Mutual funds · Sectoral / Thematic
Sundaram Business Cycle Fund
Sundaram Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 152677
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF903JA1LQ6
- Plan / option
- Direct / Growth
- Fund age
- 2.4 years
- Expense ratio (TER)
- 1.03% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -0.6%
3 months▼ -5.8%
6 months▲ +3.7%
1 year▼ -0.1%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)15.2%
Sharpe (3y)-0.02
Sortino (3y)-0.03
Beta vs NIFTY 500.92
Max fall (3y)-19.5%
Computed from NAV (586 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 11.1210 |
| Direct · IDCW | 11.1210 |
| Regular · Growth | 10.7206 |
| Regular · IDCW | 10.7206 |
| Regular · IDCW | 10.7206 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.