Sundaram Business Cycle Fund Regular Plan Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Downside capture of 125% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.30% | +6.32% | -6.02% |
| 3 Months | -5.49% | -0.20% | -5.29% |
| 6 Months | +3.94% | +5.98% | -2.04% |
| 1 Year | -0.80% | +3.90% | -4.70% |
| Since Inception | +3.35% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.69% | +4.03% | -4.72% |
| 2025 | +1.05% | +1.43% | -0.38% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -11.67% | +1.75% | +1.53% | +10.84% | 65.6% | 44.4% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-09-19 | 2026-03-31 | -20.1% | 6 months | 4 months |
| 2024-09-23 | 2025-02-28 | -15.0% | 5 months | 4 months |
| 2026-08-31 | 2026-10-23 | -14.7% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| 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 | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,691 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Conglomerate Fund | 4.0 | - | 2.30% | 115.7% | Rs 1,543 cr | Compare → |
| Baroda BNP Paribas Business Conglomerates Fund | 3.8 | - | 2.56% | 109.0% | Rs 593 cr | Compare → |
| Bank of India Consumption Fund | 3.3 | - | 2.73% | 113.4% | Rs 364 cr | Compare → |
| SBI Energy Opportunities Fund | 4.9 | - | 1.89% | 89.3% | Rs 8,049 cr | Compare → |
| quant PSU Fund | 1.5 | - | 3.33% | 128.8% | Rs 398 cr | Compare → |
Frequently Asked Questions about Sundaram Business Cycle Fund
What is the expense ratio of Sundaram Business Cycle Fund?
Sundaram Business Cycle Fund has a total expense ratio (TER) of 2.51% with a base expense ratio of 1.79%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Sundaram Business Cycle Fund?
Sundaram Business Cycle Fund is managed by Madanagopal Ramu.
What are the historical returns of Sundaram Business Cycle Fund?
Sundaram Business Cycle Fund has a 1-year return of -0.80%.
How large is Sundaram Business Cycle Fund?
Sundaram Business Cycle Fund manages assets of Rs 1,691 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Sundaram Business Cycle Fund scored on MFIQ?
Sundaram Business Cycle Fund holds an MFIQ Score of 3.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Business Cycle Fund?
Sundaram Business Cycle Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.02% with a maximum historical drawdown of -20.13%.