56
Business CycleHold
Sundaram BusIness Cycle
Sundaram · Direct–Growth · rank #7 of 19 by Smart Score
Data updated
Trailing returns
1 Year
2.6%
+4.7% vs index
3 Years
—
5 Years
—
Since launch
7.7%
Year-by-year performance
2025
+2.6%-5.0% vs index
2026
+5.9%+9.5% vs index
Why this score
Sundaram BusIness Cycle scores 56/100 — #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.
Volatility14.74 · 85th percentile in category
Alpha4.92 · 91st percentile in category
Sharpe ratio0.08 · 26th percentile in category
Sortino ratio0.12 · 29th percentile in category
Fund size1747.12 Cr · 66th percentile in category
1Y return2.57% · 47th percentile in category
Top holdings
1.Radico Khaitan Ltd5.23%
2.Zomato Ltd4.81%
3.PB Fintech Ltd4.28%
4.TD Power Systems Ltd4.19%
5.Shriram Transport Finance Company Ltd3.86%
34 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.