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 | +3.30% | +3.52% | 185 of 255 |
| 1M | -1.49% | +1.97% | 239 of 255 |
| 3M | -5.76% | -3.45% | 206 of 252 |
| 6M | +4.70% | +2.92% | 85 of 251 |
| YTD | -1.44% | +1.21% | 136 of 255 |
| 1Y | -2.88% | +1.11% | 143 of 232 |
| 2Y | +2.22% | +2.39% | 95 of 187 |
| INCEPTION | +4.27% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +1.70% | +21.66% | -16.89% | 58% | 22% |
| 6M | +2.33% | +28.12% | -18.66% | 58% | 23% |
| 1Y | +3.40% | +12.62% | -9.40% | 79% | 32% |
| 2Y | +4.57% | +8.65% | -1.66% | 96% | 40% |
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 | 28.07 |
| P/B | 6.03 | 4.61 |
| Price / Sales | 4.72 | 3.28 |
| Price / Cash Flow | 30.08 | 21.10 |
| Dividend Yield (%) | 0.67 | 1.18 |
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 | 17.92 | 16.32 | High Volatility |
What is this?
Annualized population standard deviation of daily denomination-adjusted NAV returns, multiplied by sqrt(252). Values require a full timeframe of NAV history.
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.46 | -0.32 | Below Average |
| 3Y | -0.09 | -0.45 | Above Average |
What is this?
Annualized Sharpe ratio calculated from month-end NAV returns using the latest available FBIL Overnight MIBOR rate as the risk-free rate. For schemes with less than three years of history, the 3Y value uses since-inception data. Applied risk-free rate: 5.73% (published 2026-10-28).
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | -0.10 | 0.19 | Below Average |
What is this?
Annualized from daily NAV returns using a 0.00% minimum acceptable return; downside deviation includes only returns below this target.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+59.64% | +47.37% | — | +23.17% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+25.51% | +31.04% | — | +30.18% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+23.57% | — | — | +20.10% |
|
SBI Automotive Opportunities Fund
Direct Plan · IDCW
|
+22.37% | — | — | +11.34% |
|
Mirae Asset Healthcare Fund
Direct Plan · Growth
|
+21.28% | +24.36% | +16.89% | +22.00% |
|
ICICI Prudential US Bluechip Equity Fund
Regular Plan · IDCW
|
+20.32% | +18.33% | +12.09% | +15.77% |
|
PGIM India Healthcare Fund
Direct Plan · Direct IDCW
|
+20.03% | — | — | +11.89% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+18.89% | +19.86% | +8.28% | +8.45% |
|
HDFC Defence Fund
Regular Plan · IDCW Option
|
+18.80% | +34.56% | — | +36.67% |
|
HSBC India Export Opportunities Fund
Direct Plan · Growth
|
+18.74% | — | — | +9.24% |
More From Sundaram Asset Management Company Ltd
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.