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Sundaram Business Cycle Fund - Direct Plan - Growth

Sectoral/Thematic
Very High Risk
Rs 11.42  
-0.46
  |  
 NAV as on Sep 23, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
0.43%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,784 Crores
Exit Load
1.00%
Min. Investment
Rs 100

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

Sundaram Business Cycle Fund - Direct Plan - Growth Fund Details

Investment Objective - NA

Return Since Launch
11.26%
Launch Date
Jun 5, 2024
Type
Open Ended
Riskometer
Very High

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)-0.852.363.7511.42NANANANA11.26
Category Average (%)-0.441.673.4211.21-2.209.499.00NA15.15
Rank within Category107310368392135NANANA600

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
39.4729,871-0.181.602.3110.251.0025.1033.78NA22.780.63
221.5714,734-0.780.66-2.096.38-6.3817.2221.0517.9327.560.96
26.4913,643NA1.494.0513.895.7924.34NANA23.160.74
11.3911,537-0.523.477.7215.460.14NANANA10.060.77
54.4611,520-2.190.53-3.104.34-10.5217.7821.27NA19.000.43
10.3510,1230.392.271.979.871.77NANANA2.990.53
150.849,688-0.010.190.3411.003.4016.8223.4515.1023.761.01
10.799,4120.332.301.6510.44-8.43NANANA4.960.88
48.128,3710.451.421.9514.148.6920.3124.5818.1016.040.77
575.148,357-0.55-1.142.205.860.2624.4619.2513.9637.470.89
View All
Sep 23, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,123 (+2.45%)

Fund Manager

Ratish B Varier
Sandeep Agarwal
Dwijendra Srivastava

Mr. Ratish B Varier is a B.Com. graduate and holds an MBA in Finance. He is also Post Graduate in Investment Analysis as Certified Portfolio Manager. Prior to joining sundaram AMC he worked at Mahindra Asset Management, where he was the sole fund manager for Mid cap, Multi cap, Equity saver and ELSS fund. He was part of the core team who set up the mutual fund company for Mahindra finance. Prior to Mahindra, he has worked with Reliance Life Insurance Company Limited as a Fund Manager Equities , part of the team managing more than $2 bn of equity assets.

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Here is the list of funds managed by Ratish B Varier

Scheme Name(Growth Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Mid Cap1,531.5112,501-1.9028.11
Equity - Multi Cap430.622,810-1.9824.75
Equity - Sectoral/Thematic11.421,7842.45NA
Equity - Sectoral/Thematic110.461,599-5.5221.49
Sep 23, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
1,531.5112,501-1.010.613.6614.22-1.9024.0928.1116.1248.470.93
2,361.226,9030.100.471.453.296.987.125.725.256.980.13
186.196,680-0.510.761.617.35-1.2514.0618.0814.0125.820.69
97.386,651-0.281.393.8410.92-2.4917.3422.5415.7819.600.77
38.534,3330.381.262.1115.243.5319.2526.96NA21.260.74
22.823,302-0.520.140.697.23-4.4114.30NANA18.140.64
Sep 23, 2025
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