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OmniAsset › Mutual funds › Sundaram Business Cycle Fund

Sundaram Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.8342
CategorySectoral / Thematic
PlanDirect · Idcw
Launched5 Jun 2024
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year1.15%
Growth of ₹10,000₹11,81726 Jun 2024 to 2 Sep 2026
₹12,084₹11,380₹10,677₹9,974₹9,271Jun 2024Jan 2025Jul 2025Feb 2026Sep 2026
₹11,817 (+7.9% a year) Sundaram Business Cycle Fund

Performance (trailing, annualised)

1Y annualised6.31%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,30,31116.25%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20252.64%

Rolling returns

Rolling 1Y · average61 windows since 1 Jul 20253.83%
Rolling 1Y · median3.74%
Rolling 1Y · worst window-7.44%
Rolling 1Y · best window12.51%
Rolling 1Y · windows positive84%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.70%
Downside deviation (3Y)10.49%
Maximum drawdown-19.49%

Management

Fund managerMr. Madanagopal Ramu, Mr. Sandeep Agarwal(FI Portion), Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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