Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 26-10-2026
NAV ₹10.13(R) +1.51% ₹10.5(D) +1.52%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -9.71% -% -% -% -%
Direct -8.37% -% -% -% -%
Benchmark
SIP (XIRR) Regular -8.68% -% -% -% -%
Direct -7.31% -% -% -% -%
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: 26-10-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.13
0.1500
1.5100%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.13
0.1500
1.5100%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.13
0.1500
1.5100%
Sundaram Business Cycle Fund Direct Plan Growth 10.5
0.1600
1.5200%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.5
0.1600
1.5200%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.5
0.1600
1.5200%

Review Date: 26-10-2026

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 % -7.28
-4.82
-8.53 | -1.77 13 | 14 Poor
3M Return % -7.68
-6.01
-9.17 | -3.62 13 | 14 Poor
6M Return % -0.62
-2.66
-7.22 | 4.53 4 | 14 Very Good
1Y Return % -9.71
-5.55
-11.23 | 2.22 12 | 13 Average
1Y SIP Return % -8.68
-5.99
-12.80 | 5.45 10 | 13 Average
Return data last Updated On : Oct. 26, 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

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.18 -4.74 -8.40 | -1.67 13 | 14 Poor
3M Return % -7.35 -5.70 -8.83 | -3.27 13 | 14 Poor
6M Return % 0.10 -2.01 -6.51 | 5.29 3 | 14 Very Good
1Y Return % -8.37 -4.28 -9.91 | 3.70 12 | 13 Average
1Y SIP Return % -7.31 -4.72 -11.41 | 7.02 10 | 13 Average
Return data last Updated On : Oct. 26, 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
26-10-2026 10.126 10.4983
23-10-2026 9.9753 10.3408
22-10-2026 10.2355 10.6101
21-10-2026 10.3711 10.7503
19-10-2026 10.6229 11.0104
16-10-2026 10.7629 11.1542
15-10-2026 10.7341 11.1239
14-10-2026 10.8744 11.2688
13-10-2026 10.948 11.3446
12-10-2026 10.8732 11.2666
09-10-2026 10.7954 11.1848
08-10-2026 10.6916 11.0768
07-10-2026 10.975 11.3699
06-10-2026 10.9798 11.3744
05-10-2026 10.9302 11.3226
01-10-2026 10.8317 11.2188
30-09-2026 10.9728 11.3645
29-09-2026 10.9561 11.3467
28-09-2026 10.9212 11.3101

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.