What are the 1-year returns of Sundaram Business Cycle Fund Direct Plan IDCW Payout?

Sundaram Business Cycle Fund Direct Plan IDCW Payout has delivered +1.27% returns over the past 1 year.

Who manages Sundaram Business Cycle Fund Direct Plan IDCW Payout?

Sundaram Business Cycle Fund Direct Plan IDCW Payout is managed by Sundaram Mutual Fund and falls under the Equity category.

Mutual Funds

Sundaram Business Cycle Fund Direct Plan IDCW Payout

Q: What is the current NAV of Sundaram Business Cycle Fund Direct Plan IDCW Payout?

The latest NAV of Sundaram Business Cycle Fund Direct Plan IDCW Payout is ₹11.42 as of 2026-07-17.

Sundaram Mutual FundSectoral/ThematicVery High Risk

₹11.42-0.05 (-0.46%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹1,650 Cr

1Y Return

+1.3%

3Y CAGR

5Y CAGR

Expense

0.60%

Risk

Very High

Sundaram Business Cycle Fund Direct Plan IDCW Payout

₹11.42-0.46%

1Y Return

+1.3%

3Y CAGR

5Y CAGR

Since Inception

+6.6%

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NAV History

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52-Week NAV Range

₹9.28

₹11.58

93% from 52W low

Fund Information

Sectoral/ThematicEquitySince 26-06-2024

Fund House

Sundaram Mutual Fund

Portfolio Composition

Asset Allocation

Equity97.6%

Cash2.4%

Market Cap Split

Large Cap26.0%

Mid Cap28.7%

Small Cap34.6%

Top Holdings

53 stocks

Weight1M Change

Oracle Financial Services Software Ltd

Technology

4.13%0.0%

Eternal Ltd

Consumer Cyclical

4.02%-24.4%

Radico Khaitan Ltd

Consumer Defensive

3.68%+28.5%

Shriram Finance Ltd

Financial Services

3.61%+11.3%

MTAR Technologies Ltd

Industrials

3.54%+100.0%

Larsen & Toubro Ltd

Industrials

3.47%-28.5%

State Bank of India

Financial Services

3.39%+18.8%

Jubilant Foodworks Ltd

Consumer Cyclical

3.19%+34.2%

InterGlobe Aviation Ltd

Industrials

3.12%+31.8%

Polycab India Ltd

Industrials

3.10%-10.3%

Sector Allocation

Weight1M Change

Financial Services

27.5%+100%

Industrials

22.2%+100%

Consumer Cyclical

20.0%-100%

Technology

8.5%-4%

Communication Services

6.9%+83%

Basic Materials

5.7%+42%

Healthcare

3.7%0%

Consumer Defensive

3.7%+29%

Energy

1.0%0%

Fundamentals

P/E Ratio

27.15

Cat avg: 29.36

P/B Ratio

4.35

Cat avg: 4.46

Dividend Yield

1.10%

Cat avg: 1.20%

Price/Sale

3.16

Price/Cash Flow

22.13

Peer Comparison

Fund	AUM (Cr)	Exp %	1Y	3Y	5Y
Sundaram Business Cycle Dir IDCW-P	1,650	0.60	+1.3%	-	-
ICICI Pru India Opports Dir IDCW-P	37,257	0.60	+1.8%	+17.2%	+19.4%
ICICI Pru Business Cycle Dir IDCW-P	16,138	0.67	+2.1%	+16.8%	+17.1%
HDFC Defence Dir IDCW-P	10,529	0.86	+19.5%	+41.4%	-
HDFC Manufacturing Dir IDCW-P	10,328	0.87	+6.4%	-	-
Franklin India Opportunities Dir IDCW-P	9,192	0.47	+2.4%	+22.5%	+19.0%
Nippon India Power & Infra Dir Bns	8,043	0.82	+9.1%	+22.7%	+22.9%
ICICI Pru Innovt Dir IDCW-P	7,609	0.67	+4.6%	+20.4%	-
ICICI Pru Manufacturing Dir IDCW-P	6,843	0.72	+9.2%	+21.6%	+19.9%
SBI PSU Dir IDCW-P	6,684	0.85	+7.2%	+26.3%	+24.3%

What If I Had Invested?

Investment Amount

₹

NAV history not available for this range

Key Metrics

AUM₹1,650 Cr

Expense Ratio0.60%

Volatility (3Y)-

Sharpe Ratio-

Sortino Ratio-

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings36

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Key Metrics

AUM₹1,650 Cr

Expense Ratio0.60%

Volatility (3Y)-

Sharpe Ratio-

Sortino Ratio-

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings36

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.