Sundaram Multi Asset Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 39.37
Expense Ratio
1.46%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
16.776
(-0.05 %)
NAV as on 2018-11-14
Returns
Fund
Sundaram Multi Asset Fund - Direct Plan
1 Year
5.62%
3 Year
9.22%
5 Year
8.28%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The schemes will primarily focus on opportunities in Indian equities with the addition of gold ETF to provide diversification and exposure to the relative attractiveness of gold in certain phases.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related instruments to the extent of 65% and in Gold-ETF up to 35%
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,099
Portfolio Value
99
Total Returns