Sundaram Business Cycle Fund Direct Plan Growth
NAV · Direct-Growth
As of 1 Sept 2026 · AMFI
Returns
Lags category
0 of 1 periods ahead
Cost
Low
0.60% vs 0.78% peers
Trails its Sectoral / Thematic category on 1Y.
1Y return
+6.9%
-2.8 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
₹1.6K Cr
fund size
Expense
0.60%
direct plan
Volatility 3Y
—
3Y std dev
In plain English
Sundaram Business Cycle Fund Direct Plan Growth is a Sectoral / Thematic scheme from Sundaram. The portfolio is ~97% in equities. Worst historical drawdown: -19% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF903JA1LQ6
NAV (Direct-Growth)
₹11.8970
Last 1Y
+6.93%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2026
-19.5%Peak ₹11.53 on 19 Sept 2025 → trough ₹9.28 on 31 Mar 2026 (6 months down).
Feb 2025
-14.4%Peak ₹11.15 on 23 Sept 2024 → trough ₹9.54 on 28 Feb 2025 (5 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
4 / 5
Solid scheme on the dimensions we check. No red flags.
Expense ratio
0.60% — well below typical 1% for equity.
AUM size
₹1.6K Cr.
Sector concentration
Top 3 sectors = 69.7% — fairly concentrated.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity97.27%
- Cash2.73%
By market cap
- Large cap26.57%
- Mid cap31.28%
- Small cap34.58%
- Others7.57%
Concentration
Holdings
38
Avg market cap
₹51.6K Cr
Top 10 stocks
35.25%
Top 5 stocks
18.98%
Top 3 sectors
69.68%
Top holdings
Top 15 positions by weight, latest disclosure.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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