Sundaram Dynamic Asset Allocation Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -8.68% | 1.03% |
| 2 Year Return | -3.48% | 10.99% |
| 3 Year Return | -3.63% | 29.11% |
| 4 Year Return | 4.95% | 41.83% |
| 5 Year Return | -3.03% | 51.19% |
| 6 Year Return | -10.86% | 76.99% |
| 7 Year Return | -7.42% | 95.33% |
| Expense Ratio | 1.79% | - |
AMC: SUNDARAM
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 26 Nov 2010
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹100
Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Lock-in: 0
Risk: Moderate Risk
Sundaram Dynamic Asset Allocation Fund is managed by SUNDARAM and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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