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Open ICICI 3-in-1 Account

Apr 02, 2026

Category Equity
AUM (Cr.) 1,617.88
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.08
Sharpe Ratio -6.06
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (IDCW) RI -7.92 -15.9 -8.32 0 0 -4.36
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (IDCW) RI -7.92 -15.9 -8.32 0 0 -4.36
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 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-Bharti Airtel Jan 31, 2026 104.79 6.24 -6.50
Equity-Kotak Mah. Bank Jan 31, 2026 99.75 5.94 -5.73
Equity-Eternal Jan 31, 2026 87.95 5.24 4.12
Equity-Larsen & Toubro Jan 31, 2026 83.28 4.96 -6.62
Reverse Repo-TREPS Jan 31, 2026 66.91 3.98 -47.81
Equity-Reliance Industr Jan 31, 2026 62.80 3.74 -11.14
Equity-Hindalco Inds. Jan 31, 2026 56.25 3.35 8.56
Equity-M & M Jan 31, 2026 55.66 3.31 -4.20
Equity-Hind.Aeronautics Jan 31, 2026 52.53 3.13 21.02
Equity-Affle 3i Jan 31, 2026 44.42 2.64 -10.45

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Business Cycle Fund - Regular (IDCW) RI
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