SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT

SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT is a scheme launched by Sundaram Mutual Fund on June 26, 2024, and falls under the Other Themes fund category. It currently manages an AUM of Rs 1,788.91 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.06% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT trailing returns over different times are 0% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 1.9%.