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Sundaram Business Cycle Fund
Thematic-Business CycleRank #5
Not Rated
NAV (2026-09-07)
₹11.47
AUM
₹1,662.67 Cr
Exp. Ratio: 2.6%
RISK LEVEL
Very High
Returns & Performance
1 Year4.16%0.71% vs cat avgRank #11
3 Year----
5 Year----
Since Launch6.41%5.88% vs cat avg
Fund vs Category Average
1Y
4.16%-0.71%
Pros & Cons
Pros
✔No lock-in period
✔Decent 1Y category rank (#11)
✔Overall top-10 rank in category (#5)
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖Higher expense ratio (2.6%)
✖Returns since launch below category avg
ISININF903JA1LN3
NAV₹11.47
NAV Date2026-09-07
AUM₹1,662.67 Cr
Expense Ratio2.6%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The scheme seeks 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.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Madanagopal Ramu
MBA, Grad.CWA
Prior to joining the Sundaram AMC, he was associated with Centrum Broking Pvt Ltd, Sundaram Mutual Fund, Sundaram Alternates and Motilal Oswal AMC
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Business Cycle Fund is ₹11.47 as of 2026-09-07.
Sundaram Business Cycle Fund is classified as a Thematic-Business Cycle fund.
The Assets Under Management (AUM) of Sundaram Business Cycle Fund is ₹1,662.67 Cr.
The expense ratio of Sundaram Business Cycle Fund is 2.6%.
Sundaram Business Cycle Fund is managed by Madanagopal Ramu.
The minimum SIP investment for Sundaram Business Cycle Fund is ₹100.
The exit load for Sundaram Business Cycle Fund is 1%.
As per the SEBI Riskometer, Sundaram Business Cycle Fund carries a Very High risk level.
Sundaram Business Cycle Fund has delivered 4.16% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-09-07.
Sundaram Business Cycle Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
