Sundaram
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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% | +0.26% | +0.30 | 46 / 168 | Q2 |
| 1W | -1.55% | -1.38% | -0.17 | 82 / 168 | Q2 |
| 2W | +0.95% | -0.76% | +1.71 | 60 / 170 | Q2 |
| 1M | +1.58% | -1.31% | +2.89 | 45 / 170 | Q2 |
| 3M | +3.77% | +0.23% | +3.54 | 59 / 168 | Q2 |
| 6M | -4.93% | -4.26% | -0.67 | 90 / 160 | Q3 |
| YTD | -4.83% | -4.32% | -0.51 | 88 / 160 | Q3 |
| 1Y | -2.67% | +0.77% | -3.45 | 96 / 146 | Q3 |
| 2Y | +1.99% | +0.22% | +1.77 | 49 / 104 | Q2 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +2.05% | +5.31% | -3.26 | 123 / 170 | 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% | -3.11% | -1.72 | 88 / 158 |
| 2025 | +0.33% | -0.40% | +0.73 | 63 / 129 |
| 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.
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 | 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
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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