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Sundaram Business Cycle Fund-Reg(G)

As on Jan-14-2026 change fund
10.67  up0.04 (0.34%)

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 14-Jan-2026)10.0910.67
Net Assets(Rs Crores) (as on 14-Jan-2026) 1604.63 1788.86
Scheme Returns(%)(Absolute)0.896.71
B'mark Returns(%)(Absolute)NANA
Category Rank64/119103/128
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-20269.58-1.440.07NA
2024-2025NA9.31-1.39-6.49
Top 10 holdings
company (%)
Bharti Airtel Ltd.6.27 
Kotak Mahindra Bank Ltd.5.92 
Larsen & Toubro Ltd.4.99 
Eternal Ltd.4.72 
Reliance Industries Ltd.3.95 
Mahindra & Mahindra Ltd.3.25 
Hindalco Industries Ltd.2.90 
Affle 3i Ltd.2.77 
Amber Enterprises India Ltd.2.69 
Ambuja Cements Ltd.2.52 

Category

Thematic Fund

Launch Date

25-Jun-24

ISIN Code

INF903JA1LN3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

1,788.86

portfolio price to book value

7.59

investing style?

Large Growth

fund manager?

Ratish Varier,Dwijendra Srivastava,Sandeep Agarwal

inception date (regular plan)

25-Jun-24

expense ratio (regular plan) %

2.05

Top 10 sectors
sectors (%)
Bank - Private7.90
Auto Ancillary6.70
e-Commerce6.36
Telecommunication - Service Provider6.27
Engineering - Construction4.99
IT - Software4.98
Consumer Food4.86
Defence4.30
Refineries3.95
Automobiles - Passenger Cars3.25

Growth Chart of the Scheme

to go
  • 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-20241,788.864.14NANANA4.24
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20008,380.367.7029.5520.8017.3513.34
Invesco India PSU Equity Fund-Reg(G)Large-Growth 18-Nov-20091,448.7118.7129.4426.5617.4812.50
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,643.3317.8326.4126.82NA23.11
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20044,083.9421.1924.8820.5913.5716.79
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021902.1611.4023.76NANA17.61
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201934,778.9614.8822.7924.84NA20.79
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20193,341.758.9821.9116.96NA20.18
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,652.948.1218.10NANA19.62
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009370.141.2014.7312.6212.9316.29
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019102.572.7312.5511.03NA14.15
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,817.441.3411.7312.2912.0915.22
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-20241,404.2311.78NANANA17.94
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,305.6411.14NANANA19.85
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-2024971.0310.62NANANA-0.07
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,014.179.06NANANA4.52
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20241,983.539.06NANANA16.94
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,175.588.75NANANA2.71
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,856.297.11NANANA15.05
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,128.316.85NANANA17.22
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024749.765.07NANANA-2.75
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20242,113.484.54NANANA16.03
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,588.603.97NANANA10.58
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,414.163.85NANANA-1.01
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,696.883.71NANANA-7.10
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-20231,113.561.40NANANA14.42
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20245,977.810.84NANANA-2.92
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024503.00-4.51NANANA-9.71
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024192.92-8.61NANANA-18.02
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023708.10-14.38NANANA10.04
The Wealth Company Ethical Fund-Reg(G)Large-Growth 14-Oct-202539.72NANANANA-2.45
Sundaram Multi-Factor Fund-Reg(G)Large-Growth 22-Jul-20251,015.53NANANANA4.54
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
11.31
52 Week Low
9.44
portfolio characteristics
As on 31-Dec-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
42.4 Times
ratios
Statistical Ratios
Standard Deviation [%]
15.1483
Semi Standard Deviation [%]
0.4864
Beta [%]
0.9069
Sharp Ratio [%]
0.0413
R-Square [%]
0.8184
Expense Ratio [%]
2.0500
AVG Ratio [%]
0.0227
Other Ratios
Jenson Ratio [%]
-0.0131
Treynor Ratio [%]
0.0069
Turnover Ratio [%]
42.4000
FAMA Ratio [%]
-0.0082
SORTINO Ratio [%]
0.0128
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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 registered with AMFI and holds ARN-11439 & Current Validity is 12 Dec 2028

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