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

Sundaram Multi Asset Allocation IDCW Reinvest Direct Plan

NAV
₹12.4625
-0.08%
(24 Jun)
AUM
2,625 Cr
TER
0.39%
Risk
High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.5%
+12.5%
+12.5%
+6.9%
+6.9%
3Y
NA
+23.6%
+23.6%
+26.3%
+26.3%
5Y
NA
+25.6%
+25.6%
+32.6%
+32.6%
ALL
+16.9%
+16.7%
+16.7%
+15.8%
+15.8%
VOL
9.3%
12.7%
12.7%
10.7%
10.7%
TER
0.4%
0.7%
0.7%
0.6%
0.6%
AUM
₹2,625 Cr
₹59,452 Cr
₹59,452 Cr
₹3,416 Cr
₹3,416 Cr
INFO
1.83
1.32
1.32
1.47
1.47
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 IDCW Reinvest (DR)
₹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 31st May
Top holdings
Cash Offset For Derivatives
7.5%
SBI Gold ETF
6.2%
Nippon India ETF Gold BeES
6.1%
ICICI Bank Ltd
4.7%
HDFC Bank Ltd
4.7%
Reliance Industries Ltd
4.4%
7.38% Govt Stock 2027
4.1%
Kotak Gold ETF
4.0%
HDFC Gold ETF
3.5%
Bharti Airtel Ltd
3.4%
Top industry exposure
Financial Services
20.9%
Consumer Cyclical
9.3%
Energy
6.2%
Technology
6.1%
Consumer Defensive
5.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
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)
Dwijendra Srivastava
Sandeep Agarwal
Rohit Seksaria
Arjun Nagarajan
Clyton Fernandes

FAQs