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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,060 Cr

Lock In Period

N/A

Expense Ratio

1.82

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If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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 ₹13.0552 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Multi Asset Allocation Fund Growth AUM is ₹3,060 Cr, with a lock-in of N/A years, expense ratio of 1.82%, 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 Exit load is - If up to 30% of the units invested are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - No Exit Load.If more than 30%of the units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment - Exit load of 1% of the applicable NAV will be charged.For redemption or withdrawal by way of SWP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 8.48% returns, against a category average of -1.29% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.48-1.29126.76
6M0.590.42126.76
1Y9.542.71126.76
3Y0.008.86126.76

Portfolio Analysis

  • Equity: 66.55%
  • Debt: 33.46%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd6.03%
2. ICICI Bank Ltd4.68%
3. Kotak Mahindra Bank Ltd2.23%
4. Axis Bank Ltd0.45%

1. Infosys Ltd1.93%
2. HCL Technologies Ltd1.67%
3. Coforge Ltd1.12%
4. Fractal Analytics Ltd1.05%
5. Billionbrains Garage Ventures Ltd0.78%
6. Tech Mahindra Ltd0.30%

1. Reliance Industries Ltd4.74%
2. Bharat Petroleum Corporation Ltd0.61%
3. Hindustan Petroleum Corporation Ltd0.01%

1. Mahindra & Mahindra Ltd3.41%
2. Maruti Suzuki India Ltd0.72%

1. Bharti Airtel Ltd3.92%

1. Larsen & Toubro Ltd3.69%

1. Bajaj Finance Ltd1.84%
2. Cholamandalam Investment and Finance Company Ltd1.44%

1. TVS Motor Company Ltd1.20%
2. Bajaj Auto Ltd0.69%

1. Bharat Electronics Ltd1.53%
2. Hindustan Aeronautics Ltd0.35%

1. Ultratech Cement Ltd1.09%
2. JK Cement Ltd0.70%
3. Grasim Industries Ltd0.07%

1. State Bank of India1.52%

1. Mankind Pharma Ltd0.79%
2. Sun Pharmaceutical Industries Ltd0.72%

1. Hindustan UniLever Ltd1.41%

1. Cummins India Ltd1.38%

1. PB Fintech Ltd1.30%

1. TATA Power Company Ltd1.27%

1. Coromandel International Ltd1.25%

1. Tata Steel Ltd1.18%

1. Jubilant Foodworks Ltd0.94%
2. The Indian Hotels Company Ltd0.20%

1. Amber Enterprises India Ltd1.04%

About Fund

Sundaram Multi Asset Allocation Fund Growth managed by Sundaram Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,060 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 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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUnifi Dynamic Asset Allocation Fund Growth01150.26 CR1.52
This FundSundaram Multi Asset Allocation Fund Growth03060.26 CR1.82
Fund Name1Y3Y
This FundUnifi Dynamic Asset Allocation Fund Growth6.94210
This FundSundaram Multi Asset Allocation Fund Growth9.54350

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 : 8.48%
  • 6 Months : 0.59%
  • 1 Year : 9.54%
  • 3 Years : 0.00%
Returns of Sundaram Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 13.0552 as on Apr 24,2026. 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 ₹3,060 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