How to Invest in Sundaram Multi Asset Fund IDCW?

You can easily invest in Sundaram Multi Asset Fund 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 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 IDCW as SIP or lumpsum as per your investment objective and risk tolerance

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

The Sundaram Multi Asset Fund IDCW has been there from 24 May 2011 and the average annual returns provided by this fund is 4.64% since its inception.

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

The term Expense Ratio used for Sundaram Multi Asset Fund 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 IDCW is 2.44% as of 02 Apr 2023...

What is the AUM of Sundaram Multi Asset Fund IDCW?

The AUM, short for Assets Under Management of Sundaram Multi Asset Fund IDCW is ₹39.48Cr as of 02 Apr 2023.

How to Redeem Sundaram Multi Asset Fund IDCW?

If you want to sell your Sundaram Multi Asset Fund 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 IDCW?

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

What is the NAV of Sundaram Multi Asset Fund IDCW?

The NAV of Sundaram Multi Asset Fund IDCW is ₹11.90 as of 28 Dec 2018.

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

The PE ratio ratio of Sundaram Multi Asset Fund 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).

Sundaram Multi Asset Fund IDCW - NAV, Mutual Fund Performance & Portfolio

Sundaram Multi Asset Fund IDCW
Hybrid
Multi Asset Allocation
Moderately High Risk
Payout
8.84%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 28 Dec 2018₹11.90
Min. SIP amountNot Supported
Rating3
Fund size₹39.48Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 returns4.6%8.8%7.6%6.6%
Category average4.0%22.0%7.9%NA
Rank with in category236NA
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
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
2.44%
30 Nov 2018 - 31 Mar 2019
2.45%
31 Oct 2018 - 30 Nov 2018
2.44%
30 Sep 2018 - 31 Oct 2018
2.47%
31 Aug 2018 - 30 Sep 2018
2.49%
31 Jul 2018 - 31 Aug 2018
2.49%
30 Jun 2018 - 31 Jul 2018
2.46%
31 May 2018 - 30 Jun 2018
2.40%
30 Apr 2018 - 31 May 2018
2.40%
31 Mar 2018 - 30 Apr 2018
2.54%
28 Feb 2018 - 31 Mar 2018
2.57%
31 Jan 2018 - 28 Feb 2018
2.58%
31 Dec 2017 - 31 Jan 2018
2.58%
30 Nov 2017 - 31 Dec 2017
2.50%
31 Oct 2017 - 30 Nov 2017
2.42%
Expense ratio, exit load and taxExpense ratio: 2.44%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRahul 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
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
HDFC Top 100 Fund Growth
HDFC Top 100 Fund IDCW
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
HDFC Top 100 Fund Direct Plan IDCW
HDFC Top 100 Fund Direct Plan Growth
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 Direct Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Hybrid Fund Series N Regular IDCW Yearly
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(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
HDFC Business Cycle Fund Regular Growth
HDFC Business Cycle Fund Direct IDCW
HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Regular IDCW
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 Sundaram Multi Asset Fund IDCW 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 IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 28 Dec 2018 is ₹11.90.
The Sundaram Multi Asset Fund IDCW is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 1 year.
;
Investment ObjectiveThe scheme seek capital appreciation by investing in equity and equity-related instruments to the
;
Fund benchmarkGroww Equity Hybrid
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
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
Compare funds
Sundaram Multi Asset Fund IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	4.6%	8.8%	7.6%	6.6%
Category average	4.0%	22.0%	7.9%	NA
Rank with in category	2	3	6	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%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹39.48Cr

Sundaram Multi Asset Fund IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (31)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.44%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Rahul BaijalDec 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Rahul Baijal
Dec 2017 - Present
View details