycle Fund Regular Growth returns for the last 1 year are 10.72%. Since launch, it has delivered 10.66% average annual returns.
The Sundaram Business Cycle Fund Regular Growth has the majority of its money invested in Communication Services, Financial Services, Industrials, Consumer Cyclical, Energy, Basic Materials sectors.
Top 5 Holdings of Sundaram Business Cycle Fund Regular Growth.
- Bharti Airtel Ltd: 5.37%
- Kotak Mahindra Bank Ltd: 4.99%
- Larsen & Toubro Ltd: 4.57%
- Eternal Ltd: 4.12%
- Reliance Industries Ltd: 3.88%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2024-06-26 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Business Cycle Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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