Get access to more insightful information
By signing up to Upstox today
Sundaram Multi Asset Allocation Fund Direct dividend reinvestment
Hybrid • Multi Asset • Direct dividend reinvestment
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct dividend reinvestment
Launched On
29 Jan 2024
2.2 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹13.62
+0.0985% (0.10)
AUM
₹3,264 Cr
Expense ratio
0.41%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Energy
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 8.29 yrs • Total AUM: 1,46,311 Cr
Dwijendra Srivastava
Experience: 15.72 yrs • Total AUM: 3,42,827 Cr
Sandeep Agarwal
Experience: 13.87 yrs • Total AUM: 3,05,159 Cr
Arjun Nagarajan
Experience: 2.20 yrs • Total AUM: 19,586 Cr
Clyton Fernandes
Experience: yrs • Total AUM: 1,06,944 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.