Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCWIDCW-Annual

Fund Overview

NAV (08 Sep 26)

11.58

AUM (in Cr)

₹ 1662.67

1 Year CAGR

% 5.11

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
1.21
13.93
16.98
5.11
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

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

Scheme Information

Expense Ratio
% 2.70
Benchmark
Nifty 500
AUM
₹ 1662.67
Inception Date
05 Jun 2024
Turnover Ratio
% 110.60
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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