Sundaram Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹10.36
Expense Ratio
2.06%
Min SIP
₹1.00K
Fund Size
₹1576Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 365D, Nil after 365D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.13%
Beta
1.01
Sharpe Ratio
-0.032239
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-3.21)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Quant Fund
- Kotak Transportation & Logistics Fund
- ICICI Prudential Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- SBI Equity Minimum Variance Fund
- Nippon India Quant Fund
- Motilal Oswal Active Momentum Fund
- Tata Ethical Fund
- Tata India Innovation Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Quant Business Cycle Fund
- HSBC India Export Opportunities Fund
- Tata Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Union Innovation & Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Mahindra Manulife Manufacturing Fund
- ITI Business Cycle Fund
- Sundaram Business Cycle Fund
- HSBC Business Cycles Fund
- Aditya Birla Sun Life Business Cycle Fund
- Quant ESG Integration Strategy Fund
- HDFC Manufacturing Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Quant Commodities Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- HDFC Defence Fund
- Union Active Momentum Fund
- Motilal Oswal Business Cycle Fund
- Axis Innovation Fund
- UTI Innovation Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Bank of India Business Cycle Fund
- Union Business Cycle Fund
- Nippon India Innovation Fund
- Canara Robeco Manufacturing Fund
- SBI ESG Exclusionary Strategy Fund
- Kotak ESG Exclusionary Strategy Fund
- Invesco India PSU Equity Fund
- SBI Quality Fund
- Invesco India Business Cycle Fund
- Sundaram Multi-Factor Fund
- The Wealth Company Ethical Fund
- Invesco India Manufacturing Fund
- 360 ONE Quant Fund
- HDFC Business Cycle Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- ICICI Prudential Housing Opportunities Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- Kotak Active Momentum Fund
- Axis Momentum Fund
- UTI-Transportation and Logistics Fund
- Franklin India Opportunities Fund
- HDFC Housing Opportunities Fund
- HDFC Consumption Fund
- Aditya Birla Sun Life Conglomerate Fund
- HDFC Transportation and Logistics Fund
- SBI PSU Fund
- Bandhan Innovation Fund
- SBI Innovative Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- ICICI Prudential Manufacturing Fund
- HDFC Innovation Fund
- Shriram Multi Sector Rotation Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Active Momentum Fund
- WhiteOak Capital Special Opportunities Fund
- Kotak Pioneer Fund
- WhiteOak Capital Quality Equity Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Qsif Sector Rotation Long-Short Fund
- Motilal Oswal Special Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Commodities Fund
- Aditya Birla Sun Life PSU Equity Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Manufacturing Fund
- LIC MF Manufacturing Fund
- Nippon India Active Momentum Fund
Madanagopal Ramu
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Sundaram Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Sundaram Business Cycle Fund has an AUM of ₹1576.42 Cr as on 6/1/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.12%. The risk is Very High against the category average of 60.67.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Sundaram Business Cycle Fund.
Ans. The expense ratio of Sundaram Business Cycle Fund is 2.06%.