Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (04 Jul 25)

11.09

AUM (in Cr)

₹ 1756.07

1 Year CAGR

% 10.72

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
3.26
12.46
1.34
10.72
Nifty 500
3.47
13.66
4.35
3.82
21.64
23.33
Sectoral/Thematic
3.34
13.91
1.53
4.22
25.00
25.29

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

Scheme Information

Expense Ratio
% 2.03
Benchmark
Nifty 500
AUM
₹ 1756.07
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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