Sundaram Mutual Fund launches Sundaram Multi Asset Allocation Fund

NFO period: 05^th January – 19^th January, 2024

Highlights of the NFO:

• Scheme type – An open ended scheme investing in Equity, Debt & Money Market Instruments and Gold ETFs


• Investment objective – The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.


• Product suitability – The product is suitable for investors who are seeking long term capital growth. Equity & equity related securities, Debt & Money Market Instruments, Gold ETFs.


• Minimum Application Amount – First investment is Rs. 100/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option, Income Distribution cum Capital Withdrawal (IDCW) (IDCW Pay-out, IDCW Transfer and IDCW Reinvestment Facility).


• Fund Manager – Mr. Rohit Seksaria & Mr. S Bharath (Equity), Mr. Dwijendra Srivastava & Mr. Sandeep Agarwal (Fixed Income) and Mr. Arjun Nagarajan (Gold ETFs)


• Benchmark – NIFTY 500 TRI (65%) + NIFTY Short Duration Debt Index (10%) + Domestic Prices of Gold (25%)