Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 29-04-2026
NAV ₹10.23(R) +0.55% ₹10.53(D) +0.56%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.87% -% -% -% -%
Direct 0.67% -% -% -% -%
Benchmark
SIP (XIRR) Regular -5.71% -% -% -% -%
Direct -4.29% -% -% -% -%
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: 29-04-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.23
0.0600
0.5500%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.23
0.0600
0.5500%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.23
0.0600
0.5500%
Sundaram Business Cycle Fund Direct Plan Growth 10.53
0.0600
0.5600%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.53
0.0600
0.5600%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.53
0.0600
0.5600%

Review Date: 29-04-2026

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 % 13.32
12.75
10.07 | 17.37 4 | 13 Very Good
3M Return % -0.95
1.16
-4.25 | 9.21 11 | 13 Average
6M Return % -9.11
-4.62
-16.55 | 0.73 12 | 13 Average
1Y Return % -0.87
4.04
-4.25 | 10.34 12 | 13 Average
1Y SIP Return % -5.71
0.74
-14.15 | 9.20 12 | 13 Average
Return data last Updated On : April 29, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 13.46 12.87 10.21 | 17.48 4 | 13 Very Good
3M Return % -0.60 1.46 -4.04 | 9.40 11 | 13 Average
6M Return % -8.44 -4.00 -16.11 | 1.53 12 | 13 Average
1Y Return % 0.67 5.46 -3.06 | 12.13 12 | 13 Average
1Y SIP Return % -4.29 2.07 -13.17 | 10.94 12 | 13 Average
Return data last Updated On : April 29, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
29-04-2026 10.2327 10.5332
28-04-2026 10.1764 10.4748
27-04-2026 10.1893 10.4876
24-04-2026 10.0691 10.3627
23-04-2026 10.1402 10.4355
22-04-2026 10.2274 10.5248
21-04-2026 10.2307 10.5278
20-04-2026 10.1645 10.4592
17-04-2026 10.1524 10.4456
16-04-2026 10.0403 10.3298
15-04-2026 9.9751 10.2623
13-04-2026 9.8011 10.0825
10-04-2026 9.8865 10.1692
09-04-2026 9.7181 9.9955
08-04-2026 9.7785 10.0573
07-04-2026 9.3469 9.613
06-04-2026 9.3658 9.6321
02-04-2026 9.242 9.5032
01-04-2026 9.2638 9.5252
30-03-2026 9.0296 9.2838

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.