Sundaram Business Cycle Fund

Equity Sectoral/Thematic Growth IDCW-Reinvestment IDCW

Fund Overview

NAV (18 Aug 26)

11.56

AUM (in Cr)

₹ 1662.67

1 Year CAGR

% 6.14

Risk Level

Very High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
Sundaram Business Cycle Fund Sundaram Business Cycle Fund	4.50	13.06	9.29	6.14
Nifty 500 Nifty 500	1.59	6.74	0.73	5.88	13.06	12.25
Sectoral/Thematic Sectoral/Thematic	1.16	6.65	4.66	7.36	16.37	14.56

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

% 102.90

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

Sundaram Mutual Fund

See All Funds

Total AUM

₹ 76995.46

No. of Schemes under this AMC

Phone

28569851

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

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

Chennai (Madras) - 600014

Sundaram Business Cycle Fund

Equity Sectoral/Thematic