
Sundaram Multi Asset Allocation Fund(G)-Direct Plan
+4.83%
1Y annualised
+4.83%
1Y annualised
+0.31% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹13.62
Min. SIP amount
₹100
Fund size (AUM)
3406 Cr
Expense ratio
0.37%
Launched on
25 Jan 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹13.62
Min. SIP amount
₹100
Fund size (AUM)
3406 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
34.61%
Mid Cap
16.30%
Small Cap
12.11%
Others
36.98%
Sector Allocation
Domestic Mutual Funds Units - Gold
20.64%
Government Securities
9.74%
Bank
9.62%
Automobile & Ancillaries
9.51%
It
9.20%
Finance
6.43%
Healthcare
4.27%
Infrastructure
3.21%
Others
27.03%
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
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FAQs
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