Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-01-2026
NAV ₹10.18(R) -0.02% ₹10.44(D) -0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.35% -% -% -% -%
Direct 3.95% -% -% -% -%
Benchmark
SIP (XIRR) Regular -7.06% -% -% -% -%
Direct -5.55% -% -% -% -%
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: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.18
0.0000
-0.0200%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.18
0.0000
-0.0200%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.18
0.0000
-0.0200%
Sundaram Business Cycle Fund Direct Plan Growth 10.44
0.0000
-0.0100%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.44
0.0000
-0.0100%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.44
0.0000
-0.0100%

Review Date: 27-01-2026

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 % -5.88
-4.04
-6.36 | -1.74 8 | 9 Average
3M Return % -9.27
-5.93
-9.78 | -1.42 8 | 9 Average
6M Return % -6.09
-3.11
-8.32 | 4.11 7 | 9 Average
1Y Return % 2.35
5.39
-6.01 | 12.38 8 | 9 Average
1Y SIP Return % -7.06
-1.20
-9.86 | 9.49 7 | 9 Average
Return data last Updated On : Jan. 27, 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

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.77 -3.95 -6.27 | -1.62 8 | 9 Average
3M Return % -8.91 -5.60 -9.52 | -1.02 8 | 9 Average
6M Return % -5.35 -2.44 -7.79 | 4.96 7 | 9 Average
1Y Return % 3.95 6.87 -4.53 | 14.23 8 | 9 Average
1Y SIP Return % -5.55 0.21 -8.44 | 11.30 7 | 9 Average
Return data last Updated On : Jan. 27, 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
27-01-2026 10.1754 10.4365
23-01-2026 10.1778 10.4373
22-01-2026 10.3687 10.6327
21-01-2026 10.3122 10.5743
20-01-2026 10.3558 10.6186
19-01-2026 10.5432 10.8102
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

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.