Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
3Y Annualised
N/A
-0.18% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.32%
-0.18% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 11 months
5 years 7 months
9 years 7 months
Fund info
Fund size
₹2484.29 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If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment. No Exit Load If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.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
Samco Multi Asset Allocation Fund Direct Growth
3rd
Samco Multi Asset Allocation Fund Regular Growth
4th
Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
5th
Sundaram Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Fund Managers
About Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl has ₹2484.29 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl as of Thu Apr 24 2025 is ₹12.2363. The fund has an expense ratio of 1.23%, which is medium comparable to most other Allocation funds.
Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl returns for the last 1 year are 15.24%. Since launch, it has delivered 17.86% average annual returns.
The Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl.
- SBI Gold ETF: 7.07%
- Nippon India ETF Gold BeES: 6.96%
- HDFC Bank Ltd: 4.70%
- HDFC Gold ETF: 4.51%
- Reliance Industries Ltd: 4.36%
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 Payout Inc Dist cum Cap Wdrl
| 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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