Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (16 Sep 25)

11.20

AUM (in Cr)

₹ 1783.74

1 Year CAGR

% 3.05

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
3.78
3.65
16.98
3.05
Nifty 500
3.09
1.65
16.62
-1.51
16.40
20.64
Sectoral/Thematic
3.43
3.14
18.20
-0.75
20.48
23.05

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1783.74
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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