Sundaram Multi Asset Allocation Fund
Get the latest NAV of Sundaram Multi Asset Allocation Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹13.00
▲1.2%1D
NAV as on 06 Apr 2026
12.76%/per year
Since Inception
▲▼
1053 people have invested ₹ 61.2L in Sundaram Multi Asset Allocation Fund in the last three months
Sundaram Multi Asset Allocation Fund Performance vs. Multi Asset Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (06-Apr-26)
The fund has outperformed the benchmark (Multi Asset Allocation Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Sundaram Multi Asset Allocation Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Multi Asset Allocation Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Multi Asset Allocation Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Consumer Cyclical
Government
64%
Financial Services
36%
Consumer Cyclical
15%
Government
66%
Financial Services
37%
Consumer Cyclical
14%
Sundaram Multi Asset Allocation Fund Holdings Details
as on (31-Mar-26)
Sundaram Multi Asset Allocation Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.41% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹3344 Cr |
| Inception Date | 29 January, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 158.97% |
| Risk |   High Risk |
About Sundaram Multi Asset Allocation Fund
Sundaram Multi Asset Allocation Fund is a hybrid fund. This fund was started on 29 January, 2024. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal, Rohit Seksaria, Clyton Fernandes, Arjun Nagarajan. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Multi Asset Allocation Fund has ₹3344 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Sundaram Multi Asset Allocation Fund has given a CAGR return of 12.76% since inception. Over the last 1 year the fund has given a CAGR return of 12.74%.
Holdings
Sundaram Multi Asset Allocation Fund has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Energy, Communication, Basic Materials, Consumer Defensive, Health, Utilities, Real Estate, Corporate.
Taxation
As it is a multi asset allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Multi Asset Allocation Fund
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Multi Asset Allocation Fund has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Multi Asset Allocation Fund, since 29 January 2024
Sandeep Agarwal
Fund Manager of Sundaram Multi Asset Allocation Fund, since 29 January 2024
Rohit Seksaria
Fund Manager of Sundaram Multi Asset Allocation Fund, since 29 January 2024
Clyton Fernandes
Fund Manager of Sundaram Multi Asset Allocation Fund, since 4 October 2024
Arjun Nagarajan
Fund Manager of Sundaram Multi Asset Allocation Fund, since 29 January 2024
- AUM of the fund stands at 3.3K Cr as of Feb'26
- AUM increased by 80 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Multi Asset Allocation Fund
How do I invest in Sundaram Multi Asset Allocation Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Multi Asset Allocation Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.