Sundaram Business Cycle Fund Direct - IDCW
Unrated
NAV as of Oct 17, 2025
11.36-0.16%
(Earn upto 1.59% Extra Returns with Direct Plan)
Fund Category:
Equity: Thematic-Business Cycle
Expense Ratio:
0.43%(0.74% Category
average)Fund Size:
Rs. 1,808.48 Cr(4.41% of Investment in Category)
- ADD TO PORTFOLIO
Loading...
ADD TO PORTFOLIO
Sundaram Business Cycle Fund Direct - IDCW
Unrated
NAV as of Oct 17, 2025
11.36-0.16%
Expense Ratio:
0.43%
Fund Size:
Rs. 1,808.48 Cr
Fund Category:
Equity: Thematic-Business Cycle
Sundaram Business Cycle Fund Direct - IDCW Fund Key Highlights
1. Current NAV: The Current Net Asset Value of the Sundaram Business Cycle Fund - Direct Plan as of Oct 17, 2025 is Rs 11.36 for IDCW option of its Direct plan.
2. Returns: Its trailing returns over different time periods are: 4.09% (1yr) and 10.05% (since launch). Whereas, Category returns for the same time duration are: -2.34% (1yr), 18.84% (3yr) and 24.29% (5yr).
3. Fund Size: The Sundaram Business Cycle Fund - Direct Plan currently holds Assets under Management worth of Rs 1808.48 crore as on Sep 30, 2025.
4. Expense ratio: The expense ratio of the fund is 0.43% for Direct plan as on Oct 09, 2025.
5. Exit Load: Sundaram Business Cycle Fund - Direct Plan shall attract an Exit Load, "Exit load of 1%, if redeemed within 365 days."
6. Minimum Investment: Minimum investment required is Rs 100 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 100.
1. Current NAV: The Current Net Asset Value of the Sundaram Business Cycle Fund - Direct Plan as of Oct 17, 2025 is Rs 11.36 for IDCW option of its Direct plan.
2. Returns: Its trailing returns over different time periods are: 4.09% (1yr) and 10.05% (since launch). Whereas, Category returns for the same time duration are: -2.34% (1yr), 18.84% (3yr) and 24.29% (5yr).
3. Fund Size: The Sundaram Business Cycle Fund - Direct Plan currently holds Assets under Management worth of Rs 1808.48 crore as on Sep 30, 2025.
4. Expense ratio: The expense ratio of the fund is 0.43% for Direct plan as on Oct 09, 2025.
5. Exit Load: Sundaram Business Cycle Fund - Direct Plan shall attract an Exit Load, "Exit load of 1%, if redeemed within 365 days."
6. Minimum Investment: Minimum investment required is Rs 100 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 100.
Sundaram Business Cycle Fund Direct - IDCW Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns -1.33 0.74 9.61 4.15 - - Category Avg -0.16 0.57 9.79 -0.94 19.42 24.88 Rank within Category 16 10 12 4 - - No. of funds within Category 18 18 18 16 6 1 - Loading...
- Loading...
Return Comparison
- This Fund
- BenchmarkNIFTY 500 Total Return Index
Choose from Benchmarks
- S&P BSE Sensex
- Nifty 50
- 1M
- 3M
- 6M
- 1Y
- 5Y
Loading...
Sundaram Business Cycle Fund Direct - IDCW Fund Details
Investment Objective - The scheme seeks 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.
| Fund House | Sundaram Mutual Fund |
| Launch Date | Jun 25, 2024 |
| Benchmark | NIFTY 500 Total Return Index |
| Return Since Launch | 10.24% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Sundaram Business Cycle Fund Direct - IDCW Investment Details
| Minimum Investment (Rs.) | 100.00 |
| Minimum Additional Investment (Rs.) | 100.00 |
| Minimum SIP Investment (Rs.) | 100.00 |
| Minimum Withdrawal (Rs.) | 100.00 |
| Exit Load Exit load of 1%, if redeemed within 365 days. | |
Portfolio Allocation
Asset Allocation
Loading...
Asset Allocation History
Loading...
EquityDebtCash
Sector Allocation
Loading...
Market Cap Allocation
Loading...
Concentration & Valuation Analysis
| SEP 2025 | AUG 2025 | JUL 2025 | JUN 2025 | MAY 2025 | APR 2025 | |
|---|---|---|---|---|---|---|
| Number of Holdings | 46 | 44 | 44 | 45 | 45 | 45 |
| Top 5 Company Holdings | 24.04% | 23.6% | 23.8% | 23.52% | 22.93% | 23.64% |
| Top 10 Company Holdings | 38.34% | 37.54% | 37.97% | 37.3% | 36.39% | 37.0% |
| Company with Highest Exposure | Eternal (5.47%) | Bharti Airtel (5.38%) | Bharti Airtel (5.44%) | Bharti Airtel (5.58%) | Bharti Airtel (5.37%) | Bharti Airtel (5.65%) |
| Number of Sectors | 15 | 15 | 15 | 15 | 15 | 15 |
| Top 3 Sector Holdings | 37.7% | 37.71% | 37.88% | 37.55% | 37.17% | 35.73% |
| Top 5 Sector Holdings | 52.69% | 52.5% | 52.56% | 52.2% | 49.28% | 48.1% |
| Sector with Highest Exposure | Services (18.95%) | Services (19.35%) | Services (19.43%) | Services (19.1%) | Services (19.6%) | Services (19.86%) |
Top Stock Holdings
Sector Holdings in MF
Company Sector Assest(%) P/E EPS-TTM(₹) RETURN 1 YR(%) Eternal Services 5.47 1758.88 0.19 33.09 Bharti Airtel Communication 5.43 34.69 57.99 17.81 Kotak Mahindra Bank Financial 5.06 22.91 96.30 17.89 Larsen & Toubro Construction 4.42 33.28 115.36 7.31 Amber Enterprises India Consumer Discretionary 3.66 105.42 78.25 52.67 Reliance Industries Energy 3.39 23.07 61.41 4.28 Mahindra & Mahindra Automobile 3.14 33.04 110.41 23.10 Sapphire Foods Services 2.74 -11686.10 -0.02 -16.94 Affle (India) Technology 2.57 66.33 28.50 21.05 Hindalco Industries Metals & Mining 2.46 10.25 75.34 2.52
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Sundaram Business Cycle Fund Direct - IDCW 11.36 Unrated 1,808.48 -1.33 4.15 - - Bank of India Business Cycle Fund Direct-IDCW 9.49 Unrated 551.19 0.11 -5.85 - - Motilal Oswal Business Cycle Fund Direct-IDCW 13.23 Unrated 1,984.52 -1.63 16.32 - - Bandhan Business Cycle Fund Direct-IDCW 10.29 Unrated 1,601.78 -0.49 3.56 - - DSP Business Cycle Fund Direct - IDCW 10.38 Unrated 1,137.71 0.59 - - -
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
Sundaram Mutual Fund News
- Sunil Subramaniam, Ex-MD of Sundaram Mutual Fund, joins BayFort Capital as advisor
- Investor education key to counter get-rich-quick culture: Sunil Subramaniam
- Sundaram MF's Bharath S. on what will drive wealth creation in Indian markets over next 3–5 years
- Time to accumulate, not exit, tariff-hit stocks: Sunil Subramaniam
Fund Manager
- D.S.Dwijendra SrivastavaSince Jun 202410 schemes
- S.A.Sandeep AgarwalSince Jun 20242 schemes
- R.V.Ratish VarierSince Jun 20242 schemes
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Flexi Cap Fund Direct - IDCW Flexi Cap 15.02 2,063.86 4.65 Sundaram Multi-Factor Fund Direct-IDCW Thematic 10.28 Unrated 903.43 - Sundaram Multi Asset Allocation Fund Direct - IDCW Multi Asset Allocation 13.59 Unrated 2,798.62 16.53 Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW ELSS 31.64 Unrated 22.49 0.78 Sundaram Long Term Tax Advantage Fund Series III Direct-IDCW ELSS 28.43 Unrated 33.56 -0.07 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW ELSS 27.43 Unrated 36.12 -2.16 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-IDCW ELSS 27.82 Unrated 30.14 -1.75 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-IDCW ELSS 28.51 Unrated 35.22 -2.56 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-IDCW ELSS 30.37 Unrated 74.61 -2.90 Sundaram Long Term Tax Advantage Fund Series II Direct-IDCW ELSS 29.07 Unrated 12.77 3.96 Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Multi-Factor Fund Direct-IDCW Thematic 10.28 Unrated 903.43 - Sundaram Multi Asset Allocation Fund Direct - IDCW Multi Asset Allocation 13.59 Unrated 2,798.62 16.53 Mr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Mid Cap Fund Direct-IDCW Mid Cap 72.66 12,585.11 2.06 Sundaram Consumption Fund Direct-IDCW Thematic-Consumption 34.56 1,589.62 1.54
More Sundaram Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Direct-Growth | 12,595.54 | 0.45 | 1.47 | 18.13 | -0.63 | 23.24 | |
| Sundaram Large and Mid Cap Fund Direct-Growth | 6,789.22 | 0.27 | 1.72 | 14.66 | -2.13 | 15.97 | |
| Sundaram Aggressive Hybrid Fund Direct-Growth | 6,583.34 | -0.18 | 0.23 | 10.35 | 0.17 | 13.29 | |
| Sundaram Liquid Direct-Growth | 5,853.10 | 0.48 | 1.47 | 3.38 | 7.05 | 7.10 | |
| Sundaram Services Fund Direct - Growth | 4,366.51 | 0.85 | 0.67 | 16.26 | 5.29 | 19.01 | |
| Sundaram Small Cap Fund Direct-Growth | 3,393.53 | 0.82 | 0.52 | 19.97 | -3.81 | 20.83 | |
| Sundaram Large Cap Fund Direct - Growth | 3,391.41 | 0.01 | 0.17 | 9.16 | -3.05 | 13.17 | |
| Sundaram Multi Cap Fund Direct-Growth | 2,842.03 | 1.05 | 2.35 | 15.61 | -0.60 | 17.29 | |
| Sundaram Multi Asset Allocation Fund Direct - Growth | 2,664.55 | 1.24 | 2.27 | 12.34 | 8.93 | - | |
| Sundaram Ultra Short Duration Fund Direct-Growth | 2,225.47 | 0.45 | 1.61 | 3.94 | 7.72 | 7.46 |
Mutual Fund Tools
Top AMCs
- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Kotak Mahindra Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- UTI Mutual Fund
- Axis Mutual Fund
- Mirae Asset Mutual Fund
- DSP Mutual Fund
- Tata Mutual Fund
- Bandhan Mutual Fund
- Edelweiss Mutual Fund
- HSBC Mutual Fund
- Invesco Mutual Fund
About Sundaram Business Cycle Fund Direct - IDCW
1. Sundaram Business Cycle Fund - Direct Plan is Open-ended Thematic-Business Cycle Equity scheme which belongs to Sundaram Mutual Fund House.
2. The fund was launched on Jun 25, 2024.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks 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. "
2. It is benchmarked against NIFTY 500 Total Return Index.
Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 91.25% in equities, 1.37% in debts and 7.38% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 38.34% of the assets, the top 3 sectors constitute around 37.7% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
Tax Implications on Sundaram Business Cycle Fund Direct - IDCW
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
1. Sundaram Business Cycle Fund - Direct Plan is Open-ended Thematic-Business Cycle Equity scheme which belongs to Sundaram Mutual Fund House.
2. The fund was launched on Jun 25, 2024.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks 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. "
2. It is benchmarked against NIFTY 500 Total Return Index.
Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 91.25% in equities, 1.37% in debts and 7.38% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 38.34% of the assets, the top 3 sectors constitute around 37.7% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
Tax Implications on Sundaram Business Cycle Fund Direct - IDCW
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
This Might Catch Your Interest
FAQs about Sundaram Business Cycle Fund Direct - IDCW
- Is it safe to invest in Sundaram Business Cycle Fund - Direct Plan?As per SEBI’s latest guidelines to calculate risk grades, investment in the Sundaram Business Cycle Fund - Direct Plan comes under Very High risk category.
- What is the category of Sundaram Business Cycle Fund - Direct Plan?Sundaram Business Cycle Fund - Direct Plan belongs to the Equity : Thematic-Business Cycle category of funds.
- How Long should I Invest in Sundaram Business Cycle Fund - Direct Plan?The suggested investment horizon of investing into Sundaram Business Cycle Fund - Direct Plan is null. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.
- Who manages the Sundaram Business Cycle Fund - Direct Plan?The Sundaram Business Cycle Fund - Direct Plan is managed by Dwijendra Srivastava (Since Jun 05, 2024) , Sandeep Agarwal (Since Jun 05, 2024) and Ratish Varier (Since Jun 05, 2024).
Date Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research. All times stamps are reflecting IST (Indian Standard Time). By using this site, you agree to the Terms of Service and Privacy Policy.
