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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,264 Cr
Lock In Period
N/A
Expense Ratio
1.81
Benchmark
NIfty 500 Total Return
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If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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.
Summary
Latest details for Sundaram Multi Asset Allocation Fund Growth include a ₹13.6140 NAV as of Feb 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Multi Asset Allocation Fund Growth AUM is ₹3,264 Cr, with a lock-in of N/A years, expense ratio of 1.81%, and benchmark NIfty 500 Total Return. Exit load is - If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-12-31
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About Fund
Sundaram Multi Asset Allocation Fund Growth managed by Sundaram Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,264 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.81. Under the expert guidance of Dwijendra Srivastava ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHelios Balanced Advantage Fund Growth | 0 | 312.32 CR | 2.42 |
| This FundUTI Balance Advantage Fund Growth | 0 | 3136.32 CR | 1.91 |
| This FundSundaram Multi Asset Allocation Fund Growth | 0 | 3264.25 CR | 1.81 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHelios Balanced Advantage Fund Growth | 12.1764 | 0 |
| This FundUTI Balance Advantage Fund Growth | 8.504 | 0 |
| This FundSundaram Multi Asset Allocation Fund Growth | 22.9599 | 0 |
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 1.81. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹3,264 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.
Min Inv Amount: ₹500