Mutual Fund

Fund Card

Sundaram Business Cycle Fund-Reg(G)

very highequity

9.78 0.43(4.62%) NAV as on 08 Apr 2026

-1.21 % 1 M

0.49 % 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

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.

SCHEME DETAILS

Expenses Ratio :

2.08

As on 28 Feb, 2026

Age :

1 yrs 9 m

Since 25 06 ,2024

Exit Load :

AUM :

1,617.88 Crs

Lock-in :

1% on or before 365D, Nil after 365D

Investing Style :

Large Growth

Portfolio Price To Book Value :

6.79

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

NIFTY 500 - TRI

Fund Manager :

Madanagopal Ramu,Dwijendra Srivastava,Sandeep Agarwal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026

Others 2.20 %

Equity 97.80 %

TOP HOLDINGS

Kotak Mahindra Bank Ltd.6.27 %

Bharti Airtel Ltd.6.18 %

Eternal Ltd.4.89 %

Larsen & Toubro Ltd.4.70 %

Reliance Industries Ltd.3.88 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	8.70
Auto Ancillary	7.81
e-Commerce	7.22
Telecommunication - Service Provider	6.18
Defence	5.38

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 30-Mar-2026)	10.09	9.03
Net Assets(Rs Crores) (as on 30-Mar-2026)	1604.63	1617.88
Scheme Returns(%)(Absolute)	0.89	-9.68
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	64/119	123/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Business Cycle Fund-Reg(G)Very HighEquity9.780.43(4.62%)NAV As on 08 Apr, 2026	25-Jun-2024Inception Date	1,617.88AUM In Cr.	0.49%1Y	NA%3Y	NA%5Y	-1.25%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.012.06(3.27%)NAV As on 08 Apr, 2026	18-Nov-2009Inception Date	1,510.76AUM In Cr.	17.01%1Y	29.20%3Y	24.41%5Y	12.09%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity35.181.06(3.11%)NAV As on 08 Apr, 2026	30-Dec-2019Inception Date	5,334.01AUM In Cr.	16.11%1Y	28.28%3Y	25.55%5Y	22.19%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity239.769.86(4.29%)NAV As on 08 Apr, 2026	21-Feb-2000Inception Date	8,428.48AUM In Cr.	8.67%1Y	25.61%3Y	18.73%5Y	12.92%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity270.1114.59(5.71%)NAV As on 08 Apr, 2026	16-Apr-2004Inception Date	3,487.35AUM In Cr.	21.44%1Y	23.08%3Y	18.07%5Y	16.17%Since Inception