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
₹11.3754
-0.56%
(21 Feb)
AUM
2,452 Cr
TER
0.51%
Risk
High Risk
Insights
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Compare with other fund
1Y
+13.1%
+12.1%
+12.1%
+8.0%
+8.0%
3Y
NA
+18.2%
+18.2%
+20.1%
+20.1%
5Y
NA
+21.3%
+21.3%
+27.0%
+27.0%
ALL
+13.3%
+16.4%
+16.4%
+15.3%
+15.3%
VOL
9.1%
12.8%
12.8%
10.7%
10.7%
TER
0.5%
0.7%
0.7%
0.6%
0.6%
AUM
₹2,452 Cr
₹51,027 Cr
₹51,027 Cr
₹3,162 Cr
₹3,162 Cr
INFO
1.47
1.28
1.28
1.43
1.43
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 Jan
Top holdings
Cash Offset For Derivatives
7.9%
Nippon India ETF Gold BeES
6.8%
SBI Gold ETF
6.7%
HDFC Gold ETF
5.4%
7.38% Govt Stock 2027
4.4%
HDFC Bank Ltd
4.1%
Reliance Industries Ltd
4.0%
Kotak Gold ETF
3.9%
Infosys Ltd
3.7%
Mahindra & Mahindra Ltd
3.5%
Top industry exposure
Financial Services
19.7%
Consumer Cyclical
8.5%
Technology
7.2%
Energy
6.0%
Communication Services
5.7%
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