Sundaram Multi Asset Fund

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An open ended scheme investing in equity, Fixed Income and commodities / Commodity ETFs / ReITs / InVITs.

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Fund Managers

Mr. Shiv Chanani

Fund Manager

Mr. Shiv Chanani

Sundaram Equity Plus

Description:

The fund invests up to 65% in large caps and the rest in Gold ETFs. Ideal vehicle for investors seeking investment in a multi-asset class fund.

Fund Features :
  • Multi asset class fund
Suitability:

This product is suitable for investors who are seeking capital appreciation by investing in equity and equity related instruments to the extent of at least 65% and in gold-ETF up to 35%.

Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
21/06/2017 5.0 0.50 11.8836
09/03/2017 5.0 0.50 11.8106
08/12/2016 5.0 0.50 11.6539
08/09/2016 5.0 0.50 13.1945
Total dividends paid since inception - 30% - 3
 
Moderately High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment in equity & equity related instruments / Commodity/ Commodity ETFs, Investment in REITs/InVITs and Fixed Income Securities

* 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.

Fund Facts

Inception 24 May 2011
Scheme Type Large-Cap Equity with a Dash of Gold ETF
Benchmark S&P BSE 200 (65%) and CRISIL Composite Bond Fund Index 20%, Bloomberg Commodity Index 15%.
Fund Manager Rahul Baijal
Investment Objective Seek capital appreciation by investing in equity and equity related stocks of Indian companies to the extent of at least 65% and in gold ETF up to 35%. Can invest up to 35% in overseas securities.
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest; Sweep
Min. Initial Investment 5,000
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment