Sundaram Multi Asset Allocation Fund
Fund Overview
Fund Performance
Note: Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.
Scheme Information
Expense Ratio
% 2.06Benchmark
65% NIFTY 500 TRI + 10% NIFTY Short Duration Debt Index + 25% Domestic Prices of Gold
AUM
₹ 3276.67Inception Date
05 Jan 2024Turnover Ratio
% 48.40Exit Load
"If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.
If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.
For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil."
Asset Class
Hybrid
Sundaram Mutual Fund
Total AUM
₹ 74954.10
No. of Schemes under this AMC
50
Phone
28569851
ajithk@sundarammutual.com
Incorporation Date
8/24/1996
Address
Sundaram Towers,, 2nd Floor,, 46 Whites Road,
Chennai (Madras) - 600014