Sundaram Multi Asset Allocation Fund Regular Growth
Medium
Risk
Other Schemes
Multi Asset Allocation
+
0.00
%
0.00
%
3Y annualised
+
0.41
%
0.41
%
1D
1M
6M
1Y
3Y
All
Fund size
1894
NAV:
Mar 7, 2024
10.3341
Sector
Tech
Type
Other_schemes
Launched
Jan 2024
Min Investment
100
Expense Ratio
0
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
6.2
%
HDFC Bank Ltd
5.29
%
Larsen & Toubro Ltd
5.24
%
Infosys Ltd
4.83
%
Future on Reliance Industries Ltd
4.73
%
Hdfc Bank Limited February 2024
4.32
%
State Bank of India
4.25
%
ITC Ltd
4.22
%
Future on ITC Ltd
4.18
%
Axis Bank Ltd
4.06
%
Expense ratio, exit load and tax
Expense Ratio:
0
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Multi Asset Allocation Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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