Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹39 Cr
Lock In Period
N/A
Expense Ratio
2.45
Benchmark
Nifty 50
Exit Load
1% if redeemed within 12 months from the date of allotment.
Summary
Latest details for Sundaram Multi Asset Fund Growth include a ₹ NAV as of Apr 12,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Multi Asset Fund Growth AUM is ₹39 Cr, with a lock-in of N/A years, expense ratio of 2.45%, and benchmark Nifty 50. Exit load is - 1% if redeemed within 12 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.17% and a category best of 2.17%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | 0.17 | 2.17 |
| 6M | 0.00 | 1.18 | 18.87 |
| 1Y | 0.00 | 6.72 | 29.89 |
| 3Y | 0.00 | 16.99 | 78.94 |
Portfolio Analysis
- Equity: 68.07%
- Debt: 31.93%
- Others
As on: 2018-11-30
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About Fund
Sundaram Multi Asset Fund Growth managed by Sundaram Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹39 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.45. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundWhiteOak Capital Multi Asset Allocation Fund Growth | 0 | 6571.67 CR | 1.51 |
| This FundMotilal Oswal Multi Asset Fund Growth | 0 | 93.8 CR | 2.04 |
| This FundNippon India Multi Asset Allocation Fund Growth | 5 | 13138.56 CR | 1.35 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 0 | 11090.5 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Multi Asset Allocation Fund Growth | 16.2033 | 0 |
| This FundMotilal Oswal Multi Asset Fund Growth | -9.2133 | 16.3752 |
| This FundNippon India Multi Asset Allocation Fund Growth | 22.5386 | 72.5459 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 20.4613 | 78.2682 |
FAQs
Sundaram Multi Asset Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Multi Asset Fund Growth is 2.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Multi Asset Fund Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Sundaram Multi Asset Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Multi Asset Fund Growth is ₹39 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Multi Asset Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500