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

Sundaram Multi Asset Allocation Fund (G)

HybridMulti Asset Allocation

11.5584

NAV (Oct 04)

15.584%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

11.5584

NAV (Oct 4)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
15.6%
6 Month CAGR
9.4%

Scheme Information

Investment Objective

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

Expense Ratio
1.9
Launched (0y ago)
1.9
AUM in Crores
2378.1
ISIN
INF903JA1LH5
Lock-in
-
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Arjun G. Nagarajan

Fund Manager

Bharath S.

Fund Manager

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

Fund Manager

Sandeep Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Multi Asset Allocation Fund (G)70%NaN NaNNaN%
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 2024-04-12

Top Stock Holdings

Nippon India ETF Gold BeES

6.4%
6.353%

SBI Gold ETF

6.1%
6.084%

Others

5.1%
5.122%

HDFC Gold Exchange Traded Fund

4.9%
4.879%

GOI

4.6%
4.609%
See all holdings

Allocation by Sector

Financial

18.361113%
18.361113%

Technology

7.462161%
7.462161%

Energy

6.61995%
6.61995%

Automobile

5.363263%
5.363263%

Communication

4.852772%
4.852772%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

17.029%

22.163%

17.933%

15.095%

10.785%

8.511%

5.647%

4.955%

17.488%

12.077%

Sundaram Multi Asset Allocation Fund (G) Review

Sundaram Multi Asset Allocation Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 15.584% over a period of 0 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Arjun G. Nagarajan, Bharath S., Dwijendra Srivastava, Rohit Seksaria, Sandeep Agarwal.

Nav of Sundaram Multi Asset Allocation Fund (G) as of 10/4/2024 is ₹11.56 with the total AUM as of 10/7/2024 is ₹2378.071454. 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 2024-01-25. The category risk of the fund is null.

The minimum SIP amount for Sundaram Multi Asset Allocation Fund (G) is ₹1000 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 Hybrid 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 ₹1000. 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 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 1.9% for regular plan.