Sundaram Mutual Fundimage

Sundaram Multi Asset Allocation Fund

HybridMulti Asset AllocationIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (20 Dec 24)

₹ 11.11

AUM (in Cr)

₹ 2442.26

6 Months Returns

% 1.06

Risk Level 

High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Multi Asset Allocation Fund
0.49
-4.84
1.06
0.00
0.00
0.00
Multi Asset Allocation
1.36
5.25
12.51
27.30
15.39
17.98

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Expense Ratio
% 1.86
Benchmark
65% NIFTY 500 TRI + 10% NIFTY Short Duration Debt Index + 25% Domestic Prices of Gold
AUM
₹ 2442.26
Inception Date
05 Jan 2024
Turnover Ratio
% 48.40
Exit Load
"If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load. If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil."
Asset Class
Hybrid
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Sundaram Mutual Fund

Total AUM

₹ 67164.09

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

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Sundaram Multi Asset Allocation Fund

HybridMulti Asset Allocation
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