Name: Sundaram Multi Asset Fund Direct Growth
Brand: Sundaram Mutual Fund

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Sundaram Multi Asset Fund Direct Growth
Hybrid
Multi Asset Allocation
Moderately High Risk
5.86%
1Y return
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 28 Dec 2018₹17.12
Min. SIP amountNA
Rating2star
Fund size₹39.48 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 termsinfo
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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2019 - Present
1.53%
30 Nov 2018 - 31 Mar 2019
1.52%
31 Oct 2018 - 30 Nov 2018
1.52%
30 Sep 2018 - 31 Oct 2018
1.55%
31 Aug 2018 - 30 Sep 2018
1.46%
31 Jul 2018 - 31 Aug 2018
1.46%
30 Jun 2018 - 31 Jul 2018
1.44%
31 May 2018 - 30 Jun 2018
1.36%
30 Apr 2018 - 31 May 2018
1.36%
31 Mar 2018 - 30 Apr 2018
0.87%
28 Feb 2018 - 31 Mar 2018
0.89%
31 Jan 2018 - 28 Feb 2018
0.90%
31 Dec 2017 - 31 Jan 2018
0.91%
30 Nov 2017 - 31 Dec 2017
1.07%
31 Oct 2017 - 30 Nov 2017
1.42%
Expense ratio, exit load and taxExpense ratio: 1.53%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementRahul Baijal
Dec 2017 - Present
View details
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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
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct IDCW
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Top 100 Series VI Regular Growth
Sundaram Top 100 Series VII Regular Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Balanced Advantage Fund Regular IDCW
Sundaram Balanced Advantage Fund Regular Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW
Sundaram Bluechip Fund Regular Growth
Sundaram Bluechip Fund Regular IDCW
Sundaram Bluechip Fund Direct Growth
Sundaram Bluechip Fund Direct IDCW
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Multi Asset Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors o
Sundaram Multi Asset Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rahul Baijal is the Current Fund Manager of Sundaram Multi Asset Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 28 Dec 2018 is ₹17.12.
The Sundaram Multi Asset Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 250. Exit load of 1% if redeemed within 1 year....Read more
Investment Objective
The scheme seek capital appreciation by investing in equity and equity-related instruments to the
The scheme seek capital appreciation by investing in equity and equity-related instruments to the
Fund benchmarkGroww Equity Hybrid
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	5.9%	9.9%	8.6%	7.1%
Category average	34.5%	11.1%	9.5%	NA
Rank with in category	1	3	7	NA

Name	Sector	Instrument	Assets
Reliance ETF Gold BeES	Financial	Mutual Fund	22.1%
HDFC Bank Ltd.	Financial	Equity	5.8%
Kotak Gold ETF Fund	Financial	Mutual Fund	5.5%
Reliance Industries Ltd.	Energy	Equity	5.3%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.1%
Infosys Ltd.	Technology	Equity	5.1%
UTI Gold Exchange Traded Fund	Financial	Mutual Fund	4.8%
ICICI Bank Ltd.	Financial	Equity	4.7%
Larsen & Toubro Ltd.	Construction	Equity	4.7%
ITC Ltd.	FMCG	Equity	3.3%

Rating	2
Fund size	₹39.48 Cr

Rank (total assets)	#17 in India
Total AUM	32,095.30 Cr