Sundaram Multi Asset Allocation Fund Direct Growth
Hybrid
Direct
Multi Asset Allocation
NAV: ₹ 10.72 as on 15-05-2024
About the Fund
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 ₹2154 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
- The fund has an expense ratio 0.2.
Fund Performance
778 people have invested ₹ 33.9L in Sundaram Multi Asset Allocation Fund Direct Growth in the last three months
Overview
 | 0.23% |
 Benchmark | IISL Nifty 500 TR INR |
 | ₹2154 Cr |
 | 29 January, 2024 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 0% |
Sundaram Multi Asset Allocation Fund Direct Growth Distribution as on (30-Apr-24)
Sector Allocation
Financial Services
34.2%
Consumer Cyclical
12.4%
Tech
12%
Industrial
9.4%
Energy
9.1%
Basic Materials
7.7%
Communication
6.6%
Consumer Defensive
3.8%
Health
2.9%
Utilities
1.9%
Top Holdings of Sundaram Multi Asset Allocation Fund Direct Growth as on (30-Apr-24)
Equity Holdings51
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 6.77% since inception (29nd Jan 2024)
Fund Allocations
This fund has an allocation of 48.2% in Equity, 10.02% in Debt and 19.17% in Cash related instruments
AUM size ₹2154 Cr
This fund has AUM of ₹2154 Cr which is less than its category average of ₹ 3124 Cr
Expense Ratio 0.23%
This fund has an expense ratio of 0.23% which is less than its category average expense ratio of 1.21%
Frequently Asked Questions
The current NAV of Sundaram Multi Asset Allocation Fund Direct Growth is ₹10.72 as on 15-May-2024.
Existing (Absolute + CAGR) as on 15-May-2024.
Sundaram Multi Asset Allocation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.19% | -0.19% |
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 April 2024
₹2154 Cr as on April 2024
Nippon India ETF Gold BeES(7.97%), SBI Gold ETF(6.85%), Reliance Industries Ltd(5.6%), 7.38% Govt Stock 2027(4.9%), Larsen & Toubro Ltd(4.69%) as on April 2024
Cash Equivalent(34.1%), Government(17.7%), Financial Services(16.49%) as on April 2024
AAA | 100 |
The Exit load of Sundaram Multi Asset Allocation Fund Direct Growth is 1%