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Sundaram Business Cycle Fund

Mutual fund

Direct · Growth

· AMFI 152677

₹11.23

+0.7%over 1 year

Price of one unit (NAV) on 11 November 2026

NAV went from ₹11.16 on 11 November 2025 to ₹11.23 on 11 November 2026.

Past prices are not a forecast of anything.

Ask about this fund

Overview

Kind of fund
Thematic
Yearly fee
1.09%
Since 6 October 2026
Fund size
₹1,747 crore
Started
25 June 2024
Exit load
1% if sold within 365 days
Compared against
NIFTY 500 TRI
Plan
Direct · Growth
Companies held
34
36 lines in all
Holdings as at
30 August 2026

What does it hold?

Company size

  • Large
  • Mid
  • Small
  • Cash, bonds, abroad
  • Sundaram Business Cycle Fund

Industries

  • Industrials32%
  • Financial23%
  • Consumer Discretionary22%
  • Technology13%
  • Consumer Staples5%
  • Healthcare3%
  • Materials2%

Top companies

10 of 34 companies · holdings as at 30 August 2026

  1. 1

    Radico Khaitan Ltd

    MidConsumer Staples

    5.2%
  2. 2

    Zomato Ltd

    LargeTechnology

    4.8%
  3. 3

    PB Fintech Ltd

    MidFinancial

    4.3%
  4. 4

    TD Power Systems Ltd

    SmallIndustrials

    4.2%
  5. 5

    Shriram Transport Finance Company Ltd

    LargeFinancial

    3.9%
  6. 6

    MTAR Technologies Ltd

    SmallIndustrials

    3.8%
  7. 7

    Interglobe Aviation Ltd

    LargeIndustrials

    3.7%
  8. 8

    FSN E-Commerce Ventures Ltd

    MidConsumer Discretionary

    3.6%
  9. 9

    Oracle Financial Services Software Ltd

    MidTechnology

    3.6%
  10. 10

    Kalyan Jewellers India Ltd

    MidConsumer Discretionary

    3.4%
Show all 34
  1. 11

    Delhivery Ltd

    SmallIndustrials

    3.3%
  2. 12

    Polycab India Ltd

    LargeIndustrials

    3.3%
  3. 13

    Dhoot Transmission Ltd

    SmallConsumer Discretionary

    3.2%
  4. 14

    Kirloskar Oil Engines Ltd

    SmallIndustrials

    3.0%
  5. 15

    Lenskart Solutions Ltd.

    LargeConsumer Discretionary

    3.0%
  6. 16

    Ujjivan Small Finance Bank Ltd

    SmallFinancial

    3.0%
  7. 17

    Nippon Life India Asset Management Ltd

    MidFinancial

    2.9%
  8. 18

    GE T&D India Ltd

    LargeIndustrials

    2.9%
  9. 19

    Five-Star Business Finance Ltd

    SmallFinancial

    2.9%
  10. 20

    One 97 Communications Ltd

    MidIndustrials

    2.8%
  11. 21

    Indegene Ltd.

    SmallHealthcare

    2.8%
  12. 22

    Affle (India) Ltd

    SmallIndustrials

    2.7%
  13. 23

    S.J.S Enterprises Ltd

    SmallConsumer Discretionary

    2.5%
  14. 24

    RateGain Travel Technologies Ltd

    SmallTechnology

    2.5%
  15. 25

    Sapphire Foods India Ltd

    SmallConsumer Discretionary

    2.4%
  16. 26

    IIFL Wealth Management Ltd

    MidFinancial

    2.4%
  17. 27

    Aavas Financiers Ltd

    SmallFinancial

    2.3%
  18. 28

    Vedanta Aluminium Metal Ltd

    LargeMaterials

    2.3%
  19. 29

    Coforge Ltd

    MidTechnology

    2.2%
  20. 30

    Kirloskar Pneumatic Company Ltd

    SmallIndustrials

    2.1%
  21. 31

    Tips Industries Ltd

    SmallConsumer Discretionary

    1.8%
  22. 32

    Mahindra & Mahindra Ltd

    LargeConsumer Discretionary

    1.8%
  23. 33

    Indusind Bank Ltd

    MidFinancial

    1.1%
  24. 34

    TVS Motor Company Ltd

    LargeConsumer Discretionary

    0.0%

What does it cost?

1.09% a year: ₹109 on every ₹10,000 you hold.

The middle fee for Thematic direct plans is 1.05%.

Exit load: 1% if sold within 365 days

How has it done?

1 year
+0.7%
3 years, per year
Too young
5 years, per year
Too young

Worst fall so far: −19.5% (Sep 2025 to Mar 2026).

Past prices are not a forecast of anything.

Events

  1. 6 October 2026Fee changed from 1.10% to 1.09% a year.
  2. 1 October 2026Fee moved between 1.10% and 1.15% a year (8 changes, 10 Sep – 1 Oct 2026).
  3. 1 September 2026Fee changed from 1.17% to 1.15% a year.
  4. 30 August 2026New portfolio published: holdings as at 30 August 2026.
  5. 1 August 2026Fee changed from 1.25% to 1.17% a year.
Show all 37
  1. 31 July 2026Fee moved between 1.25% and 1.26% a year (10 changes, 3 Jul – 31 Jul 2026).
  2. 1 July 2026Fee changed from 1.47% to 1.25% a year.
  3. 23 June 2026Fee moved between 1.46% and 1.48% a year (9 changes, 2 Jun – 23 Jun 2026).
  4. 1 June 2026Fee changed from 0.60% to 1.48% a year.
  5. 28 May 2026Fee changed from 0.81% to 0.60% a year.
  6. 27 May 2026Fee changed from 0.60% to 0.81% a year.
  7. 26 May 2026Fee changed from 3.05% to 0.60% a year.
  8. 25 May 2026Fee changed from 0.60% to 3.05% a year.
  9. 23 May 2026Fee changed from 1.18% to 0.60% a year.
  10. 22 May 2026Fee changed from 3.11% to 1.18% a year.
  11. 21 May 2026Fee changed from 0.61% to 3.11% a year.
  12. 16 May 2026Fee changed from 2.06% to 0.61% a year.
  13. 15 May 2026Fee changed from 0.60% to 2.06% a year.
  14. 14 May 2026Fee changed from 1.99% to 0.60% a year.
  15. 13 May 2026Fee changed from 0.61% to 1.99% a year.
  16. 12 May 2026Fee changed from 1.11% to 0.61% a year.
  17. 11 May 2026Fee changed from 0.60% to 1.11% a year.
  18. 9 May 2026Fee changed from 0.98% to 0.60% a year.
  19. 8 May 2026Fee changed from 1.21% to 0.98% a year.
  20. 7 May 2026Fee changed from 3.70% to 1.21% a year.
  21. 6 May 2026Fee changed from 1.97% to 3.70% a year.
  22. 5 May 2026Fee changed from 0.61% to 1.97% a year.
  23. 30 April 2026Fee changed from 0.58% to 0.61% a year.
  24. 23 December 2025Fee changed from 0.43% to 0.58% a year.
  25. 5 December 2025Fee moved between 0.42% and 0.46% a year (23 changes, 15 Apr – 5 Dec 2025).
  26. 9 April 2025Fee changed from 0.97% to 0.46% a year.
  27. 8 April 2025Fee moved between 0.96% and 0.99% a year (5 changes, 20 Mar – 8 Apr 2025).
  28. 19 March 2025Fee changed from 0.49% to 0.99% a year.
  29. 18 March 2025Fee moved between 0.49% and 0.51% a year (4 changes, 11 Feb – 18 Mar 2025).
  30. 31 January 2025Fee changed from 0.40% to 0.49% a year.
  31. 27 January 2025Fee moved between 0.37% and 0.42% a year (22 changes, 28 Aug 2024 – 27 Jan 2025).
  32. 16 August 2024Fee moved between 0.42% and 0.45% a year (3 changes, 10 Jul – 16 Aug 2024).

Related

All 232 Thematic funds, A to Z →

Sources and dates

Holdings
Groww's page for this fund, month-end 30 August 2026
Prices
AMFI via mfapi.in, to 11 November 2026
Fee
Groww, from 6 October 2026
Company sizes
SEBI's rank by full market value, 25 September 2026