Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (14 Jan 26)

10.67

AUM (in Cr)

₹ 1788.86

1 Year CAGR

% 4.14

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-1.62
-3.09
-3.23
4.14
Nifty 500
-1.05
1.38
1.14
10.38
16.32
15.40
Sectoral/Thematic
-0.83
0.42
1.07
8.36
19.52
17.70

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

Scheme Information

Expense Ratio
% 2.05
Benchmark
Nifty 500
AUM
₹ 1788.86
Inception Date
05 Jun 2024
Turnover Ratio
% 42.40
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
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 74005.23

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/Thematic
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