Sundaram Multi Asset Allocation Fund Direct Growth
Hybrid
Direct
Multi Asset Allocation
NAV: ₹ 10.76 as on 29-04-2024
Fund Performance
724 people have invested ₹ 25.5L in Sundaram Multi Asset Allocation Fund Direct Growth in the last three months
About the Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth is a hybrid fund. This fund was started on 29 January, 2024. The fund is managed by . This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Multi Asset Allocation Fund Direct Growth has ₹1988 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.2.
Overview
 | 0.23% |
 Benchmark | IISL Nifty 500 TR INR |
 | ₹1988 Cr |
 | 29 January, 2024 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 0% |
Sundaram Multi Asset Allocation Fund Direct Growth Distribution as on (31-Mar-24)
Sector Allocation
Financial Services
30.5%
Tech
14.8%
Consumer Cyclical
11.2%
Energy
9.8%
Industrial
9.5%
Consumer Defensive
7.7%
Basic Materials
6.3%
Communication
6.2%
Health
3.3%
Utilities
0.7%
Top Holdings of Sundaram Multi Asset Allocation Fund Direct Growth as on (31-Mar-24)
Equity Holdings47
Debt Holdings4
Peer Analysis
Sundaram Multi Asset Allocation Fund Direct Growth Highlights
High Risk
Investors understand that their principal will be at High Risk
About the fund
This fund has delivered returns of 7.03% since inception (29nd Jan 2024)
Fund Allocations
This fund has an allocation of 46.04% in Equity, 9.99% in Debt and 20.95% in Cash related instruments
AUM size ₹1988 Cr
This fund has AUM of ₹1988 Cr which is less than its category average of ₹ 3045 Cr
Expense Ratio 0.23%
This fund has an expense ratio of 0.23% which is less than its category average expense ratio of 1.27%
Frequently Asked Questions
The current NAV of Sundaram Multi Asset Allocation Fund Direct Growth is ₹10.76 as on 29-Apr-2024.
Existing (Absolute + CAGR) as on 29-Apr-2024.
Sundaram Multi Asset Allocation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.76% | 3.76% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.23% as on March 2024
₹1988 Cr as on March 2024
SBI Gold ETF(7.78%), Nippon India ETF Gold BeES(7.71%), Reliance Industries Ltd(5.9%), 7.38% Govt Stock 2027(5.12%), Larsen & Toubro Ltd(5.11%) as on March 2024
Cash Equivalent(36.58%), Government(17.39%), Financial Services(14.68%) as on March 2024
AAA | 100 |
The Exit load of Sundaram Multi Asset Allocation Fund Direct Growth is 1%