Sundaram Multi Asset Fund Growth+0.40%

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

Fund Details

Sundaram Multi Asset Fund Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.44%
NAV16.32 (28 Dec 2018)
Fund Started24 May 2011
Fund Size39 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Multi Asset Fund Growth
4.6%
8.8%
7.6%
6.6%
Category Average
4.8%
3.9%
6.4%
-
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
    0
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    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 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.
    Funds Managed

    Sundaram Multi Asset Fund Growth Details

    Sundaram Multi Asset Fund Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 24 May 2011. Rahul Baijal is the Current Fund Manager of Sundaram Multi Asset Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 28 Dec 2018 is ₹16.32.

    The Sundaram Multi Asset Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The scheme seek capital appreciation by investing in equity and equity-related instruments to the

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    26 Feb 1996
    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,
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