SA
Sandeep AgarwalLead
Since Jun 2024
AUM managed
₹36,448.52Cr
Tenure
Since Jun 2024
Funds
17
Sundaram Business Cycle Reg Gr
Sectoral/ ThematicSundaram Mutual Fund
NAV
₹11.16
-0.11% today
AUM
₹1,662.67 Cr
Fund size
Expense
1.79%
Regular plan
Min SIP
₹250
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings33
Inception26 Jun 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.23
Standard deviation20.29%
Sortino ratio0.34
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Sundaram Business Cycle Reg Gr
Sundaram Business Cycle Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.16 per unit and the scheme manages ₹1,662.67 Cr in assets under management. The fund charges an expense ratio of 1.79% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Sundaram Business Cycle Reg Gr has delivered -0.35% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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
Regular Plan · Growth option · NAV as of 16 Sept 2026
Sundaram Business Cycle Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -3.53% |
| 3 months | +5.26% |
| 6 months | +19.60% |
| 1 year | -0.35% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +11.57% |
| 6 months | +14.60% |
| 1 year | +8.50% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Business Cycle Reg Gr — frequently asked questions
What is the NAV of Sundaram Business Cycle Reg Gr?
The latest net asset value (NAV) of Sundaram Business Cycle Reg Gr is ₹11.16 per unit, -0.11% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Business Cycle Reg Gr delivered?
Sundaram Business Cycle Reg Gr has returned -0.35% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Business Cycle Reg Gr?
Sundaram Business Cycle Reg Gr charges an expense ratio of 1.79% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Business Cycle Reg Gr?
SEBI's riskometer classifies Sundaram Business Cycle Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Business Cycle Reg Gr?
You can start a SIP in Sundaram Business Cycle Reg Gr from ₹250 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Business Cycle Reg Gr?
Sundaram Business Cycle Reg Gr is managed by Sundaram Mutual Fund, holds ₹1,662.67 Cr in assets under management and invests across 33 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF903JA1LN3
- Scheme code
- FS0000ITQY
Frequently asked questions
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