Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (07 Aug 25)

10.79

AUM (in Cr)

₹ 1829.90

1 Year CAGR

% 6.22

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-2.64
4.84
5.12
6.22
Nifty 500
-3.47
3.35
5.49
0.32
16.16
21.04
Sectoral/Thematic
-2.52
5.07
5.00
1.04
20.16
23.27

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1829.90
Inception Date
05 Jun 2024
Turnover Ratio
-
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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