Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Business Cycle Fund

Holds 36 companies worth ₹1,666 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹1,716 CrSundaram Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 1.8% on Aug 2026, ₹1,747 Cr.

  • Largest holding

    Radico Khaitan LimitedRadico Khaitan Limited is 4.2% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 25 Jun 2024, as the fund house dates it. With Sandeep Agarwal (co-manager), Madanagopal Ramu (co-manager).

AUM(Jun 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,716−1.8%
Aug 20261,747+5.1%
Jul 20261,663+0.8%
Jun 20261,650+3.4%
May 20261,595+1.2%
Apr 20261,576+12.2%
Mar 20261,406−13.2%
Feb 20261,619−3.7%
Jan 20261,681−6.0%
Dec 20251,789−1.7%
Nov 20251,821−1.3%
Oct 20251,845+2.0%
AUM at month end, Sept 2026
₹1,716 Cr
−7.0% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Jun 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20267.18%−0.14 pt
Jun 20267.32%−0.68 pt
Mar 20268.01%−0.22 pt
Dec 20258.23%+0.08 pt
Direct plans' share of AUM, Sept 2026
7.18%
−1.05 pt since Dec 2025
Fig. 2.Sundaram Business Cycle Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.88%−5.99%––−4.51%
3 months *
−1.97%−2.33%––−3.15%
6 months *
+11.90%+11.09%––+4.22%
1 year
−1.04%−2.49%−5.06%+4.01 pt+0.43%
Since launch
+4.95%+3.34%−0.16%+5.12 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.