Sundaram Multi Asset Allocation Fund Growth Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Sundaram Multi Asset Allocation Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,286 Cr
Lock In Period
N/A
Expense Ratio
1.82
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If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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
Summary
Sundaram Multi Asset Allocation Fund Growth NAV is ₹12.8718 as of 13 Jun, 2026. Sundaram Multi Asset Allocation Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Multi Asset Allocation Fund Growth is ₹100. The AUM of Sundaram Multi Asset Allocation Fund Growth is ₹3,286 Cr. The expense ratio of the fund is 1.82%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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 last 1M months, Sundaram Multi Asset Allocation Fund Growth has delivered -3.68% returns.
Sundaram Multi Asset Allocation Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.68 | -0.32 | 126.76 |
| 6M | -4.31 | 1.63 | 126.76 |
| 1Y | 3.42 | 4.32 | 126.76 |
| 3Y | 0.00 | 14.30 | 126.76 |
Portfolio Analysis
- Equity: 68.98%
- Debt: 31.02%
- Others
As on: 2026-04-30
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About Fund Sundaram Multi Asset Allocation Fund Growth
Sundaram Multi Asset Allocation Fund Growth managed by Sundaram Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,286 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.82. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Arbitrage Fund Growth | 0 | 2672.46 CR | 1.18 |
| Mirae Asset Multi Asset Allocation Fund Growth | 0 | 3422.92 CR | 1.93 |
| Helios Balanced Advantage Fund Growth | 0 | 301.85 CR | 2.44 |
| Sundaram Multi Asset Allocation Fund Growth | 0 | 3286.2 CR | 1.82 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Arbitrage Fund Growth | 6.1834 | 0 |
| This FundMirae Asset Multi Asset Allocation Fund Growth | 7.6249 | 0 |
| This FundHelios Balanced Advantage Fund Growth | -1.5179 | 0 |
| This FundSundaram Multi Asset Allocation Fund Growth | 3.4235 | 0 |
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 1.82. 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 : -3.68%
- 6 Months : -4.31%
- 1 Year : 3.42%
- 3 Years : 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 ₹3,286 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.
