Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (17 Apr 26)

10.15

AUM (in Cr)

₹ 1403.74

1 Year CAGR

% -0.79

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
7.65
-4.40
-8.77
-0.79
Nifty 500
5.56
-2.51
-2.83
6.49
16.45
14.35
Sectoral/Thematic
6.53
-0.59
-1.66
9.28
19.49
16.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Expense Ratio
% 2.11
Benchmark
Nifty 500
AUM
₹ 1403.74
Inception Date
05 Jun 2024
Turnover Ratio
% 62.40
Exit Load
For redemption or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Asset Class
Equity
Connect with an
Expertquotes
Personalized investment strategies from leading experts