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Sundaram Multi Asset Allocation Fund Idcw Direct Plan
NAV (Apr 26,2024)
Invest in Sundaram Multi Asset Allocation Fund IDCW Direct Plan with an expense ratio of 0.24%. The fund has a Price to Earnings ratio of 34.08 and a Price to Book ratio of 5.80. The scheme has an AUM (Asset Under Management) of INR 1988.42 crore. The minimum investment required is INR 100. There is no lock-in period for this fund. The fund was established on 25th January 2024.
Sundaram Multi Asset Allocation Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Multi Asset Allocation Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio35.73
- P/B Ratio6.00
- Alpha0
- Beta0
- Sharpe0.28
- Sortino0.52
Fund Overview
0.23%
0%
No Lock-in
₹ 2070.37 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,702.8 (7.03%) | ₹ -- (--) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 32,108.4 (7.03%) | ₹ -- (--) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 53,514 (7.03%) | ₹ -- (--) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 85,622.4 (7.03%) | ₹ -- (--) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,07,028 (7.03%) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- SBI ETF GOLD7.78%
- Nippon India ETF Gold Bees7.71%
- Reliance Industries Ltd5.90%
- Central Government Securities5.12%
- Larsen & Toubro Ltd5.11%
- Government Securities4.87%
- HDFC Bank Ltd4.79%
- HDFC Gold Exchange Traded Fund3.85%
- Kotak Mutual Fund Gold Exchange Traded Fund3.83%
- Infosys Ltd3.82%
- State Bank of India3.71%
- Tata Consultancy Services Ltd3.50%
- Bharti Airtel Ltd3.49%
- Mahindra & Mahindra Ltd3.31%
- Axis Bank Ltd3.02%
- Bajaj Finance Ltd2.39%
- ICICI Bank Ltd1.99%
- Tata Steel Ltd1.77%
- Tata Motors Ltd DVR1.50%
- Union Bank of India1.49%
- Power Finance Corporation Ltd1.37%
- ITC Ltd1.33%
- Kalyan Jewellers India Ltd1.12%
- Tech Mahindra Ltd1.10%
- Sun Pharmaceutical Industries Ltd1.07%
- GAIL India Ltd1.01%
- Ujjivan Financial Services Ltd1.01%
- Equitas Small Finance Bank Limited0.99%
- Alkem Laboratories Ltd0.95%
- Hindustan UniLever Ltd0.89%
- TVS Motor Company Ltd0.82%
- TREPS0.78%
- Hindalco Industries Ltd0.77%
- HCL Technologies Ltd0.75%
- Titan Company Ltd0.67%
- Ultratech Cement Ltd0.63%
- Info Edge India Ltd0.62%
- Zomato Ltd0.55%
- Angel One Ltd0.53%
- Kesoram Industries Ltd0.52%
- Hindustan Aeronautics Ltd0.47%
- Asian Paints Ltd0.46%
- Cummins India Ltd0.42%
- Interglobe Aviation Ltd0.38%
- Nestle India Ltd0.35%
- Margin Money For Derivatives0.31%
- Kotak Mahindra Bank Ltd0.31%
- Bharat Petroleum Corporation Ltd0.28%
- Grasim Industries Ltd0.26%
- DSP GOLD ETF0.21%
- NTPC LTD0.11%
- Miscellaneous23.38%
- Bank - Private11.10%
- IT - Software9.17%
- Refineries6.18%
- Bank - Public5.20%
- Finance - NBFC2.39%
- Finance Term Lending2.38%
- Diamond & Jewellery1.79%
- Cigarettes/Tobacco1.33%
- Metal - Non Ferrous0.77%
- BPO/ITeS0.62%
- e-Commerce0.55%
- Defence0.47%
- Paints0.46%
- Diesel Engines0.42%
- Airlines0.38%
- Consumer Food0.35%
- Diversified0.26%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 40.26% |
Shriram Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 25.25% |
DSP Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 16.73% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 14.86% |
WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | High | 13.85% |
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 12.56% |
Tata Multi Asset Opportunities Fund - Regular Plan - Growth | HYBRID | Very High | 10.87% |
Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 7.81% |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth | HYBRID | High | 6.52% |
Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCW | HYBRID | Low | 3.80% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 49.30% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 40.61% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 34.30% |
Nippon India Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 33.60% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 29.59% |
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 23.58% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 23.35% |
Tata Multi Asset Opportunities Fund - Regular Plan - Growth | HYBRID | Very High | 22.87% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 20.77% |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth | HYBRID | High | 16.89% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 28.66% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 25.24% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 18.31% |
Nippon India Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 17.00% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 16.16% |
Tata Multi Asset Opportunities Fund - Regular Plan - Growth | HYBRID | Very High | 15.82% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 14.73% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 10.60% |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth | HYBRID | High | 6.97% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 28.71% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 19.54% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 14.45% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 14.40% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 14.21% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 12.55% |
Fund Managers
Mr. Rohit Seksaria
Mr. S. BharathFund Manager - Overseas Securities
Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.
Mr. Dwijendra SrivastavaHead - Fixed Income
Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).
Mr. Sandeep AgarwalFund Manager
Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.
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Sundaram Multi Asset Allocation Fund - IDCW - Direct Plan
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