Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (12 Jun 26)

10.34

AUM (in Cr)

₹ 1594.13

1 Year CAGR

% -3.93

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
1.76
8.13
-4.65
-3.93
Nifty 500
1.51
3.42
-4.42
-1.03
13.41
11.85
Sectoral/Thematic
1.71
6.29
-0.59
3.09
16.89
14.48

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

Scheme Information

Expense Ratio
% 2.05
Benchmark
Nifty 500
AUM
₹ 1594.13
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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