51
Business CycleHold
Sundaram BusIness Cycle
Sundaram · Direct–Growth · rank #7 of 19 by Smart Score
Data updated
Trailing returns
1 Year
-2.0%
+2.7% vs index
3 Years
—
5 Years
—
Since launch
4.8%
Year-by-year performance
2025
+2.6%-5.0% vs index
2026
-0.1%+5.9% vs index
Why this score
Sundaram BusIness Cycle scores 51/100 — #7 of 19 Business Cycle fund (Hold). It stands out for volatility and alpha — beating 85% of peers on volatility. The main drag is its sharpe ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
Volatility14.93 · 85th percentile in category
Sharpe ratio-0.11 · 26th percentile in category
Sortino ratio-0.16 · 26th percentile in category
Alpha3.12 · 68th percentile in category
Fund size1716.35 Cr · 66th percentile in category
1Y return-2.00% · 31st percentile in category
Top holdings
1.Radico Khaitan Ltd4.2%
2.Zomato Ltd4%
3.MTAR Technologies Ltd3.8%
4.TD Power Systems Ltd3.78%
5.One 97 Communications Ltd3.78%
36 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.