December 30, 2023
mayank
Sundaram Multi Asset Allocation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Sundaram Multi Asset Allocation Fund Open Date, Close Date?
NFO opens on January 05, 2024
NFO will close on January 19, 2024
What is the Investment Strategy?
The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Basic Details of Sundaram Multi Asset Allocation Fund?
| Fund House | Sundaram Mutual Fund |
| Issue Open | 05 January 2024 |
| Issue Close | 19 January 2024 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 100 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | For units in excess of 30% of the investment, 1% will be charged for redemption Within 365 days |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
What is the Benchmark Index?
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Performance Review of the Fund Managers of Sundaram Multi Asset Allocation Fund?
1) Arjun Nagarajan
Education: Nil
Experience: Nil
Past Performance of his Schemes
2) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Past Performance of his Schemes
| Fund | Sundaram Banking & PSU Debt Fund | It’s Benchmark | Sundaram Debt Oriented Hybrid Fund | It’s Benchmark |
| 1 Year | 6.84 | 4.41 | 9.19 | 12.81 |
| 3 Year | 4.25 | 3.02 | 8.73 | 9.28 |
| 5 Year | 6.06 | 3.30 | 6.84 | 9.56 |
| 7 Year | 6.08 | 3.52 | 6.38 | 9.36 |
| 10 Year | 6.82 | 4.04 | 8.40 | 9.47 |
3) Sandeep Agarwal
Education: Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Past Performance of his Schemes
| Fund | Sundaram Corporate Bond Fund | It’s Benchmark | Sundaram Medium Term Bond Fund | It’s Benchmark |
| 1 Year | 6.26 | 6.91 | 5.47 | 6.91 |
| 3 Year | 4.48 | 4.30 | 2.58 | 4.30 |
| 5 Year | 7.09 | 5.59 | 4.42 | 5.59 |
| 7 Year | 6.52 | 5.58 | 4.64 | 5.58 |
| 10 Year | 8.06 | 6.73 | 6.14 | 6.73 |
4) S Bharath
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Past Performance of his Schemes
| Fund | Sundaram Aggressive Hybrid Fund | It’s Benchmark | Sundaram Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 16.80 | 19.57 | 14.10 | 19.57 |
| 3 Year | 15.03 | 15.53 | 11.30 | 15.53 |
| 5 Year | 12.84 | 14.76 | 11.34 | 14.76 |
| 7 Year | 12.63 | 14.73 | 10.39 | 14.73 |
| 10 Year | 12.38 | 13.36 | 11.22 | 13.36 |
5) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Past Performance of his Schemes
| Fund | Sundaram Global Brand Fund | It’s Benchmark | Sundaram Services Fund | It’s Benchmark |
| 1 Year | 30.59 | 26.55 | 28.05 | 26.55 |
| 3 Year | 10.12 | 20.44 | 24.16 | 20.44 |
| 5 Year | 14.51 | 17.64 | 21.86 | 17.64 |
| 7 Year | 11.72 | 17.23 | — | — |
| 10 Year | 7.50 | 16.14 | — | — |
Which Company Owns Sundaram Multi Asset Allocation Fund?
Sundaram Asset Management Company Ltd
Address: Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai – 600014
Website: http://www.sundarammutual.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: www.karvymfs.com
Should I Invest in Sundaram Multi Asset Allocation Fund NFO?
Guidance for Sundaram Multi Asset Allocation Fund by Paresh Gordhandas, C.A., Research Analyst.
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