| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 03-01-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
| Expense Ratio: 1.75% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,483.75 Cr As on (31-03-2025) |
| Turn over: 151 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | 11.6 | - | - | - | 14.82 |
| Benchmark | - | - | - | - | - |
| Hybrid: Multi Asset Allocation | 8.23 | 13.73 | 20.49 | 12.14 | 11.79 |
Dwijendra Srivastava, Bharath S., Sandeep Agarwal, Rohit Seksaria, Arjun G. Nagarajan
The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | - | - | - | - | 6.78 | 4.01 |
| Hybrid: Multi Asset Allocation | - | - | - | - | - | - |