Sundaram Multi Asset Allocation Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Asset Allocation Growth Direct Plan

NAV
₹10.8844
-0.23%
(24 May)
AUM
2,154 Cr
TER
0.21%
Risk
High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+52.9%
+40.8%
+35.5%
+35.0%
NA
3Y
+27.7%
+19.2%
+20.4%
+24.0%
NA
5Y
+30.5%
+15.9%
NA
+20.7%
NA
ALL
+16.6%
+10.5%
+22.0%
+17.4%
+8.8%
VOL
10.5%
10.4%
8.1%
12.3%
5.8%
TER
0.7%
1.1%
1.1%
0.7%
0.2%
AUM
₹2,173 Cr
₹1,681 Cr
₹222 Cr
₹39,535 Cr
₹2,154 Cr
INFO
1.57
1.01
2.71
1.41
1.52
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Cash Offset For Derivatives
17.7%
Nippon India ETF Gold BeES
8.0%
SBI Gold ETF
6.8%
Reliance Industries Ltd
5.6%
7.38% Govt Stock 2027
4.9%
Larsen & Toubro Ltd
4.7%
HDFC Bank Ltd
4.6%
HDFC Gold ETF
4.0%
Kotak Gold ETF
4.0%
Axis Bank Ltd
3.7%
Top industry exposure
Financial Services
22.1%
Consumer Cyclical
8.0%
Technology
7.7%
Industrials
6.1%
Energy
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
114%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Fund manager(s)
Murthy Nagarajan
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Rohit Seksaria

FAQs