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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

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 termsinfo

Holdings (31)

NameSectorInstrumentAssets
Reliance ETF Gold BeES
FinancialMutual Fund22.1%
FinancialEquity5.8%
Kotak Gold ETF Fund
FinancialMutual Fund5.5%
EnergyEquity5.3%
FinancialEquity5.1%
TechnologyEquity5.1%
UTI Gold Exchange Traded Fund
FinancialMutual Fund4.8%
FinancialEquity4.7%
ConstructionEquity4.7%
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

Returns 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 amounts

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

Fund management

Rahul Baijal
Dec 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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