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NAV: 20 Nov 2025
₹13.53
Rating
NA
Min. SIP amount
₹100
Fund size
₹2,925.07Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (71)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
SBI Gold ETF | NA | Mutual Fund | 6.95% |
HDFC Bank Ltd. | Financial | Equity | 6.56% |
Nippon India ETF Gold BeES | NA | Mutual Fund | 5.47% |
Kotak Gold ETF | NA | Mutual Fund | 4.52% |
ICICI Bank Ltd. | Financial | Equity | 4.43% |
Bharti Airtel Ltd. | Communication | Equity | 4.08% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 3.77% |
HDFC Gold ETF | NA | Mutual Fund | 3.70% |
GOI | Sovereign | GOI Sec | 3.68% |
Reliance Industries Ltd. | Energy | Equity | 3.58% |
Larsen & Toubro Ltd. | Construction | Equity | 3.49% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.36% |
Axis Bank Ltd. | Financial | Equity | 1.84% |
DSP Gold ETF - Growth | NA | Mutual Fund | 1.79% |
GOI | Sovereign | GOI Sec | 1.76% |
State Bank of India | Financial | Equity | 1.68% |
Bajaj Finance Ltd. | Financial | Equity | 1.67% |
GOI | Sovereign | GOI Sec | 1.59% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.49% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.41% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.30% |
Coromandel International Ltd. | Chemicals | Equity | 1.30% |
Cummins India Ltd. | Capital Goods | Equity | 1.24% |
HCL Technologies Ltd. | Technology | Equity | 1.19% |
Interglobe Aviation Ltd. | Services | Equity | 1.18% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.14% |
Power Finance Corporation Ltd. | Financial | Equity | 1.11% |
Ultratech Cement Ltd. | Construction | Equity | 1.10% |
Infosys Ltd. | Technology | Equity | 1.08% |
GOI | Sovereign | GOI Sec | 1.07% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.05% |
GOI | Sovereign | GOI Sec | 1.05% |
BSE Ltd. | Services | Equity | 0.98% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.90% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.90% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.86% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.78% |
Grasim Industries Ltd. | Construction | Equity | 0.78% |
United Spirits Ltd. | Consumer Staples | Equity | 0.77% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.76% |
Tata Power Company Ltd. | Energy | Equity | 0.72% |
Crisil Ltd. | Services | Equity | 0.72% |
Home First Finance Company India Ltd. | Financial | Equity | 0.72% |
Bajaj Auto Ltd. | Automobile | Equity | 0.70% |
GOI | Sovereign | GOI Sec | 0.68% |
JK Cement Ltd. | Construction | Equity | 0.67% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.66% |
UNO Minda Ltd. | Automobile | Equity | 0.65% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.63% |
Lupin Ltd. | Healthcare | Equity | 0.58% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.54% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.54% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.50% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.49% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.48% |
Tech Mahindra Ltd. | Technology | Equity | 0.31% |
TVS Motor Company Ltd. | Automobile | Equity | 0.28% |
The Indian Hotels Company Ltd. | Services | Equity | 0.28% |
Indegene Ltd. | Healthcare | Equity | 0.27% |
GAIL (India) Ltd. | Energy | Equity | 0.26% |
Polycab India Ltd. | Capital Goods | Equity | 0.24% |
PB Fintech Ltd. | Services | Equity | 0.22% |
GOI | Sovereign | GOI Sec | 0.18% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.01% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
Ultratech Cement Ltd. | Construction | Futures | -0.24% |
TVS Motor Company Ltd. | Automobile | Futures | -0.28% |
Bharti Airtel Ltd. | Communication | Futures | -0.70% |
Larsen & Toubro Ltd. | Construction | Futures | -0.70% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -1.52% |
Axis Bank Ltd. | Financial | Futures | -1.86% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Hybrid Multi Asset Allocation
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 8.4% | 10.5% | 21.7% | 35.2% |
| Category average | NA | NA | 14.2% | NA |
| Rank with in category | 9 | 11 | 1 | NA |
Understand terms
Peer Comparison
| Hybrid, Multi Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Multi Asset Allocation Fund Direct Growth | 4 | 19.6% | 21.5% | 8,722.27 |
UTI Multi Asset Allocation Fund Direct Growth | 3 | 13.5% | 21.2% | 6,375.80 |
ICICI Prudential Multi Asset Fund Direct Growth | 5 | 17.4% | 20.4% | 71,900.48 |
SBI Multi Asset Allocation Fund Direct Growth | 4 | 17.0% | 18.8% | 11,306.23 |
HDFC Multi Asset Fund Direct Growth | 4 | 14.2% | 16.0% | 5,149.08 |
Expense ratio, exit load and tax
Expense ratio: 0.36%
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%.
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Check past data
Fund management
Dwijendra SrivastavaJan 2024 - PresentView details
Dwijendra Srivastava
Jan 2024 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep AgarwalJan 2024 - PresentView details
Sandeep Agarwal
Jan 2024 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Rohit SeksariaJan 2024 - PresentView details
Rohit Seksaria
Jan 2024 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Arjun G. NagarajanJan 2024 - PresentView details
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 FernandesOct 2024 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Multi Asset Allocation Fund Direct Growth
VS
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