Sundaram Mutual Fund launches Sundaram Business Cycle Fund

NFO period: 05^th June – 19^th June, 2024

Highlights of the NFO:

• Scheme type – An open ended equity scheme following business cycles based investing theme


• Investment 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 the Trustees.


• Product suitability – This product is suitable for investors who are seeking capital appreciation over long term. An equity scheme by investing in equity & equity related securities with focus on riding business cycle through dynamic allocation between various sectors and stocks at different stages of business cycle in the economy.


• Minimum Application Amount – First investment is Rs. 100/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option, Reinvestment of Income Distribution cum capital withdrawal option and Transfer of Income Distribution cum capital withdrawal option).


• Fund Manager – Mr. Ratish B Varier & Mr. Bharath S (Equity), Mr. Dwijendra Srivastava & Mr. Sandeep Agarwal. (Fixed Income) and Mr. Pathanjali Srinivasan is Dedicated Fund Manager for Overseas Investments


• Benchmark – Nifty 500 TRI