Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (26 Dec 25)

10.87

AUM (in Cr)

₹ 1819.91

1 Year CAGR

% 0.45

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-1.19
-0.41
-1.42
0.45
Nifty 500
-0.73
4.83
1.68
7.08
16.94
17.18
Sectoral/Thematic
0.44
2.06
3.12
4.88
21.01
19.53

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
Connect with an
Expertquotes
Personalized investment strategies from leading experts