Sundaram Multi Asset Allocation Fund Regular Plan Growth
Category: Hybrid: Multi Asset Allocation
Launch Date: 03-01-2024
AUM:
₹ 2,483.75 Cr
Expense Ratio
1.75%
Benchmark
NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10)
ISIN
INF903JA1LH5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Dwijendra Srivastava, Bharath S., Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | 11.19 | - | - |
| Benchmark | - | - | - |
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
11.8936
Last change
-0.04 (-0.343%)
Fund Size (AUM)
₹ 2,483.75 Cr
Performance
14.7% (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, Bharath S., Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| SBI-ETF GOLD | 7.07 |
| Nippon India ETF Gold Bees | 6.95 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.7 |
| HDFC Gold Exchange Traded Fund | 4.51 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.36 |
| 7.38% Central Government Securities 20/06/2027 | 4.31 |
| Kotak Mutual Fund - Gold Exchange Traded Fund | 3.96 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.7 |
| INFOSYS LIMITED EQ FV RS 5 | 3.18 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 34.99 |
| Financial Services | 19.86 |
| Oil, Gas & Consumable Fuels | 6.86 |
| Information Technology | 6.45 |
| Automobile and Auto Components | 5.86 |
| Telecommunication | 4.97 |
| Fast Moving Consumer Goods | 3.84 |
| Construction | 2.99 |
| Construction Materials | 2.62 |
| Healthcare | 2.4 |