Sundaram Multi Asset Allocation Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Multi Asset Allocation · Direct · IDCW
NAV · as of 11/09/2026
13.80
1D
-0.42%1Y
+7.73%Key stats
- Expense ratio
- 0.43%
- AUM
- ₹3.31 K Cr
- Launched
- 29/01/2024
- Fund manager
- Kumaresh Ramakrishnan; Rohit Seksaria; Arjun Nagarajan; Clyton Fernandes; Shalav Saket
- Portfolio turnover
- 1.03%
- Risk
- Very High Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Multi Asset Allocation Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
Quant Multi Asset Allocation IDCW Reinvest Direct Plan
Quant Multi Asset Allocation IDCW Reinvest (DR) · ₹6.36 K Cr AUM
1Y+17.76%3Y+21.66%-Quant Multi Asset Allocation IDCW Payout Direct Plan
Quant Multi Asset Allocation IDCW Payout (DP) · ₹6.36 K Cr AUM
1Y+17.76%3Y+21.66%-Nippon India Multi Asset Allocation IDCW Reinvestement Reinvest Direct Plan
Nippon India Multi Asset Allocation IDCW Reinvestement Reinvest (DR) · ₹16.93 K Cr AUM
1Y+13.09%3Y+18.60%-Nippon India Multi Asset Allocation IDCW Payout Direct Plan
Nippon India Multi Asset Allocation IDCW Payout (DP) · ₹16.93 K Cr AUM
1Y+13.09%3Y+18.60%-Sundaram Multi Asset Allocation IDCW Reinvest Direct Plan
Sundaram Multi Asset Allocation IDCW Reinvest (DR) · ₹3.31 K Cr AUM
1Y+8.15%3Y0.00%-
Investment objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Scheme details
- Scheme code
- 152312
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Hybrid Scheme
- Sub-category
- Multi Asset Allocation
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- -
- ISIN (Div. Reinvest)
- INF903JA1LM5
- Tradable on exchange
- No