Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 25-06-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.02% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,783.29 Cr As on (29-08-2025)
Turn over: -
NAV as on 12-09-2025

11.0728

-0.01 (-0.103%)

CAGR Since Inception

8.64%

NIFTY 500 TRI 12.47%

PERFORMANCE of Sundaram Business Cycle Fund Regular Plan Growth

Scheme Performance (%)

Data as on - 12-09-2025

Yearly Performance (%)

Fund Managers

FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan

Investment Objective

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
26-06-2024 10.0133 9986.7177 100000 0.0 %
26-07-2024 10.1837 - 101702 1.7 %
26-08-2024 10.5992 - 105851 5.85 %
26-09-2024 11.0342 - 110195 10.2 %
28-10-2024 10.5048 - 104908 4.91 %
26-11-2024 10.5924 - 105783 5.78 %
26-12-2024 10.822 - 108076 8.08 %
27-01-2025 9.9422 - 99290 -0.71 %
27-02-2025 9.6176 - 96048 -3.95 %
26-03-2025 10.0462 - 100329 0.33 %
28-04-2025 10.3168 - 103031 3.03 %
26-05-2025 10.7202 - 107060 7.06 %
26-06-2025 11.0273 - 110127 10.13 %
28-07-2025 10.8348 - 108204 8.2 %
26-08-2025 10.8692 - 108548 8.55 %
12-09-2025 11.0728 - 110581 10.58 %

RETURNS CALCULATOR for Sundaram Business Cycle Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Business Cycle Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Business Cycle Fund Regular Plan Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION of Sundaram Business Cycle Fund Regular Plan Growth

Amount :
Start :
End :
Period
Data as on - 12-09-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 2.14 0.0 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 27-08-2024 17.28 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 5.53 22.87 21.71 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 2.68 19.65 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 -1.65 14.39 0.0 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 -2.01 16.6 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 -2.56 21.48 19.18 24.86 13.9
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 -3.28 13.92 12.83 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -4.4 0.0 0.0 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -6.67 16.41 15.56 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

37.27%

Others

10.23%

Large Cap

40.56%

Mid Cap

11.96%

Total

100%