Mutual funds · Sectoral / Thematic
Sundaram Business Cycle Fund
Sundaram Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 152678
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF903JA1LN3
- Plan / option
- Regular / Growth
- Fund age
- 2.4 years
- Expense ratio (TER)
- 2.51% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -0.7%
3 months▼ -6.2%
6 months▲ +2.9%
1 year▼ -1.6%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)15.2%
Sharpe (3y)-0.13
Sortino (3y)-0.17
Beta vs NIFTY 500.91
Max fall (3y)-20.1%
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 · Growth | 11.1210 |
| Direct · IDCW | 11.1210 |
| Direct · IDCW | 11.1210 |
| 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.