Sundaram Launches Multi-Asset Fund NFO: A Balanced Investment Approach

Sundaram Mutual Fund introduces Sundaram Multi Asset Allocation Fund NFO with a diversified mix of 65% equity, 10-25% gold, and debentures for risk mitigation. Invest from January 5-19, starting at Rs 100, for a balanced approach to long-term equity growth and short-term stability through gold.

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.

Sundaram mutual fund
Sundaram mutual fund

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.

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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.

Sunil Subramaniam
Sunil Subramaniam

Investment Details:

  • 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.

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