Sundaram Business Cycle Fund Direct Plan Growth

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NAV: ₹ 11.2188 ↓ -1.28%
[as on 1 October, 2026]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Sundaram Business Cycle Fund Direct Plan Growth and its peers as on 1 October, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Business Cycle Fund Direct Plan Growth 0.05% -1.28% -2.53% -5.7% -1.61% 0.04%----
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH -12.49% -1.3% -3.53% -6.07% -7.61% -12.86% 4.04% 10.56% 14% 13.47%
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth -8.41% -0.51% -2.15% -6.2% -4.8% -4.64% 7.63% 7.46% 11.9% 11.24%
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH 20.71% -0.29% -3.55% -3.34% 2.86% 20.19% 22.83% 17.78% 26.13% 14.6%
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH -2.81% -1% -2.42% -3.71% -6.43% 0.48% 11.75% 15.13% 18.63% 15.01%
SBI COMMA Fund - DIRECT PLAN - Growth 2.08% -1.4% -3.17% -5.11% -1.39% 7.79% 14.04% 9.74% 18.44% 14.92%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--------- 2.3%

Discrete returns (monthly)

MonthDec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
Returns -0.77% -5.5% -3.15% -11.43% 9.98% 1.91% 5.8% 0.81% 5.27% -4.48%

Returns from spefic dates

DescriptionCAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 0.61%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
99.62% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 0.38%

Equity

NameSymbol / ISINSectorWeight %Other links
Radico Khaitan LtdRADICO (INE944F01028)Beverages5.23%
Eternal Ltd (Previously Zomato Ltd)ETERNAL (INE758T01015)Retailing4.81%
PB Fintech LtdPOLICYBZR (INE417T01026)Financial Technology (Fintech)4.28%
TD Power Systems Ltd (INE419M01035)Electrical Equipment4.19%
Shriram Finance LtdSHRIRAMFIN (INE721A01047)Finance3.86%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment3.85%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services3.72%
FSN ECommerce Ventures Ltd(NYKAA)NYKAA (INE388Y01029)Retailing3.63%
Oracle Financial Services Software LtdOFSS (INE881D01027)It - Software3.60%
Kalyan Jewellers India LtdKALYANKJIL (INE303R01014)Consumer Durables3.39%
Delhivery LtdDELHIVERY (INE148O01028)Transport Services3.27%
Polycab India LtdPOLYCAB (INE455K01017)Industrial Products3.25%
Dhoot Transmission Ltd (INE01NH01023)Auto Components3.23%
Kirloskar Oil Engines LtdKIRLOSENG (INE146L01010)Industrial Products2.99%
Lenskart Solutions LimitedLENSKART (INE956O01016)Retailing2.99%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks2.97%
Nippon Life India Asset Management LtdNAM-INDIA (INE298J01013)Capital Markets2.93%
GE Vernova T and D India LtdGVT&D (INE200A01026)Electrical Equipment2.92%
Five-Star Business Finance LtdFIVESTAR (INE128S01021)Finance2.87%
One 97 Communications LtdPAYTM (INE982J01020)Financial Technology (Fintech)2.83%
Indegene LimitedINDGN (INE065X01017)Healthcare Services2.81%
Affle (India) LtdAFFLE (INE00WC01027)It - Services2.70%
S.J.S. Enterprises LtdSJS (INE284S01014)Auto Components2.47%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.45%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services2.43%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)360ONE (INE466L01038)Capital Markets2.40%
Aavas Financiers LtdAAVAS (INE216P01012)Finance2.27%
Vedanta Aluminium Metal LtdVAML (INE1CDF01017)Non - Ferrous Metals2.26%
Coforge LtdCOFORGE (INE591G01025)It - Software2.15%
Kirlosakar Pneumatic Company Ltd (INE811A01038)Industrial Products2.15%
Tips Music LtdTIPSMUSIC (INE716B01029)Entertainment1.83%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles1.78%DCF
IndusInd Bank LtdINDUSINDBK (INE095A01012)Banks1.08%DCF
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles0.03%

Debt

NameIsinRatingWeight %Yield
Portfolio data is as on date 31 August, 2026

NAV history

Sundaram Business Cycle Fund Direct Plan Growth - 30 days NAV (Net asset value) history

DateNAV% change
1 October, 202611.2188 -1.28%
30 September, 202611.3645 0.16%
29 September, 202611.3467 0.32%
28 September, 202611.3101 -1.7%
25 September, 202611.5058 -0.03%
24 September, 202611.5098 -3.28%
23 September, 202611.9005 0.76%
22 September, 202611.8105 0.43%
21 September, 202611.7602 -0.56%
18 September, 202611.8267 1.77%
17 September, 202611.6206 0.57%
16 September, 202611.5544 -0.11%
15 September, 202611.5668 -2.98%
11 September, 202611.9226 0.33%
10 September, 202611.8838 0%
9 September, 202611.8835 -0.81%
8 September, 202611.9811 0.97%
7 September, 202611.8658 -0.19%
4 September, 202611.8879 -0.08%
3 September, 202611.8970 0.53%
2 September, 202611.8342 -0.53%
1 September, 202611.8970 -1.68%
31 August, 202612.1007 0.58%
28 August, 202612.0305 -0.26%
27 August, 202612.0616 -0.11%
26 August, 202612.0746 0.25%
25 August, 202612.0441 0.31%
24 August, 202612.0070 -0.57%
21 August, 202612.0755 0.21%
20 August, 202612.0502

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Business Cycle Fund Direct Plan Growth?
    The latest NAV of Sundaram Business Cycle Fund Direct Plan Growth is 11.2188 as on 1 October, 2026.
  • What are YTD (year to date) returns of Sundaram Business Cycle Fund Direct Plan Growth?
    The YTD (year to date) returns of Sundaram Business Cycle Fund Direct Plan Growth are 0.05% as on 1 October, 2026.
  • What are 1 year returns of Sundaram Business Cycle Fund Direct Plan Growth?
    The 1 year returns of Sundaram Business Cycle Fund Direct Plan Growth are 0.04% as on 1 October, 2026.
  • What are top 10 holdings of Sundaram Business Cycle Fund Direct Plan Growth?
    Top 10 holdings of Sundaram Business Cycle Fund Direct Plan Growth are:
    • Radico Khaitan Ltd
    • Eternal Ltd (Previously Zomato Ltd)
    • PB Fintech Ltd
    • TD Power Systems Ltd
    • Shriram Finance Ltd
    • MTAR Technologies Ltd
    • Interglobe Aviation Ltd
    • FSN ECommerce Ventures Ltd(NYKAA)
    • Oracle Financial Services Software Ltd
    • Kalyan Jewellers India Ltd
    • Delhivery Ltd
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Business Cycle Fund Direct Plan Growth?
    Sundaram Business Cycle Fund Direct Plan Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.