May 12, 2025
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
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI | 5.28 | 8.15 | 12.97 | 0 |
| Benchmark | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 4.41 | 2.63 | 9.72 | 16.23 |
| Category Rank | 3/2 | 3/2 | 2/2 | 2/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Multi Asset Allocation Fund - Regular (IDCW) | 12.6380 | 2.22 | 7.72 | 0.00 | 0.00 | 7,642.88 | 1.75 | 100.00 | invest |
| Kotak Multi Asset Allocation Fund - Regular (G) | 12.6380 | 2.22 | 7.72 | 0.00 | 0.00 | 7,642.88 | 1.75 | 100.00 | invest |
| Baroda BNP Paribas Multi Asset Fund - Reg (G) | 14.5813 | 2.19 | 11.84 | 0.00 | 0.00 | 1,136.19 | 2.10 | 5,000.00 | invest |
| Baroda BNP Paribas Multi Asset Fund - Reg (IDCW) | 13.9228 | 2.19 | 11.84 | 0.00 | 0.00 | 1,136.19 | 2.10 | 5,000.00 | invest |
| Bank of India Multi Asset Allocation Fund-Reg (G) | 10.8725 | -0.23 | 5.20 | 0.00 | 0.00 | 333.32 | 1.93 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Indian Mutual Funds-SBI Gold ETF | Mar 31, 2025 | 175.72 | 7.07 | 4.33 |
|
| Indian Mutual Funds-Nippon India ETF Gold BeES | Mar 31, 2025 | 172.78 | 6.96 | 1.96 |
|
| Equity-HDFC Bank | Mar 31, 2025 | 116.81 | 4.70 | 5.53 |
|
| Indian Mutual Funds-HDFC Gold ETF | Mar 31, 2025 | 111.94 | 4.51 | 5.14 |
|
| Equity-Reliance Industr | Mar 31, 2025 | 108.22 | 4.36 | 11.50 |
|
| Govt. Securities-GSEC2027 | Mar 31, 2025 | 107.03 | 4.31 | 0.24 |
|
| Indian Mutual Funds-Kotak GOLD ETF | Mar 31, 2025 | 98.34 | 3.96 | 2.05 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 91.82 | 3.70 | 10.39 |
|
| Equity-Infosys | Mar 31, 2025 | 78.91 | 3.18 | -6.94 |
|
| Equity-Axis Bank | Mar 31, 2025 | 78.16 | 3.15 | 8.51 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI |
| Contact Persone | : | Rohit Seksaria |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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