Mutual Fund

Fund Card

Sundaram Business Cycle Fund-Reg(G)

very highequity

10.04 -0.17(-1.67%) NAV as on 02 Mar 2026

-2.82 % 1 M

6.34 % 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 :

2.06

As on 31 Jan, 2026

Age :

1 yrs 8 m

Since 25 06 ,2024

Exit Load :

AUM :

1,679.75 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

6.73

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

S. Bharath,Dwijendra Srivastava,Sandeep Agarwal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jan 31 ,2026

Others 4.04 %

Equity 95.96 %

TOP HOLDINGS

Bharti Airtel Ltd.6.24 %

Kotak Mahindra Bank Ltd.5.94 %

Eternal Ltd.5.24 %

Larsen & Toubro Ltd.4.96 %

Reliance Industries Ltd.3.74 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	8.13
Auto Ancillary	7.26
e-Commerce	7.14
Telecommunication - Service Provider	6.24
IT - Software	5.42

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 27-Feb-2026)	10.09	10.21
Net Assets(Rs Crores) (as on 27-Feb-2026)	1604.63	1679.75
Scheme Returns(%)(Absolute)	0.89	2.10
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	64/119	118/131

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 HighEquity10.04-0.17(-1.67%)NAV As on 02 Mar, 2026	25-Jun-2024Inception Date	1,679.75AUM In Cr.	6.34%1Y	NA%3Y	NA%5Y	0.22%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity67.72-0.60(-0.88%)NAV As on 02 Mar, 2026	18-Nov-2009Inception Date	1,491.71AUM In Cr.	37.22%1Y	31.44%3Y	24.58%5Y	12.45%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity249.24-4.09(-1.62%)NAV As on 02 Mar, 2026	21-Feb-2000Inception Date	8,271.28AUM In Cr.	17.10%1Y	28.02%3Y	19.29%5Y	13.14%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.52-0.22(-1.11%)NAV As on 02 Mar, 2026	29-Nov-2021Inception Date	876.75AUM In Cr.	22.16%1Y	25.16%3Y	NA%5Y	17.01%Since Inception

Bank - Private	8.13
Auto Ancillary	7.26
e-Commerce	7.14
Telecommunication - Service Provider	6.24
IT - Software	5.42
Defence	5.36
Engineering - Construction	4.96
Consumer Food	4.89
Refineries	3.74
Metal - Non Ferrous	3.35