Sundaram Business Cycle Fund

When comparing, both lines start at 100. The fund's declared benchmark, a total-return index (dividends reinvested).

What if you had invested?

Computed from this fund's actual NAVs. A SIP buys at the first NAV of each month and is valued at the latest NAV. Past returns do not guarantee future ones.

Fund details

Cost and size

Expense ratio by month: Oct 25 2.02% · Nov 25 2.01% · Dec 25 2.05% · Jan 26 2.06% · Feb 26 2.08% · Mar 26 2.11% · Apr 26 2.06% · May 26 2.05% · Jun 26 2.92% · Jul 26 2.70% · Aug 26 2.62% · Sep 26 2.59%

From the scheme information document

Benchmark

Nifty 500 TRI

Not Applicable

SEBI riskometer

Very High

Registrar

KFin Technologies Limited

Minimum investment

100

Minimum additional

100

SIP

SIP: Daily: Rs.100; Monthly: Rs.100; Quarterly: Rs.750; Weekly: Rs.1000; SWP: Monthly Rs.500; Quarterly Rs.500; STP: Daily: Rs.1000; Weekly: Rs.1000; Monthly: …

Fund manager(s)

FM1 - Mr. Madanagopal Ramu; FM2 - Mr. Sandeep Agarwal(FI Portion); FM 3 - Mr. Shalav Saket(Overseas Securities)

Exit load

1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

Objective

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by t…

Scheme information document

Fund house: website · factsheets · monthly portfolio · annual report

Not available: Morningstar rating (proprietary). "NAV history from" is the first NAV we hold.

Other plans of this fund

• Direct · Growth₹11.2188
• Direct · IDCW₹11.2188
• Direct · IDCW₹11.2188
• Regular · Growth₹10.8317
• Regular · IDCW₹10.8317