Sundaram Multi Asset Fund Dividend is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 24 May 2011. Rahul Baijal is the Current Fund Manager of Sundaram Multi Asset Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 28 Dec 2018 is ₹11.9.
The Sundaram Multi Asset Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..
Investment Objective
Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF upto 35%. Investment in overseas markets, if any, shall not exceed the permissible limit net of existing usage of the mutual funds entitlement. Exposure to overseas securities shall also not exceed 35% of assets.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 1 year.
Exit Load