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16279
18076
Sundaram Dynamic Asset Allocation Fund-Dir (G)
7.88
-2.07
7.99
0.39
-3.62
-2.64
3.46
9.55
6
1.47
7.99
Sundaram Dynamic Asset Allocation Fund-Dir (G)
1.47
7.99
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    40.81

    06 Oct 2026

  • 0.90%

     1 Day

  • 7.88%

    3Y CAGR returns

This fund doubles your investment in 6 years, 7 months & 7 days.

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.12%

    Expense Ratio

  • 3

     Rating

  • 1,686 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 06 Oct 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -2.07%
  • 7.88%
  • 7.99%
  • 9.55
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
7.41%
4.67%
3.97%
3.68%
3.43%
76.84%
View All

Advance Ratio

  • 3.43Alpha
  • 2.81SD
  • 0.67Beta
  • 0.29Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt / money market instruments for defensive purposes.

Fund Managers

S Bharath

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
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More Funds from Sundaram Mutual Fund

18076
  • Fund Name

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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