Sundaram Mutual Fundimage

Sundaram Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (21 Feb 25)

₹ 9.82

AUM (in Cr)

-

6 Months Returns

% -6.50

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Business Cycle Fund
-4.47
-4.91
-6.50
Nifty 500
-3.35
-5.00
-11.16
3.79
13.47
16.97
Sectoral/Thematic
-8.43
-9.48
-5.05
14.84
15.98
20.68

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

Scheme Information

Expense Ratio
% 2.06
Benchmark
Nifty 500
AUM
-
Inception Date
05 Jun 2024
Turnover Ratio
-
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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