Sundaram Multi Asset Allocation Fund, a new fund offering, diversifies investments in equity, debt, money market, and gold. It allocates a minimum of 65% to equity, 10-25% to gold, and debentures.
Risk Mitigation: Hybrid funds like this aim to reduce risk compared to pure equity funds. The inclusion of debentures and gold, known for stability, enhances the fund's resilience in varying market conditions.
Gold Investment Rationale: The fund strategically invests in gold ETFs, leveraging gold's traditional role as a safe-haven asset during economic uncertainties, providing investors stability in extraordinary times.
NFO Period: January 5 to January 19
Minimum Investment: Rs 100
SIP Investment: Minimum Rs 100 per month
Quarterly Investment: Minimum Rs 750
Weekly Investment: Minimum Rs 1,000
Benchmark Index: Nifty 500 DRI serves as the benchmark index for the Sundaram Multi Asset Allocation Fund.
Expert Insight: Sunil Subramaniam, MD of Sundaram Mutual, recommends the fund for long-term risk reduction and wealth enhancement. He highlights the scheme's suitability for investors seeking a balance between long-term equity growth and short-term gold stability.
Investors seeking a balanced portfolio can explore this NFO until January 19, with a minimum investment requirement of Rs 100.
Data in this section is not a buy/sell recommendation but only a compilation of information on various technical/volume-based parameters
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