Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 16-06-2026
NAV ₹10.6(R) +0.16% ₹10.94(D) +0.16%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.87% -% -% -% -%
Direct -0.37% -% -% -% -%
Benchmark
SIP (XIRR) Regular -0.18% -% -% -% -%
Direct 1.29% -% -% -% -%
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: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.6
0.0200
0.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.6
0.0200
0.1600%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.6
0.0200
0.1600%
Sundaram Business Cycle Fund Direct Plan Growth 10.94
0.0200
0.1600%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.94
0.0200
0.1600%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.94
0.0200
0.1600%

Review Date: 16-06-2026

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 % 3.70
3.16
0.31 | 4.45 5 | 13 Good
3M Return % 13.62
10.34
4.70 | 16.28 2 | 13 Very Good
6M Return % -1.51
-0.06
-10.81 | 6.11 11 | 13 Average
1Y Return % -1.87
0.57
-6.89 | 6.16 9 | 13 Average
1Y SIP Return % -0.18
1.59
-10.39 | 10.93 9 | 13 Average
Return data last Updated On : June 16, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.82 3.27 0.43 | 4.54 5 | 13 Good
3M Return % 14.03 10.72 5.10 | 16.73 2 | 13 Very Good
6M Return % -0.80 0.60 -10.35 | 6.92 11 | 13 Average
1Y Return % -0.37 1.95 -5.76 | 7.87 9 | 13 Average
1Y SIP Return % 1.29 2.70 -9.40 | 12.59 8 | 12 Average
Return data last Updated On : June 16, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
16-06-2026 10.6043 10.9366
15-06-2026 10.5878 10.9191
12-06-2026 10.3404 10.6627
11-06-2026 10.0233 10.3352
10-06-2026 10.1682 10.4843
09-06-2026 10.3163 10.6366
08-06-2026 10.1629 10.478
05-06-2026 10.3811 10.7016
04-06-2026 10.4206 10.742
03-06-2026 10.3581 10.6771
02-06-2026 10.415 10.7353
01-06-2026 10.357 10.6751
29-05-2026 10.4849 10.8056
27-05-2026 10.5861 10.9091
26-05-2026 10.5786 10.9009
25-05-2026 10.5319 10.8524
22-05-2026 10.4415 10.7579
21-05-2026 10.3952 10.7098
20-05-2026 10.3559 10.6689
19-05-2026 10.3168 10.6282
18-05-2026 10.2259 10.5341

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.