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Sundaram Business Cycle Fund Direct growth
Equity • Other • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Other
Direct growth
Launched On
26 Jun 2024
1.8 years ago
Lock-in Period
No lock-in
NAV
as of 30 Mar 2026
₹9.28
-2.1687% (-0.20)
AUM
₹1,680 Cr
Expense ratio
0.66%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Industrials
Financial Services
Communication Services
Basic Materials
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Dwijendra Srivastava
Experience: 15.68 yrs • Total AUM: 3,42,827 Cr
Sandeep Agarwal
Experience: 13.82 yrs • Total AUM: 3,05,159 Cr
Shalav Saket
Experience: yrs • Total AUM: 1,95,216 Cr
Madanagopal Ramu
Experience: yrs • Total AUM: 50,490 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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