Sundaram Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is SBI ETF GOLD with a portfolio weight of 6.67% .
The fund currently owns more than 73 stocks.
The top 10 holdings account for 41.88% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 16.46% | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.43% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
6.67%
|
|
| 2 | Financials |
4.95%
|
|
| 3 | Finance - Banks - Private Sector |
4.78%
|
|
| 4 | Finance - Mutual Funds |
4.60%
|
|
| 5 | Communication Services |
3.71%
|
|
| 6 | Industrials |
3.70%
|
|
| 7 | Energy |
3.70%
|
|
| 8 | Finance - Mutual Funds |
3.43%
|
|
| 9 |
3.21%
|
||
| 10 | Consumer Discretionary |
3.13%
|
|
| 11 | Finance - Mutual Funds |
2.95%
|
|
| 12 | E-Commerce/E-Retail |
2.26%
|
AMC: SUNDARAM
Category: Hybrid • Multi Asset Allocation
Launch Date: 05 Jan 2024
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹100
Exit Load: If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load. If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.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.
Lock-in: 1
Risk: Moderate Risk
Sundaram Multi Asset Allocation Fund - Direct Plan 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.
View Similar Funds