Sundaram Multi Asset Fund Direct Growth

Hybrid
Multi Asset Allocation
Moderately High Risk
9.88%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Dec 2018₹17.12
Min. SIP amountNot Supported
Rating2
Fund size₹39.48Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.9%9.9%8.6%7.1%
Category average4.0%22.0%7.9%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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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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