Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 12-06-2026
NAV ₹10.34(R) +3.16% ₹10.66(D) +3.17%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.93% -% -% -% -%
Direct -2.45% -% -% -% -%
Benchmark
SIP (XIRR) Regular -4.29% -% -% -% -%
Direct -2.87% -% -% -% -%
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: 12-06-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.34
0.3200
3.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.34
0.3200
3.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.34
0.3200
3.1600%
Sundaram Business Cycle Fund Direct Plan Growth 10.66
0.3300
3.1700%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.66
0.3300
3.1700%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.66
0.3300
3.1700%

Review Date: 12-06-2026

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 % 1.76
1.80
0.58 | 4.84 6 | 13 Good
3M Return % 8.13
6.28
1.17 | 14.17 2 | 13 Very Good
6M Return % -4.65
-2.25
-13.85 | 4.57 11 | 13 Average
1Y Return % -3.93
-0.77
-9.36 | 4.84 10 | 13 Average
1Y SIP Return % -4.29
-0.75
-15.31 | 11.10 11 | 13 Average
Return data last Updated On : June 12, 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 % 1.88 1.92 0.71 | 4.98 6 | 13 Good
3M Return % 8.52 6.63 1.56 | 14.61 2 | 13 Very Good
6M Return % -3.95 -1.60 -13.41 | 5.37 11 | 13 Average
1Y Return % -2.45 0.59 -8.27 | 6.53 10 | 13 Average
1Y SIP Return % -2.87 0.58 -14.36 | 12.76 11 | 13 Average
Return data last Updated On : June 12, 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
12-06-2026 10.3404 10.6627
11-06-2026 10.0233 10.3352
10-06-2026 10.1682 10.4843
09-06-2026 10.3163 10.6366
08-06-2026 10.1629 10.478
05-06-2026 10.3811 10.7016
04-06-2026 10.4206 10.742
03-06-2026 10.3581 10.6771
02-06-2026 10.415 10.7353
01-06-2026 10.357 10.6751
29-05-2026 10.4849 10.8056
27-05-2026 10.5861 10.9091
26-05-2026 10.5786 10.9009
25-05-2026 10.5319 10.8524
22-05-2026 10.4415 10.7579
21-05-2026 10.3952 10.7098
20-05-2026 10.3559 10.6689
19-05-2026 10.3168 10.6282
18-05-2026 10.2259 10.5341
15-05-2026 10.3107 10.6203
14-05-2026 10.3439 10.654
13-05-2026 10.1943 10.4995
12-05-2026 10.162 10.4658

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.