Sundaram Business Cycle Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.12%
Fund NAV

Fund Overview of Sundaram Business Cycle Fund Regular - Growth

  • ₹1,788.9 Cr
    AUM
  • ₹11.07
    NAV
  • 2.02%
    Expense Ratio
As on Wed Nov 19, 2025

Returns of Sundaram Business Cycle Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.12% NA NA
6 Months 14.66% NA NA
1 Year 2.46% 2.46% NA
As on Wed Nov 19, 2025

Asset Allocation

equities

92.03%

other assets or cash equivalents

7.97%
Large Cap: 45.86%
Mid Cap: 14.81%
Small Cap: 39.34%
Other: 0.00%
Top Holdings
Repo
9.23%
Repo
7.11%
Repo
7.11%
Repo
6.94%
Repo
6.94%
 
Top Sectors
Consumer Discretionary
119.62%
Industrials
81.05%
Technology
79.65%
Financial
61.66%
Unspecified
43.67%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Sundaram Business Cycle Fund Regular - Growth

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 2.02%.
The portfolio allocation consists of 92.03% in equities, 7.97% in other assets or cash equivalents. Managed by Pathanjali Srinivasan, it has delivered a return of 2.46% in the last year, a total return since inception of 8.31%.

Read more
  • 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

Fund Details

Fund Names Sundaram Business Cycle Fund Regular - Growth
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

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Business Cycle Fund Direct - Growth increase ₹1,789 -0.38% 1.05% 4.31% 8.66% -
Sundaram Business Cycle Fund Direct - Idcw increase ₹1,789 -0.38% 1.05% 4.31% 8.66% -
Sundaram Business Cycle Fund Regular - Idcw increase ₹1,789 -0.52% 0.64% 3.47% 6.97% -
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 ₹25.71 22.61% - -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹27.24 23.88% - -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹20.44 19.46% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹19.08 17.62% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹16.36 14.90% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹15.53 13.56% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified9.23%₹165.05 Cr
RepoUnspecified7.11%₹128.50 Cr
RepoUnspecified7.11%₹128.50 Cr
RepoUnspecified6.94%₹128.01 Cr
RepoUnspecified6.94%₹128.01 Cr
Bharti Airtel LtdTechnology5.93%₹109.36 Cr
Bharti Airtel LtdTechnology5.93%₹109.36 Cr
Zomato LtdTechnology5.47%₹98.88 Cr
Zomato LtdTechnology5.47%₹98.88 Cr
Bharti Airtel LtdTechnology5.43%₹98.16 Cr
Bharti Airtel LtdTechnology5.43%₹98.16 Cr
Bharti Airtel LtdTechnology5.44%₹97.29 Cr
Zomato LtdTechnology5.23%₹96.52 Cr
Zomato LtdTechnology5.23%₹96.52 Cr
Kotak Mahindra Bank LtdFinancial5.23%₹96.46 Cr
Kotak Mahindra Bank LtdFinancial5.23%₹96.46 Cr
Zomato LtdTechnology5.23%₹93.50 Cr
Kotak Mahindra Bank LtdFinancial5.06%₹91.44 Cr
Kotak Mahindra Bank LtdFinancial5.06%₹91.44 Cr
Kotak Mahindra Bank LtdFinancial5.00%₹89.52 Cr
Larsen & Toubro LtdIndustrials4.77%₹88.03 Cr
Larsen & Toubro LtdIndustrials4.77%₹88.03 Cr
Larsen & Toubro LtdIndustrials4.42%₹79.91 Cr
Larsen & Toubro LtdIndustrials4.42%₹79.91 Cr
Larsen & Toubro LtdIndustrials4.44%₹79.42 Cr
Reliance Industries LtdEnergy & Utilities3.63%₹66.89 Cr
Reliance Industries LtdEnergy & Utilities3.63%₹66.89 Cr
Amber Enterprises India LtdConsumer Discretionary3.66%₹66.16 Cr
Amber Enterprises India LtdConsumer Discretionary3.66%₹66.16 Cr
Amber Enterprises India LtdConsumer Discretionary3.69%₹66.03 Cr
Amber Enterprises India LtdConsumer Discretionary3.56%₹65.73 Cr
Amber Enterprises India LtdConsumer Discretionary3.56%₹65.73 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹63.35 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹63.35 Cr
Reliance Industries LtdEnergy & Utilities3.50%₹62.56 Cr
Reliance Industries LtdEnergy & Utilities3.39%₹61.38 Cr
Reliance Industries LtdEnergy & Utilities3.39%₹61.38 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.14%₹56.80 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.14%₹56.80 Cr
Sapphire Foods India LtdConsumer Discretionary2.95%₹52.80 Cr
Sapphire Foods India LtdConsumer Discretionary2.74%₹49.60 Cr
Sapphire Foods India LtdConsumer Discretionary2.74%₹49.60 Cr
Hindalco Industries LtdMaterials2.69%₹49.55 Cr
Hindalco Industries LtdMaterials2.69%₹49.55 Cr
Affle (india) LtdIndustrials2.71%₹48.41 Cr
Sapphire Foods India LtdConsumer Discretionary2.62%₹48.29 Cr
Sapphire Foods India LtdConsumer Discretionary2.62%₹48.29 Cr
Affle (india) LtdIndustrials2.57%₹46.54 Cr
Affle (india) LtdIndustrials2.57%₹46.54 Cr
Ambuja Cements LtdMaterials2.58%₹46.14 Cr
Affle (india) LtdIndustrials2.50%₹46.13 Cr
Affle (india) LtdIndustrials2.50%₹46.13 Cr
Hindalco Industries LtdMaterials2.46%₹44.53 Cr
Hindalco Industries LtdMaterials2.46%₹44.53 Cr
Ambuja Cements LtdMaterials2.45%₹44.37 Cr
Ambuja Cements LtdMaterials2.45%₹44.37 Cr
Ambuja Cements LtdMaterials2.39%₹44.02 Cr
Ambuja Cements LtdMaterials2.39%₹44.02 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.43%₹43.40 Cr
Pb Fintech LtdFinancial2.27%₹41.83 Cr
Pb Fintech LtdFinancial2.27%₹41.83 Cr
Hdfc Life Insurance Co LtdFinancial2.29%₹41.34 Cr
Hdfc Life Insurance Co LtdFinancial2.29%₹41.34 Cr
Hdfc Life Insurance Co LtdFinancial2.31%₹41.29 Cr
United Spirits LtdConsumer Staples2.17%₹40.07 Cr
United Spirits LtdConsumer Staples2.17%₹40.07 Cr
Hdfc Life Insurance Co LtdFinancial2.17%₹40.00 Cr
Hdfc Life Insurance Co LtdFinancial2.17%₹40.00 Cr
Amara Raja Batteries LtdConsumer Discretionary2.17%₹39.95 Cr
Amara Raja Batteries LtdConsumer Discretionary2.17%₹39.95 Cr
Hindalco Industries LtdMaterials2.23%₹39.92 Cr
Jubilant Foodworks LtdConsumer Discretionary2.21%₹39.62 Cr
Amara Raja Batteries LtdConsumer Discretionary2.17%₹39.33 Cr
Amara Raja Batteries LtdConsumer Discretionary2.17%₹39.33 Cr
Skf India LtdIndustrials2.20%₹39.30 Cr
Tata Power Company LtdEnergy & Utilities2.10%₹38.73 Cr
Tata Power Company LtdEnergy & Utilities2.10%₹38.73 Cr
Delhivery LtdIndustrials2.09%₹38.65 Cr
Delhivery LtdIndustrials2.09%₹38.65 Cr
Amara Raja Batteries LtdConsumer Discretionary2.14%₹38.31 Cr
Skf India LtdIndustrials2.09%₹37.82 Cr
Skf India LtdIndustrials2.09%₹37.82 Cr
Pb Fintech LtdFinancial2.09%₹37.34 Cr
Delhivery LtdIndustrials2.06%₹37.33 Cr
Delhivery LtdIndustrials2.06%₹37.33 Cr
Jubilant Foodworks LtdConsumer Discretionary2.06%₹37.31 Cr
Jubilant Foodworks LtdConsumer Discretionary2.06%₹37.31 Cr
Tata Power Company LtdEnergy & Utilities2.06%₹37.18 Cr
Tata Power Company LtdEnergy & Utilities2.06%₹37.18 Cr
United Spirits LtdConsumer Staples2.05%₹37.07 Cr
United Spirits LtdConsumer Staples2.05%₹37.07 Cr
United Breweries LtdConsumer Staples2.05%₹36.61 Cr
Jubilant Foodworks LtdConsumer Discretionary1.96%₹36.13 Cr
Jubilant Foodworks LtdConsumer Discretionary1.96%₹36.13 Cr
Tata Power Company LtdEnergy & Utilities2.01%₹35.98 Cr
Bharat Electronics LtdIndustrials1.93%₹35.65 Cr
Bharat Electronics LtdIndustrials1.93%₹35.65 Cr
Delhivery LtdIndustrials1.97%₹35.27 Cr
Pb Fintech LtdFinancial1.94%₹35.07 Cr
Pb Fintech LtdFinancial1.94%₹35.07 Cr
Cyient LtdTechnology1.87%₹34.44 Cr
Cyient LtdTechnology1.87%₹34.44 Cr
Cyient LtdTechnology1.88%₹33.96 Cr
Cyient LtdTechnology1.88%₹33.96 Cr
United Breweries LtdConsumer Staples1.87%₹33.89 Cr
United Breweries LtdConsumer Staples1.87%₹33.89 Cr
United Breweries LtdConsumer Staples1.83%₹33.82 Cr
United Breweries LtdConsumer Staples1.83%₹33.82 Cr
Bharat Electronics LtdIndustrials1.87%₹33.80 Cr
Bharat Electronics LtdIndustrials1.87%₹33.80 Cr
Tata Motors LtdConsumer Discretionary1.87%₹33.47 Cr
Cyient LtdTechnology1.84%₹32.91 Cr
Bharat Electronics LtdIndustrials1.79%₹32.06 Cr
Dr. Lal Pathlabs LtdHealthcare1.76%₹31.47 Cr
Kansai Nerolac Paints LtdMaterials1.70%₹31.37 Cr
Kansai Nerolac Paints LtdMaterials1.70%₹31.37 Cr
Dr. Lal Pathlabs LtdHealthcare1.70%₹31.32 Cr
Dr. Lal Pathlabs LtdHealthcare1.70%₹31.32 Cr
Dr. Lal Pathlabs LtdHealthcare1.72%₹31.14 Cr
Dr. Lal Pathlabs LtdHealthcare1.72%₹31.14 Cr
United Spirits LtdConsumer Staples1.73%₹31.00 Cr
Kirloskar Pneumatic Company LtdIndustrials1.72%₹30.81 Cr
Narayana Hrudayalaya LtdHealthcare1.72%₹30.74 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.60%₹29.49 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.60%₹29.49 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.58%₹29.21 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.58%₹29.21 Cr
Iifl Wealth Management LtdFinancial1.58%₹29.19 Cr
Iifl Wealth Management LtdFinancial1.58%₹29.19 Cr
Kirloskar Pneumatic Company LtdIndustrials1.60%₹28.91 Cr
Kirloskar Pneumatic Company LtdIndustrials1.60%₹28.91 Cr
Narayana Hrudayalaya LtdHealthcare1.53%₹28.20 Cr
Narayana Hrudayalaya LtdHealthcare1.53%₹28.20 Cr
Rategain Travel Technologies LtdTechnology1.55%₹28.10 Cr
Rategain Travel Technologies LtdTechnology1.55%₹28.10 Cr
Narayana Hrudayalaya LtdHealthcare1.54%₹27.89 Cr
Narayana Hrudayalaya LtdHealthcare1.54%₹27.89 Cr
Rategain Travel Technologies LtdTechnology1.51%₹27.82 Cr
Rategain Travel Technologies LtdTechnology1.51%₹27.82 Cr
Iifl Wealth Management LtdFinancial1.53%₹27.66 Cr
Iifl Wealth Management LtdFinancial1.53%₹27.66 Cr
Prudent Corporate Advisory Services LtdFinancial1.54%₹27.48 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.51%₹27.38 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.51%₹27.38 Cr
Kirloskar Pneumatic Company LtdIndustrials1.46%₹26.87 Cr
Kirloskar Pneumatic Company LtdIndustrials1.46%₹26.87 Cr
Go Fashion (india) LtdConsumer Discretionary1.44%₹26.11 Cr
Go Fashion (india) LtdConsumer Discretionary1.44%₹26.11 Cr
Kansai Nerolac Paints LtdMaterials1.43%₹25.88 Cr
Kansai Nerolac Paints LtdMaterials1.43%₹25.88 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.42%₹25.68 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.42%₹25.68 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.40%₹25.35 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.40%₹25.35 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.37%₹25.23 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.37%₹25.23 Cr
Principal Cash Management Direct-growthUnspecified1.38%₹25.01 Cr
Principal Cash Management Direct-growthUnspecified1.38%₹25.01 Cr
Craftsman Automation LtdConsumer Discretionary1.38%₹24.96 Cr
Craftsman Automation LtdConsumer Discretionary1.38%₹24.96 Cr
Go Fashion (india) LtdConsumer Discretionary1.35%₹24.96 Cr
Go Fashion (india) LtdConsumer Discretionary1.35%₹24.96 Cr
Craftsman Automation LtdConsumer Discretionary1.39%₹24.80 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary1.38%₹24.73 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.38%₹24.70 Cr
Craftsman Automation LtdConsumer Discretionary1.33%₹24.54 Cr
Craftsman Automation LtdConsumer Discretionary1.33%₹24.54 Cr
Prudent Corporate Advisory Services LtdFinancial1.34%₹24.26 Cr
Prudent Corporate Advisory Services LtdFinancial1.34%₹24.26 Cr
Indegene Ltd.Healthcare1.34%₹24.16 Cr
Indegene Ltd.Healthcare1.34%₹24.16 Cr
Prudent Corporate Advisory Services LtdFinancial1.30%₹24.04 Cr
Prudent Corporate Advisory Services LtdFinancial1.30%₹24.04 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.34%₹24.00 Cr
Iifl Wealth Management LtdFinancial1.32%₹23.69 Cr
Greaves Cotton LtdIndustrials1.27%₹23.42 Cr
Greaves Cotton LtdIndustrials1.27%₹23.42 Cr
Indegene Ltd.Healthcare1.26%₹23.28 Cr
Indegene Ltd.Healthcare1.26%₹23.28 Cr
Urban Company Ltd.1.27%₹22.92 Cr
Urban Company Ltd.1.27%₹22.92 Cr
Go Fashion (india) LtdConsumer Discretionary1.25%₹22.40 Cr
Indegene Ltd.Healthcare1.24%₹22.16 Cr
Greaves Cotton LtdIndustrials1.20%₹21.76 Cr
Greaves Cotton LtdIndustrials1.20%₹21.76 Cr
Skf India (industrial) Ltd.1.18%₹21.72 Cr
Skf India (industrial) Ltd.1.18%₹21.72 Cr
S.j.s Enterprises LtdConsumer Discretionary1.17%₹21.59 Cr
S.j.s Enterprises LtdConsumer Discretionary1.17%₹21.59 Cr
Urban Company Ltd.1.16%₹21.44 Cr
Urban Company Ltd.1.16%₹21.44 Cr
Deepak Nitrite LtdMaterials1.18%₹21.39 Cr
Deepak Nitrite LtdMaterials1.18%₹21.39 Cr
Kpit Technologies LtdTechnology1.19%₹21.33 Cr
Greaves Cotton LtdIndustrials1.19%₹21.23 Cr
Deepak Nitrite LtdMaterials1.15%₹20.53 Cr
Kpit Technologies LtdTechnology1.10%₹20.30 Cr
Kpit Technologies LtdTechnology1.10%₹20.30 Cr
Tips Industries LtdConsumer Discretionary1.09%₹20.15 Cr
Tips Industries LtdConsumer Discretionary1.09%₹20.15 Cr
Deepak Nitrite LtdMaterials1.09%₹20.15 Cr
Deepak Nitrite LtdMaterials1.09%₹20.15 Cr
Tips Industries LtdConsumer Discretionary1.08%₹19.49 Cr
Tips Industries LtdConsumer Discretionary1.08%₹19.49 Cr
S.j.s Enterprises LtdConsumer Discretionary1.07%₹19.43 Cr
S.j.s Enterprises LtdConsumer Discretionary1.07%₹19.43 Cr
Rategain Travel Technologies LtdTechnology1.07%₹19.11 Cr
Cash/net Current AssetsUnspecified1.04%₹19.11 Cr
Cash/net Current AssetsUnspecified1.04%₹19.11 Cr
Kpit Technologies LtdTechnology1.06%₹19.10 Cr
Kpit Technologies LtdTechnology1.06%₹19.10 Cr
Cash/net Current AssetsUnspecified1.00%₹17.81 Cr
Skf India LtdIndustrials0.93%₹17.17 Cr
Skf India LtdIndustrials0.93%₹17.17 Cr
S.j.s Enterprises LtdConsumer Discretionary0.92%₹16.41 Cr
Praj Industries LtdIndustrials0.92%₹16.40 Cr
Electronics Mart India LtdConsumer Discretionary0.91%₹16.21 Cr
Tips Industries LtdConsumer Discretionary0.88%₹15.81 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.75%₹13.59 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.75%₹13.59 Cr
Praj Industries LtdIndustrials0.64%₹11.86 Cr
Praj Industries LtdIndustrials0.64%₹11.86 Cr
Praj Industries LtdIndustrials0.64%₹11.59 Cr
Praj Industries LtdIndustrials0.64%₹11.59 Cr
Just Dial LtdTechnology0.60%₹10.84 Cr
Just Dial LtdTechnology0.60%₹10.84 Cr
Just Dial LtdTechnology0.55%₹10.13 Cr
Just Dial LtdTechnology0.55%₹10.13 Cr
Just Dial LtdTechnology0.56%₹10.00 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.55%₹9.86 Cr
Cash/net Current AssetsUnspecified0.26%₹4.76 Cr
Cash/net Current AssetsUnspecified0.26%₹4.76 Cr
Landmark Cars LtdConsumer Discretionary0.05%₹0.83 Cr
Landmark Cars LtdConsumer Discretionary0.05%₹0.83 Cr
Landmark Cars LtdConsumer Discretionary0.04%₹0.76 Cr
Landmark Cars LtdConsumer Discretionary0.04%₹0.76 Cr
View More

Frequently Asked Questions

Sundaram Business Cycle Fund Regular - Growth

What is the current AUM of Sundaram Business Cycle Fund Regular - Growth?

As of Thu Jul 31, 2025, Sundaram Business Cycle Fund Regular - Growth manages assets worth ₹1,788.9 crore

How has Sundaram Business Cycle Fund Regular - Growth performed recently?

  • 3 Months: -0.12%
  • 6 Months: 14.66%

What is the long-term performance of Sundaram Business Cycle Fund Regular - Growth?

  • Since Inception: 8.31%

What is the portfolio composition of Sundaram Business Cycle Fund Regular - Growth?

Equity: 92.03%, Others: 7.97%.

Who manages Sundaram Business Cycle Fund Regular - Growth?

Sundaram Business Cycle Fund Regular - Growth is managed by Pathanjali Srinivasan from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Business Cycle Fund Regular - Growth?

Large Cap: 45.86%, Mid Cap: 14.81%, Small Cap: 39.34%.

Which are the top companies Sundaram Business Cycle Fund Regular - Growth 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
  • Repo – 6.94% of the fund's portfolio
  • Repo – 6.94% of the fund's portfolio

Which are the major sectors Sundaram Business Cycle Fund Regular - Growth focuses on?

  • Consumer Discretionary – 119.62% of the fund's portfolio
  • Industrials – 81.05% of the fund's portfolio
  • Technology – 79.65% of the fund's portfolio
  • Financial – 61.66% of the fund's portfolio
  • Unspecified – 43.67% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^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.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.