Sundaram Multi Asset Allocation Fund - Direct Plan - Growth

Scheme Objective

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.

Scheme Details

• Fund manager(s) – Dwijendra Srivastava , Sandeep Agarwal , Rohit Seksaria , Arjun Nagarajan , Clyton Richard Fernandes
• Launch date – 25-Jan-2024
• Expense ratio – 0.37% as declared on 31-Oct-2025 (category average is 0.53%)
• Benchmark - NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 10% + Domestic Prices of Gold 25%

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Multi Asset Allocation Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details