- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Multi Asset Allocation Fund (G)
Sundaram Multi Asset Allocation Fund (G)
₹ 11.5584
NAV (Oct 04)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Nippon India ETF Gold BeES
6.4%SBI Gold ETF
6.1%Others
5.1%HDFC Gold Exchange Traded Fund
4.9%GOI
4.6%Allocation by Sector
Financial
18.361113%Technology
7.462161%Energy
6.61995%Automobile
5.363263%Communication
4.852772%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox 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)?
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.