Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (27 Mar 26)

9.23

AUM (in Cr)

₹ 1617.88

1 Year CAGR

% -8.84

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-9.57
-15.09
-15.43
-8.84
Nifty 500
-9.24
-11.48
-7.20
-0.87
14.90
12.72
Sectoral/Thematic
-8.17
-9.69
-6.74
1.47
17.70
15.11

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

Scheme Information

Expense Ratio
% 2.08
Benchmark
Nifty 500
AUM
₹ 1617.88
Inception Date
05 Jun 2024
Turnover Ratio
% 32.30
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
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