Sundaram Multi Asset Allocation Fund Regular Plan Growth
Category: Hybrid: Multi Asset Allocation
Launch Date: 25-01-2024
AUM:
₹ 2,154 Cr
Expense Ratio
1.93%
Benchmark
NIFTY 50 TRI
ISIN
INF903JA1LH5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
0
Fund Manager
Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | - | - | - |
| NIFTY 50 TRI | 22.86 | 16.21 | 16.01 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.6215
Last change
0.03 (0.3126%)
Fund Size (AUM)
₹ 2,154 Cr
Performance
6.04% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Fund Manager
Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 17.66 |
| Nippon India ETF Gold BeES | 7.97 |
| SBI Gold ETF | 6.85 |
| Reliance Industries Ltd. | 5.6 |
| 7.38% GOI 20/06/2027 | 4.9 |
| Larsen & Toubro Ltd. | 4.69 |
| HDFC Bank Ltd. | 4.6 |
| HDFC Gold Exchange Traded Fund | 3.97 |
| Kotak Gold ETF | 3.95 |
| Axis Bank Ltd. | 3.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Unclassified | 22.95 |
| Others | 18.83 |
| Financial | 16.83 |
| Sovereign | 10.02 |
| Energy | 6.14 |
| Technology | 6.11 |
| Communication | 2.83 |
| Automobile | 2.62 |
| Consumer Staples | 2.47 |
| Construction | 2.14 |