Sundaram Multi Asset Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Multi Asset Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹39 Cr

Lock In Period

N/A

Expense Ratio

2.45

Exit Load

1% if redeemed within 12 months from the date of allotment.

Benchmark

Nifty 50

Sundaram Multi Asset Fund Growth Calculate Returns

You would have got

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Your Investment Amount
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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.413.74
6M0.002.3718.87
1Y0.005.3022.65
3Y0.0015.4578.27

Portfolio Analysis

  • Equity: 68.07%
  • Debt: 31.93%
  • Others
As on: 2018-11-30
View allocation % by

1. HDFC Bank Ltd7.57%
2. ICICI Bank Ltd6.02%
3. Housing Development Finance Corporation Ltd5.54%
4. State Bank of India2.47%
5. Kotak Mahindra Bank Ltd1.56%
6. Axis Bank Ltd1.43%
7. IndusInd Bank Ltd0.99%

1. Infosys Ltd5.82%
2. Tata Consultancy Services Ltd3.56%
3. HCL Technologies Ltd2.57%

1. Reliance Industries Ltd5.26%
2. Larsen & Toubro Ltd4.90%

1. Mahindra & Mahindra Ltd2.01%
2. Maruti Suzuki India Ltd1.94%
3. Hero MotoCorp Ltd1.79%

1. Hindustan UniLever Ltd2.67%
2. Asian Paints Ltd1.36%

1. ITC Ltd3.70%

1. NTPC Ltd3.47%

1. Ultratech Cement Ltd1.27%

1. Bharti Airtel Ltd1.27%
No Data Found
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About Fund Sundaram Multi Asset Fund Growth

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.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Multi Asset Fund Growth093 CR2.04
Edelweiss Multi Asset Allocation Fund Growth02,942 CR1.13
Nippon India Multi Asset Allocation Fund Growth516,926 CR1.45
ICICI Prudential Multi Asset Fund - Institutional Option - I Growth011,090 CR2.17
Fund Name1Y3Y
This FundMotilal Oswal Multi Asset Fund Growth-9.213316.3752
This FundEdelweiss Multi Asset Allocation Fund Growth6.364723.6136
This FundNippon India Multi Asset Allocation Fund Growth16.193269.1811
This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth20.461378.2682

Sundaram Multi Asset Fund Growth 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%
Returns of Sundaram Multi Asset Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 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.