• 1 Year Returns: -0.41%

• Auto Parts | 8.92%
• Private Banks | 7.36%
• Miscellaneous | 7.35%
• Construction & Engineering | 7.34%
• IT Services & Consulting | 7.21%

• TREPS | 7.35%
• Bharti Airtel Ltd | 6.15%
• Kotak Mahindra Bank Ltd | 5.61%
• Eternal Ltd | 5.01%
• Larsen and Toubro Ltd | 4.88%

• Equity | 90.30%
• Cash & Equivalents | 6.95%
• Mutual Funds | 2.75%

The alpha ratio for the Sundaram Business Cycle Fund-Reg(IDCW) is 9.82

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Business Cycle Fund-Reg(IDCW) is 13.26

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Business Cycle Fund-Reg(IDCW) is -0.32

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Business Cycle Fund-Reg(IDCW) is -0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.