Sundaram Multi Asset Allocation Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Multi Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,314 Cr

Lock In Period

N/A

Expense Ratio

2.07

Exit Load

If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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.

Benchmark

NIfty 500 Total Return

Sundaram Multi Asset Allocation Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.17-1.504.29
6M-0.350.6318.87
1Y10.682.8322.05
3Y0.009.3178.27

Portfolio Analysis

  • Equity: 69.92%
  • Debt: 30.08%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd4.95%
2. HDFC Bank Ltd4.78%
3. Kotak Mahindra Bank Ltd2.15%
4. Axis Bank Ltd0.02%

1. Coforge Ltd1.75%
2. Oracle Financial Services Software Ltd1.52%
3. Fractal Analytics Ltd1.32%
4. Billionbrains Garage Ventures Ltd1.13%

1. Reliance Industries Ltd3.70%
2. Bharat Petroleum Corporation Ltd0.24%

1. Bharti Airtel Ltd3.71%

1. Larsen & Toubro Ltd3.70%

1. Sun Pharmaceutical Industries Ltd1.11%
2. Mankind Pharma Ltd0.81%
3. Granules India Ltd0.74%
4. Alkem Laboratories Ltd0.65%

1. Mahindra & Mahindra Ltd3.13%

1. PB Fintech Ltd1.50%
2. One 97 Communications Ltd1.23%

1. Cholamandalam Investment and Finance Company Ltd1.66%
2. Poonawalla Fincorp Ltd0.65%

1. Eternal Ltd (Previously Zomato Ltd)2.26%

1. TVS Motor Company Ltd1.35%
2. Bajaj Auto Ltd0.76%

1. Bharat Electronics Ltd1.07%
2. MTAR Technologies Ltd0.67%

1. Bajaj Finserv Ltd1.58%

1. Ultratech Cement Ltd0.91%
2. JK Cement Ltd0.66%

1. Tata Steel Ltd1.45%

1. Vedanta Aluminium Metal Ltd1.35%

1. Cummins India Ltd1.30%

1. CRISIL Ltd0.73%
2. Indegene Limited0.56%

1. Amber Enterprises India Ltd1.28%

1. Coromandel International Ltd1.26%

1. CCL Products (IndiLtd0.85%
2. TATA Consumer Products Ltd0.37%
No Data Found
No Data Found

About Fund Sundaram Multi Asset Allocation Fund Growth

Sundaram Multi Asset Allocation Fund Growth managed by Sundaram Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹3,314 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.07. 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
Mahindra Manulife Multi Asset Allocation Fund Growth01,195 CR1.95
LIC MF Multi Asset Allocation Fund Growth0978 CR2.42
Sundaram Multi Asset Allocation Fund Growth03,314 CR2.07
Nippon India Multi Asset Allocation Fund Growth516,926 CR1.45
ICICI Prudential Multi Asset Fund - Institutional Option - I Growth011,090 CR2.17
Fund Name1Y3Y
This FundMahindra Manulife Multi Asset Allocation Fund Growth16.37810
This FundLIC MF Multi Asset Allocation Fund Growth10.54910
This FundSundaram Multi Asset Allocation Fund Growth10.67970
This FundNippon India Multi Asset Allocation Fund Growth16.486770.1341
This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth20.461378.2682

Sundaram Multi Asset Allocation Fund Growth FAQs

Sundaram Multi 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 Multi Asset Allocation Fund Growth is 2.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Multi Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : 4.17%
  • 6 Months : -0.35%
  • 1 Year : 10.68%
  • 3 Years : 0.00%
Returns of Sundaram Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 13.5929 as on Aug 20,2026. Since inception, the return has been 0.00%.

You can invest in Sundaram Multi 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 Multi Asset Allocation Fund Growth is ₹3,314 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Multi 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.