Sundaram Dynamic Asset Allocation Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Dynamic Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,682 Cr

Lock In Period

N/A

Expense Ratio

2.54

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Benchmark

Crisil Balanced Fund Index

Sundaram Dynamic Asset Allocation Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.73-0.681.08
6M2.422.6111.86
1Y1.584.3625.12
3Y7.4612.2046.00

Portfolio Analysis

  • Equity: 79.09%
  • Debt: 20.91%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd7.39%
2. HDFC Bank Ltd5.23%
3. Kotak Mahindra Bank Ltd3.22%

1. Coforge Ltd1.63%
2. Oracle Financial Services Software Ltd1.43%
3. Fractal Analytics Ltd1.23%
4. Billionbrains Garage Ventures Ltd1.09%

1. Reliance Industries Ltd4.84%

1. Bharti Airtel Ltd4.05%

1. Eternal Ltd (Previously Zomato Ltd)3.71%

1. Sun Pharmaceutical Industries Ltd1.03%
2. Mankind Pharma Ltd0.76%
3. Granules India Ltd0.70%
4. Alkem Laboratories Ltd0.62%
5. Cipla Ltd0.00%

1. Larsen & Toubro Ltd2.99%

1. One 97 Communications Ltd1.54%
2. PB Fintech Ltd1.40%

1. Cholamandalam Investment and Finance Company Ltd1.53%
2. Bajaj Finance Ltd0.76%
3. Poonawalla Fincorp Ltd0.60%

1. Bajaj Finserv Ltd2.65%

1. Embassy Office Parks (REIT)1.90%
2. Brookfield India Real Estate Trust REIT0.73%

1. Mahindra & Mahindra Ltd2.41%

1. TVS Motor Company Ltd1.26%
2. Bajaj Auto Ltd0.69%

1. Bharat Electronics Ltd0.98%
2. MTAR Technologies Ltd0.62%
3. Hindustan Aeronautics Ltd0.23%

1. Ultratech Cement Ltd0.87%
2. JK Cement Ltd0.62%

1. Tata Steel Ltd1.35%

1. Vedanta Aluminium Metal Ltd1.26%

1. Amber Enterprises India Ltd1.22%

1. CRISIL Ltd0.71%
2. Indegene Limited0.51%

1. Cummins India Ltd1.17%

1. Coromandel International Ltd1.16%

1. CCL Products (IndiLtd0.79%
2. TATA Consumer Products Ltd0.34%
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About Fund Sundaram Dynamic Asset Allocation Fund Growth

Sundaram Dynamic Asset Allocation Fund Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,682 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.54. Under the expert guidance of Kumaresh Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI Balance Advantage Fund Growth03,073 CR1.97
Tata Balanced Advantage Fund Growth48,779 CR1.88
Sundaram Dynamic Asset Allocation Fund Growth11,682 CR2.54
Quant Dynamic Asset Allocation Fund Growth0880 CR3.01
Fund Name1Y3Y
This FundUTI Balance Advantage Fund Growth-0.551923.5512
This FundTata Balanced Advantage Fund Growth2.711923.951
This FundSundaram Dynamic Asset Allocation Fund Growth1.584624.0894
This FundQuant Dynamic Asset Allocation Fund Growth0.154839.7013

Sundaram Dynamic Asset Allocation Fund Growth FAQs

Sundaram Dynamic Asset Allocation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Dynamic Asset Allocation Fund Growth is 2.54. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Dynamic Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : -0.73%
  • 6 Months : 2.42%
  • 1 Year : 1.58%
  • 3 Years : 7.46%
Returns of Sundaram Dynamic Asset Allocation Fund Growth are updated daily based on NAV of ₹ 35.4142 as on Sep 08,2026. Since inception, the return has been 24.09%.

You can invest in Sundaram Dynamic Asset Allocation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Dynamic Asset Allocation Fund Growth is ₹1,682 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Dynamic Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.