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Sundaram Business Cycle Fund Direct Plan IDCW Payout

Sundaram · International
High
₹11.05
Current NAV
04 Nov 2026
-2.9%
1Y Return
12.0%
3Y CAGR
18.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.80).
  • Very large asset base (AUM: ₹16,350 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.80
Sharpe Ratio
1.00
Beta
2.80
Alpha
0.88
Sortino
Fund Details
Fund House Sundaram
Category International
AUM ₹16350 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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