Skip to main content
  • Home
  • Scheme Overview

Sundaram Multi Asset Allocation Fund Regular Plan Growth

Category: Hybrid: Multi Asset Allocation
Launch Date: 25-01-2024
Asset Class:
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.93% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,154 Cr As on (30-04-2024)
Turn over: 114
NAV (₹): 10.5883 ₹ -0.05 ( -0.4543%)
as on 13-05-2024
CAGR Since Inception - 5.71%
NIFTY 50 TRI - 13.98%

Fund Managers

Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan


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.

PERFORMANCE of Sundaram Multi Asset Allocation Fund Regular Plan Growth

Scheme Performance (%) Data as on - 13-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Multi Asset Allocation Fund Regular Plan Growth - - - - 5.71
NIFTY 50 TRI 22.23 15.96 16.05 13.4 13.98
Hybrid: Multi Asset Allocation 26.62 15.65 17.64 12.63 11.46

RETURNS CALCULATOR for Sundaram Multi Asset Allocation Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Multi Asset Allocation Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Multi Asset Allocation Fund Regular Plan Growth - - - - - -
Hybrid: Multi Asset Allocation - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Multi Asset Allocation Reg Gr 25-01-2024 0.0 0.0 0.0 0.0 0.0
Quant Multi Asset Fund Gr 21-03-2001 44.02 30.68 23.63 28.03 16.91
UTI Multi Asset Allocation Fund Reg Gr 19-11-2008 36.99 26.53 17.86 14.89 10.34
ICICI Pru Multi Asset Fund Gr 31-10-2002 30.73 23.37 22.89 20.1 15.92
Nippon India Multi Asset Fund Reg Gr 05-08-2020 30.59 21.1 16.41 0.0 0.0
Baroda BNP Paribas Multi Asset Fund Reg Gr 19-12-2022 27.98 0.0 0.0 0.0 0.0
SBI Multi Asset Allocation Reg Gr 21-12-2005 26.83 19.95 14.65 14.81 11.52
Tata Multi Asset Opportunities Reg Gr 04-03-2020 24.74 17.96 15.07 0.0 0.0
HDFC Multi Asset Fund Gr 05-08-2005 20.78 17.19 13.97 14.87 11.07
ABSL Multi Asset Allocation Fund Reg Gr 31-01-2023 20.6 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Multi Asset Allocation Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with