Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 20-07-2026
NAV ₹11.08(R) +0.16% ₹11.44(D) +0.17%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.21% -% -% -% -%
Direct 1.73% -% -% -% -%
Benchmark
SIP (XIRR) Regular 7.66% -% -% -% -%
Direct 9.21% -% -% -% -%
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: 20-07-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 11.08
0.0200
0.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 11.08
0.0200
0.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 11.08
0.0200
0.1600%
Sundaram Business Cycle Fund Direct Plan Growth 11.44
0.0200
0.1700%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 11.44
0.0200
0.1700%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 11.44
0.0200
0.1700%

Review Date: 20-07-2026

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 % 0.26
0.85
-1.88 | 6.03 9 | 13 Average
3M Return % 9.02
5.01
-1.34 | 10.06 3 | 13 Very Good
6M Return % 7.00
6.09
-0.25 | 13.19 6 | 13 Good
1Y Return % 0.21
1.25
-4.54 | 6.76 9 | 13 Average
1Y SIP Return % 7.66
6.53
-2.05 | 14.74 6 | 13 Good
Return data last Updated On : July 20, 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 % 0.37 0.95 -1.77 | 6.12 9 | 13 Average
3M Return % 9.41 5.36 -0.97 | 10.49 3 | 13 Very Good
6M Return % 7.77 6.78 0.50 | 14.05 6 | 13 Good
1Y Return % 1.73 2.62 -3.42 | 8.47 9 | 13 Average
1Y SIP Return % 9.21 7.93 -0.54 | 16.46 6 | 13 Good
Return data last Updated On : July 20, 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
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
25-06-2026 10.9091 11.255
24-06-2026 10.9095 11.2549
23-06-2026 10.8725 11.2163
22-06-2026 11.0524 11.4014

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.