Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (31 Oct 25)

11.13

AUM (in Cr)

₹ 1808.48

1 Year CAGR

% 5.14

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
2.11
2.07
8.10
5.14
Nifty 500
4.37
3.73
8.42
5.29
16.50
21.10
Sectoral/Thematic
3.62
3.42
10.26
4.72
20.31
23.55

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

Scheme Information

Expense Ratio
% 2.02
Benchmark
Nifty 500
AUM
₹ 1808.48
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
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