Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (02 Jan 26)

10.99

AUM (in Cr)

₹ 1819.91

1 Year CAGR

% 0.71

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-0.52
-0.41
-1.04
0.71
Nifty 500
1.16
5.24
2.81
6.67
16.89
16.98
Sectoral/Thematic
0.84
3.76
3.09
4.09
20.30
19.28

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
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 74005.23

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

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

Chennai (Madras) - 600014

Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading experts