Sundaram Business Cycle Fund Direct Plan Growth

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹11.3575

As of 3 Jul 2026 · AMFI

AUM

₹1.6K Cr

Expense ratio

0.60%

1Y returns

+2.14%

3Y CAGR

—

5Y CAGR

—

Std deviation 3Y

—

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 — ongoing. 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)

₹11.3575

Last 1Y

+1.07%

Jul 25Min ₹9.28 · Max ₹11.53 · 244 ptsJul 26

Drawdown stories

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

Mar 2026 — ongoing

-19.5%

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

Not yet recovered

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.

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.

Period	Returns	Category avg	Rank
1W	+0.27%	+0.61%n=443	77/ 147
1M	+10.52%	+7.16%n=443	53/ 144
3M	+0.49%	+8.51%n=430	98/ 135
6M	-8.47%	+0.25%n=421	126/ 131
YTD	-6.11%	+0.78%n=428	122/ 135
1Y	+0.95%	+7.70%n=397	110/ 118
2Y	+6.92%	+6.68%n=322	18/ 85

Portfolio composition

Asset allocation

Equity97.27%
Cash2.73%

By market cap

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

Concentration

Holdings

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%
2
Treps
—5.23%
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%

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.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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