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Sundaram Business Cycle Fund-Reg(G)

As on Sep-11-2026 change fund
11.52  up0.04 (0.32%)

fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-20252025-2026
NAV in Rs (as on 30-Mar-2026)10.099.03
Net Assets(Rs Crores) (as on 30-Mar-2026) 1604.63 1403.74
Scheme Returns(%)(Absolute)0.89-9.68
B'mark Returns(%)(Absolute)NANA
Category Rank64/119122/133
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2026-202721.22NANANA
2025-20269.58-1.440.07-17.18
2024-2025NA9.31-1.39-6.49
Top 10 holdings
company (%)
Radico Khaitan Ltd.5.23 
Eternal Ltd.4.81 
PB Fintech Ltd.4.28 
TD Power Systems Ltd.4.19 
Shriram Finance Ltd.3.86 
MTAR Technologies Ltd.3.85 
Interglobe Aviation Ltd.3.72 
FSN E-Commerce Ventures Ltd.3.63 
Oracle Financial Services Soft...3.60 
Kalyan Jewellers India Ltd.3.39 

Category

Thematic Fund

Launch Date

25-Jun-24

ISIN Code

INF903JA1LN3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

1,747.12

portfolio price to book value

13.77

investing style?

Large Growth

fund manager?

Madanagopal Ramu,Sandeep Agarwal,Shalav Saket

inception date (regular plan)

25-Jun-24

expense ratio (regular plan) %

2.62

Top 10 sectors
sectors (%)
e-Commerce8.45
IT - Software8.21
Electric Equipment7.12
Fintech7.10
Finance - NBFC6.73
Cable6.49
Breweries & Distilleries5.23
Bank - Private4.05
Engineering3.85
Airlines3.72

Growth Chart of the Scheme

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,747.123.94NANANA6.60
HDFC Defence Fund-Reg(G)Large-Growth 02-Jun-202311,477.5930.1934.66NANA40.58
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20009,717.423.1218.6917.3915.5613.16
SBI PSU Fund-Reg(G)Large-Blend 07-Jul-20106,703.167.3018.1522.3412.777.81
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20194,280.588.8317.8914.09NA20.17
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-20231,344.4112.0917.63NANA17.63
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20196,072.5610.7817.5321.86NA20.89
Invesco India PSU Equity Fund-Reg(G)Large-Growth 18-Nov-20091,447.782.5017.0719.4214.6811.63
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20044,341.421.2916.7219.5011.1616.29
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,364.426.6915.89NANA15.89
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023751.8417.1314.42NANA15.72
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20233,107.751.8513.07NANA14.08
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,631.9611.4512.9717.72NA18.39
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021845.70-3.5512.93NANA13.97
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201938,338.43-0.8412.3816.81NA17.94
Taurus Ethical Fund-Reg(G)Large-Growth 06-Apr-2009441.65-2.077.227.8411.3515.56
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,860.81-9.182.184.699.8014.51
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,325.7919.82NANANA8.54
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20242,957.3518.23NANANA20.81
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,795.5415.32NANANA19.52
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024781.0613.80NANANA7.54
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-20241,940.7013.02NANANA18.27
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,756.8411.08NANANA14.84
Baroda BNP Paribas Innovation Fund-Reg(G)Large-Growth 05-Mar-2024917.8310.62NANANA13.73
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024463.165.11NANANA-1.64
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,463.373.50NANANA-4.44
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024162.683.33NANANA-12.52
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,469.370.39NANANA0.44
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,547.14-0.88NANANA13.28
Quantum Ethical Fund-Reg(G)Large-Growth 20-Dec-2024127.03-1.69NANANA-0.52
Sundaram Multi-Factor Fund-Reg(G)Large-Growth 22-Jul-2025870.78-4.22NANANA-3.33
JioBlackRock Sector Rotation Fund-Reg(G)Large-Growth 17-Aug-2026166.92NANANANA-2.46
NJ Momentum Fund-Reg(G)Large-Growth 30-Jul-2026342.68NANANANA1.40
The Wealth Company Ethical Fund-Reg(G)Large-Growth 14-Oct-202541.14NANANANA-3.48
ITI Business Cycle Fund-Reg(G)Large-Growth 09-Mar-2026116.38NANANANA9.20
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 365D, Nil after 365D
52 Week Highs & Lows
52 Week High
11.70
52 Week Low
9.03
portfolio characteristics
As on 31-Aug-2026
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
110.6 Times
ratios
Statistical Ratios
Standard Deviation [%]
19.4871
Semi Standard Deviation [%]
0.6049
Beta [%]
0.9889
Sharp Ratio [%]
0.0234
R-Square [%]
0.8207
Expense Ratio [%]
2.6200
AVG Ratio [%]
0.0210
Other Ratios
Jenson Ratio [%]
0.0441
Treynor Ratio [%]
0.0046
Turnover Ratio [%]
110.6000
FAMA Ratio [%]
0.0331
SORTINO Ratio [%]
0.0076
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is AMFI registered Mutual fund and Specialised Investment Fund (SIF) distributor and holds ARN-11439 its Current Validity is 12 Nov 2028.

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