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. This…
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Portfolio
As of 8 Oct 2026
Asset class
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Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -4.29% | -0.65% | +17.42% | +0.66% | -1.18% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 500 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Sundaram Business Cycle Fund Regular Plan Growth is a Thematic - Business Cycles equity fund from Sundaram Asset Management Company Limited, launched on 19 Jun 2024. Its benchmark is the NIFTY 500 Index. The expense ratio is 2.62% a year. It manages ₹1,747 crore. The NAV was ₹10.69 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -1.18% | 21.37% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2024 to 2026, the fund returned more than the NIFTY 500 Index in 1 of 3 calendar years. The 2026 figure is year to date.
| Year | 2024 | 2025 | 2026 YTD |
|---|---|---|---|
| This fund | +7.90% | +1.05% | +0.66% |
| Benchmark | +16.24% |
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| +7.76% |
| -3.17% |
Compare every business cycle fund on returns, volatility, worst fall and cost.