Sundaram Multi Asset Allocation Fund-Reg (G)

Sundaram Multi Asset Allocation Fund-Reg (G) is a scheme launched by Sundaram Mutual Fund on January 25, 2024, and falls under the Multi Asset Allocation fund category. It currently manages an AUM of Rs 2,669.25 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.76% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.

• Performance:

  Sundaram Multi Asset Allocation Fund-Reg (G) trailing returns over different times are 8.54% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 11.73%.