Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (27 Feb 26)

10.21

AUM (in Cr)

₹ 1679.75

1 Year CAGR

% 6.13

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
0.31
-7.05
-6.09
6.13
Nifty 500
1.60
-3.15
2.02
15.11
17.89
14.88
Sectoral/Thematic
1.37
-2.41
2.35
18.23
20.51
17.01

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

Scheme Information

Expense Ratio
% 2.06
Benchmark
Nifty 500
AUM
₹ 1679.75
Inception Date
05 Jun 2024
Turnover Ratio
% 34.70
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

₹ 76570.40

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
Connect with an
Expertquotes
Personalized investment strategies from leading experts