Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (17 Oct 25)

11.13

AUM (in Cr)

₹ 1808.48

1 Year CAGR

% 2.52

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-1.46
0.34
8.74
2.52
Nifty 500
0.67
1.07
9.59
1.98
17.65
20.89
Sectoral/Thematic
0.15
1.30
11.12
1.21
21.42
23.50

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1808.48
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts