Sectoral/ ThematicSundaram Asset Management Company LtdNot enough history yet

Sundaram Business Cycle Fund Direct Plan Growth

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹12.1007

NAV (2026-08-31)

₹1,747.12 Cr

AUM (2026-08-31)

1.17%

EXPENSE RATIO (DIRECT)

2024-06-05

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Electrical Equipment 10.2862%Finance 10.2214%IT - Software 9.6939%Industrial Products 8.9133%Retailing 8.3045%Transport Services 7.4871%Banks 6.8293%Capital Markets 5.4837%Beverages 5.3155%Consumer Durables 5.0248%Financial Technology (Fintech) 3.0637%Cement & Cement Products 2.8395%IT - Services 2.8149%Other 2.8117%Auto Components 2.4924%Healthcare Services 2.483%Entertainment 1.9903%Automobiles 1.975%Non - Ferrous Metals 1.9699%

TOP HOLDINGS

Radico Khaitan Ltd (Beverages)5.3155%

Eternal Ltd (Previously Zomato Ltd) (Retailing)4.6634%

Oracle Financial Services Software Ltd (IT - Software)4.5006%

TREPS ()4.0692%

Kalyan Jewellers India Ltd (Consumer Durables)4.0584%

TD Power Systems Ltd (Electrical Equipment)4.0133%

Interglobe Aviation Ltd (Transport Services)3.8615%

Shriram Finance Ltd (Finance)3.8249%

Five-Star Business Finance Ltd (Finance)3.8247%

FSN E–Commerce Ventures Ltd(NYKAA) (Retailing)3.6411%

Matching peers needs three years of risk history, which this fund does not have yet.

45.9667

P/E Ratio

6.8147

P/B Ratio

0.885

Dividend Yield (%)

103.9

Portfolio Turnover - Equity (%)

CHART

Asset Allocation

As of Jul-2026

Equity 97.19%Debt 0%Cash 2.81%

CHART

Market Cap Split

As of Jul-2026

Large 28%Mid 28.7%Small 42.9%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.