1M
All
| NAV: 24 May 2024 | ₹10.88 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹2,154.00Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Multi Asset Allocation
Absolute returns
| 3M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 7.4% | 7.4% | NA | 8.8% |
| Category average | NA | NA | NA | NA |
| Rank with in category | 9 | 9 | NA | NA |
Understand terms
Holdings (69)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
SBI Gold ETF | NA | Mutual Fund | 7.78% |
Nippon India ETF Gold BeES | NA | Mutual Fund | 7.71% |
Reliance Industries Ltd. | Energy | Equity | 5.90% |
GOI | Sovereign | GOI Sec | 5.12% |
Larsen & Toubro Ltd. | Construction | Equity | 5.11% |
HDFC Bank Ltd. | Financial | Equity | 4.79% |
HDFC Gold Exchange Traded Fund | NA | Mutual Fund | 3.85% |
Kotak Gold ETF | NA | Mutual Fund | 3.83% |
Infosys Ltd. | Technology | Equity | 3.82% |
State Bank of India | Financial | Equity | 3.71% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.21%
Inclusive of GST
Exit load
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Multi Asset Allocation Fund Direct Growth
VS
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