Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (31 Jul 25)

10.90

AUM (in Cr)

₹ 1829.90

1 Year CAGR

% 5.78

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-1.40
5.91
7.49
5.78
Nifty 500
-2.83
4.52
6.83
-1.63
17.15
21.71
Sectoral/Thematic
-1.37
6.61
6.79
-0.20
20.73
24.10

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1829.90
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts