Sundaram Mutual Fund
All mutual funds

Sundaram Multi Asset Allocation Fund - Direct Plan - GROWTH

Sundaram Mutual Fund · Multi Asset Allocation · Direct · Growth

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 - GROWTH

13/08/2026 to 11/09/2026

O - H - L -

14.2413.8013/08/202611/09/2026
1W-1.31%
1M-2.08%
3M+3.37%
6M+4.20%
1Y+7.73%
MAX+37.70%

Comparable peers

  • Quant Multi Asset Allocation Growth Direct Plan

    Quant Multi Asset Allocation (G) · ₹6.36 K Cr AUM

    1Y+18.36%
    3Y+21.69%
    -
  • Nippon India Multi Asset Allocation Growth Direct Plan

    Nippon India Multi Asset Allocation (G) · ₹16.93 K Cr AUM

    1Y+13.77%
    3Y+18.84%
    -
  • Aditya Birla Sun Life Multi Asset Allocation Growth Direct Plan

    ABSL Multi Asset Allocation (G) · ₹7.28 K Cr AUM

    1Y+13.50%
    3Y+15.98%
    -
  • Whiteoak Capital Multi Asset Allocation Growth Direct Plan

    Whiteoak Capital Multi Asset Allocation (G) · ₹8.19 K Cr AUM

    1Y+12.82%
    3Y+16.90%
    -
  • Sundaram Multi Asset Allocation Growth Direct Plan

    Sundaram Multi Asset Allocation (G) · ₹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
152314
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Hybrid Scheme
Sub-category
Multi Asset Allocation
Plan
Direct
Return type
Growth
ISIN (Growth)
INF903JA1LK9
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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