← Sundaram Mutual Fund
Sundaram Business Cycle Fund Direct Plan IDCW Payout
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF903JA1LR4
NAV · 06-Jul-2026
₹11.4396
1M
+6.37%
6M
+0.90%
1Y (CAGR)
+1.07%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+6.44%
NAV history
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Risk & SIP analytics
Volatility (3y)
14.75%
Downside dev (3y)
10.82%
Max drawdown (3y)
-19.5%
Calendar-year returns
2025 +2.6%
Fund facts
Fund managerSandeep Agarwal · Madanagopal Ramu · Shalav Saket
AUM₹15,941 Cr
Expense ratio0.6% · 2026-05-31
TER · AMFI officialDirect 1.47% · Regular 2.92% (2026-06-30)
Launch date05-Jun-2024
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility14.73
AMCSundaram Asset Management Company Ltd
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. However, there can be no assurance that the investment objective of the Scheme will be achieved
scheme documents ↗