sectorHigh risk

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

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 26 Jun 2024.

Latest price per unit

₹11.8879

▼ 0.08% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.2k gain · 6.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.6%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-19.49%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.17%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch8.15%

Volatility — 1 year (annualised)16.16%

Volatility — 3 years (annualised)14.65%

Max drawdown — 1 year-19.49%

Max drawdown — 3 years-19.49%

Sharpe ratio — 1 year (rf=6%)0.01

Sharpe ratio — 3 years (rf=6%)0.13

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): INF903JA1LR4
ISIN (Div re-invest): —
Fund code: 152676
First price on record: 26 Jun 2024 · 543 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.