Sundaram Mutual Fund
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Sundaram Business Cycle Fund - Direct Plan - GROWTH

Sundaram Mutual Fund · Sectoral/Thematic · Direct · Growth

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 - GROWTH

13/08/2026 to 11/09/2026

O - H - L -

12.1011.8313/08/202611/09/2026
1W+0.29%
1M-0.12%
3M+11.82%
6M+24.72%
1Y+5.49%
MAX+19.06%

Comparable peers

  • SBI Healthcare Opportunities Growth Direct Plan

    SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM

    1Y+22.13%
    3Y+24.61%
    -
  • Mirae Asset Healthcare Growth Direct Plan

    Mirae Healthcare (G) · ₹3.44 K Cr AUM

    1Y+20.35%
    3Y+23.20%
    -
  • UTI Healthcare Growth Direct Plan

    UTI Healthcare (G) · ₹1.44 K Cr AUM

    1Y+17.28%
    3Y+24.42%
    -
  • HDFC Transportation & Logistics Growth Direct Plan

    HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM

    1Y+9.79%
    3Y+25.46%
    -
  • Sundaram Business Cycle Growth Direct Plan

    Sundaram Business Cycle (G) · ₹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
152677
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Sectoral/Thematic
Plan
Direct
Return type
Growth
ISIN (Growth)
INF903JA1LQ6
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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