Sundaram Multi Asset Allc IDCW-R
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.0%
Sharpe Ratio-0.20
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
SBI Gold ETFUtilities7.17%
Nippon India ETF Gold BeESUtilities4.94%
ICICI Bank LtdFinancial Services4.67%
Kotak Gold ETFUtilities3.69%
Reliance Industries LtdEnergy & Infra3.53%
7.38% Govt Stock 2027Utilities3.30%
Larsen & Toubro LtdCapital Goods3.17%
HDFC Gold ETFUtilities3.17%
Bharti Airtel LtdServices3.11%
HDFC Bank LtdFinancial Services2.87%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.1%
Regulatory & Tax Information
INF903JA1LJ1
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)