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Sundaram Business Cycle Fund Direct Plan Growth is an equity scheme managed by Sundaram Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.61% on assets of ₹1,576Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 83% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 4.13% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 3.68% |
| Shriram Finance Limited | Financial Services | 3.61% |
| MTAR TECHNOLOGIES LIMITED | Industrials | 3.54% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.47% |
| STATE BANK OF INDIA | Financial Services | 3.39% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 3.19% |
| INTERGLOBE AVIATION LIMITED | Industrials | 3.12% |
| POLYCAB INDIA LIMITED | Industrials | 3.10% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 3.05% |
| DELHIVERY LIMITED | Industrials | 3.00% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.92% |
| BANK OF BARODA | Financial Services | 2.82% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 2.82% |
| AAVAS FINANCIERS LIMITED | Financial Services | 2.75% |
| PB FINTECH LIMITED | Financial Services | 2.73% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 2.71% |
| AFFLE (INDIA) LIMITED | Technology | 2.66% |
| FIVE-STAR BUSINESS FINANCE LIMITED | Financial Services | 2.58% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 2.57% |
| INDEGENE LIMITED | Healthcare | 2.54% |
| KIRLOSKAR PNEUMATIC COMPANY LTD. | Industrials | 2.51% |
| UJJIVAN SMALL FINANCE BANK LIMITED | Financial Services | 2.30% |
| TD POWER SYSTEMS LIMITED | Industrials | 2.03% |
| S.J.S. ENTERPRISES LIMITED | Consumer Cyclical | 1.99% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 10 | 27.49% |
| Capital Goods | — | 12.62% |
| Consumer Services | — | 12.31% |
| Information Technology | — | 10.05% |
| Services | — | 6.12% |
| Automobile and Auto Components | — | 6.07% |
| Healthcare | 2 | 3.71% |
| Fast Moving Consumer Goods | — | 3.68% |
| Construction | — | 3.47% |
| Construction Materials | — | 2.92% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.12% | 0.75% | 4.12% | 7.11% | 12.62% | 82.3% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 34.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹561 Cr | 0.98% | +15.33% | — | 5★ |
| Axis Business Cycles Fund - Direct Plan - Growth | Axis Mutual Fund | ₹2,079 Cr | 1.99% | +14.94% | — | 4★ |
| Union Business Cycle Fund - Direct Plan - Growth Option | Union Mutual Fund | ₹507 Cr | 2.01% | — | — | 3★ |
| Union Business Cycle Fund - Direct Plan - IDCW Option | Union Mutual Fund | ₹507 Cr | 2.01% | — | — | 3★ |
| Edelweiss Business Cycle Fund - Direct Plan - Growth | Edelweiss Mutual Fund | ₹1,498 Cr | 0.59% | — | — | 1★ |
| Bank of India Business Cycle Fund - Direct Plan - Growth | Bank of India Mutual Fund | ₹467 Cr | 1.36% | — | — | 1★ |
| Bandhan Business Cycle Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹1,227 Cr | 2.71% | — | — | 2★ |
| Invesco India Business Cycle Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹1,016 Cr | 0.68% | — | — | 5★ |
| ITI Business Cycle Fund- Direct Plan- Growth | ITI Mutual Fund | ₹103 Cr | 0.62% | — | — | — |