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Sundaram Multi Asset Fund Direct IDCW

Hybrid
Multi Asset Allocation
Moderately High Risk
Payout
9.88%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Dec 2018₹12.56
Min. SIP amountNA
Rating2
Fund size₹39.48Cr

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.9%9.9%8.6%7.1%
Category average34.5%11.1%9.5%NA
Rank with in category137NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
Reliance ETF Gold BeES
FinancialMutual Fund22.1%
HDFC Bank Ltd.FinancialEquity5.8%
Kotak Gold ETF Fund
FinancialMutual Fund5.5%
Reliance Industries Ltd.EnergyEquity5.3%
Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
Infosys Ltd.TechnologyEquity5.1%
UTI Gold Exchange Traded Fund
FinancialMutual Fund4.8%
ICICI Bank Ltd.FinancialEquity4.7%
Larsen & Toubro Ltd.ConstructionEquity4.7%
ITC Ltd.FMCGEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.53%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Rahul Baijal
Dec 2017 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Sundaram Multi Asset Fund Direct IDCW?

You can easily invest in Sundaram Multi Asset Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Multi Asset Fund Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Multi Asset Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Multi Asset Fund Direct IDCW provide?

The Sundaram Multi Asset Fund Direct IDCW has been there from 02 Jan 2013 and the average annual returns provided by this fund is 5.86% since its inception.

How much expense ratio is charged by Sundaram Multi Asset Fund Direct IDCW?

The term Expense Ratio used for Sundaram Multi Asset Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Multi Asset Fund Direct IDCW is 1.53% as of 05 Jul 2022...

What is the AUM of Sundaram Multi Asset Fund Direct IDCW?

The AUM, short for Assets Under Management of Sundaram Multi Asset Fund Direct IDCW is ₹39.48Cr as of 05 Jul 2022.

How to Redeem Sundaram Multi Asset Fund Direct IDCW?

If you want to sell your Sundaram Multi Asset Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Multi Asset Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Multi Asset Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Multi Asset Fund Direct IDCW?

The NAV of Sundaram Multi Asset Fund Direct IDCW is ₹12.56 as of 28 Dec 2018.

What is the PE and PB ratio of Sundaram Multi Asset Fund Direct IDCW?

The PE ratio ratio of Sundaram Multi Asset Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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