Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 16-01-2026
NAV ₹10.62(R) -0.46% ₹10.89(D) -0.45%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.8% -% -% -% -%
Direct 3.4% -% -% -% -%
Benchmark
SIP (XIRR) Regular 0.36% -% -% -% -%
Direct 1.98% -% -% -% -%
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: 30/06/2025 1712 Cr

No data available

NAV Date: 16-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.62
-0.0500
-0.4600%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.62
-0.0500
-0.4600%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.62
-0.0500
-0.4600%
Sundaram Business Cycle Fund Direct Plan Growth 10.89
-0.0500
-0.4500%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.89
-0.0500
-0.4500%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.89
-0.0500
-0.4500%

Review Date: 16-01-2026

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 % -1.37
-0.06
-1.37 | 1.99 9 | 9 Average
3M Return % -4.72
-2.00
-4.95 | 3.25 8 | 9 Average
6M Return % -4.14
-1.89
-7.23 | 2.83 7 | 9 Average
1Y Return % 1.80
3.81
-5.17 | 10.50 7 | 9 Average
1Y SIP Return % 0.36
5.06
-2.58 | 14.31 7 | 9 Average
Return data last Updated On : Jan. 16, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -1.24 0.05 -1.24 | 2.12 9 | 9 Average
3M Return % -4.35 -1.67 -4.68 | 3.67 8 | 9 Average
6M Return % -3.38 -1.22 -6.69 | 3.67 7 | 9 Average
1Y Return % 3.40 5.28 -3.68 | 12.31 7 | 9 Average
1Y SIP Return % 1.98 6.54 -1.06 | 16.19 7 | 9 Average
Return data last Updated On : Jan. 16, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
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
16-01-2026 10.6194 10.8871
14-01-2026 10.6682 10.9362
13-01-2026 10.6322 10.8989
12-01-2026 10.6258 10.8919
09-01-2026 10.6555 10.921
08-01-2026 10.7545 11.022
07-01-2026 10.8982 11.1688
06-01-2026 10.9132 11.1838
05-01-2026 10.9866 11.2586
02-01-2026 10.9853 11.2558
01-01-2026 10.9438 11.2129
31-12-2025 10.9029 11.1705
30-12-2025 10.7855 11.0498
29-12-2025 10.8113 11.0758
26-12-2025 10.871 11.1356
24-12-2025 10.887 11.1511
23-12-2025 10.8755 11.1389
22-12-2025 10.8622 11.1248
19-12-2025 10.8016 11.0613
18-12-2025 10.6886 10.9451
17-12-2025 10.7089 10.9654
16-12-2025 10.7669 11.0243

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.