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Sundaram Business Cycle Fund Regular Plan IDCW Payout
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 51/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.14%
- AUM (15%)₹1,747 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Thematic
₹11.83
AUM: ₹1,747 Cr
NAV updated 7 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Expense Ratio
1.14%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Bharath S.
Inception
Jun 2024
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.08
Std Dev (1Y)
16.74%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.06%
3m
+4.94%
6m
+19.92%
1y
+2.57%
3y
—
5y
—
10y
—
since inception
+6.09%
TopFund's Take on Sundaram Business Cycle Fund Regular Plan IDCW Payout
Sundaram Business Cycle Fund Regular Plan IDCW Payout sits in the middle of the pack for Thematic funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 51/100.
Cost: At 1.14%, the expense ratio runs 15% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.08 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.74% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Business Cycle Fund Regular Plan IDCW Payout
The current NAV (Net Asset Value) of Sundaram Business Cycle Fund Regular Plan IDCW Payout is ₹11.83. NAV is updated every business day after market close by AMFI.
1Y: 2.57%
The expense ratio of Sundaram Business Cycle Fund Regular Plan IDCW Payout is 1.14% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Business Cycle Fund Regular Plan IDCW Payout is managed by Bharath S. at Sundaram Mutual Fund.
Sundaram Business Cycle Fund Regular Plan IDCW Payout is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Business Cycle Fund Regular Plan IDCW Payout is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Business Cycle Fund Regular Plan IDCW Payout with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Business Cycle Fund Regular Plan IDCW Payout is ₹1,747 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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