Sundaram Business Cycle Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Sectoral/Thematic · Direct · IDCW
NAV · as of 11/09/2026
11.92
1D
+0.33%1Y
+5.49%Key stats
- Expense ratio
- 0.50%
- AUM
- ₹1.66 K Cr
- Launched
- 26/06/2024
- Fund manager
- Sandeep Agarwal; Madanagopal Ramu; Shalav Saket
- Portfolio turnover
- 1.11%
- Risk
- Very High Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Business Cycle Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
SBI Healthcare Opportunities IDCW Payout Direct Plan
SBI Healthcare Opportunities IDCW Payout (DP) · ₹5.40 K Cr AUM
1Y+22.46%3Y+24.66%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Payout Direct Plan
HDFC Transportation & Logistics IDCW Payout (DP) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-Sundaram Business Cycle IDCW Reinvest Direct Plan
Sundaram Business Cycle IDCW Reinvest (DR) · ₹1.66 K Cr AUM
1Y+5.21%3Y0.00%-
Investment 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. However, there can be no assurance that the investment objective of the Scheme will be achieved
Scheme details
- Scheme code
- 152673
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Sectoral/Thematic
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- -
- ISIN (Div. Reinvest)
- INF903JA1LS2
- Tradable on exchange
- No