Sundaram Business Cycle Fund

Equity Sectoral/Thematic Growth IDCW-Reinvestment IDCW

Fund Overview

NAV (20 May 25)

10.60

AUM (in Cr)

₹ 1678.43

6 Months Returns

% 2.46

Risk Level

Very High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
Sundaram Business Cycle Fund Sundaram Business Cycle Fund	3.62	7.75	2.46
Nifty 500 Nifty 500	4.23	8.51	2.92	8.18	18.73	26.17
Sectoral/Thematic Sectoral/Thematic	4.31	7.60	0.73	7.82	22.04	27.36

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

Scheme Information

Expense Ratio

% 2.04

Benchmark

Nifty 500

AUM

₹ 1678.43

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

Sundaram Mutual Fund

See All Funds

Total AUM

₹ 65593.02

No. of Schemes under this AMC

Phone

28569900

babamj@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Sundaram Business Cycle Fund

Equity Sectoral/Thematic

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