﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Business Cycle Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan; Direct Plan; Options: Growth; Monthly IDCW – Payout; IDCW Reinvestment</Option_Names_Regular__Direct><Fund_Type>An open ended equity scheme following business cycles based investing theme</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Thematic Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>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.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity &amp;amp; Equity related instruments selected on the basis of business cycle 80-100%; Other Equity &amp;amp; Equity Related instruments* 0-20% Very High; Debt Money Market Securities including units of Debt oriented mutual fund schemes 0-20% Low to Medium and Units issued by REITs &amp;amp; InvITs 0-10% Very High</Stated_Asset_Allocation><Face_Value>Rs. 10/- per unit</Face_Value><NFO_Open_Date>05 Jun 2024</NFO_Open_Date><NFO_Close_date>19 Jun 2024</NFO_Close_date><Allotment_Date>25th June 2024</Allotment_Date><Reopen_Date>01st July 2024</Reopen_Date><Maturity_Date_For_closedend_funds>NA</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty 500 TRI</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>FM1 - Mr. Madanagopal Ramu; FM2 - Mr. Sandeep Agarwal(FI Portion); FM 3 - Mr. Shalav Saket(Overseas Securities)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>25th June 2024</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.55, Direct 1.09</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>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.</Exit_Load_if_applicable><Custodian>HDFC Bank Limited, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>BU</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>Regular Plan Growth INF903JA1LN3; Regular Plan IDCW Payout INF903JA1LO1; Regular Plan IDCW Reinvestment INF903JA1LP8; Direct Plan Growth INF903JA1LQ6; Direct Plan IDCW Payout INF903JA1LR4; Direct Plan IDCW Reinvestment - INF903JA1LS2</ISINs><AMFI_Codes_To_be_phased_out>152677; 152676; 152673; 152678; 152674; 152675</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/O/E/THE/24/04/0054</SEBI_Codes><Minimum_Application_Amount>100</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>100</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>100</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>1</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>100</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>1</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Applicable</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP &amp;amp; STP Daily; Weekly; Monthly; Quarterly: SWP: Monthly; Quarterly, Half-Yearly and Annually</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>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: Rs.100; Quarterly: Rs.750</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP: Daily -  Minimum 92 installments, Weekly; Monthly; Quarterly - Minimum Six installments, STP &amp;amp; SWP: Minimum Six installments</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>