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
NA
Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹1650Cr
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
NA
Beta
NA
Sharpe Ratio
0.041118
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(2.58)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Business Cycle Fund
- Mahindra Manulife Innovation Opportunities Fund
- UTI-Transportation and Logistics Fund
- Axis Innovation Fund
- ICICI Prudential Transportation and Logistics Fund
- Quant Commodities Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Tata India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Quality Fund
- Kotak Active Momentum Fund
- Aditya Birla Sun Life PSU Equity Fund
- Kotak Manufacture in India Fund
- Kotak Transportation & Logistics Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Sundaram Business Cycle Fund
- Invesco India Manufacturing Fund
- Kotak ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Business Cycles Fund
- Kotak Rural Opportunities Fund
- SBI Innovative Opportunities Fund
- Invesco India Business Cycle Fund
- Quant Business Cycle Fund
- Kotak Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- HSBC India Export Opportunities Fund
- HDFC Transportation and Logistics Fund
- SBI Quant Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Manufacturing Fund
- HDFC Consumption Fund
- Nippon India Quant Fund
- SBI PSU Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- The Wealth Company Ethical Fund
- Aditya Birla Sun Life Conglomerate Fund
- Bandhan Multi-Factor Fund
- ICICI Prudential Rural Opportunities Fund
- Kotak Pioneer Fund
- Quantum ESG Best In Class Strategy Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Tata Ethical Fund
- Union Active Momentum Fund
- Sundaram Multi-Factor Fund
- Shriram Multi Sector Rotation Fund
- SBI Equity Minimum Variance Fund
- Axis Quant Fund
- Bank of India Business Cycle Fund
- ICICI Prudential Commodities Fund
- UTI Innovation Fund
- 360 ONE Quant Fund
- Quant ESG Integration Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- HDFC Business Cycle Fund
- ICICI Prudential Quant Fund
- Invesco India ESG Integration Strategy Fund
- Edelweiss Business Cycle Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Bandhan Transportation and Logistics Fund
- Bandhan Innovation Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Axis Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- Taurus Ethical Fund
- ICICI Prudential PSU Equity Fund
- Tata Business Cycle Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- Quant Quantamental Fund
- HDFC Defence Fund
- Qsif Sector Rotation Long-Short Fund
- HSBC Business Cycles Fund
- SBI Quality Fund
- Baroda BNP Paribas Business Cycle Fund
- Franklin India Opportunities Fund
- Nippon India Active Momentum Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- Quantum Ethical Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities 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 ₹1650.24 Cr as on 7/10/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.43%. The risk is Very High against the category average of 57.85.
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 0%.