Sundaram Multi Asset Allocation Fund Direct Growth
3Y Annualised
N/A
-0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.82%
-0.22% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
8 years 1 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹2688.25 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment. No Exit Load If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.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.
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi-Asset Fund Institutional Growth
2nd
SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl
3rd
SBI Multi Asset Allocation Fund Direct Plan Quarterly Reinvestment of Income Dist cum cap wdrl
4th
SBI Multi Asset Allocation Fund Direct Plan Growth
5th
SBI Multi Asset Allocation Fund Direct Plan Annual Reinvestment of Income Dist cum cap wdrl
125th
Sundaram Multi Asset Allocation Fund Direct Growth
Fund Managers
About Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 1 years, having been launched on 2024-01-29. Sundaram Multi Asset Allocation Fund Direct Growth has ₹2688.25 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Sundaram Multi Asset Allocation Fund Direct Growth as of Fri Jul 18 2025 is ₹12.5405. The fund has an expense ratio of 0.39%, which is medium comparable to most other Allocation funds.
Sundaram Multi Asset Allocation Fund Direct Growth returns for the last 1 year are 8.93%. Since launch, it has delivered 16.68% average annual returns.
The Sundaram Multi Asset Allocation Fund Direct Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services, Technology sectors.
Top 5 Holdings of Sundaram Multi Asset Allocation Fund Direct Growth.
- SBI Gold ETF: 6.04%
- Nippon India ETF Gold BeES: 5.97%
- HDFC Bank Ltd: 4.97%
- ICICI Bank Ltd: 4.72%
- Reliance Industries Ltd: 4.26%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2024-01-29 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Multi Asset Allocation Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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