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Mutual Funds

Sundaram Business Cycle Fund

Su

Sundaram Business Cycle Fund

Thematic-Business CycleRank #8
Not Rated

NAV (2026-07-14)

11.08

AUM

₹1,650.24 Cr

Exp. Ratio: 2.7%

RISK LEVEL

Very High

Returns & Performance

1 Year0.52%1.67% vs cat avgRank #12
3 Year----
5 Year----
Since Launch5.13%--

Fund vs Category Average

1Y
0.52%-1.67%

Pros & Cons

Pros

No lock-in period
Decent 1Y category rank (#12)
Overall top-10 rank in category (#8)

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.7%)
ISININF903JA1LN3
NAV₹11.08
NAV Date2026-07-14
AUM₹1,650.24 Cr
Expense Ratio2.7%
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

Top Holdings

Holdings data not available for this scheme