Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 11-09-2026
NAV ₹11.52(R) +0.32% ₹11.92(D) +0.33%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.94% -% -% -% -%
Direct 5.49% -% -% -% -%
Benchmark
SIP (XIRR) Regular 15.93% -% -% -% -%
Direct 17.59% -% -% -% -%
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: 11-09-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 11.52
0.0400
0.3200%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 11.52
0.0400
0.3200%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 11.52
0.0400
0.3200%
Sundaram Business Cycle Fund Direct Plan Growth 11.92
0.0400
0.3300%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 11.92
0.0400
0.3300%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 11.92
0.0400
0.3300%

Review Date: 11-09-2026

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 % 0.55
-0.95
-3.96 | 3.49 2 | 14 Very Good
3M Return % 14.94
7.44
0.64 | 14.94 1 | 14 Very Good
6M Return % 18.84
11.41
2.11 | 22.03 2 | 13 Very Good
1Y Return % 3.94
4.15
-2.83 | 12.52 7 | 13 Good
1Y SIP Return % 15.93
8.83
-1.98 | 21.45 2 | 13 Very Good
Return data last Updated On : Sept. 11, 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 % 0.67 -0.84 -3.84 | 3.64 2 | 14 Very Good
3M Return % 15.36 7.81 1.03 | 15.36 1 | 14 Very Good
6M Return % 19.71 12.15 2.87 | 22.92 2 | 13 Very Good
1Y Return % 5.49 5.57 -1.36 | 14.29 7 | 13 Good
1Y SIP Return % 17.59 10.27 -0.52 | 23.25 2 | 13 Very Good
Return data last Updated On : Sept. 11, 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
11-09-2026 11.5204 11.9226
10-09-2026 11.4833 11.8838
09-09-2026 11.4836 11.8835
08-09-2026 11.5783 11.9811
07-09-2026 11.4674 11.8658
04-09-2026 11.4901 11.8879
03-09-2026 11.4993 11.897
02-09-2026 11.4391 11.8342
01-09-2026 11.5002 11.897
31-08-2026 11.6976 12.1007
28-08-2026 11.6312 12.0305
27-08-2026 11.6617 12.0616
26-08-2026 11.6747 12.0746
25-08-2026 11.6457 12.0441
24-08-2026 11.6103 12.007
21-08-2026 11.6779 12.0755
20-08-2026 11.6539 12.0502
19-08-2026 11.5595 11.9521
18-08-2026 11.5616 11.9538
17-08-2026 11.5824 11.9748
14-08-2026 11.5704 11.961
13-08-2026 11.5654 11.9554
12-08-2026 11.5477 11.9365
11-08-2026 11.4578 11.8432

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.