Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (05 Dec 25)

10.87

AUM (in Cr)

₹ 1845.00

1 Year CAGR

% -0.14

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-2.35
-1.23
0.78
-0.14
Nifty 500
0.73
4.55
4.55
3.43
15.37
17.97
Sectoral/Thematic
-0.29
2.78
4.49
1.71
18.88
20.09

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1845.00
Inception Date
05 Jun 2024
Turnover Ratio
% 34.80
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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