Sundaram Multi Asset Allocation Fund-Dir Growth

100
Min SIP
100
Min Lumpsum
0.28 %
Expense Ratio
Rating
1,893
Fund Size (in Cr)
1 Month
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 1.4%
Category Average 25.8% 15.3% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
5.29%
4.83%
Others
74.19%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 6.2%
HDFC Bank Banks Equity 5.29%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.24%
Infosys IT - Software Equity 4.83%
St Bk of India Banks Equity 4.25%
ITC Tobacco Products Equity 4.22%
Axis Bank Banks Equity 4.06%
TCS IT - Software Equity 3.77%
Bharti Airtel Telecomm-Service Equity 3.67%
M & M Automobile Equity 3.38%
UltraTech Cem. Cement Equity 2.94%
Bajaj Finance Finance Equity 2.5%
Hindalco Inds. Non Ferrous Metals Equity 2.09%
Tata Steel Steel Equity 1.69%
Asian Paints Paints/Varnish Equity 1.32%
Tata Motors Automobile Equity 1.12%
Interglobe Aviat Air Transport Service Equity 1.07%
Sun Pharma.Inds. Pharmaceuticals Equity 1.02%
ICICI Bank Banks Equity 1%
TVS Motor Co. Automobile Equity 0.87%
Kotak Mah. Bank Banks Equity 0.79%
Canara Bank Banks Equity 0.76%
Hind. Unilever FMCG Equity 0.75%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.61%
Grasim Inds Textiles Equity 0.58%
GAIL (India) Gas Distribution Equity 0.52%
Hind.Aeronautics Aerospace & Defence Equity 0.46%
Titan Company Diamond, Gems and Jewellery Equity 0.39%
Shriram Finance Finance Equity 0.31%
REC Ltd Finance Equity 0.25%
NTPC Power Generation & Distribution Equity 0.11%
HCL Technologies IT - Software Equity 0.08%
Debt
40.89%
Banks
16.16%
Others
11.55%
IT-Software
8.67%
Petroleum Products
6.2%
Others
16.53%
View all Sectors
Sectors Asset
Debt 40.89%
Banks 16.16%
Others 11.55%
IT-Software 8.67%
Petroleum Products 6.2%
Automobiles 5.37%
Construction 5.24%
Diversified FMCG 4.97%
Telecom-Services 3.67%
Cement & Cement Products 3.52%
Finance 3.06%
Non-Ferrous Metals 2.09%
Consumer Durables 1.71%
Ferrous Metals 1.69%
Transport Services 1.07%
Pharmaceuticals & Biotech 1.02%
Retailing 0.61%
Gas 0.52%
Aerospace & Defense 0.46%
Power 0.11%
Cash & Others -18.58%
Equity
66.14%
Reverse Repos
35.03%
Derivatives
11.55%
Govt Securities / Sovereign
5.86%
Mutual Funds Units
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load If up to 30% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 30% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund 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

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

More Funds from Sundaram Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
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Mid Cap Mutual Funds Mid Cap Mutual Funds
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Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Sundaram Multi Asset Allocation Fund-Dir Growth ?

You can invest in Sundaram Multi Asset Allocation Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Multi Asset Allocation Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Multi Asset Allocation Fund-Dir Growth ?

The NAV of Sundaram Multi Asset Allocation Fund-Dir Growth is ₹10.2 as of 01 March 2024.

How to redeem Sundaram Multi Asset Allocation Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Multi Asset Allocation Fund-Dir Growth?

The minimum SIP amount of Sundaram Multi Asset Allocation Fund-Dir Growth is ₹100

What are the top sectors Sundaram Multi Asset Allocation Fund-Dir Growth has invested in?

The top sectors Sundaram Multi Asset Allocation Fund-Dir Growth has invested in are
  1. Debt - 40.89%
  2. Banks - 16.16%
  3. Others - 11.55%
  4. IT-Software - 8.67%
  5. Petroleum Products - 6.2%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Multi Asset Allocation Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Multi Asset Allocation Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Multi Asset Allocation Fund-Dir Growth generated ?

The Sundaram Multi Asset Allocation Fund-Dir Growth has delivered 1.4% since inception

What is the expense ratio of Sundaram Multi Asset Allocation Fund-Dir Growth ?

The expense ratio of Sundaram Multi Asset Allocation Fund-Dir Growth is 0.28 % as of 01 March 2024.

What is the AUM of Sundaram Multi Asset Allocation Fund-Dir Growth?

The AUM of Sundaram Multi Asset Allocation Fund-Dir Growth is ₹49,195 Cr as of 01 March 2024

What are the top stock holdings of Sundaram Multi Asset Allocation Fund-Dir Growth?

The top stock holdings of Sundaram Multi Asset Allocation Fund-Dir Growth are
  1. Reliance Industr - 6.2%
  2. HDFC Bank - 5.29%
  3. Larsen & Toubro - 5.24%
  4. Infosys - 4.83%
  5. St Bk of India - 4.25%

How can I redeem my investments in Sundaram Multi Asset Allocation Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Multi Asset Allocation Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now