Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Mar 26)

9.33

AUM (in Cr)

₹ 1617.88

1 Year CAGR

% -6.93

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-10.65
-13.65
-17.49
-6.93
Nifty 500
-8.82
-9.80
-8.96
2.18
15.31
12.74
Sectoral/Thematic
-7.57
-8.33
-8.80
3.95
18.02
15.19

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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