Sundaram Multi Asset Allocation Fund Regular-Growth
Hybrid
Multi Asset Allocation
₹-0.52% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3277 Cr
- Created on4 Jan 2024
Fund Ranking
#
/ 9 in Multi Asset Allocation
Risk Level
High
Returns
Trailing Return
Rolling Return
- 6 Month-2.4%
- 1 Year7.1%
- 3 Year (CAGR)-
- All Time (CAGR)11.4%
Category Return
- 6 Month1.2%
- 1 Year10.3%
- 3 Year (CAGR)16.1%
- All Time (CAGR)-
Asset Allocation
- Equity65.3%
- Debt10.1%
- Commodity20.0%
- Other4.7%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises0.06%
- Amara Raja Energy & Mobility0.88%
- Apollo Tyres0.43%
- Asian Paints0.75%
- Bajaj Finance2.01%
Fund Information
- Expense Ratio1.82%
- Exit LoadExit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Bharath S
Jan 2024 - Present
Arjun G. Nagarajan
Jan 2024 - Present
Dwijendra Srivastava
Jan 2024 - Present
Sandeep Agarwal
Jan 2024 - Present
Rohit Seksaria
Jan 2024 - Present
Clyton Richard Fernandes
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00