Sundaram Multi Asset Fund Direct Growth

Sundaram Multi Asset Fund Direct Growth of Sundaram Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.55

Age

NA Years

Fund Manager

Rahul Baijal

AuM (Rs Crores)

39.8431

Asset Class

Hybrid-Equity

Net Asset Value:

16.7606

Rating

2

Exit Load

0.01

Benchmark

Crisil Composite Bond Fund Index,S&P BSE 200 TRI

Fund Type

Balanced

SEBI Category

Multi Asset Allocation

Turnover Ratio(Monthly)

2.00%

Fund Manager Details:

Rahul Baijal B. E. Electronics & Communication, MBA Jun 212 - Jun 216 Fund Manager/Vice-President Investments, Bharti-AXA Life Insurance Jun 25 - Apr 212 Director/Portfolio Manager/Investment, TVF Capital (erstwhile Voyager Capital)

Objective:

To seek capital appreciation by investing in equity and equity-related instruments to the extent of at least 65% and upto 35% in Fixed Income instruments, Commodity / Commodity ETFs, InvITs/REITs

Top Holdings:

  • Banks (18.2)
  • IT - Software (12.12)
  • Refineries (7.5)
  • Automobile (6.38)
  • Finance (5.16)
  • Infrastructure Developers & Operators (4.48)
  • Tobacco Products (3.6)
  • FMCG (2.59)
  • Power Generation & Distribution (2.28)
  • Telecomm-Service (1.49)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition