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Sundaram Multi Asset Allocation Fund

Sundaram Multi Asset Allocation Fund

An open-ended scheme investing in Equity, Debt & Money Market Instruments and Gold ETFs

Feb - 2025

Category	MultiAsset Allocation
Inception Date	25-Jan-2024
Benchmark (Tier I)	NIFTY 500 TRI (65%) + NIFTY Short Duration Debt Index (10%) + Domestic Prices of Gold (25%)^
Additional Benchmark	N.A
Fund Managers	-
Plans	Regular/Direct
Options	Growth/IDCW
Minimun Investment	₹ 100/- & Multiple of ₹ 1/-
SIP	Available
STP	Available
SWP	Available
Exit Load	If units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment Up to 30% of the units: No Exit Load. More than 30% of the units: 1% of the applicable NAV. For redemption or withdrawal by way of SWP after 365 days from the date of allotment: Nil. Exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.

AUM (as on 28-Feb-2025)

Avg. AUM	₹ 2,443Cr.
Month End AUM	₹ 2,375Cr.

NAV

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Portfolio data as on 28-Feb-2025

Market Capitalization

Current Asset Allocation

Portfolio data as on 28-Feb-2025

Fund Name	Record Date	Individual Quantum (₹ per unit)	Non-Individual Quantum (₹ per unit)
No data

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Period	Performance			₹ 10,000 Invested			Value of ₹ 10,000 a month SIP
Period	Fund (%)	Tier I (%)	Additional Benchmark (%)	Fund (₹)	Tier I (₹)	Additional Benchmark (₹)	Investment (₹)	Fund (₹)	Tier I (₹)

TIER I - NIFTY 500 TRI (65%) + NIFTY Short Duration Debt Index (10%) + Domestic Prices of Gold (25%)^

Past performance may or may not be sustained in future. Returns/investment value are as of 07-Apr-2025. Returns are on a simple annual basis for period less than one year computed using NAV of Regular Plan-Growth Option. Value of 10,000 invested at inception is as on 07-Apr-2025.

Benchmark Tier I

The risk of the benchmark is High
NIFTY 500 TRI (65%) + NIFTY Short Duration Debt Index (10%) + Domestic Prices of Gold (25%)^

Fund

The risk of the scheme is High

This product is suitable for investors who are seeking*

Long term capital growth
Equity and equity related securities, debt & money market instruments, gold ETFs

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.