Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 28-07-2026
NAV ₹11.07(R) +0.91% ₹11.43(D) +0.91%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.16% -% -% -% -%
Direct 3.71% -% -% -% -%
Benchmark
SIP (XIRR) Regular 10.07% -% -% -% -%
Direct 11.65% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/12/2025 1818 Cr

No data available

NAV Date: 28-07-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 11.07
0.1000
0.9100%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 11.07
0.1000
0.9100%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 11.07
0.1000
0.9100%
Sundaram Business Cycle Fund Direct Plan Growth 11.43
0.1000
0.9100%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 11.43
0.1000
0.9100%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 11.43
0.1000
0.9100%

Review Date: 28-07-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.05
0.90
-2.40 | 8.56 2 | 15 Very Good
3M Return % 8.77
4.08
-0.40 | 11.42 3 | 15 Very Good
6M Return % 6.87
5.99
-1.00 | 18.51 5 | 14 Good
1Y Return % 2.16
3.37
-1.27 | 13.93 9 | 14 Average
1Y SIP Return % 10.07
8.40
-0.03 | 25.01 4 | 14 Very Good
Return data last Updated On : July 28, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.16 1.02 -2.28 | 8.66 2 | 15 Very Good
3M Return % 9.16 4.45 -0.03 | 11.82 3 | 15 Very Good
6M Return % 7.63 6.69 -0.26 | 19.39 5 | 14 Good
1Y Return % 3.71 4.80 -0.10 | 15.67 9 | 14 Average
1Y SIP Return % 11.65 9.85 1.50 | 26.83 4 | 14 Very Good
Return data last Updated On : July 28, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Sundaram Business Cycle Fund NAV Regular Growth Sundaram Business Cycle Fund NAV Direct Growth
28-07-2026 11.0687 11.4346
27-07-2026 10.9689 11.3311
24-07-2026 10.7667 11.1209
23-07-2026 10.7831 11.1373
22-07-2026 10.8899 11.2473
21-07-2026 11.0558 11.4181
20-07-2026 11.081 11.4436
17-07-2026 11.0632 11.4239
16-07-2026 11.1149 11.4768
15-07-2026 11.1868 11.5506
14-07-2026 11.0808 11.4407
13-07-2026 11.1976 11.5609
10-07-2026 11.2166 11.5791
09-07-2026 11.0533 11.4101
08-07-2026 10.8328 11.182
07-07-2026 11.0469 11.4025
06-07-2026 11.0832 11.4396
03-07-2026 11.005 11.3575
02-07-2026 11.0971 11.4521
01-07-2026 11.0496 11.4026
30-06-2026 10.9454 11.2946
29-06-2026 10.8467 11.1923

Fund Launch Date: 25/Jun/2024
Fund Category: Business Cycle Fund
Investment Objective: To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals
Fund Description: An open ended equity scheme following business cycles based investing theme Launch
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.