Should I invest in Sundaram Business Cycle Fund Regular Plan Growth?

We don't give personal investment advice. Sundaram Business Cycle Fund Regular Plan Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Sundaram

Sundaram Business Cycle Fund Regular Plan Growth

Latest NAV

₹10.3581

As of

3 Jun 2026

476 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.56%	+0.27%	+0.29	50 / 175	Q2
1W	-1.55%	-1.35%	-0.19	92 / 175	Q3
2W	+0.95%	-0.09%	+1.04	63 / 176	Q2
1M	+1.58%	-0.53%	+2.11	48 / 176	Q2
3M	+3.77%	+2.12%	+1.65	68 / 174	Q2
6M	-4.93%	-1.85%	-3.08	104 / 165	Q3
YTD	-4.83%	-1.98%	-2.86	103 / 165	Q3
1Y	-2.67%	+3.78%	-6.46	114 / 151	Q4
2Y	+1.99%	+3.55%	-1.57	60 / 106	Q3
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.05%	+7.02%	-4.96	126 / 176	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.83%	-1.38%	-3.45	103 / 164
2025	+0.33%	+1.66%	-1.33	76 / 133
2024	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+2.09%

12 windows

min -8.2% · max 10.4%

75% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹10.3581
2 Jun 2026	₹10.4150
1 Jun 2026	₹10.3570
29 May 2026	₹10.4849
27 May 2026	₹10.5861
26 May 2026	₹10.5786
22 May 2026	₹10.4415
21 May 2026	₹10.3952
20 May 2026	₹10.3559
19 May 2026	₹10.3168

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Business Cycle Fund Regular Plan Growth is ₹10.3581. It's a Sectoral/Thematic Fund from Sundaram, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Business Cycle Fund Regular Plan Growth has NAV history starting from 26 Jun 2024, a track record of about 1 year 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Sundaram Business Cycle Fund Regular Plan Growth is managed by Sundaram. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Business Cycle Fund Regular Plan Growth has delivered a absolute return of -2.67% — -6.46 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #114 of 151 in its category — the bottom (Q4) quartile.

Sundaram Business Cycle Fund Regular Plan Growth doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Sundaram Business Cycle Fund Regular Plan Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Sundaram Business Cycle Fund Regular Plan Growth doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in Sundaram Business Cycle Fund Regular Plan Growth over the last 1 year — total invested ₹120,000 — would be worth ₹118,100 today. That's an XIRR (money-weighted annualised return) of -2.91%.

Sundaram Business Cycle Fund Regular Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹118,100 — XIRR -2.91%.

Sundaram Business Cycle Fund Regular Plan Growth doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Sundaram Business Cycle Fund Regular Plan Growth doesn't have a computed drawdown figure yet.

Consistency stats for Sundaram Business Cycle Fund Regular Plan Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, Sundaram Business Cycle Fund Regular Plan Growth returned 0.33% — lagging the Sectoral/Thematic Fund category average of 1.66% by 1.33 pp. It ranked #76 of 133 in its category that year.

Sundaram Business Cycle Fund Regular Plan Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Business Cycle Fund Regular Plan Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Sundaram Business Cycle Fund Regular Plan Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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