Fund Overview of Sundaram Business Cycle Fund Direct - Idcw
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₹1,788.9 CrAUM
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₹11.14NAV
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0.43%Expense Ratio
Returns of Sundaram Business Cycle Fund Direct - Idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.28% | NA | NA |
| 6 Months | 15.58% | NA | NA |
| 1 Year | 4.09% | 4.09% | NA |
Asset Allocation
equities
91.25%debt instruments
1.37%other assets or cash equivalents
7.38%Launched on 25 Jun 2024, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities with focus on riding business cycle through dynamic allocation between various sectors and stocks at different stages of business cycle in the economy. It manages assets worth ₹1,788.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.43%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Business Cycle Fund Direct - Idcw
The portfolio allocation consists of 91.25% in equities, 1.37% in debt instruments, 7.38% in other assets or cash equivalents. Managed by Pathanjali Srinivasan, it has delivered a return of 4.09% in the last year, a total return since inception of 10.05%.
Fund Details
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More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
Sundaram Business Cycle Fund Regular - Growth
|
₹1,789 | -1.20% | 2.01% | 7.36% | 2.64% | - |
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Sundaram Business Cycle Fund Regular - Growth
|
₹1,789 | -1.20% | 2.01% | 7.36% | 2.64% | - |
|
Sundaram Business Cycle Fund Direct - Growth
|
₹1,789 | -1.06% | 2.42% | 8.22% | 4.27% | - |
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Sundaram Business Cycle Fund Direct - Growth
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₹1,789 | -1.06% | 2.42% | 8.22% | 4.27% | - |
|
Sundaram Business Cycle Fund Regular - Growth
|
₹1,789 | -1.20% | 2.01% | 7.36% | 2.64% | - |
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Sundaram Business Cycle Fund Regular - Growth
|
₹1,789 | -1.20% | 2.01% | 7.36% | 2.64% | - |
|
Sundaram Business Cycle Fund Direct - Growth
|
₹1,789 | -1.06% | 2.42% | 8.22% | 4.27% | - |
|
Sundaram Business Cycle Fund Direct - Growth
|
₹1,789 | -1.06% | 2.42% | 8.22% | 4.27% | - |
|
Sundaram Business Cycle Fund Regular - Idcw
|
₹1,789 | -1.20% | 2.01% | 7.36% | 2.64% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.40 | 13.43% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.40 | 13.43% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹16.21 | 14.77% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹16.21 | 14.77% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹16.21 | 14.77% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.40 | 13.43% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.40 | 13.43% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹16.21 | 14.77% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 9.23% | ₹165.05 Cr |
| Repo | Unspecified | 7.11% | ₹128.50 Cr |
| Repo | Unspecified | 7.11% | ₹128.50 Cr |
| Zomato Ltd | Technology | 5.47% | ₹98.88 Cr |
| Zomato Ltd | Technology | 5.47% | ₹98.88 Cr |
| Bharti Airtel Ltd | Technology | 5.43% | ₹98.16 Cr |
| Bharti Airtel Ltd | Technology | 5.43% | ₹98.16 Cr |
| Bharti Airtel Ltd | Technology | 5.44% | ₹97.29 Cr |
| Zomato Ltd | Technology | 5.23% | ₹93.50 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹91.44 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹91.44 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.00% | ₹89.52 Cr |
| Larsen & Toubro Ltd | Industrials | 4.42% | ₹79.91 Cr |
| Larsen & Toubro Ltd | Industrials | 4.42% | ₹79.91 Cr |
| Larsen & Toubro Ltd | Industrials | 4.44% | ₹79.42 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.66% | ₹66.16 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.66% | ₹66.16 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.69% | ₹66.03 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.50% | ₹62.56 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.39% | ₹61.38 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.39% | ₹61.38 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.14% | ₹56.80 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.14% | ₹56.80 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.95% | ₹52.80 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.74% | ₹49.60 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.74% | ₹49.60 Cr |
| Affle (india) Ltd | Industrials | 2.71% | ₹48.41 Cr |
| Affle (india) Ltd | Industrials | 2.57% | ₹46.54 Cr |
| Affle (india) Ltd | Industrials | 2.57% | ₹46.54 Cr |
| Ambuja Cements Ltd | Materials | 2.58% | ₹46.14 Cr |
| Hindalco Industries Ltd | Materials | 2.46% | ₹44.53 Cr |
| Hindalco Industries Ltd | Materials | 2.46% | ₹44.53 Cr |
| Ambuja Cements Ltd | Materials | 2.45% | ₹44.37 Cr |
| Ambuja Cements Ltd | Materials | 2.45% | ₹44.37 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.43% | ₹43.40 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.29% | ₹41.34 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.29% | ₹41.34 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.31% | ₹41.29 Cr |
| Hindalco Industries Ltd | Materials | 2.23% | ₹39.92 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.21% | ₹39.62 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 2.17% | ₹39.33 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 2.17% | ₹39.33 Cr |
| Skf India Ltd | Industrials | 2.20% | ₹39.30 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 2.14% | ₹38.31 Cr |
| Skf India Ltd | Industrials | 2.09% | ₹37.82 Cr |
| Skf India Ltd | Industrials | 2.09% | ₹37.82 Cr |
| Pb Fintech Ltd | Financial | 2.09% | ₹37.34 Cr |
| Delhivery Ltd | Industrials | 2.06% | ₹37.33 Cr |
| Delhivery Ltd | Industrials | 2.06% | ₹37.33 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.06% | ₹37.31 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.06% | ₹37.31 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.06% | ₹37.18 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.06% | ₹37.18 Cr |
| United Spirits Ltd | Consumer Staples | 2.05% | ₹37.07 Cr |
| United Spirits Ltd | Consumer Staples | 2.05% | ₹37.07 Cr |
| United Breweries Ltd | Consumer Staples | 2.05% | ₹36.61 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.01% | ₹35.98 Cr |
| Delhivery Ltd | Industrials | 1.97% | ₹35.27 Cr |
| Pb Fintech Ltd | Financial | 1.94% | ₹35.07 Cr |
| Pb Fintech Ltd | Financial | 1.94% | ₹35.07 Cr |
| Cyient Ltd | Technology | 1.88% | ₹33.96 Cr |
| Cyient Ltd | Technology | 1.88% | ₹33.96 Cr |
| United Breweries Ltd | Consumer Staples | 1.87% | ₹33.89 Cr |
| United Breweries Ltd | Consumer Staples | 1.87% | ₹33.89 Cr |
| Bharat Electronics Ltd | Industrials | 1.87% | ₹33.80 Cr |
| Bharat Electronics Ltd | Industrials | 1.87% | ₹33.80 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.87% | ₹33.47 Cr |
| Cyient Ltd | Technology | 1.84% | ₹32.91 Cr |
| Bharat Electronics Ltd | Industrials | 1.79% | ₹32.06 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.76% | ₹31.47 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.72% | ₹31.14 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.72% | ₹31.14 Cr |
| United Spirits Ltd | Consumer Staples | 1.73% | ₹31.00 Cr |
| Kirloskar Pneumatic Company Ltd | Industrials | 1.72% | ₹30.81 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 1.72% | ₹30.74 Cr |
| Kirloskar Pneumatic Company Ltd | Industrials | 1.60% | ₹28.91 Cr |
| Kirloskar Pneumatic Company Ltd | Industrials | 1.60% | ₹28.91 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.55% | ₹28.10 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.55% | ₹28.10 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 1.54% | ₹27.89 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 1.54% | ₹27.89 Cr |
| Iifl Wealth Management Ltd | Financial | 1.53% | ₹27.66 Cr |
| Iifl Wealth Management Ltd | Financial | 1.53% | ₹27.66 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 1.54% | ₹27.48 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.51% | ₹27.38 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.51% | ₹27.38 Cr |
| Go Fashion (india) Ltd | Consumer Discretionary | 1.44% | ₹26.11 Cr |
| Go Fashion (india) Ltd | Consumer Discretionary | 1.44% | ₹26.11 Cr |
| Kansai Nerolac Paints Ltd | Materials | 1.43% | ₹25.88 Cr |
| Kansai Nerolac Paints Ltd | Materials | 1.43% | ₹25.88 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.42% | ₹25.68 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.42% | ₹25.68 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.40% | ₹25.35 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.40% | ₹25.35 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.38% | ₹25.01 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.38% | ₹25.01 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 1.38% | ₹24.96 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 1.38% | ₹24.96 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 1.39% | ₹24.80 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 1.38% | ₹24.73 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.38% | ₹24.70 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 1.34% | ₹24.26 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 1.34% | ₹24.26 Cr |
| Indegene Ltd. | Healthcare | 1.34% | ₹24.16 Cr |
| Indegene Ltd. | Healthcare | 1.34% | ₹24.16 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.34% | ₹24.00 Cr |
| Iifl Wealth Management Ltd | Financial | 1.32% | ₹23.69 Cr |
| Urban Company Ltd. | 1.27% | ₹22.92 Cr | |
| Urban Company Ltd. | 1.27% | ₹22.92 Cr | |
| Go Fashion (india) Ltd | Consumer Discretionary | 1.25% | ₹22.40 Cr |
| Indegene Ltd. | Healthcare | 1.24% | ₹22.16 Cr |
| Greaves Cotton Ltd | Industrials | 1.20% | ₹21.76 Cr |
| Greaves Cotton Ltd | Industrials | 1.20% | ₹21.76 Cr |
| Deepak Nitrite Ltd | Materials | 1.18% | ₹21.39 Cr |
| Deepak Nitrite Ltd | Materials | 1.18% | ₹21.39 Cr |
| Kpit Technologies Ltd | Technology | 1.19% | ₹21.33 Cr |
| Greaves Cotton Ltd | Industrials | 1.19% | ₹21.23 Cr |
| Deepak Nitrite Ltd | Materials | 1.15% | ₹20.53 Cr |
| Tips Industries Ltd | Consumer Discretionary | 1.08% | ₹19.49 Cr |
| Tips Industries Ltd | Consumer Discretionary | 1.08% | ₹19.49 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 1.07% | ₹19.43 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 1.07% | ₹19.43 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.07% | ₹19.11 Cr |
| Kpit Technologies Ltd | Technology | 1.06% | ₹19.10 Cr |
| Kpit Technologies Ltd | Technology | 1.06% | ₹19.10 Cr |
| Cash/net Current Assets | Unspecified | 1.00% | ₹17.81 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 0.92% | ₹16.41 Cr |
| Praj Industries Ltd | Industrials | 0.92% | ₹16.40 Cr |
| Electronics Mart India Ltd | Consumer Discretionary | 0.91% | ₹16.21 Cr |
| Tips Industries Ltd | Consumer Discretionary | 0.88% | ₹15.81 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.75% | ₹13.59 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.75% | ₹13.59 Cr |
| Praj Industries Ltd | Industrials | 0.64% | ₹11.59 Cr |
| Praj Industries Ltd | Industrials | 0.64% | ₹11.59 Cr |
| Just Dial Ltd | Technology | 0.60% | ₹10.84 Cr |
| Just Dial Ltd | Technology | 0.60% | ₹10.84 Cr |
| Just Dial Ltd | Technology | 0.56% | ₹10.00 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.55% | ₹9.86 Cr |
| Cash/net Current Assets | Unspecified | 0.26% | ₹4.76 Cr |
| Cash/net Current Assets | Unspecified | 0.26% | ₹4.76 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.04% | ₹0.76 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.04% | ₹0.76 Cr |
Sundaram Business Cycle Fund Direct - Idcw
What is the current AUM of Sundaram Business Cycle Fund Direct - Idcw?
As of Thu Jul 31, 2025, Sundaram Business Cycle Fund Direct - Idcw manages assets worth ₹1,788.9 crore
How has Sundaram Business Cycle Fund Direct - Idcw performed recently?
- 3 Months: 0.28%
- 6 Months: 15.58%
What is the long-term performance of Sundaram Business Cycle Fund Direct - Idcw?
- Since Inception: 10.05%
What is the portfolio composition of Sundaram Business Cycle Fund Direct - Idcw?
Equity: 91.25%, Debt: 1.37%, Others: 7.38%.
Who manages Sundaram Business Cycle Fund Direct - Idcw?
Sundaram Business Cycle Fund Direct - Idcw is managed by Pathanjali Srinivasan from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Business Cycle Fund Direct - Idcw?
Large Cap: 45.59%, Mid Cap: 13.14%, Small Cap: 41.27%.
Which are the top companies Sundaram Business Cycle Fund Direct - Idcw has invested in?
- Repo – 9.23% of the fund's portfolio
- Repo – 7.11% of the fund's portfolio
- Repo – 7.11% of the fund's portfolio
- Zomato Ltd – 5.47% of the fund's portfolio
- Zomato Ltd – 5.47% of the fund's portfolio
Which are the major sectors Sundaram Business Cycle Fund Direct - Idcw focuses on?
- Consumer Discretionary – 73.07% of the fund's portfolio
- Industrials – 49.85% of the fund's portfolio
- Technology – 47.29% of the fund's portfolio
- Financial – 36.56% of the fund's portfolio
- Unspecified – 27.72% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
