Sundaram Multi Asset Fund Dividend+0.40%

3Groww
4.64%
1 Year Return
Hybrid
Multi Asset Allocation
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Multi Asset Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.44%
NAV11.9 (28 Dec 2018)
Fund Started24 May 2011
Fund Size39 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Multi Asset Fund Dividend
4.6%
8.8%
7.6%
6.6%
Category Average
1.4%
5.4%
7.4%
-
Rank within category
2
3
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance ETF Gold BeESFinancialMutual Fund22.1%
    HDFC Bank Ltd.FinancialEquity5.8%
    Kotak Gold ETF FundFinancialMutual Fund5.5%
    Reliance Industries Ltd.EnergyEquity5.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
    Infosys Ltd.TechnologyEquity5.1%
    UTI Gold Exchange Traded FundFinancialMutual Fund4.8%
    ICICI Bank Ltd.FinancialEquity4.7%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    ITC Ltd.FMCGEquity3.3%
    See All

    Fund Managers

    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other Details

    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

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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