Sundaram Business Cycle Fund
Sundaram Mutual Fund · FM: Sandeep Agarwal, Madanagopal Ramu, Shalav Saket · INF903JA1LQ6 · Direct
NAV ₹11.81 AUM ₹1663 Cr as of 22 Sep 2026
Portfolio as of Jul 2026 · Last Update: 16-Aug-2026 05:02 PM IST
Returns
| 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | Rank (1Y) | TER | |
|---|---|---|---|---|---|---|---|---|---|
| Fund | +0.4% | -1.2% | +5.3% | +24.3% | +3.0% | — | — | 120/234 | 1.14% |
Equity allocation
97.17%
Non-equity allocation (combined)
2.83%
All Equity Holdings (33) as of Jul 2026
| # | Company | Value (₹ Cr) | % of AUM | Change |
|---|---|---|---|---|
| 1 | Radico Khaitan Ltd | 88.4 | 5.32% | — |
| 2 | Eternal Ltd (Previously Zomato Ltd) | 77.5 | 4.66% | — |
| 3 | Oracle Financial Services Software Ltd | 74.8 | 4.50% | — |
| 4 | Kalyan Jewellers India Ltd | 67.5 | 4.06% | — |
| 5 | TD Power Systems Ltd | 66.7 | 4.01% | — |
| 6 | Interglobe Aviation Ltd | 64.2 | 3.86% | — |
| 7 | Shriram Finance Ltd | 63.6 | 3.82% | — |
| 8 | Five-Star Business Finance Ltd | 63.6 | 3.82% | — |
| 9 | FSN E–Commerce Ventures Ltd(NYKAA) | 60.5 | 3.64% | — |
| 10 | Delhivery Ltd | 60.3 | 3.63% | — |
| 11 | Polycab India Ltd | 54.8 | 3.30% | — |
| 12 | MTAR Technologies Ltd | 54.7 | 3.29% | — |
| 13 | Kirloskar Oil Engines Ltd | 54.4 | 3.27% | — |
| 14 | Ujjivan Small Finance Bank Ltd | 53.8 | 3.24% | — |
| 15 | Rate Gain Travel Technologies Ltd | 53.7 | 3.23% | — |
| 16 | PB Fintech Ltd | 50.9 | 3.06% | — |
| 17 | Nippon Life India Asset Management Ltd | 50.7 | 3.05% | — |
| 18 | GE Vernova T and D India Ltd | 49.6 | 2.99% | — |
| 19 | Ultratech Cement Ltd | 47.2 | 2.84% | — |
| 20 | Affle (India) Ltd | 46.8 | 2.81% | — |
| 21 | Aavas Financiers Ltd | 42.8 | 2.57% | — |
| 22 | S.J.S. Enterprises Ltd | 41.4 | 2.49% | — |
| 23 | Indegene Limited | 41.3 | 2.48% | — |
| 24 | Bank of Baroda | 40.9 | 2.46% | — |
| 25 | 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 40.5 | 2.43% | — |
| 26 | Kirlosakar Pneumatic Company Ltd | 39.0 | 2.34% | — |
| 27 | Tips Music Ltd | 33.1 | 1.99% | — |
| 28 | Vedanta Aluminium Metal Ltd | 32.8 | 1.97% | — |
| 29 | Coforge Ltd | 32.6 | 1.96% | — |
| 30 | Mahindra & Mahindra Ltd | 32.2 | 1.94% | — |
| 31 | IndusInd Bank Ltd | 18.8 | 1.13% | — |
| 32 | Amber Enterprises India Ltd | 16.1 | 0.97% | — |
| 33 | TVS Motor Company Ltd | 0.6 | 0.04% | — |
All disclosed equity positions are shown. Non-equity allocation is the remaining portfolio weight after disclosed equities.