Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (12 Dec 25)

10.84

AUM (in Cr)

₹ 1819.91

1 Year CAGR

% -0.41

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-1.22
-2.06
0.76
-0.41
Nifty 500
-0.45
2.44
3.56
3.05
15.53
17.45
Sectoral/Thematic
-0.80
1.10
3.74
1.47
18.99
19.76

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
% 34.80
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts