Official AMFI data
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Sundaram

Sundaram Business Cycle Fund Regular Plan Growth

Sectoral / ThematicEquity Rank 149 of 258

NAV · Regular-Growth

-0.02-0.18%

As of · AMFI

NAV growth+6.1%
Aug ’25Aug ’26
Arthkar verdictMixed picture

Returns

Lags category

0 of 1 periods ahead

Trails its Sectoral / Thematic category on 1Y.

1Y return

+6.1%

-3.4 vs cat

3Y CAGR

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

3Y std dev

In plain English

Sundaram Business Cycle Fund Regular Plan Growth is a Sectoral / Thematic scheme from Sundaram. Worst historical drawdown: -20% in Mar 2026, recovered in 4 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903JA1LN3

NAV (Direct-Growth)

₹11.5616

Last 1Y

+6.14%

Aug 25Min ₹9.03 · Max ₹11.58 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-20.1%

Peak ₹11.31 on 19 Sept 2025 → trough ₹9.03 on 31 Mar 2026 (6 months down).

Recovered in 4 months· 3 Aug 2026

Feb 2025

-15.0%

Peak ₹11.10 on 23 Sept 2024 → trough ₹9.44 on 28 Feb 2025 (5 months down).

Recovered in 4 months· 8 Jul 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+0.91%-0.40%23/ 286
1M+4.50%+2.47%59/ 286
3M+13.02%+8.01%37/ 286
6M+9.29%+6.33%90/ 278
YTD+6.04%+6.03%116/ 273
1Y+6.14%+9.52%149/ 258
2Y+5.66%+5.82%98/ 203

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.