Sundaram Business Cycle Fund

Equity Sectoral/Thematic Growth IDCW IDCW-Reinvestment

Fund Overview

NAV (04 Aug 26)

11.35

AUM (in Cr)

₹ 1650.24

1 Year CAGR

% 4.54

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	3.12	10.69	7.16	4.54
Nifty 500 Nifty 500	2.07	4.62	2.04	5.14	13.11	12.29
Sectoral/Thematic Sectoral/Thematic	1.02	5.29	5.25	7.79	16.06	14.43

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

Scheme Information

Expense Ratio

% 2.92

Benchmark

Nifty 500

AUM

₹ 1650.24

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