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Feb 03, 2026


Category

Equity

AUM (Cr.)

1,788.86

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

2.01

Sharpe Ratio

2.01

Beta Ratio

0.00

Fund Manager

Ratish Varier

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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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (IDCW) -4.18 -2.56 3.88 0 0 3.23
Benchmark - Nifty 500 TRI -5.19 1.05 6.84 16.56 14.8 0
Category Average - BEST EQUITY PERFORMERS -2.82 2.51 8.34 18.95 16.46 10.49
Category Rank 5/10 6/10 8/10 5/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Commodities Fund - Regular (IDCW) 12.7191 4.72 2.99 0.00 0.00 331.15 2.43 5,000.00 invest
Quant Commodities Fund - Regular (G) 12.7210 4.72 2.99 0.00 0.00 331.15 2.43 5,000.00 invest
LIC MF Manufacturing Fund - Regular (IDCW) 9.9475 4.34 12.52 0.00 0.00 749.76 2.28 5,000.00 invest
LIC MF Manufacturing Fund - Regular (G) 9.9475 4.34 12.52 0.00 0.00 749.76 2.28 5,000.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 37.6337 -3.73 7.20 18.26 12.47 731.28 2.38 100.00 invest

Asset Allocation

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
Reverse Repo-TREPS Dec 31, 2025 128.22 7.17 -4.14
Equity-Bharti Airtel Dec 31, 2025 112.08 6.27 0.19
Equity-Kotak Mah. Bank Dec 31, 2025 105.82 5.92 3.61
Equity-Larsen & Toubro Dec 31, 2025 89.18 4.99 0.34
Equity-Eternal Dec 31, 2025 84.46 4.72 -7.35
Equity-Reliance Industr Dec 31, 2025 70.67 3.95 0.18
Equity-M & M Dec 31, 2025 58.11 3.25 -1.28
Equity-Hindalco Inds. Dec 31, 2025 51.82 2.90 9.69
Equity-Affle 3i Dec 31, 2025 49.60 2.77 22.15
Equity-Amber Enterp. Dec 31, 2025 48.15 2.69 -9.38

latest news

Sundaram Mutual Fund hereby announces a change in Key Personnel. The details of the change are as under:

Notice is hereby given that Mr. Siddarth Mohta has been appointed as Associ...

Jan 22, 2026 11:35

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

Jan 22, 2026 10:32

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 23 January 2026 as the record date for t...

Jan 21, 2026 10:19

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 January 2026 as the record date for t...

Jan 14, 2026 10:57

Sundaram MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 19 December 2025 as the record date for ...

Dec 17, 2025 10:48

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2025 as the record date for ...

Dec 15, 2025 17:41

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Business Cycle Fund - Regular (IDCW)
Contact Persone : Ratish Varier
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