Sundaram Multi Asset Allocation Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
1Y Returns (CAGR)
7.25%
Expense Ratio
0.46%
as of 01/05/2026
AUM
₹131.11 Cr
Qtr End: Mar 26
NAV
₹13.369
as of 03/06/2026
1Y Returns (CAGR)
7.25%
Expense Ratio
0.46%
as of 01/05/2026
AUM
₹131.11 Cr
Qtr End: Mar 26
NAV
₹13.369
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.66% | -10.22% | 18.57% |
| 6M | -2.21% | -4.37% | 16.44% |
| 1Y | 7.25% | 7.25% | 12.48% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 05/01/2024
- Fund Age
- 2.4 years
- Minimum Investment
- ₹100
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Multi Asset Allocation (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| DSP Multi Asset Allocation Fund - Direct - Growth | - | 0.44% | ₹1,542.33 |
| Kotak Multi Asset Allocation Fund - Direct - Growth | - | 0.50% | ₹1,242.47 |
| Nippon India Multi Asset Allocation Fund - Direct - Growth | 20.26% | 0.33% | ₹2,432.26 |
| Mahindra Manulife Multi Asset Allocation Fund - Direct - Growth | - | 0.30% | ₹42.71 |
| WhiteOak Capital Multi Asset Allocation Fund - Direct - Growth | 16.41% | 0.35% | ₹1,147.6 |
| BANDHAN MULTI ASSET ALLOCATION FUND - Direct - Growth | - | 0.42% | ₹135.3 |
| Quant Multi Asset Allocation Fund - Direct - Growth | 24.54% | 0.60% | ₹2,257.61 |