Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (18 May 26)

10.23

AUM (in Cr)

₹ 1576.42

1 Year CAGR

% -4.29

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
0.72
-3.34
-7.26
-4.29
Nifty 500
-1.72
-4.91
-5.52
-0.85
14.56
12.97
Sectoral/Thematic
-0.33
-1.86
-2.58
3.34
18.00
15.39

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

Scheme Information

Expense Ratio
% 2.06
Benchmark
Nifty 500
AUM
₹ 1576.42
Inception Date
05 Jun 2024
Turnover Ratio
% 84.70
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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