Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (27 May 26)

10.59

AUM (in Cr)

₹ 1576.42

1 Year CAGR

% -0.87

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
3.89
3.71
-3.60
-0.87
Nifty 500
-0.83
-2.05
-5.07
0.07
13.90
12.69
Sectoral/Thematic
1.79
2.29
-0.20
5.91
18.43
15.51

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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