• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Multi Asset Allocation Fund (Growth)
Sundaram Mutual Fund

Sundaram Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

10.1855

NAV (Mar 01)

1.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.1855

NAV (Mar 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
1.9%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities,Debt & Money Market Instruments and Gold ETFs.

Expense Ratio
0
Launched (0y ago)
Jan 29, 2024
AUM in Crores
1893.644
ISIN
INF903JA1LH5
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Murthy Nagarajan

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Multi Asset Allocation Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

cash offset for derivatives

49.8%
49.8%

treps

35%
35%

cash and other net current assets^

18.6%
18.6%

margin money for derivatives

11.5%
11.5%

reliance industries ltd

6.2%
6.2%
See all holdings

Allocation by Sector

financial services

19.2%
19.2%

technology

8.7%
8.7%

basic materials

8.6%
8.6%

industrials

6.8%
6.8%

energy

6.2%
6.2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 1,677 cr

₹ 1,455 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 71,995 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

11.8%

8.7%

20.9%

20.5%

19%

13%

17.3%

14.9%

11.1%

7.6%

Sundaram Multi Asset Allocation Fund (G) Review

Sundaram Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 1.9% over a period of 0 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Murthy Nagarajan, Rohit Seksaria, Sandeep Agarwal, S. Bharath.

Nav of Sundaram Multi Asset Allocation Fund (G) as of 3/1/2024 is ₹10.19 with the total AUM as of 3/2/2024 is ₹1893.644. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Multi Asset Allocation Fund (G) was launched on Jan 29, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Multi Asset Allocation Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Multi Asset Allocation Fund (G)?

Sundaram Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Multi Asset Allocation Fund (G)?

You can invest in Sundaram Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Multi Asset Allocation Fund (G)?

The minimum sip amount for Sundaram Multi Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Sundaram Multi Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investSundaram Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Multi Asset Allocation Fund (G)?

The expense ratio of the Sundaram Multi Asset Allocation Fund (G) is % for regular plan.