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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFGrowth

Sundaram Multi Asset Fund - Growth

hybridHybrid - Multi Asset AllocationBenchmark: BSE 200
NAV · 28 Dec 2018₹16.32+0.40%
AUM₹39 Cr
Expense Ratio2.45%
CAGR—
Exit Load1% on or before 12M
Min SIP—
Launched2011

Investment Objective

To seek capital appreciation by investing in equity and equity-related instruments to the extent of at least 65% and upto 35% in Fixed Income instruments, Commodity / Commodity ETFs, InvITs/REITs.

Fund Mandate

Commodity/ Commodity ETFs10%–25%
Equity and equity related Instruments65%–80%
Fixed Income & MMI10%–25%
Investment in REITs & InvITs0%–10%
Overseas Securities (including ETFs)0%–15%
Asset Allocation
Domestic Equity68.1%
Debt10.8%
Cash & Equivalents2.1%
Other19.0%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.45%
—
₹5,000
1% on or before 12M
Nil
Inception24 May 2011
AMCSundaram MF
Top Holdings
1Tata Sons Ltd - 9.25% - 19/06/2019**8.37%
2Reliance ETF Gold BeES8.25%
3HDFC Bank LtdBanks7.57%
4ICICI Bank LtdBanks6.02%
5Infosys LtdSoftware5.82%
6Housing Development Finance Corporation LtdFinance5.54%
7Kotak Gold ETF5.41%
8Reliance Industries LtdPetroleum Products5.26%
9Larsen & Toubro LtdConstruction Project4.90%
10UTI Gold ETF4.80%
Sector Allocation
Other29.3%
Banks16.1%
Software11.9%
Consumer Non Durables6.4%
Auto5.7%
Finance5.5%
Petroleum Products5.3%
Construction Project4.9%
Power3.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Multi Asset Fund - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.40%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.45%
1% on or before 12M
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme