AMC
Sundaram Mutual Fund
Category
Sectoral/ Thematic
ISIN
INF903JA1LR4

Sundaram Business Cycle Fund

₹11.0104

−₹0.1438 (−1.29%)

NAV · Direct · IDCW (Payout) ·

Sundaram Business Cycle Fund's Direct IDCW (Payout) NAV was ₹11.0104 on 19 Oct 2026, down 1.29% on the day. Its 1-year return is −3.12%.

52-week NAV range9.0% below high
₹9.2838₹12.1007
Expense ratio
1.17%
Fund size
₹1,576.53 Cr
Min. investment
₹100

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹9.2838 to ₹12.1007.

Direct · IDCW (Payout) plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.

Fund details

Expense ratio
1.17% (Direct)
Exit load
1% if redeemed within 365 days from allotment; nil after 365 days; no exit load on intra-scheme and inter-scheme switches/stp
Riskometer
Very high
Benchmark
Nifty 500 TRI
Launched
5 Jun 2024
Fund managers
Shalav Saket, Sandeep Agarwal, Madanagopal Ramu

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF903JA1LQ6₹11.0104−1.29%1.17%−3.12%
Regular · GrowthINF903JA1LN3₹10.6229−1.30%2.62%−4.54%
Direct · IDCW (Payout)INF903JA1LR4₹11.0104−1.29%1.17%−3.12%
Direct · IDCW (Reinvestment)INF903JA1LS2₹11.0104−1.29%1.17%−3.12%
Regular · IDCW (Payout)INF903JA1LO1₹10.6229−1.30%2.62%−4.54%
Regular · IDCW (Reinvestment)INF903JA1LP8₹10.6229−1.30%2.62%−4.54%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Business Cycle Fund moves about as much as the market

Volatility, past year

This fund17%
Nifty 50015%

Worst fall, past year

This fund−19%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Business Cycle Fund is an open-ended mutual fund from Sundaram Mutual Fund, in the Sectoral/ Thematic category. It began on 5 Jun 2024. It is benchmarked to the Nifty 500 TRI. The fund manages ₹1,576.53 Cr across its plans as of 16 Oct 2026. The Direct · IDCW (Payout) plan has an expense ratio of 1.17%. The minimum first investment is ₹100, and SIPs are available.

FAQs

What is the NAV of Sundaram Business Cycle Fund?

The NAV of Sundaram Business Cycle Fund (Direct · IDCW (Payout)) was ₹11.0104 on 19 Oct 2026, down 1.29% from the previous NAV.

What plans does Sundaram Business Cycle Fund have?

Sundaram Business Cycle Fund has 6 plans: Direct · Growth; Regular · Growth; Direct · IDCW (Payout); Direct · IDCW (Reinvestment); Regular · IDCW (Payout); Regular · IDCW (Reinvestment).

What is the expense ratio of Sundaram Business Cycle Fund?

The Direct · IDCW (Payout) plan of Sundaram Business Cycle Fund has an expense ratio of 1.17%.

What is the fund size (AUM) of Sundaram Business Cycle Fund?

Sundaram Business Cycle Fund manages ₹1,576.53 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Business Cycle Fund delivered?

Sundaram Business Cycle Fund returned −3.12% over 1Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Business Cycle Fund?

Sundaram Business Cycle Fund: 1% if redeemed within 365 days from allotment; nil after 365 days; no exit load on intra-scheme and inter-scheme switches/stp.

What is the minimum investment and SIP amount for Sundaram Business Cycle Fund?

The minimum first investment in Sundaram Business Cycle Fund is ₹100, and ₹100 after that. SIPs are available (SIP available Daily (min Rs.100), Weekly (min Rs.1000), Monthly (min Rs.100), Quarterly (min Rs.750); Minimum 6 installments for Monthly/Quarterly, 92 for Daily).

How risky is Sundaram Business Cycle Fund?

Sundaram Business Cycle Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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