Sundaram Mutual FundEquity Scheme - Sectoral/ ThematicDirectIDCW

Sundaram Business Cycle Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Scheme code #152676 · Open Ended Schemes

₹11.8879

Latest NAV

04-09-2026

-0.08%

Day change

₹12.1007

52-week high

₹9.2837

52-week low

NAV history

Returns

1 month	1.37%
3 months	10.67%
6 months	17.31%
1 year (absolute)	6.17%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	6.17%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	8.15%

Risk metrics

Volatility (1Y, annualized σ)	16.16%
Volatility (3Y, annualized σ)	14.65%
Max drawdown (1Y)	-19.49%
Max drawdown (3Y)	-19.49%
Max drawdown (all time)	-19.49%
Sharpe ratio (1Y, rf=6%)	0.01
Sharpe ratio (3Y, rf=6%)	0.13

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Sectoral/ Thematic
Plan	Direct
Option	IDCW
ISIN (Growth)	INF903JA1LR4
ISIN (Div reinvest)	—
AMC code	S
Scheme code	152676
Earliest NAV date	26-06-2024
Total NAV observations	543
History last refreshed	2026-09-06 11:07:51 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.