FundLens
46
Business CycleHold

Sundaram BusIness Cycle

Sundaram · Direct–Growth · rank #8 of 19 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
1.3%
+0.7% vs index
3 Years
5 Years
Since launch
6.6%

Year-by-year performance

last entry = YTD
2025
+2.6%
2026
+2.3%

Why this score

Sundaram BusIness Cycle scores 46/100 — #8 of 19 Business Cycle fund (Hold). It stands out for volatility and fund size — beating 86% of peers on volatility. The main drag is its sharpe ratio (better than only 25% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

Volatility14.83 · 86th percentile in category
Sharpe ratio0.01 · 25th percentile in category
Sortino ratio0.01 · 25th percentile in category
Expense ratio1.47% · 29th percentile in category
Fund size1650.24 Cr · 66th percentile in category
1Y return1.27% · 25th percentile in category

Other Business Cycle funds