Nov 21, 2024
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 (G) | -4.33 | 2.34 | 0 | 0 |
| Benchmark | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | -3.36 | 3.71 | 20.6 | 12.93 |
| Category Rank | 5/2 | 5/2 | 2/2 | 1/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Multi Asset Allocation-Reg (G) | 12.7770 | 0.21 | 20.28 | 0.00 | 0.00 | 937.84 | 0.00 | 500.00 | invest |
| Shriram Multi Asset Allocation Fund - Regular (G) | 11.9129 | 0.21 | 15.00 | 0.00 | 0.00 | 167.65 | 0.00 | 500.00 | invest |
| HSBC Multi Asset Allocation Fund - Regular (G) | 11.5319 | 0.15 | 0.00 | 0.00 | 0.00 | 2,052.95 | 1.88 | 5,000.00 | invest |
| HSBC Multi Asset Allocation Fund - Regular (IDCW) | 11.5319 | 0.15 | 0.00 | 0.00 | 0.00 | 2,052.95 | 1.88 | 5,000.00 | invest |
| Quant Multi Asset Fund (G) | 132.9705 | -0.78 | 34.30 | 19.50 | 26.72 | 3,025.56 | 1.88 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Indian Mutual Funds-Nippon India ETF Gold BeES | Oct 31, 2024 | 162.12 | 6.69 | 2.00 |
|
| Indian Mutual Funds-SBI Gold ETF | Oct 31, 2024 | 159.09 | 6.56 | 4.48 |
|
| Indian Mutual Funds-HDFC Gold ETF | Oct 31, 2024 | 128.38 | 5.30 | -12.45 |
|
| Govt. Securities-GSEC2027 | Oct 31, 2024 | 106.58 | 4.40 | -0.23 |
|
| Equity-HDFC Bank | Oct 31, 2024 | 104.13 | 4.30 | 32.46 |
|
| Equity-Reliance Industr | Oct 31, 2024 | 99.00 | 4.08 | -7.52 |
|
| Indian Mutual Funds-Kotak GOLD ETF | Oct 31, 2024 | 93.21 | 3.84 | 5.14 |
|
| Equity-Infosys | Oct 31, 2024 | 86.74 | 3.58 | -2.19 |
|
| Equity-Bharti Airtel | Oct 31, 2024 | 85.42 | 3.52 | -5.67 |
|
| Equity-M & M | Oct 31, 2024 | 79.40 | 3.27 | -11.84 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Multi Asset Allocation Fund-Reg (G) |
| 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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