Sundaram Business Cycle Fund Regular Plan Growth

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NAV: ₹ 11.5002 ↓ -1.69%
[as on 1 September, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Business Cycle Fund Regular Plan Growth and its peers as on 1 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Business Cycle Fund Regular Plan Growth 5.08% -1.69% -1.25% 3.37% 11.04% 5.35%----
SBI MNC FUND - REGULAR PLAN -GROWTH 18.36% -0.65% 0.39% 3.16% 12.3% 17.7% 7.88% 8.46% 14.49% 11.28%
SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH 24.05% -0.97% 0.62% 1.74% 14.42% 21.8% 23.77% 17.45% 24.86% 13.83%
SBI COMMA Fund - REGULAR PLAN - Growth 7.06% 0.01% 0.38% 1.99% 1.43% 15.19% 16.26% 11.33% 19.93% 15.05%
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth -2.73% -1.03% -0.99% -0.66% 5.03% 1.5% 9.62% 8.35% 13.01% 11.07%
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH 0.35% 0.1% -2.14% -2.9% -1.18% 4.27% 13.61% 15.95% 19.39% 14.37%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--------- 0.71%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns -1.12% -0.89% -5.63% -3.27% -11.54% 9.85% 1.78% 5.68% 0.69% 5.14%

Returns from spefic dates

DescriptionCAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 2.16%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
97.19% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 2.81%

Equity

NameSymbol / ISINSectorWeight %Other links
Radico Khaitan LtdRADICO (INE944F01028)Beverages5.32%
Eternal Ltd (Previously Zomato Ltd)ETERNAL (INE758T01015)Retailing4.66%
Oracle Financial Services Software LtdOFSS (INE881D01027)It - Software4.50%
Kalyan Jewellers India LtdKALYANKJIL (INE303R01014)Consumer Durables4.06%
TD Power Systems LtdTDPOWERSYS (INE419M01027)Electrical Equipment4.01%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services3.86%
Shriram Finance LtdSHRIRAMFIN (INE721A01047)Finance3.82%
Five-Star Business Finance LtdFIVESTAR (INE128S01021)Finance3.82%
FSN E–Commerce Ventures Ltd(NYKAA)NYKAA (INE388Y01029)Retailing3.64%
Delhivery LtdDELHIVERY (INE148O01028)Transport Services3.63%
Polycab India LtdPOLYCAB (INE455K01017)Industrial Products3.30%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment3.29%
Kirloskar Oil Engines LtdKIRLOSENG (INE146L01010)Industrial Products3.27%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks3.24%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software3.23%
PB Fintech LtdPOLICYBZR (INE417T01026)Financial Technology (Fintech)3.06%
Nippon Life India Asset Management LtdNAM-INDIA (INE298J01013)Capital Markets3.05%
GE Vernova T and D India LtdGVT&D (INE200A01026)Electrical Equipment2.99%
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products2.84%
Affle (India) LtdAFFLE (INE00WC01027)It - Services2.81%
Aavas Financiers LtdAAVAS (INE216P01012)Finance2.57%
S.J.S. Enterprises LtdSJS (INE284S01014)Auto Components2.49%
Indegene LimitedINDGN (INE065X01017)Healthcare Services2.48%
Bank of BarodaBANKBARODA (INE028A01039)Banks2.46%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)360ONE (INE466L01038)Capital Markets2.43%
Kirlosakar Pneumatic Company LtdKIRLPNU (INE811A01020)Industrial Products2.34%
Tips Music LtdTIPSMUSIC (INE716B01029)Entertainment1.99%
Vedanta Aluminium Metal LtdVAML (INE1CDF01017)Non - Ferrous Metals1.97%
Coforge LtdCOFORGE (INE591G01025)It - Software1.96%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles1.94%DCF
IndusInd Bank LtdINDUSINDBK (INE095A01012)Banks1.13%DCF
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables0.97%
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles0.04%

Debt

NameRatingWeight %
Portfolio data is as on date 31 July, 2026

NAV history

Sundaram Business Cycle Fund Regular Plan Growth - 30 days NAV (Net asset value) history

DateNAV% change
1 September, 202611.5002 -1.69%
31 August, 202611.6976 0.57%
28 August, 202611.6312 -0.26%
27 August, 202611.6617 -0.11%
26 August, 202611.6747 0.25%
25 August, 202611.6457 0.3%
24 August, 202611.6103 -0.58%
21 August, 202611.6779 0.21%
20 August, 202611.6539 0.82%
19 August, 202611.5595 -0.02%
18 August, 202611.5616 -0.18%
17 August, 202611.5824 0.1%
14 August, 202611.5704 0.04%
13 August, 202611.5654 0.15%
12 August, 202611.5477 0.78%
11 August, 202611.4578 0.27%
10 August, 202611.4271 -0.11%
7 August, 202611.4399 -0.25%
6 August, 202611.4686 0.33%
5 August, 202611.4308 0.73%
4 August, 202611.3483 0.15%
3 August, 202611.3317 1.85%
31 July, 202611.1257 0.63%
30 July, 202611.0564 -0.59%
29 July, 202611.1218 0.48%
28 July, 202611.0687 0.91%
27 July, 202610.9689 1.88%
24 July, 202610.7667 -0.15%
23 July, 202610.7831 -0.98%
22 July, 202610.8899

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Business Cycle Fund Regular Plan Growth?
    The latest NAV of Sundaram Business Cycle Fund Regular Plan Growth is 11.5002 as on 1 September, 2026.
  • What are YTD (year to date) returns of Sundaram Business Cycle Fund Regular Plan Growth?
    The YTD (year to date) returns of Sundaram Business Cycle Fund Regular Plan Growth are 5.08% as on 1 September, 2026.
  • What are 1 year returns of Sundaram Business Cycle Fund Regular Plan Growth?
    The 1 year returns of Sundaram Business Cycle Fund Regular Plan Growth are 5.35% as on 1 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Business Cycle Fund Regular Plan Growth?
    Sundaram Business Cycle Fund Regular Plan Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.