53
Business CycleHold
Sundaram BusIness Cycle
Sundaram · Direct–Growth · rank #5 of 19 by Smart Score
Data updated
Trailing returns
1 Year
6.3%
+3.3% vs index
3 Years
—
5 Years
—
Since launch
7.9%
Year-by-year performance
2025
+2.6%-5.0% vs index
2026
+5.9%+8.0% vs index
Why this score
Sundaram BusIness Cycle scores 53/100 — #5 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.
Volatility14.67 · 85th percentile in category
Sharpe ratio0.10 · 26th percentile in category
Alpha4.29 · 79th percentile in category
Sortino ratio0.14 · 26th percentile in category
Fund size1662.67 Cr · 66th percentile in category
1Y return6.30% · 42nd percentile in category
Top holdings
1.Radico Khaitan Ltd5.32%
2.Zomato Ltd4.66%
3.Oracle Financial Services Software Ltd4.5%
4.Kalyan Jewellers India Ltd4.06%
5.TD Power Systems Ltd4.01%
33 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.