Sundaram Multi Asset Allocation Fund Regular Plan Growth
Fund House: Sundaram Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 03-01-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
| TER: 1.88% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,375.29 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 151% | Exit Load: W.E.F Jan 25, 2024 Upto 30% of Units purchased/ switchin - NIL. More than 30%: 1% if redeemed/ SWP within 365 days from the date of allotment. NIL if redeemed /SWP after 365 days from the date of allotment |
11.0748
-0.01 (-0.093%)
9.4%
Benchmark: 13.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Multi Asset Allocation TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.78 |
| Average Maturity | 4.01 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | 03-01-2024 | 7.47 | - | - | - | - |
| WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth | 12-05-2023 | 14.1 | - | - | - | - |
| DSP Multi Asset Allocation Fund - Regular - Growth | 05-09-2023 | 12.06 | - | - | - | - |
| ICICI Prudential Multi-Asset Fund - Growth | 31-10-2002 | 10.87 | 20.91 | 17.95 | 23.7 | 13.74 |
| Axis Multi Asset Allocation Fund - Regular Plan - Growth Option | 01-08-2010 | 9.09 | 13.86 | 7.55 | 13.72 | 9.05 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | 31-01-2023 | 8.93 | 16.03 | - | - | - |
| Bandhan Multi Asset Allocation Fund - Regular Plan - Growth | 05-01-2024 | 8.58 | - | - | - | - |
| Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth | 10-01-2024 | 8.15 | - | - | - | - |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | 21-12-2005 | 8.06 | 17.51 | 13.07 | 15.04 | 10.33 |
| Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth | 23-06-2023 | 7.98 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.58%
Others
34.68%
Large Cap
56.5%
Mid Cap
5.19%
