GMP IPO Watch
Sundaram Business Cycle Fund
Direct Plan · GROWTH · Sundaram Mutual Fund
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | -0.30% | -0.06% | 153 of 255 |
| 1M | -5.88% | -4.39% | 206 of 253 |
| 3M | -1.97% | -2.50% | 96 of 251 |
| 6M | +11.90% | +5.69% | 56 of 251 |
| YTD | -0.25% | -0.62% | 99 of 255 |
| 1Y | -1.04% | +0.81% | 115 of 228 |
| 2Y | +1.45% | -0.62% | 67 of 183 |
| INCEPTION | +4.95% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +1.93% | +21.66% | -16.89% | 59% | 23% |
| 6M | +2.24% | +28.12% | -18.66% | 57% | 22% |
| 1Y | +3.82% | +12.62% | -9.37% | 83% | 34% |
| 2Y | +5.50% | +8.65% | +0.90% | 100% | 42% |
Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.
NAV History
AUM Trend (₹ Cr, quarterly average)
Expense Ratio Trend
Portfolio · Sep 2026
Asset Allocation
- Equity97.08%
- Debt0.00%
- Cash2.92%
- Other0.00%
Market Cap Split
- Large Cap17.74%
- Mid Cap35.64%
- Small Cap43.70%
- Others2.92%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 35.92 | 28.91 |
| P/B | 6.03 | 4.70 |
| Price / Sales | 4.72 | 3.41 |
| Price / Cash Flow | 30.08 | 21.65 |
| Dividend Yield (%) | 0.67 | 1.17 |
Holdings · Sep 2026
| Holding | Sector | Weight | Change (1M) |
|---|---|---|---|
| Radico Khaitan | Beverages | 4.20% | -1.03% |
| Eternal | Retailing | 4.00% | -0.81% |
| MTAR Technologies | Electrical Equipment | 3.80% | -0.05% |
| TD Power Systems | Electrical Equipment | 3.78% | -0.41% |
| One 97 Communications | Financial Technology (Fintech) | 3.78% | +0.95% |
| Interglobe Aviation | Transport Services | 3.61% | -0.11% |
| Shriram Finance | Finance | 3.48% | -0.38% |
| Nykaa | Retailing | 3.39% | -0.24% |
| Kirloskar Oil Engines | Industrial Products | 3.34% | +0.35% |
| Dhoot Transmission | Auto Components | 3.32% | +0.09% |
| Kalyan Jewellers | Consumer Durables | 3.18% | -0.21% |
| Lenskart Solutions | Retailing | 3.14% | +0.15% |
| Oracle Financial Services Software | It - Software | 3.11% | -0.49% |
| Thermax | Electrical Equipment | 3.04% | — |
| Delhivery | Transport Services | 2.99% | -0.28% |
View all 38 holdings
| Ujjivan Small Finance Bank | Banks | 2.95% | -0.02% |
| Five Star Business Finance | Finance | 2.82% | -0.05% |
| Polycab | Industrial Products | 2.81% | -0.44% |
| Coforge | It - Software | 2.81% | +0.66% |
| GE Vernova T&D | Electrical Equipment | 2.81% | -0.11% |
| Indegene | Equity | 2.76% | -0.05% |
| Nippon Life India AMC | Capital Markets | 2.72% | -0.21% |
| TREPS | Reverse Repo / TREPS | 2.69% | — |
| Finolex Cables | Industrial Products | 2.60% | — |
| Affle 3i | It - Services | 2.60% | -0.10% |
| SJS Enterprises | Auto Components | 2.28% | -0.19% |
| RateGain Travel | It - Software | 2.27% | -0.18% |
| Sapphire Foods | Leisure Services | 2.24% | -0.19% |
| Aavas Financiers | Finance | 2.22% | -0.05% |
| Vedanta Aluminium Metal | Non - Ferrous Metals | 2.18% | -0.08% |
| 360 One WAM | Capital Markets | 2.14% | -0.26% |
| Tips Music | Entertainment | 1.90% | +0.07% |
| Kirloskar Pneumatic Company | Industrial Products | 1.83% | -0.32% |
| Mahindra & Mahindra | Automobiles | 1.63% | -0.15% |
| Indusind Bank | Banks | 0.98% | -0.10% |
| PB FinTech | Financial Technology (Fintech) | 0.34% | -3.94% |
| Cash and Other Net Current Assets | Net Current Assets | 0.23% | — |
| TVS Motors | Automobiles | 0.03% | +0.00% |
Sector Allocation · Sep 2026
View all 18 sectors
Risk Metrics
Standard Deviation
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 13.64 | — | High Volatility |
What is this?
Risk as measured by standard deviation is a statistical measure that quantifies the amount of variation or dispersion in a set of data points relative to its mean (average).
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.05 | — | Poor Risk Adjusted Returns |
What is this?
Higher the value means that fund has been able to give better returns for the amount of risk taken. It helps investors understand the return of an investment compared to its risk, showing whether the returns are due to intelligent investing or simply taking on excess risk. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns.
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.08 | — | Poor Risk Adjusted Returns |
What is this?
The Sortino Ratio is a financial metric used to measure the risk-adjusted return of an investment. It's a modification of the Sharpe Ratio but with a key difference; it only considers downside risk (the risk of negative returns), rather than total volatility. This means it focuses on how well an investment performs relative to the volatility that leads to losses, ignoring the volatility that results in gains. The idea is that investors are primarily concerned with minimizing losses, and positive volatility is generally seen as a good thing.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+124.77% | +60.05% | — | +31.88% |
|
Franklin Asian Equity Fund
Regular Plan · IDCW
|
+27.89% | +21.51% | +5.47% | +4.27% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+27.88% | +22.63% | +10.31% | +9.06% |
|
Motilal Oswal Active Momentum Fund
Direct Plan · Growth
|
+25.42% | — | — | +27.64% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+23.23% | +29.29% | — | +29.18% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+22.42% | — | — | +19.41% |
|
PGIM India Healthcare Fund
Direct Plan · Direct IDCW
|
+20.96% | — | — | +10.67% |
|
Edelweiss Recently Listed IPO Fund
Regular Plan · Growth
|
+20.82% | +16.27% | +9.45% | +14.84% |
|
Motilal Oswal Special Opportunities Fund
Direct Plan · Growth
|
+19.22% | — | — | +19.96% |
|
HSBC India Export Opportunities Fund
Direct Plan · Growth
|
+17.60% | — | — | +8.04% |
More From Sundaram Asset Management Company Ltd
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Sundaram Global Brand Theme-Equity Active FOF
Direct Plan · GROWTH
|
+14.85% | +19.95% | +12.77% | — |
|
Sundaram Small Cap Fund
Direct Plan · GROWTH
|
+11.27% | +15.49% | +14.71% | +17.59% |
|
Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)
Direct Plan · GROWTH
|
+6.75% | +7.19% | — | +6.65% |
|
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)
Direct Plan · GROWTH
|
+6.60% | +6.99% | — | +6.58% |
|
Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)
Direct Plan · GROWTH
|
+6.57% | +7.28% | — | +6.82% |
|
Sundaram Money Market Fund
Direct Plan · GROWTH
|
+6.54% | +7.29% | +6.57% | +6.34% |
|
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Direct Plan · GROWTH
|
+5.96% | +7.29% | — | +6.81% |
|
Sundaram Overnight Fund
Direct Plan · IDCW (Income Distribution CUM Capital Withdrawal)
|
+5.22% | +0.47% | +0.33% | +0.33% |
|
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Direct Plan · GROWTH
|
+5.18% | +7.49% | — | +6.69% |
|
Sundaram Long Term Tax Advantage Fund Series III
Direct plan · IDCW
|
+4.59% | +9.60% | +13.89% | +13.55% |
About This Scheme
Investment Objective
To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Stated Asset Allocation
Equity & Equity related instruments selected on the basis of business cycle 80-100%; Other Equity & Equity Related instruments* 0-20% Very High; Debt Money Market Securities including units of Debt oriented mutual fund schemes 0-20% Low to Medium and Units issued by REITs & InvITs 0-10% Very High
Exit Load
1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Fund Managers
FM1 - Mr. Madanagopal Ramu; FM2 - Mr. Sandeep Agarwal(FI Portion); FM 3 - Mr. Shalav Saket(Overseas Securities)
Comanage
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.