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NAV as on Apr 13, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
0.75%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,404 Crores
Exit Load
1.00%
Min. Investment
Rs 100
Nav Chart
Asset Allocation
Sector Allocation
Sundaram Business Cycle Fund - Direct Plan - Growth Fund Details
Investment Objective - NA
Fund House
Return Since Launch
0.46%
Launch Date
Jun 5, 2024
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
48.39
Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 5.53 | Equity | ||
| 4.75 | Equity | ||
| 3.96 | Equity | ||
| 3.93 | Equity | ||
| 3.45 | Equity | ||
| 3.41 | Equity | ||
| 3.39 | Equity | ||
| 3.39 | Equity | ||
| 3.27 | Equity | ||
| 3.04 | Equity |
Apr 13, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 4.88 | 5.47 | -7.49 | -10.70 | 0.88 | NA | NA | NA | 0.46 |
| Category Average (%) | 4.27 | 4.28 | -3.50 | -3.36 | 8.95 | 8.81 | 6.36 | NA | 8.90 |
| Rank within Category | 408 | 214 | 886 | 951 | 780 | NA | NA | NA | 889 |
* 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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 39.02 | 32,925 | 3.25 | 3.28 | -4.85 | -1.06 | 11.23 | 22.47 | 23.70 | NA | 20.68 | 0.67 | |
| 25.64 | 14,359 | 4.65 | 3.68 | -4.97 | -2.99 | 11.92 | 21.54 | 19.73 | NA | 19.71 | 0.75 | |
| 191.65 | 12,575 | 0.11 | 4.92 | -17.36 | -12.82 | -0.85 | 10.18 | 10.28 | 16.22 | 24.89 | 1.03 | |
| 48.71 | 9,380 | 6.08 | 3.51 | -5.06 | 0.04 | 15.65 | 20.66 | 16.29 | 17.96 | 15.31 | 0.74 | |
| 144.96 | 9,367 | 5.37 | 2.98 | -7.47 | -4.76 | 6.89 | 13.86 | 14.08 | 15.46 | 22.30 | 1.05 | |
| 10.92 | 9,255 | 5.00 | 4.37 | -1.47 | -2.87 | 15.67 | NA | NA | NA | 4.71 | 0.84 | |
| 46.34 | 9,239 | -0.71 | 4.14 | -18.41 | -14.46 | -3.16 | 9.58 | 10.03 | 16.16 | 16.06 | 0.56 | |
| 10.97 | 8,796 | 3.78 | 2.91 | 5.28 | 5.48 | 18.08 | NA | NA | NA | 5.52 | 0.61 | |
| 557.05 | 7,898 | 2.00 | -1.17 | -1.96 | -2.72 | 6.43 | 22.15 | 14.76 | 15.02 | 35.34 | 0.93 | |
| 10.70 | 7,805 | 4.81 | 1.65 | 0.64 | -0.79 | 10.50 | NA | NA | NA | 3.26 | 0.80 |
Apr 13, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,044 (+0.88%)
Fund Manager
Mr. Sandeep is a Commerce graduate, ACA and ACS.He has been associated with Sundaram Asset Management Company Ltd since 2010 and is currently the fund manager for fixed income schemes.
View MoreHere is the list of funds managed by Sandeep Agarwal
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Hybrid - Aggressive | 179.97 | 7,653 | 5.00 | 12.13 | |
| Debt - Liquid | 2,444.96 | 5,175 | 6.34 | 6.09 | |
| Hybrid - Multi Asset Allocation | 13.42 | 3,060 | 15.29 | NA | |
| Debt - Money Market | 15.86 | 1,943 | 6.67 | 6.24 | |
| Debt - Ultra Short Duration | 3,076.30 | 1,454 | 6.65 | 6.34 | |
| Equity - Sectoral/Thematic | 10.08 | 1,404 | 0.88 | NA | |
| Debt - Corporate Bond | 43.09 | 599 | 5.29 | 6.06 | |
| Debt - Low Duration | 3,889.59 | 436 | 6.52 | 6.41 | |
| Debt - Overnight | 1,433.28 | 346 | 5.41 | 5.52 | |
| Debt - Banking & PSU | 45.38 | 272 | 5.46 | 5.82 |
Apr 13, 2026
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,508.38 | 11,898 | 4.89 | 4.71 | -2.06 | -2.00 | 15.01 | 24.57 | 20.46 | 15.91 | 45.88 | 0.86 | |
| 179.97 | 7,653 | 3.13 | 2.85 | -4.46 | -3.82 | 5.00 | 12.70 | 12.13 | 13.30 | 24.30 | 0.73 | |
| 93.45 | 6,031 | 4.34 | 3.78 | -4.41 | -4.28 | 8.68 | 16.56 | 15.25 | 15.44 | 18.34 | 0.70 | |
| 2,444.96 | 5,175 | 0.14 | 0.76 | 1.72 | 3.20 | 6.34 | 7.04 | 6.09 | 5.15 | 6.96 | 0.14 | |
| 35.92 | 4,146 | 4.36 | 5.03 | -8.07 | -6.69 | 7.12 | 17.03 | 18.19 | NA | 18.45 | 0.69 | |
| 13.42 | 3,060 | 3.06 | 1.32 | -2.35 | 0.90 | 15.29 | NA | NA | NA | 14.25 | 0.52 |
Apr 13, 2026
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