Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 30-04-2026
NAV ₹10.18(R) -0.55% ₹10.48(D) -0.55%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.13% -% -% -% -%
Direct 0.41% -% -% -% -%
Benchmark
SIP (XIRR) Regular -6.82% -% -% -% -%
Direct -5.42% -% -% -% -%
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: 30-04-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.18
-0.0600
-0.5500%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.18
-0.0600
-0.5500%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.18
-0.0600
-0.5500%
Sundaram Business Cycle Fund Direct Plan Growth 10.48
-0.0600
-0.5500%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 10.48
-0.0600
-0.5500%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 10.48
-0.0600
-0.5500%

Review Date: 30-04-2026

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 % 12.70
12.02
8.92 | 16.80 4 | 13 Very Good
3M Return % -1.92
0.32
-5.05 | 7.76 11 | 13 Average
6M Return % -9.42
-4.93
-16.46 | 0.75 12 | 13 Average
1Y Return % -1.13
3.97
-4.05 | 10.55 12 | 13 Average
1Y SIP Return % -6.82
-0.53
-15.13 | 8.23 12 | 13 Average
Return data last Updated On : April 30, 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 % 12.84 12.15 9.06 | 16.92 4 | 13 Very Good
3M Return % -1.58 0.64 -4.84 | 8.08 11 | 13 Average
6M Return % -8.75 -4.30 -16.02 | 1.55 12 | 13 Average
1Y Return % 0.41 5.41 -2.86 | 12.34 12 | 13 Average
1Y SIP Return % -5.42 0.81 -14.16 | 9.96 12 | 13 Average
Return data last Updated On : April 30, 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
30-04-2026 10.1762 10.4755
29-04-2026 10.2327 10.5332
28-04-2026 10.1764 10.4748
27-04-2026 10.1893 10.4876
24-04-2026 10.0691 10.3627
23-04-2026 10.1402 10.4355
22-04-2026 10.2274 10.5248
21-04-2026 10.2307 10.5278
20-04-2026 10.1645 10.4592
17-04-2026 10.1524 10.4456
16-04-2026 10.0403 10.3298
15-04-2026 9.9751 10.2623
13-04-2026 9.8011 10.0825
10-04-2026 9.8865 10.1692
09-04-2026 9.7181 9.9955
08-04-2026 9.7785 10.0573
07-04-2026 9.3469 9.613
06-04-2026 9.3658 9.6321
02-04-2026 9.242 9.5032
01-04-2026 9.2638 9.5252
30-03-2026 9.0296 9.2838

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.