Sundaram Business Cycle Fund Direct Plan Growth

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  • Equity Scheme >  
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NAV: ₹ 10.7617 ↑ 1.67%
[as on 6 May, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
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  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Business Cycle Fund Direct Plan Growth and its peers as on 6 May, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Business Cycle Fund Direct Plan Growth -4.02% 1.67% 2.17% 11.73% -0.32% 3.79%----
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH -4.16% 0.71% 0.2% 7.63% -0.15% -2.63% 12.57% 16.83% 15.57% 16%
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth -4.79% 1.29% 0.8% 7.64% -3.08% 3.05% 13.02% 12.21% 13.05% 13.31%
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH 8.33% 1.61% 3.72% 10.83% 10.77% 9.26% 27.44% 17.03% 22.34% 13.99%
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH 3.7% 0.3% 0.59% 14.47% 4.83% 9.37% 21.99% 21.72% 19.97% 16.9%
SBI PSU Fund - DIRECT PLAN - GROWTH 7.09% 1.05% -0.19% 7.83% 2.87% 21.25% 32.17% 27.94% 21.02% 17.03%

Discrete returns (yearly)

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

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -1.31% 1.19% -0.06% 1.38% -0.98% -0.77% -5.5% -3.15% -11.43% 9.98%

Returns from spefic dates

DescriptionCAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns -1.8%

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 LtdINE237A01036Banks3.96%
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
6 May, 202610.7617 1.67%
5 May, 202610.5854 0.28%
4 May, 202610.5557 0.77%
30 April, 202610.4755 -0.55%
29 April, 202610.5332 0.56%
28 April, 202610.4748 -0.12%
27 April, 202610.4876 1.21%
24 April, 202610.3627 -0.7%
23 April, 202610.4355 -0.85%
22 April, 202610.5248 -0.03%
21 April, 202610.5278 0.66%
20 April, 202610.4592 0.13%
17 April, 202610.4456 1.12%
16 April, 202610.3298 0.66%
15 April, 202610.2623 1.78%
13 April, 202610.0825 -0.85%
10 April, 202610.1692 1.74%
9 April, 20269.9955 -0.61%
8 April, 202610.0573 4.62%
7 April, 20269.6130 -0.2%
6 April, 20269.6321 1.36%
2 April, 20269.5032 -0.23%
1 April, 20269.5252 2.6%
31 March, 20269.2837 0%
30 March, 20269.2838 -2.17%
27 March, 20269.4896 -2.14%
25 March, 20269.6970 2.08%
24 March, 20269.4993 2.27%
23 March, 20269.2886 -3.11%
20 March, 20269.5866

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 10.7617 as on 6 May, 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 -4.02% as on 6 May, 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 3.79% as on 6 May, 2026.