Sundaram Multi Asset Allocation Fund Regular Growth
- Multi Asset Allocation
- Hybrid
- High Risk
Rating:
Key Metrics
Aum
₹3,268.22 Cr
Expense Ratio
1.59%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
29 Jan 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.71% | -- |
| 3 Months | +2.34% | -- |
| 6 Months | -0.86% | -- |
| 1 Year | +10.85% | +10.85% |
| 2 Years | -- | +10.1% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +34.98% | +12.53% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| SBI Mutual Fund - SBI Gold Exchange Traded Scheme - Growth Option | 221.20 | 6.67 |
| ICICI Bank | 163.91 | 4.95 |
| HDFC Bank | 158.57 | 4.78 |
| NIPPON INDIA ETF GOLD BEES | 152.35 | 4.60 |
| Bharti Airtel | 122.91 | 3.71 |
| Larsen & Toubro Ltd | 122.74 | 3.70 |
| Reliance Industries | 122.68 | 3.70 |
| Kotak Mahindra Mutual Fund - Kotak Gold Exchange Traded Fund | 113.85 | 3.43 |
| 7.38% Govt Stock 2027 | 106.45 | 3.21 |
| Mahindra & Mahindra Ltd | 103.59 | 3.13 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Multi Asset Allocation Fund Regular Growth | +6.34% | +7.36% | -- |
| Bandhan Multi Asset Allocation Fund Regular Growth | +16.8% | -- | -- |
| Mirae Asset Multi Asset Allocation Fund Regular Growth | +13.25% | -- | -- |
| Sundaram Multi Asset Allocation Fund Regular Growth | +10.85% | -- | -- |
| HSBC Multi Asset Allocation Fund Regular Growth | +16.12% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Sundaram Multi Asset Allocation Fund Regular Growth has an AUM of 3268.22 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.59%. The minimum investment in Sundaram Multi Asset Allocation Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include SBI Mutual Fund - SBI Gold Exchange Traded Scheme - Growth Option, ICICI Bank, HDFC Bank, NIPPON INDIA ETF GOLD BEES.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Auto & Truck Manufacturers.
Some of the similar funds are Edelweiss Multi Asset Allocation Fund Regular Growth, Bandhan Multi Asset Allocation Fund Regular Growth, Mirae Asset Multi Asset Allocation Fund Regular Growth, Sundaram Multi Asset Allocation Fund Regular Growth, HSBC Multi Asset Allocation Fund Regular Growth. Sundaram Multi Asset Allocation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Sundaram Multi Asset Allocation Fund Regular Growth has a Medium risk & High return.
Sundaram Multi Asset Allocation Fund Regular Growth is managed by Kumaresh Ramakrishnan,Rohit Seksaria,Arjun Nagarajan,Clyton Fernandes,Shalav Saket.
The expense ratio of Sundaram Multi Asset Allocation Fund Regular Growth is 1.59%.
The 5 year annualized return on Sundaram Multi Asset Allocation Fund Regular Growth is 0.00% & it has generated 10.85% in the last 1 year.
The minimum investment in Sundaram Multi Asset Allocation Fund Regular Growth is 100 Rs.
Sundaram Multi Asset Allocation Fund Regular Growth has an AUM of 3268.22 crores.
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