Sundaram Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 19-10-2026
NAV ₹10.62(R) -1.3% ₹11.01(D) -1.29%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -4.87% -% -% -% -%
Direct -3.46% -% -% -% -%
Benchmark
SIP (XIRR) Regular -1.28% -% -% -% -%
Direct 0.18% -% -% -% -%
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: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Business Cycle Fund Regular Plan Growth 10.62
-0.1400
-1.3000%
Sundaram Business Cycle Fund Regular Plan IDCW Payout 10.62
-0.1400
-1.3000%
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 10.62
-0.1400
-1.3000%
Sundaram Business Cycle Fund Direct Plan Growth 11.01
-0.1400
-1.2900%
Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment 11.01
-0.1400
-1.2900%
Sundaram Business Cycle Fund Direct Plan IDCW Payout 11.01
-0.1400
-1.2900%

Review Date: 19-10-2026

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 % -6.48
-4.47
-7.08 | -2.88 13 | 14 Poor
3M Return % -4.13
-4.00
-7.35 | -0.66 7 | 14 Good
6M Return % 4.51
0.78
-5.02 | 7.53 2 | 14 Very Good
1Y Return % -4.87
-2.52
-8.08 | 3.75 12 | 13 Average
1Y SIP Return % -1.28
-0.83
-7.63 | 7.85 7 | 12 Average
Return data last Updated On : Oct. 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 % -6.38 -4.36 -6.95 | -2.78 13 | 14 Poor
3M Return % -3.79 -3.68 -7.01 | -0.30 7 | 14 Good
6M Return % 5.27 1.46 -4.31 | 8.40 2 | 14 Very Good
1Y Return % -3.46 -1.20 -6.69 | 5.37 12 | 13 Average
1Y SIP Return % 0.18 0.02 -6.17 | 9.57 7 | 13 Good
Return data last Updated On : Oct. 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
19-10-2026 10.6229 11.0104
16-10-2026 10.7629 11.1542
15-10-2026 10.7341 11.1239
14-10-2026 10.8744 11.2688
13-10-2026 10.948 11.3446
12-10-2026 10.8732 11.2666
09-10-2026 10.7954 11.1848
08-10-2026 10.6916 11.0768
07-10-2026 10.975 11.3699
06-10-2026 10.9798 11.3744
05-10-2026 10.9302 11.3226
01-10-2026 10.8317 11.2188
30-09-2026 10.9728 11.3645
29-09-2026 10.9561 11.3467
28-09-2026 10.9212 11.3101
25-09-2026 11.1115 11.5058
24-09-2026 11.1158 11.5098
23-09-2026 11.4936 11.9005
22-09-2026 11.4071 11.8105
21-09-2026 11.359 11.7602

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.