Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (10 Jul 26)

11.22

AUM (in Cr)

₹ 1594.13

1 Year CAGR

% -0.77

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
7.14
13.74
3.73
-0.77
Nifty 500
5.25
4.88
0.02
0.44
13.24
12.66
Sectoral/Thematic
5.81
8.09
4.59
5.31
17.12
15.12

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

Scheme Information

Expense Ratio
% 2.92
Benchmark
Nifty 500
AUM
₹ 1594.13
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts