Sundaram Business Cycle Fund
Direct · Growth ₹11.42
21 Jul 2026
NAV
3.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.62
Sharpe
-19.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 4.0% | -29.6% | 17.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 4.0% | 14.5% | 13.7% | -10.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.7% | 3.5% | -9.4% | 12.6% | -0.62 | -0.56 | 81% | — | — |
-19.5%
Max Drawdown
6 mo
Drawdown Duration
3 mo
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
0.19
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.70 | 1.06 | 105.0% | 97.8% | 1.7% | -3.4% |
| 3 Years | +3.91 | 0.94 | 94.7% | 86.6% | 4.5% | 0.3% |
| 5 Years | +2.17 | 0.94 | 94.7% | 86.6% | 2.7% | 0.2% |
| 7 Years | +1.44 | 0.94 | 94.7% | 86.6% | 1.9% | 0.1% |
| 10 Years | +0.89 | 0.94 | 94.7% | 86.6% | 1.3% | 0.1% |
| 12 Years | +0.68 | 0.94 | 94.7% | 86.6% | 1.1% | 0.1% |
| 15 Years | +0.47 | 0.94 | 94.7% | 86.6% | 0.9% | 0.1% |
34
Total Holdings
39.4%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Radico Khaitan Ltd | 4.87% |
| 2 | Oracle Financial Services Software Ltd | 4.37% |
| 3 | Zomato Ltd | 4.11% |
| 4 | Interglobe Aviation Ltd | 4.04% |
| 5 | MTAR Technologies Ltd | 3.99% |
| 6 | Shriram Finance Ltd | 3.84% |
| 7 | Polycab India Ltd | 3.63% |
| 8 | Delhivery Ltd | 3.58% |
| 9 | Five-Star Business Finance Ltd | 3.55% |
| 10 | FSN E–Commerce Ventures Ltd(NYKAA) | 3.42% |