| Sundaram Business Cycle Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 04-12-2025 | ||||||
| NAV | ₹10.89(R) | -0.63% | ₹11.14(D) | -0.62% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 0.41% | -% | -% | -% | -% |
| Direct | 2.0% | -% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | 5.06% | -% | -% | -% | -% |
| Direct | 6.74% | -% | -% | -% | -% | |
| 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: 04-12-2025
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan Growth | 10.89 |
-0.0700
|
-0.6300%
|
| Sundaram Business Cycle Fund Regular Plan IDCW Payout | 10.89 |
-0.0700
|
-0.6300%
|
| Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment | 10.89 |
-0.0700
|
-0.6300%
|
| Sundaram Business Cycle Fund Direct Plan Growth | 11.14 |
-0.0700
|
-0.6200%
|
| Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment | 11.14 |
-0.0700
|
-0.6200%
|
| Sundaram Business Cycle Fund Direct Plan IDCW Payout | 11.14 |
-0.0700
|
-0.6200%
|
Review Date: 04-12-2025
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -2.22 |
-1.09
|
-2.59 | 0.73 | 7 | 9 | Average | |
| 3M Return % | -0.90 |
1.21
|
-1.66 | 5.53 | 7 | 9 | Average | |
| 6M Return % | 1.37 |
2.03
|
-2.26 | 6.24 | 6 | 9 | Good | |
| 1Y Return % | 0.41 |
-2.04
|
-10.41 | 3.07 | 3 | 9 | Very Good | |
| 1Y SIP Return % | 5.06 |
6.85
|
0.92 | 13.95 | 6 | 9 | Good |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -2.09 | -0.97 | -2.49 | 0.86 | 7 | 9 | Average | |
| 3M Return % | -0.51 | 1.57 | -1.38 | 5.95 | 7 | 9 | Average | |
| 6M Return % | 2.18 | 2.76 | -1.51 | 7.11 | 6 | 9 | Good | |
| 1Y Return % | 2.00 | -0.64 | -9.00 | 4.50 | 3 | 9 | Very Good | |
| 1Y SIP Return % | 6.74 | 8.38 | 2.49 | 15.80 | 6 | 9 | Good |
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 |
|---|---|---|
| 04-12-2025 | 10.8863 | 11.1408 |
| 03-12-2025 | 10.9013 | 11.1556 |
| 02-12-2025 | 10.9555 | 11.2106 |
| 01-12-2025 | 11.0013 | 11.257 |
| 28-11-2025 | 10.9937 | 11.2477 |
| 27-11-2025 | 10.9817 | 11.2349 |
| 26-11-2025 | 11.0021 | 11.2553 |
| 25-11-2025 | 10.9021 | 11.1525 |
| 24-11-2025 | 10.9007 | 11.1506 |
| 21-11-2025 | 10.97 | 11.22 |
| 20-11-2025 | 11.0624 | 11.3141 |
| 19-11-2025 | 11.0698 | 11.3211 |
| 18-11-2025 | 11.0264 | 11.2762 |
| 17-11-2025 | 11.0577 | 11.3077 |
| 14-11-2025 | 10.9639 | 11.2104 |
| 13-11-2025 | 10.9348 | 11.1801 |
| 12-11-2025 | 10.9785 | 11.2243 |
| 11-11-2025 | 10.9158 | 11.1597 |
| 10-11-2025 | 10.8778 | 11.1204 |
| 07-11-2025 | 10.8945 | 11.1361 |
| 06-11-2025 | 10.9781 | 11.221 |
| 04-11-2025 | 11.1331 | 11.3784 |
| 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 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.