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Mutual Funds

Sundaram Multi Asset Allocation Fund

Su

Sundaram Multi Asset Allocation Fund

Multi Asset AllocationRank #24
Not Rated

NAV (2026-07-14)

13.02

AUM

₹3,268.31 Cr

Exp. Ratio: 2.08%

RISK LEVEL

High

Returns & Performance

1 Year6.01%2.95% vs cat avgRank #18
3 Year----
5 Year----
Since Launch11.27%--

Fund vs Category Average

1Y
6.01%-2.95%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.08%)
1Y category rank outside top 15 (#18)
Overall rank #24 in category
ISININF903JA1LH5
NAV₹13.02
NAV Date2026-07-14
AUM₹3,268.31 Cr
Expense Ratio2.08%
RiskHigh
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Shalav Saket

MBA, B-Tech, CFA

Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

Top Holdings

Holdings data not available for this scheme