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44556
18076
Sundaram Multi Asset Allocation Fund-Dir (G)
12.74
0.23
3.83
3.58
-0.30
14.25
7
1.13
12.74
Sundaram Multi Asset Allocation Fund-Dir (G)
1.13
12.74
1.04
3.5
1 Year
Begin with SIP Invest One-Time
  • NAV

    14.07

    17 Aug 2026

  • 0.29%

     1 Day

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.76%

    Expense Ratio

  • NA

     Rating

  • 3,314 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

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  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 17 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 12.74%
  • 14.25

Scheme Allocation

By Holding By Sector By Asset
6.67%
4.95%
4.78%
4.60%
3.71%
75.29%
View All

Advance Ratio

  • 8.30Alpha
  • 2.94SD
  • 0.67Beta
  • 0.74Sharpe

Exit Load & Tax Implication

  • Exit Load
  • If up to 30% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 30% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund 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

Fund Managers

Rohit Seksaria

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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