Sundaram Multi Asset Allocation Fund · Regular · Growth
NAV
₹13.1215
as of 13 Nov 2026
Expense Ratio
2.10%
AUM
₹3,338 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.34%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.19%
SIP returns (XIRR)
- 1Y
- +0.87%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.05%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.00
Sharpe Ratio
—
Alpha
—
Beta
-0.00
Sortino
11.85%
Std Dev
-13.28%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks9.51%
- Finance5.49%
- Automobiles5.25%
- Pharmaceuticals & Biotechnology5.02%
- IT - Software4.14%
- Petroleum Products3.53%
- Construction3.17%
- Telecom - Services3.11%
- Non - Ferrous Metals2.95%
- Capital Markets2.72%
- Financial Technology (Fintech)2.70%
- Electrical Equipment2.52%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Sbi-Etf Gold7.17%
- 2Nippon India Etf Gold Bees4.94%
- 3Icici Bank Ltd4.67%
- 4Kotak Mutual Fund - Gold Exchange Traded Fund3.69%
- 5Reliance Industries Ltd3.53%
- 67.38% Central Government Securities 20/06/2027*3.30%
- 7Larsen & Toubro Ltd3.17%
- 8Hdfc Gold Exchange Traded Fund3.17%
- 9Bharti Airtel Ltd3.11%
- 10Hdfc Bank Ltd2.87%
What this fund does
Sundaram Multi Asset Allocation Fund · Regular · Growth invests across at least three asset classes — equity, debt, and at least one more asset class, as the fund's own mandate defines — with a minimum 10% in each. Spreading across asset classes can soften swings but does not prevent losses.
About This Fund
Sundaram Multi Asset Allocation Fund · Regular · Growth is a Multi Asset / Dynamic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹3,338 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 2.10%.