Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (19 Mar 26)

9.30

AUM (in Cr)

₹ 1617.88

1 Year CAGR

% -2.27

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-9.28
-10.21
-15.11
-2.27
Nifty 500
-8.88
-10.24
-9.39
2.69
14.84
12.63
Sectoral/Thematic
-7.86
-8.86
-9.33
4.23
17.54
15.06

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

Scheme Information

Expense Ratio
% 2.08
Benchmark
Nifty 500
AUM
₹ 1617.88
Inception Date
05 Jun 2024
Turnover Ratio
% 32.30
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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