Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (06 Feb 26)

10.52

AUM (in Cr)

₹ 1788.86

1 Year CAGR

% 2.66

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-3.59
-4.16
-2.23
2.66
Nifty 500
-2.33
-0.22
3.73
9.19
17.33
14.97
Sectoral/Thematic
-2.78
-1.01
2.83
7.64
19.78
17.11

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

Scheme Information

Expense Ratio
% 2.06
Benchmark
Nifty 500
AUM
₹ 1788.86
Inception Date
05 Jun 2024
Turnover Ratio
% 42.40
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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