Sundaram Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -5.40%
NAV: ₹11.18 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Business Cycle Fund Direct-IDCW

  • ₹1,716.3 Cr
    AUM
  • ₹11.18
    NAV
  • 1.03%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -5.40% NA NA
6 Months 5.57% NA NA
1 Year -1.79% -1.79% NA
2 Years 5.23% 2.58% NA
As on Thu Nov 05, 2026

Asset Allocation of Sundaram Business Cycle Fund Direct-IDCW

equities

99.62%

other assets or cash equivalents

0.38%
Large Cap: 18.28%
Mid Cap: 36.71%
Small Cap: 45.01%
Other: 0.00%
Top Holdings
Repo
9.23%
Repo
7.35%
Repo
7.11%
Repo
7.11%
Repo
7.17%
 
Top Sectors
Technology
53.05%
Unspecified
51.83%
Financial
23.74%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Business Cycle Fund Direct-IDCW

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 ₹1,716.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.03%.
The portfolio allocation consists of 99.62% in equities, 0.38% in other assets or cash equivalents.Managed by Pathanjali Srinivasan, it has delivered a return of -1.79% in the last year, a total return since inception of 4.81%.
When shortlisting investment options individuals also refer to best sip in india depending on risk profile.

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  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Sandeep Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Manager Education

  • Ratish Varier

    Fund Manager

  • Mr. Varier is a B.Com. & MBA (Finance)

    Manager Education

  • Pathanjali Srinivasan

    Fund Manager

  • Mr. Srinivasan has done B.Com and CA

    Manager Education

Sundaram Business Cycle Fund Direct-IDCW Fund Details

Fund Names Sundaram Business Cycle Fund Direct-IDCW
Inception Date 25 Jun 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare Sundaram Business Cycle Fund Direct-IDCW with other mutual funds in the same category

Sundaram Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Business Cycle Fund Regular-Growth increase ₹1,716 -1.42% -5.74% 4.80% -3.22% -
Sundaram Business Cycle Fund Direct-Growth increase ₹1,716 -1.30% -5.40% 5.57% -1.79% -
Sundaram Business Cycle Fund Regular-IDCW increase ₹1,716 -1.42% -5.74% 4.80% -3.22% -
increase growth is based on 1-month returns of the funds

Sundaram Business Cycle Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
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Top funds are based on Fund AUM

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Sundaram Business Cycle Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified9.23%₹165.05 Cr
RepoUnspecified7.35%₹133.76 Cr
RepoUnspecified7.11%₹128.50 Cr
RepoUnspecified7.11%₹128.50 Cr
RepoUnspecified7.17%₹128.22 Cr
RepoUnspecified6.94%₹128.01 Cr
RepoUnspecified6.94%₹128.01 Cr
Bharti Airtel LtdTechnology6.27%₹112.08 Cr
Bharti Airtel LtdTechnology6.15%₹111.87 Cr
Bharti Airtel LtdTechnology5.93%₹109.36 Cr
Bharti Airtel LtdTechnology5.93%₹109.36 Cr
Kotak Mahindra Bank LtdFinancial5.92%₹105.82 Cr
Bharti Airtel LtdTechnology6.24%₹104.79 Cr
Kotak Mahindra Bank LtdFinancial5.61%₹102.13 Cr
Kotak Mahindra Bank LtdFinancial6.27%₹101.51 Cr
Bharti Airtel LtdTechnology6.18%₹100.03 Cr
Kotak Mahindra Bank LtdFinancial5.94%₹99.75 Cr
Zomato LtdTechnology5.47%₹98.88 Cr
Zomato LtdTechnology5.47%₹98.88 Cr
Bharti Airtel LtdTechnology5.43%₹98.16 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Business Cycle Fund Direct-IDCW

What is the current AUM of Sundaram Business Cycle Fund Direct-IDCW?

As of Wed Sep 30, 2026, Sundaram Business Cycle Fund Direct-IDCW manages assets worth ₹1,716.3 crore

How has Sundaram Business Cycle Fund Direct-IDCW performed recently?

  • 3 Months: -5.40%
  • 6 Months: 5.57%

What is the long-term performance of Sundaram Business Cycle Fund Direct-IDCW?

  • Since Inception: 4.81%

What is the portfolio composition of Sundaram Business Cycle Fund Direct-IDCW?

Equity: 99.62%, Others: 0.38%.

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: 18.28%, Mid Cap: 36.71%, Small Cap: 45.01%.

Which are the top companies Sundaram Business Cycle Fund Direct-IDCW has invested in?

  • Repo – 9.23% of the fund's portfolio
  • Repo – 7.35% of the fund's portfolio
  • Repo – 7.11% of the fund's portfolio
  • Repo – 7.11% of the fund's portfolio
  • Repo – 7.17% of the fund's portfolio

Which are the major sectors Sundaram Business Cycle Fund Direct-IDCW focuses on?

  • Technology – 53.05% of the fund's portfolio
  • Unspecified – 51.83% of the fund's portfolio
  • Financial – 23.74% of the fund's portfolio
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