Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (18 Dec 25)

10.69

AUM (in Cr)

₹ 1819.91

1 Year CAGR

% -2.18

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-3.06
-5.45
-0.93
-2.18
Nifty 500
-1.39
0.01
3.06
3.47
15.62
16.83
Sectoral/Thematic
-1.85
-1.39
3.01
1.32
19.03
19.11

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

Scheme Information

Expense Ratio
% 2.01
Benchmark
Nifty 500
AUM
₹ 1819.91
Inception Date
05 Jun 2024
Turnover Ratio
% 42.80
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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