Sundaram Multi Asset Allocation Fund Direct Growth

Hybrid
Multi Asset Allocation
High Risk
1M
6M
All
NAV: 14 Oct 2024₹11.73
Min. SIP amount₹100
RatingNA
Fund size₹2,461.78Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Absolute returns
1M3M6MAll
Fund returns1.0%3.0%9.1%16.7%
Category averageNANANANA
Rank with in categoryNA2426NA
Understand terms

Holdings (81)

NameSectorInstrumentAssets
NAMutual Fund6.38%
NAMutual Fund6.11%
NAMutual Fund4.89%
SovereignGOI Sec4.48%
EnergyEquity4.32%
TechnologyEquity3.86%
NAMutual Fund3.56%
CommunicationEquity3.54%
FinancialEquity3.38%
AutomobileEquity3.33%
See All

Expense ratio, exit load and tax

Expense ratio: 0.17%

Inclusive of GST

Exit load

Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Arjun G. Nagarajan
Jan 2024 - Present
View details

Education
Mr. Nagarajan has done B.Com, MA (Eco.), M.Phil (Eco.), M.Sc. (Eco.) and M.Sc. Finance & Investment degrees from the University of Exeter, UK
Experience
Arjun was a part of the NITI Aayog's discussion with economists on topical issues in the recent past. In January 2020, Arjun participated in a pre-budget roundtable consultation with the Honourable Prime Minister of India, to discuss the policy measures for Budget 2020-21
Also manages these schemes

Clyton Richard Fernandes
Oct 2024 - Present
View details

Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
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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