Sundaram Business Cycle Fund
NAV
₹12.08
as of 21 Aug 2026
Sundaram Business Cycle Fund is an open-ended Sectoral/ Thematic scheme from Sundaram Mutual Fund managing ₹1,663 crore (as of 31 Jul 2026). Its Direct-plan NAV is ₹12.08 as of 21 Aug 2026. The expense ratio is 0.51% a year. Managed by Sandeep Agarwal. This page is factual data only — it carries no rating and no recommendation.
Key facts
- Expense ratio
- 0.51% / yr
- as of 30 Jun 2026
- Fund size
- ₹1,663 crore
- as of 31 Jul 2026
- Exit load
- 1%
- SIP available
- Yes
- Launched
- 26 Jun 2024
- ISIN
- INF903JA1LQ6
₹100 invested, fund vs category
The category line is the average of the funds in this category, built from NYVO’s own NAV data.
Rebased to 100data to 20 Aug 2026Benchmark: Nifty 500 TRI
Sundaram Business Cycle Fund
₹121
+21% on ₹100 over 2.1 yrs
Sectoral/ Thematic average
₹112
+12% on ₹100 over 2.1 yrs
Returns vs category
| Window | Fund | Category avg | Gap |
|---|---|---|---|
| 3 months | 12.01% | – | – |
| 6 months | 12.01% | – | – |
| 1 year | 7.30% | – | – |
No category average is available for this fund. Short windows are noise; the 3 and 5-year rows are the record. Past returns do not predict future returns.
A single return number depends on its start date. These are ALL the overlapping holding periods, so the worst case is visible — read that number first.
1-year holding periods
- Worst
- -5.9%
- Median
- 3.9%
- Best
- 12.2%
15 windows over the last 26 months, stepped monthly; 87% ended positive. Worst window began 1 Apr 2025. Windows overlap — this is the range of past start dates, not a probability of anything.
Distance below its own peak
Every dip below 0 is the fund trading under a previous high — how deep and for how long is what a drawdown feels like.
Right now
At a peak
Where the money actually is
Equity
97.2%
Cash
2.8%
Whole-portfolio split, as of 31 Jul 2026.
What it owns
35 positions · top 10 = 41.3%
Market-cap mix
Large 24.9%Mid 32.1%Small 40.1%Other 2.8%
as of 31 Jul 2026
Holdings by sector
Industrials(2 in top 10)26.7%
- TD Power Systems Ltd4.01%
- InterGlobe Aviation Ltd3.86%
Financial Services(2 in top 10)25.6%
- Shriram Finance Ltd3.82%
- Five-Star Business Finance Ltd3.82%
Consumer Cyclical(3 in top 10)17.8%
- Eternal Ltd4.66%
- Kalyan Jewellers India Ltd4.06%
- FSN E-Commerce Ventures Ltd3.64%
Technology(1 in top 10)9.7%
- Oracle Financial Services Software Ltd4.50%
Consumer Defensive(1 in top 10)5.3%
- Radico Khaitan Ltd5.32%
- Communication Services4.8%
- Basic Materials4.8%
- Healthcare2.5%
Sectors marked ▶ expand to show this fund’s top-10 holdings in that sector. Holdings as of 31 Jul 2026. Portfolio turnover 32.1% a year.
Other top holdings
- Treps4.07%
The businesses it owns
- P/E (trailing)
- 32.5
- P/B
- 5.1
- Dividend yield
- 0.9%
- Net margin
- 17.5%
- Earnings growth
- 11.2%
- Avg market cap
- ₹52,084 crore
Money in, money out
- Net flow, 12 months
- −₹150 cr
- Net flow, 3 months
- −₹59 cr
as of 31 Jul 2026. Flows follow performance more than they predict it.
Quick answers
- What is the NAV of Sundaram Business Cycle Fund?
- ₹12.08 per unit as of 21 Aug 2026 (Direct plan, growth). NAV is declared daily on working days.
- What is the expense ratio of Sundaram Business Cycle Fund?
- 0.51% a year for the Direct plan, as of 30 Jun 2026.
- How large is Sundaram Business Cycle Fund?
- ₹1,663 crore under management as of 31 Jul 2026, in the Sectoral/ Thematic category.
- How risky is Sundaram Business Cycle Fund?
- Its SEBI Riskometer reading is "Very High Risk". One sector, one story. The most-launched shelf on the map, by far.
- Who manages Sundaram Business Cycle Fund?
- Sandeep Agarwal, managing this fund for 2.1 years.
Where this fund sits
Its shelf, all funds
St · Sectoral / thematic →
One sector, one story. The most-launched shelf on the map, by far.
The money map
How big this shelf is in India →
The whole industry sized by real money, from AMFI’s monthly data.
Side by side
Compare this fund →
Put it next to any other fund — growth, returns, risk and cost in one table.
One bet or two?
Check its overlap →
See whether it owns the same stocks as your other funds.
Other Sectoral/ Thematic funds
- ICICI Prudential India Opportunities Fund₹38,299 crore
- ICICI Prudential Business Cycle Fund₹16,123 crore
- ICICI Prudential Technology Fund₹13,540 crore
- Sundaram Services Fund₹5,137 crore
- Canara Robeco Manufacturing Fund₹1,689 crore
- Sundaram Financial Services Opportunities Fund₹1,679 crore
- Aditya Birla Sun Life Conglomerate Fund₹1,647 crore
- quant Quantamental Fund₹1,642 crore
Data: NYVO research systems; each block above states its own as-of date, and blocks with no data for this fund are omitted rather than estimated. NAV updates daily on working days. The benchmark (Nifty 500 TRI) is named for reference only; its values are licensed and never shown. This page is factual information about one scheme. It is not investment advice, not a recommendation, and it carries no rating of any kind. Past performance does not predict future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.