Sundaram Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is ₹10.66.
It is better to invest in a fund with a longer track record as Sundaram Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Short Duration Debt Index, as the Funds portfolio is similar to its benchmark.
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.95%
The process for redemption is
The AUM of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹2,070 Crores.
The Top three stocks are Reliance Industries, Larsen & Toubro and HDFC Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 39% of fund’s portfolio respectively.
Top three sectors of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and IT accounting for 65% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Rohit Seksaria and S. Bharath manage the Sundaram Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 35.73 and PB ratio is 6.00
The asset allocation of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 65.53%, Debt : 11.08% and Gold : 23.38%
The minimum SIP amount for Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is Nil upto 30% of units and 1% for remaining units on or before 365 days, Nil after 365 days