Sundaram Business Cycle Fund Direct-Growth
Equity: Thematic-Business Cycle - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹10.61-1.30%
22 Oct 2026
Holdings Analysis
Equity, debt and cash allocation snapshot with market cap distribution for Sundaram Business Cycle Fund Direct-Growth.
Market Cap Distribution
Large Cap (18.3%)
Mid Cap (36.7%)
Small Cap (45.0%)
Historical Asset Allocation
| Asset | 30 Sep 2026 | 31 Aug 2026 | 31 Jul 2026 | 30 Jun 2026 | 31 May 2026 | 30 Apr 2026 |
|---|---|---|---|---|---|---|
| Equity | 97.08% | 99.62% | 97.19% | 97.63% | 97.27% | 99.20% |
| Debt | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% |
| Others (incl. cash) | 2.92% | 0.38% | 2.81% | 2.37% | 2.73% | 0.49% |
| Commodities | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Real Estate | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Portfolio Snapshot
No. of Securities
37
P/E Ratio
45.78
P/B Ratio
5.47
Top Holding %
4.20%
Top 5 Holdings %
19.56%
Top 10 Holdings %
36.69%
AUM
₹1,716 Cr
Expense Ratio
1.11%
Since Inception
2.58%
Max Drawdown
-0.19%
Top Portfolio Holdings by Weight
Latest portfolio holdings sorted by allocation weight. Includes instrument name, sector, number of shares, market value (₹ Cr) and percentage of net assets. Switch dates or categories using the controls below.
| Instrument | Sector | No. of Shares | Value (Rs. Cr) | Weight | Change |
|---|---|---|---|---|---|
| Radico Khaitan Ltd. | Consumer Staples | 1,65,050 | 72.06 | 4.20% | -1.03%↓ |
| Eternal Ltd. | Services | 21,44,971 | 68.64 | 4.00% | -0.82%↓ |
| MTAR Technologies Ltd. | Capital Goods | 83,711 | 65.27 | 3.80% | -0.05%↓ |
| TD Power Systems Ltd. | Capital Goods | 8,26,396 | 64.96 | 3.78% | -0.41%↓ |
| One 97 Communications Ltd. | Services | 3,86,484 | 64.85 | 3.78% | 0.95%↑ |
| Interglobe Aviation Ltd. | Services | 1,24,163 | 61.88 | 3.61% | -0.11%↓ |
| Shriram Finance Ltd | Financial | 6,07,582 | 59.71 | 3.48% | -0.38%↓ |
| FSN E-Commerce Ventures Ltd. | Services | 18,15,799 | 58.11 | 3.39% | -0.25%↓ |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2,48,584 | 57.28 | 3.34% | 0.35%↑ |
| Dhoot Transmission Ltd. | Capital Goods | 3,82,866 | 57 | 3.32% | 0.09%↑ |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 9,85,355 | 54.5 | 3.18% | -0.21%↓ |
| Lenskart Solutions Ltd. | Consumer Discretionary | 7,87,847 | 53.97 | 3.14% | 0.16%↑ |
| Oracle Financial Services Software Ltd. | Technology | 50,215 | 53.38 | 3.11% | -0.49%↓ |
| Thermax Ltd. | Capital Goods | 1,53,951 | 52.22 | 3.04% | - |
| Delhivery Ltd. | Services | 12,50,781 | 51.24 | 2.99% | -0.28%↓ |
| Ujjivan Small Finance Bank Ltd. | Financial | 74,99,680 | 50.62 | 2.95% | -0.02%↓ |
| Five-Star Business Finance Ltd. | Financial | 9,36,337 | 48.39 | 2.82% | -0.05%↓ |
| Polycab India Ltd. | Capital Goods | 60,191 | 48.31 | 2.81% | -0.44%↓ |
| Coforge Ltd. | Technology | 2,75,933 | 48.26 | 2.81% | 0.66%↑ |
| GE Vernova T&D India Ltd | Capital Goods | 1,14,817 | 48.23 | 2.81% | -0.11%↓ |
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Sector-wise Portfolio Allocation
Equity exposure by sector as a percentage of total net assets, tracked across recent portfolio dates. Identifies concentration risk and sector rotation trends in the fund's holdings.
| Sector | 30 Sep 2026 | 31 Aug 2026 | 31 Jul 2026 | 30 Jun 2026 | 31 May 2026 | 30 Apr 2026 |
|---|---|---|---|---|---|---|
| Capital Goods | 27.35% | 22.59% | 19.20% | 17.19% | 14.10% | 12.61% |
| Services | 22.24% | 26.79% | 20.85% | 20.97% | 20.34% | 23.45% |
| Financial | 17.30% | 18.37% | 22.53% | 27.66% | 26.96% | 24.77% |
| Technology | 10.79% | 10.91% | 12.51% | 12.86% | 12.40% | 10.05% |
| Consumer Discretionary | 6.32% | 6.38% | 5.02% | 2.81% | 2.01% | 2.71% |
| Consumer Staples | 4.20% | 5.23% | 5.32% | 4.87% | 4.49% | 4.78% |
| Automobile | 3.94% | 4.28% | 4.47% | 4.12% | 5.57% | 5.59% |
| Healthcare | 2.76% | 2.81% | 2.48% | 2.55% | 2.62% | 3.71% |
| Metals & Mining | 2.18% | 2.26% | 1.97% | - | 3.95% | 2.82% |
| Materials | - | - | 2.84% | 2.70% | 2.86% | 2.92% |
| Energy | - | - | - | 1.90% | 1.97% | 1.00% |
| Construction | - | - | - | - | - | 3.47% |
| Communication | - | - | - | - | - | 1.33% |
Equity Insights
A detailed look at the equity holdings of this scheme — aggregated scores on value, momentum, quality parameters along with diversification and performance analysis.
Style Analysis
Value score
37.6 / 100
Weighted average Value score is 37.6. This indicates that portfolio is relatively reasonably valued using composite of value measures.
Price Momentum score
56.9 / 100
Weighted average Price Momentum score is 56.9. This indicates that portfolio has average momentum using composite of momentum measures.
Quality score
64.8 / 100
Weighted average Quality score is 64.8. This indicates that portfolio has average quality using composite of quality measures.
QVM score
55.2 / 100
Weighted average QVM score is 55.2. This indicates that portfolio has average QVM score and hence a neutral stance is warranted.
Red Flags
Frequently Asked Questions
What are the top holdings of Sundaram Business Cycle Fund Direct-Growth?
The top holdings of Sundaram Business Cycle Fund Direct-Growth as of 30 Sep 2026 are Radico Khaitan Ltd. (4.20%), Eternal Ltd. (4.00%), MTAR Technologies Ltd. (3.80%), TD Power Systems Ltd. (3.78%), One 97 Communications Ltd. (3.78%). These top 5 stocks together account for 19.56% of the total portfolio. You can view the complete holdings breakdown above.
How many stocks does Sundaram Business Cycle Fund Direct-Growth hold in its portfolio?
Sundaram Business Cycle Fund Direct-Growth holds 37 stocks in its portfolio as of 30 Sep 2026. The fund's portfolio size reflects the fund manager's investment approach, a more concentrated portfolio indicates higher conviction bets, while a larger number of holdings suggests a more diversified strategy.
What is the sector allocation of Sundaram Business Cycle Fund Direct-Growth?
As of 30 Sep 2026, Sundaram Business Cycle Fund Direct-Growth's top sector allocations are Capital Goods (27.35%), Services (22.24%), Financial (17.30%). You can find detailed sector allocation above.
What is the equity and debt allocation of Sundaram Business Cycle Fund Direct-Growth?
As of 30 Sep 2026, Sundaram Business Cycle Fund Direct-Growth has 97.08% allocated to equity, and 0.00% to debt. You can also check the historical trends above.
What is the market cap allocation of Sundaram Business Cycle Fund Direct-Growth?
As of 30 Sep 2026, Sundaram Business Cycle Fund Direct-Growth's market cap allocation is 18.28% in large caps, 36.71% in mid caps, and 45.01% in small caps.
What is the PE ratio of Sundaram Business Cycle Fund Direct-Growth's portfolio?
The portfolio PE ratio of Sundaram Business Cycle Fund Direct-Growth is 45.78 as of 30 Sep 2026. The portfolio PE ratio tells you how expensive or cheap the fund's holdings are relative to their earnings.
What is the credit quality of Sundaram Business Cycle Fund Direct-Growth?
A credit rating breakdown is not available for Sundaram Business Cycle Fund Direct-Growth — its non-equity allocation was 0.00% as of the latest disclosure. This is common when a fund's non-equity holdings are mostly cash or short-term money market instruments, which aren't assigned a credit rating the way bonds are.
When is the latest portfolio disclosure for Sundaram Business Cycle Fund Direct-Growth?
The latest portfolio disclosure for Sundaram Business Cycle Fund Direct-Growth is as of 30 Sep 2026. SEBI requires all mutual funds to disclose their complete portfolio holdings on a monthly basis, typically within 10 days of the end of each month.