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Sundaram

Sundaram Business Cycle Fund Direct Plan Growth

Sectoral / ThematicEquityVery High risk Rank 129 of 258

NAV · Direct-Growth

₹11.95-0.02-0.18%

As of 18 Aug 2026 · AMFI

NAV growth+7.7%
Aug ’25Aug ’26
Arthkar verdictMixed picture

Returns

Lags category

0 of 1 periods ahead

Cost

Average

0.60% vs NaN% peers

Trails its Sectoral / Thematic category on 1Y.

1Y return

+7.7%

-1.8 vs cat

3Y CAGR

5Y CAGR

AUM

₹1.6K Cr

fund size

Expense

0.60%

direct plan

Volatility 3Y

3Y std dev

In plain English

Sundaram Business Cycle Fund Direct Plan Growth is a Sectoral / Thematic scheme from Sundaram. The portfolio is ~97% in equities. Worst historical drawdown: -19% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903JA1LQ6

NAV (Direct-Growth)

₹11.9538

Last 1Y

+7.74%

Aug 25Min ₹9.28 · Max ₹11.97 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-19.5%

Peak ₹11.53 on 19 Sept 2025 → trough ₹9.28 on 31 Mar 2026 (6 months down).

Recovered in 3 months· 10 Jul 2026

Feb 2025

-14.4%

Peak ₹11.15 on 23 Sept 2024 → trough ₹9.54 on 28 Feb 2025 (5 months down).

Recovered in 4 months· 26 Jun 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

4

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.60% — well below typical 1% for equity.

  • AUM size

    ₹1.6K Cr.

  • Sector concentration

    Top 3 sectors = 69.7% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+0.93%-0.40%20/ 286
1M+4.64%+2.47%53/ 286
3M+13.48%+8.01%32/ 286
6M+10.07%+6.33%82/ 278
YTD+7.01%+6.03%100/ 273
1Y+7.74%+9.52%129/ 258
2Y+7.31%+5.82%76/ 203

Portfolio composition

Asset allocation

  • Equity97.27%
  • Cash2.73%

By market cap

  • Large cap26.57%
  • Mid cap31.28%
  • Small cap34.58%
  • Others7.57%

Concentration

Holdings

38

Avg market cap

₹51.6K Cr

Top 10 stocks

35.25%

Top 5 stocks

18.98%

Top 3 sectors

69.68%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Eternal Ltd

    5.53%
  • 3

    Larsen & Toubro Ltd

    4.75%
  • 1

    Oracle Financial Services Software Ltd

    4.13%
  • 2

    Eternal Ltd

    4.02%
  • 4

    Kotak Mahindra Bank Ltd

    3.96%
  • 5

    HDFC Bank Ltd

    3.93%
  • 3

    Radico Khaitan Ltd

    3.68%
  • 4

    Shriram Finance Ltd

    3.61%
  • 5

    MTAR Technologies Ltd

    3.54%
  • 6

    Larsen & Toubro Ltd

    3.47%
  • 6

    Reliance Industries Ltd

    3.45%
  • 7

    Mahindra & Mahindra Ltd

    3.41%
  • 8

    Shriram Finance Ltd

    3.39%
  • 9

    Amber Enterprises India Ltd Ordinary Shares

    3.39%
  • 7

    State Bank of India

    3.39%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio24.6328.47-3.84
  • P/B ratio4.054.25-0.20
  • Price / Sales3.043.21-0.17
  • Price / Cash Flow19.9919.97+0.02
  • Dividend yield1.27%1.23%+0.04
  • Return on equity (ROE)16.56%18.47%-1.91

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    13.64
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    -0.16
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    -0.24
  • Beta

    1 = moves with the market. <1 = less volatile.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.