Sundaram Multi Asset Allocation Fund(G)-Direct Plan
+1.03%
1Y annualised
+1.03%
1Y annualised
-0.36% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.
NAV : 13 Nov 2026
₹13.68
Min. SIP amount
₹100
Fund size (AUM)
3127 Cr
Expense ratio
0.37%
Launched on
25 Jan 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹13.68
Min. SIP amount
₹100
Fund size (AUM)
3127 Cr
Expense ratio
0.37%
Launched on
25 Jan 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
38.63%
Mid Cap
14.29%
Small Cap
10.97%
Others
36.11%
Sector Allocation
Domestic Mutual Funds Units - Gold
20.33%
Bank
12.08%
Government Securities
10.42%
Automobile & Ancillaries
6.65%
Healthcare
6.35%
Finance
5.96%
It
5.52%
Telecom
3.58%
Others
28.49%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 30% of units and 1% for remaining units on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Seksaria
Present
Clyton Richard Fernandes
Present
Kumaresh Ramakrishnan
Present
Arjun Nagarajan
Present
Similar/Peer Fund Comparison
HSBC Multi Asset Allocation Fund(G)-Direct Plan
Quant Multi Asset Allocation Fund(G)-Direct Plan
Aditya Birla SL Multi Asset Allocation Fund(G)-Direct Plan
Kotak Multi Asset Allocation Fund(G)-Direct Plan
Canara Rob Multi Asset Allocation Fund(G)-Direct Plan
WOC Multi Asset Allocation Fund(G)-Direct Plan
Mirae Asset Multi Asset Allocation Fund(G)-Direct Plan
Mahindra Manulife Multi Asset Allocation Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.