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).

Overview(8 Oct 2026)

Fund managers3

  1. Shalav SaketCo-manager · Jun 2024 · 11y · CFA MBA
  2. Sandeep AgarwalCo-manager · Jun 2024 · 18y · CA B.Com
  3. Madanagopal RamuCo-manager · Jun 2024 · 21y · MBA B.Com

    Key facts

    Benchmark
    Nifty 500 TRI
    Risk
    Very High
    Expense
    Regular 2.55% · Direct 1.09%
    Exit load
    1% within 365 days
    Started
    25 Jun 2024
    Minimum
    ₹100

    Source.Its Scheme Summary Document as of 8 Oct 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Sept 2026.

    Source.Its filings at NSE, since Sept 2026.

    Fund managers over time(Jun 2024 – now)

    1. Shalav Saket
    2. Sandeep Agarwal
    3. Madanagopal Ramu
    MainCoSlice20252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Oct 2026 – Oct 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    8 Oct 20262.55%1.09%–
    Direct plan, 8 Oct 2026
    1.09%
    Regular plan 2.55% · Exit load 1% within 365 days
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(8 Oct 2026)

    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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Type
    An open ended equity scheme following business cycles based investing theme
    Benchmark
    Nifty 500 TRI

    Asset allocation it may hold% of NAV

    1. Equity & Equity related instruments selected on the basis of business cycle
      Allowed80–100%
    2. Other Equity & Equity Related instruments
      Allowed0–20%
    3. Very High; Debt Money Market Securities including units of Debt oriented mutual fund schemes
      Allowed0–20%
    4. Low to Medium and Units issued by REITs & InvITs
      Allowed0–10%Holds0.0%

    Holds in Sept 2026.97.1% equity · 2.9% debt and cash

    How to invest(8 Oct 2026)

    Buying

    To start
    ₹100, then in multiples of ₹1
    To add
    ₹100, then in multiples of ₹1
    Systematic
    SIP & STP Daily; Weekly; Monthly; Quarterly: SWP: Monthly; Quarterly, Half-Yearly and Annually
    Dates
    Any Day (1st to 31st), Weekly (All Working days)
    Minimum
    SIP: Daily: Rs.100; Monthly: Rs.100; Quarterly: Rs.750; Weekly: Rs.1000; SWP: Monthly Rs.500; Quarterly Rs.500; STP: Daily: Rs.1000; Weekly: Rs.1000; Monthly: Rs.100; Quarterly: Rs.750, then in multiples of ₹1
    Instalments
    SIP: Daily - Minimum 92 installments, Weekly; Monthly; Quarterly - Minimum Six installments, STP & SWP: Minimum Six installments

    Selling and switching

    To redeem
    ₹100 or 1 units
    Switch minimum
    ₹100 or 1 units

    Scheme details(8 Oct 2026)

    What it is

    Category
    Thematic Fund
    Offer
    5 Jun 2024 to 19 Jun 2024
    Started
    25 Jun 2024
    Reopened
    1 Jul 2024
    Plans
    Regular Plan · Direct Plan · Options: Growth · Monthly IDCW – Payout · IDCW Reinvestment
    Face value
    Rs. 10/- per unit
    Listed
    Unlisted

    How it is run

    Swing pricing
    No
    Side-pocketing
    Yes
    Custodian
    HDFC Bank Limited, Mumbai
    Auditor
    R.G.N.PRICE & CO
    Registrar
    KFin Technologies Limited
    SEBI code
    SUND/O/E/THE/24/04/0054