| NAV: 28 Dec 2018 | ₹11.90 |
| Min. SIP amount | NA |
| Rating | 3 |
| Fund size | ₹39.48Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.6% | 8.8% | 7.6% | 6.6% |
| Category average | 34.5% | 11.1% | 9.5% | NA |
| Rank with in category | 2 | 3 | 6 | NA |
Holdings (31)
| 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% |
Expense ratio, exit load and tax
Expense ratio: 2.44%
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
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Rahul BaijalDec 2017 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
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 03 Jul 2022...
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 03 Jul 2022.
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?
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.
