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Sectoral / Thematic · Equity

Sundaram Business Cycle Fund

Sundaram Asset Management Company Ltd
Benchmark
Nifty 500 TRI
Riskometer
Very High
Size
₹1,711 cr
Allotted
Not on record
Holdings as of
Not on record

Sundaram Business Cycle Fund is a sectoral / thematic fund of Sundaram Asset Management Company Ltd with ₹1,711 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 1.09% a year.

Has Sundaram Business Cycle Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +0.48% over the last year against −4.30%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−5.48% −3.60% —
3 months−2.44% −5.03% —
6 months+9.81% −1.83% —
1 year+0.25% −4.06% +4.31 pts
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 26 Jun 2024
+5.27%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +0.48%−0.99%−4.30% +4.78 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Jun 2024 to 14 Oct 2026
50100150 2025
Fund 113Nifty 500 TRI 100

₹100 put in at the start of Jun 2024 would be ₹113 on 14 Oct 2026, against ₹100 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Sundaram Business Cycle Fund cost?

1.09% a year on the direct plan, 2.55% on the regular plan; 62 of 174 funds in its category charge less.

Direct plan
1.09% a year
Category median 1.22%
Regular plan
2.55% a year
Category median 2.38%
Gap
1.46 points
for the same holdings
62 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Business Cycle Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does Sundaram Business Cycle Fund hold?

38 holdings as of None; the ten largest are 36.7% of the fund, the largest Radico Khaitan Ltd at 4.2%.

Mix

Holdings as of None
Equity97.1%Debt0.0%Cash2.9%Other0.0%
Holdings
38
36 shares
Top ten
36.7%
of the fund
Effective holdings
32.2
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
Radico Khaitan Ltd4.20%
Eternal Ltd (Previously Zomato Ltd)4.00%
MTAR Technologies Ltd3.80%
TD Power Systems Ltd3.78%
One 97 Communications Ltd3.78%

Five largest industries

% of fund
Electrical Equipment13.8%
Industrial Products10.9%
Retailing10.8%
Finance8.80%
It - Software8.40%

By company size

% of equity · SEBI size lists
Large Cap18.3%Mid Cap36.7%Small Cap45.0%

How does Sundaram Business Cycle Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Business Cycle Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty Midcap 150: 88% of it differs from the index (an active fund is usually above 60%).
Active share 88.3%60%

Funds that hold much the same

% of holdings in common
Sundaram Large And Mid Cap Fund65.2% the same
25 shared holdings
Sundaram Multi Cap Fund31.2% the same
19 shared holdings
Motilal Oswal Multicap Fund28.4% the same
10 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Business Cycle Fund?

1.09% a year on the direct plan and 2.55% on the regular plan (expense report, Oct 2026).

Inside the app

See Sundaram Business Cycle Fund beside your own funds in Valarth

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Sundaram Business Cycle Fund in the app: beside your own funds, with what you own through them

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