Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 19-08-2026
NAV ₹11.56(R) -0.02% ₹11.95(D) -0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.09% -% -% -% -%
Direct 6.68% -% -% -% -%
Benchmark
SIP (XIRR) Regular 16.14% -% -% -% -%
Direct 17.8% -% -% -% -%
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: 19-08-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 11.56
0.0000
-0.0200%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 11.56
0.0000
-0.0200%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 11.56
0.0000
-0.0200%
Sundaram Business Cycle Fund Direct Plan Growth 11.95
0.0000
-0.0100%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 11.95
0.0000
-0.0100%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 11.95
0.0000
-0.0100%

Review Date: 19-08-2026

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 % 4.32
1.26
-3.41 | 4.32 1 | 14 Very Good
3M Return % 12.05
6.68
1.44 | 12.05 1 | 14 Very Good
6M Return % 10.93
5.93
-0.12 | 13.37 2 | 13 Very Good
1Y Return % 5.09
4.78
-1.20 | 11.24 6 | 13 Good
1Y SIP Return % 16.14
9.99
0.20 | 21.31 2 | 13 Very Good
Return data last Updated On : Aug. 19, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.44 1.36 -3.28 | 4.44 1 | 14 Very Good
3M Return % 12.46 7.04 1.84 | 12.46 1 | 14 Very Good
6M Return % 11.73 6.64 0.64 | 14.25 2 | 13 Very Good
1Y Return % 6.68 6.22 0.30 | 13.01 6 | 13 Good
1Y SIP Return % 17.80 11.72 1.70 | 23.19 2 | 12 Very Good
Return data last Updated On : Aug. 19, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
19-08-2026 11.5595 11.9521
18-08-2026 11.5616 11.9538
17-08-2026 11.5824 11.9748
14-08-2026 11.5704 11.961
13-08-2026 11.5654 11.9554
12-08-2026 11.5477 11.9365
11-08-2026 11.4578 11.8432
10-08-2026 11.4271 11.811
07-08-2026 11.4399 11.8228
06-08-2026 11.4686 11.852
05-08-2026 11.4308 11.8125
04-08-2026 11.3483 11.7268
03-08-2026 11.3317 11.7091
31-07-2026 11.1257 11.4948
30-07-2026 11.0564 11.4229
29-07-2026 11.1218 11.4899
28-07-2026 11.0687 11.4346
27-07-2026 10.9689 11.3311
24-07-2026 10.7667 11.1209
23-07-2026 10.7831 11.1373
22-07-2026 10.8899 11.2473
21-07-2026 11.0558 11.4181
20-07-2026 11.081 11.4436

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.