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Sundaram Multi Asset Allocation Fund

Growth
11.680.11% (-0.01)

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Sundaram Multi Asset Allocation Fund

Growth
HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 2,442 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
11.680.11% (-0.01)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
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Max
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HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 2,442 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2133.371.64
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1842.781.79

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 30% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Short Duration Debt Index

About Multi Asset Allocation Fund

Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.

Peers & Comparison

Comparing 3 mutual funds from 
HybridMulti Asset Allocation Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Multi Asset Allocation Fund———
ICICI Pru Multi-Asset Fund23.01%20.51%17.14%
Kotak Multi Asset Allocation Fund24.97%—26.42%
SBI Multi Asset Allocation Fund19.63%15.72%12.52%

Price Comparison

Compare Sundaram Multi Asset Allocation Fund with any MF, ETF, stock or index
Compare Sundaram Multi Asset Allocation Fund with any MF, ETF, stock or index
Sundaram Multi Asset Allocation Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsGovernment SecuritiesMutual FundsEquity0.55%10.00%23.81%65.64%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+30 moreOil & Gas - Refining & MarketingIT Services & ConsultingG-SecPrivate BanksOthers40.75 %6.68 %7.78 %10.00 %10.84 %23.95 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/A23.68%23.24%23.32%23.95%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.75 %

    Holdings

    4.12 %

    0.75 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.39 %

    Holdings

    3.93 %

    -0.39 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 0.20 %

    Holdings

    3.53 %

    0.20 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,453.94 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,751.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Clyton Richard Fernandes

AUM:  ₹9,340.37 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Dwijendra Srivastava

AUM:  ₹26,134.88 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Sandeep Agarwal

AUM:  ₹21,254.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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