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Open ICICI 3-in-1 Account

Aug 10, 2026

Category Equity
AUM (Cr.) 1,650.24
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.92
Sharpe Ratio 1.67
Beta Ratio 0.00
Fund Manager Madanagopal Ramu
Inception Date Jun 25, 2024
Risk Level Very High

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.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (IDCW) 1.88 5.96 7.07 0 0 6.48
Benchmark - Nifty 500 TRI 1.68 1.85 67.98 12.94 12.32 0
Category Average - BEST EQUITY PERFORMERS 2.59 5.85 11.41 15.62 13.81 11.93
Category Rank 1/10 4/10 3/10 4/10 6/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Motilal Oswal Consumption Fund - Regular (G) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
Motilal Oswal Consumption Fund - Regular (IDCW) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
HDFC Defence Fund - Regular (G) 30.0470 -0.91 31.95 39.49 0.00 10,529.25 1.80 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Radico Khaitan Jul 31, 2026 88.38 5.32 10.02
Equity-Eternal Jul 31, 2026 77.54 4.66 14.30
Equity-Oracle Fin.Serv. Jul 31, 2026 74.83 4.50 3.81
Reverse Repo-TREPS Jul 31, 2026 67.66 4.07 61.12
Equity-Kalyan Jewellers Jul 31, 2026 67.48 4.06 124.54
Equity-TD Power Systems Jul 31, 2026 66.73 4.01 21.89
Equity-Interglobe Aviat Jul 31, 2026 64.20 3.86 -3.68
Equity-Shriram Finance Jul 31, 2026 63.60 3.82 0.44
Equity-Five-Star Bus.Fi Jul 31, 2026 63.59 3.82 8.48
Equity-FSN E-Commerce Jul 31, 2026 60.54 3.64 7.25

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Business Cycle Fund - Regular (IDCW)
Contact Person
Madanagopal Ramu
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com