Sundaram Business Cycle Fund Direct Plan Growth

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NAV: ₹ 11.1820 ↓ -1.93%
[as on 8 July, 2026]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Sundaram Business Cycle Fund Direct Plan Growth and its peers as on 8 July, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Business Cycle Fund Direct Plan Growth -0.28% -1.93% -1.93% 6.72% 11.18% -1.06%----
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH -6.46% -2.16% -1.24% 4.06% 2.33% -8.24% 8.45% 13.75% 15.9% 14.39%
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth -4.66% -2.16% -0.91% 4.09% 2.89% -2.55% 10.21% 10.48% 12.83% 12.45%
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH 17.85% -1.13% 0.17% 6.12% 20.37% 14.1% 25.2% 17.36% 25.59% 14.72%
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH 1.63% -1.4% -2.15% 0.8% 7.67% -1.19% 17.38% 18.62% 18.94% 15.49%
SBI PSU Fund - DIRECT PLAN - GROWTH 0.08% -1.65% -2.54% -1.76% -2.19% 5.02% 26.54% 24.06% 19.63% 15.07%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--------- 2.3%

Discrete returns (monthly)

MonthSep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026
Returns -0.06% 1.38% -0.98% -0.77% -5.5% -3.15% -11.43% 9.98% 1.91% 5.8%

Returns from spefic dates

DescriptionCAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 0.51%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
94.23% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 5.76%

Equity

NameSymbol / ISINSectorWeight %
Zomato LtdETERNAL (INE758T01015)Retailing5.53%
Larsen & Toubro LtdLT (INE018A01030)Construction4.75%
Kotak Mahindra Bank LtdKOTAKBANK (INE237A01036)Banks3.96%
HDFC Bank LtdHDFCBANK (INE040A01034)Banks3.93%
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products3.45%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles3.41%
Shriram Finance LtdSHRIRAMFIN (INE721A01047)Finance3.39%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables3.39%
Polycab India LtdPOLYCAB (INE455K01017)Industrial Products3.27%
FSN E–Commerce Ventures Ltd(NYKAA)NYKAA (INE388Y01029)Retailing3.04%
Delhivery LtdDELHIVERY (INE148O01028)Transport Services3.00%
State Bank of IndiaSBIN (INE062A01020)Banks2.94%
National Aluminium Company LtdNATIONALUM (INE139A01034)Non - Ferrous Metals2.80%
Affle (India) LtdAFFLE (INE00WC01027)It - Services2.80%
PB Fintech LtdPOLICYBZR (INE417T01026)Financial Technology (Fintech)2.63%
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles2.62%
Indegene LimitedINDGN (INE065X01017)Healthcare Services2.48%
Radico Khaitan LtdRADICO (INE944F01028)Beverages2.47%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services2.44%
Jubilant Foodworks LtdJUBLFOOD (INE797F01020)Leisure Services2.42%
Bharat Electronics LtdBEL (INE263A01024)Aerospace & Defense2.39%
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products2.29%
S.J.S. Enterprises LtdSJS (INE284S01014)Auto Components2.25%
ZF Commercial Vehicle Control Systems I LtdZFCVINDIA (INE342J01019)Auto Components1.99%
Aavas Financiers LtdAAVAS (INE216P01012)Finance1.97%
Kirlosakar Pneumatic Company LtdKIRLPNU (INE811A01020)Industrial Products1.95%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)360ONE (INE466L01038)Capital Markets1.83%
Craftsman Automation LtdCRAFTSMAN (INE00LO01017)Auto Components1.74%
Tips Music LtdTIPSMUSIC (INE716B01029)Entertainment1.43%
Bharti Airtel LtdBHARTIARTL (INE397D01024)Telecom - Services1.41%
Amara Raja Energy & Mobility LtdARE&M (INE885A01032)Auto Components1.37%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software1.35%
Urban Company LtdURBANCO (INE0CAZ01013)Retailing1.17%
Neuland Laboratories LtdNEULANDLAB (INE794A01010)Pharmaceuticals & Biotechnology1.05%
IndusInd Bank LtdINDUSINDBK (INE095A01012)Banks1.00%
Cyient LtdCYIENT (INE136B01020)It - Services0.90%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks0.79%
KPIT Technologies LtdKPITTECH (INE04I401011)It - Software0.79%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services0.78%
NIIT Learning Systems LtdNIITMTS (INE342G01023)Other Consumer Services0.50%
Landmark Cars LtdLANDMARK (INE559R01029)Automobiles0.48%
TD Power Systems LtdTDPOWERSYS (INE419M01027)Electrical Equipment0.09%

Debt

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

NAV history

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

DateNAV% change
8 July, 202611.1820 -1.93%
7 July, 202611.4025 -0.32%
6 July, 202611.4396 0.72%
3 July, 202611.3575 -0.83%
2 July, 202611.4521 0.43%
1 July, 202611.4026 0.96%
30 June, 202611.2946 0.91%
29 June, 202611.1923 -0.56%
25 June, 202611.2550 0%
24 June, 202611.2549 0.34%
23 June, 202611.2163 -1.62%
22 June, 202611.4014 0.53%
19 June, 202611.3416 0.64%
18 June, 202611.2698 1.17%
17 June, 202611.1399 1.86%
16 June, 202610.9366 0.16%
15 June, 202610.9191 2.4%
12 June, 202610.6627 3.17%
11 June, 202610.3352 -1.42%
10 June, 202610.4843 -1.43%
9 June, 202610.6366 1.51%
8 June, 202610.4780 -2.09%
5 June, 202610.7016 -0.38%
4 June, 202610.7420 0.61%
3 June, 202610.6771 -0.54%
2 June, 202610.7353 0.56%
1 June, 202610.6751 -1.21%
29 May, 202610.8056 -0.95%
27 May, 202610.9091 0.08%
26 May, 202610.9009

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Business Cycle Fund Direct Plan Growth?
    The latest NAV of Sundaram Business Cycle Fund Direct Plan Growth is 11.1820 as on 8 July, 2026.
  • What are YTD (year to date) returns of Sundaram Business Cycle Fund Direct Plan Growth?
    The YTD (year to date) returns of Sundaram Business Cycle Fund Direct Plan Growth are -0.28% as on 8 July, 2026.
  • What are 1 year returns of Sundaram Business Cycle Fund Direct Plan Growth?
    The 1 year returns of Sundaram Business Cycle Fund Direct Plan Growth are -1.06% as on 8 July, 2026.