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Mutual FundsSundaram Multi Asset Allocation Fund Direct - Growth

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Sundaram Multi Asset Allocation Fund Direct - Growth

HybridMulti Asset Allocation

1 Year Returns

22.95%profit

NAV (₹) on 05 Mar 2026

13.8642

1 Day NAV Change (₹)

0.0558
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Sundaram Multi Asset Allocation Fund Direct - Growth is a Hybrid mutual fund scheme launched on 29 Jan 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.80 L

22.95%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 80,077 (13.35%)

Maturity Value

₹ 6,80,077

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹3,264.25 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 14.4175

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 3,264.25

Expense Ratio

0.40%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 11.2697

Inception Date

29 Jan 2024

Fund Age

2 Yrs

Benchmark

NIFTY 500 TRI (65%) + NIFTY Short Duration Debt I

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Dwijendra Srivastava

Name

Dwijendra Srivastava

Qualification

B.Tech, PGDM (Finance), CFA

Sandeep Agarwal

Name

Sandeep Agarwal

Qualification

B.Com., ACA & CS.

Rohit Seksaria

Name

Rohit Seksaria

Qualification

CS, CA & has done MBA from IIM Ahmedabad

Arjun Nagarajan

Name

Arjun Nagarajan

Qualification

B.Com, MA in Economics, MPhil in Economics, MSc in Economics and MSc Finance & Investment

Clyton Richard Fernandes

Name

Clyton Richard Fernandes

Qualification

M.B.A. Finance, B.E. Mechanical

Fund Objective

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

33

Assets Managed (₹ Cr)

₹ 75,715.44

Contact Details

telephone 044-2858 3362/3367

Registered Address

locate

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

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FAQs

Sundaram Multi Asset Allocation Fund was launched on 29 Jan 2024.
The current NAV of Sundaram Multi Asset Allocation Fund is ₹13.8642 as of 05 Mar 2026.
The latest value of AUM of Sundaram Multi Asset Allocation Fund is ₹3,264.25 crores as of 05 Mar 2026.
The return on investment of Sundaram Multi Asset Allocation Fund is:
  • In the past 1Y: 22.95%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Sundaram Multi Asset Allocation Fund is 0.40%.
The exit load of Sundaram Multi Asset Allocation Fund is as follows:
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
The portfolio of Sundaram Multi Asset Allocation Fund includes:
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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Sundaram Multi Asset Allocation Fund is Very High.
The fund manager of Sundaram Multi Asset Allocation Fund is Dwijendra Srivastava, Sandeep Agarwal, Rohit Seksaria, Arjun Nagarajan, Clyton Richard Fernandes.
If you wish to invest in Sundaram Multi Asset Allocation Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Sundaram Multi Asset Allocation Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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