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Sundaram Multi Asset Fund Growth

Hybrid
Multi Asset Allocation
Moderately High Risk
4.64%
1Y return
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Dec 2018₹16.32
Min. SIP AmountNA
Rating3star
Fund Size₹39.48 Cr

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: 2.43592897%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.

Understand termsinfo

Fund management

Rahul Baijal
Dec 2017 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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