Sundaram Multi Asset Allocation Fund(G) Mutual fund

Sundaram Multi Asset Allocation Fund(G)

Q: How to Invest in Sundaram Multi Asset Allocation Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Sundaram Multi Asset Allocation Fund good?

The Sundaram Multi Asset Allocation Fund has an AUM of ₹2424.50 Cr as on 12/3/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.04%. The risk is Very High against the category average of 52.23.

Q: Is Sundaram Multi Asset Allocation Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Sundaram Multi Asset Allocation Fund?

There is no lock-in period applicable on Sundaram Multi Asset Allocation Fund.

Q: What is the expense ratio of Sundaram Multi Asset Allocation Fund?

The expense ratio of Sundaram Multi Asset Allocation Fund is 1.86%.

Hybrid

●

Multi Asset Allocation

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Fund Details

Current NAV

₹11.40

Expense Ratio

1.86%

Min SIP

₹100

Fund Size

₹2425Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If up to 30% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 30% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Fund Performance

Alpha

6.33%

Beta

0.56

Sharpe Ratio

1.4768

Risk

7.13%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Sundaram Multi Asset Allocation Fund(G) FAQs

Q1. How to Invest in Sundaram Multi Asset Allocation Fund through Rupeezy?

Q2. Is Sundaram Multi Asset Allocation Fund good?

Q3. Is Sundaram Multi Asset Allocation Fund tax free?

Q4. What is the lock-in period of Sundaram Multi Asset Allocation Fund?

Q5. What is the expense ratio of Sundaram Multi Asset Allocation Fund?

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