Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 13-03-2026
NAV ₹9.3(R) -2.71% ₹9.56(D) -2.7%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.84% -% -% -% -%
Direct -1.34% -% -% -% -%
Benchmark
SIP (XIRR) Regular -22.34% -% -% -% -%
Direct -21.07% -% -% -% -%
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: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 9.3
-0.2600
-2.7100%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 9.3
-0.2600
-2.7100%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 9.3
-0.2600
-2.7100%
Sundaram Business Cycle Fund Direct Plan Growth 9.56
-0.2700
-2.7000%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 9.56
-0.2700
-2.7000%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 9.56
-0.2700
-2.7000%

Review Date: 13-03-2026

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 % -11.50
-8.79
-11.68 | -5.67 12 | 13 Average
3M Return % -14.30
-10.25
-20.57 | -5.47 12 | 13 Average
6M Return % -16.14
-10.56
-21.74 | -1.80 12 | 13 Average
1Y Return % -2.84
4.30
-7.91 | 12.99 12 | 13 Average
1Y SIP Return % -22.34
-13.77
-29.56 | -0.95 11 | 12 Poor
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -11.40 -8.70 -11.63 | -5.68 12 | 13 Average
3M Return % -14.00 -9.97 -20.39 | -5.10 12 | 13 Average
6M Return % -15.51 -9.97 -21.30 | -1.02 12 | 13 Average
1Y Return % -1.34 5.77 -6.69 | 14.84 12 | 13 Average
1Y SIP Return % -21.07 -12.40 -28.64 | 0.70 12 | 13 Average
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
13-03-2026 9.3039 9.5596
12-03-2026 9.5627 9.8252
11-03-2026 9.6937 9.9594
10-03-2026 9.8007 10.0689
09-03-2026 9.6857 9.9503
06-03-2026 9.8978 10.167
05-03-2026 9.9522 10.2226
04-03-2026 9.8661 10.1337
02-03-2026 10.0366 10.3081
27-02-2026 10.2073 10.4821
26-02-2026 10.3192 10.5966
25-02-2026 10.3321 10.6095
24-02-2026 10.3247 10.6014
23-02-2026 10.4775 10.7579
20-02-2026 10.4398 10.718
19-02-2026 10.4202 10.6974
18-02-2026 10.5788 10.8598
17-02-2026 10.5652 10.8455
16-02-2026 10.533 10.812
13-02-2026 10.5124 10.7896

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.