- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Multi Asset Allocation Fund (Growth)
Sundaram Multi Asset Allocation Fund (Growth)
₹ 11.1829
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.1829
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 11.8% |
6 Month CAGR | NA |
Scheme Information
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 | 1.89 |
Launched (0y ago) | Jan 29, 2024 |
AUM in Crores | 2252.704 |
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 | 7.08 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund (Growth) | 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
7.6%cash offset for derivatives
7.2%sbi gold etf
6.5%hdfc gold etf
4.9%7.38% govt stock 2027
4.7%Allocation by Sector
financial services
21.2%consumer cyclical
11.2%technology
6.7%communication services
5.8%industrials
5.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 11,720 cr | ||
₹ 37,036 cr | ||
₹ 9,464 cr | ||
₹ 3,355 cr | ||
₹ 3,282 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12% | 8.9% | ||
19.4% | 21.7% | ||
5.4% | 4.9% | ||
21.9% | 13.5% | ||
20.2% | % |
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 12% 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 7/25/2024 is ₹11.18 with the total AUM as of 7/26/2024 is ₹2252.704. 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 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)?
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 1.89% for regular plan.