NAV
₹13.6260
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.20%
- 3Y
- —
- 5Y
- —
- Since Inception
- +13.82%
SIP returns (XIRR)
- 1Y
- +6.67%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.15%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks15.00%
- Automobiles6.00%
- IT - Software5.00%
- Finance5.00%
- Petroleum Products5.00%
- Telecom - Services4.00%
- Construction4.00%
- Capital Markets2.00%
- Aerospace & Defense2.00%
- Financial Technology (Fintech)2.00%
- Power2.00%
- Ferrous Metals2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Multi Asset Allocation Fund Regular Plan Growth
- 1Sbi-Etf Gold7.12%
- 2Hdfc Bank Ltd5.94%
- 3Reliance Industries Ltd4.71%
- 4Icici Bank Ltd4.58%
- 5Nippon India Etf Gold Bees4.43%
- 6Larsen & Toubro Ltd3.95%
- 7Bharti Airtel Ltd3.88%
- 8Kotak Mutual Fund - Gold Exchange Traded Fund3.67%
- 97.38% Central Government Securities 20/06/2027*3.25%
- 10Mahindra & Mahindra Ltd3.23%
Investment Objective
Sundaram Multi Asset Allocation Fund · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
Sundaram Multi Asset Allocation Fund · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations