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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.21 | 39.01 | 1.60 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.19 | 44.14 | 1.73 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Multi Asset Allocation Fund(IDCW) | — | — | — |
ICICI Pru Multi-Asset Fund(IDCW-Payout) | 18.11% | 16.14% | 10.17% |
Kotak Multi Asset Allocation Fund(IDCW Payout) | 25.84% | — | 27.39% |
SBI Multi Asset Allocation Fund(M-IDCW Payout) | 19.37% | 16.04% | 8.94% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
4.30 %
Holdings
4.08 %
Holdings
3.58 %
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
₹ 68,257.26 Cr.
Rohit Seksaria
AUM: ₹15,710.01 Cr.
|
Exp: —
Clyton Richard Fernandes
AUM: ₹9,315.99 Cr.
|
Exp: 18yrs
Dwijendra Srivastava
AUM: ₹26,035.83 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,168.96 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%