Bestock Financial

Sundaram Multi Asset Allocation Fund Regular Plan Growth Invest Now
Fund Manager: FM1 - Mr. Rohit Seksaria; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Arjun Nagarajan | Hybrid: Multi Asset Allocation | NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10)

12.802 0.12 (0.96 %)

NAV as on 06-10-2025

2,670.41 Cr

AUM as on 29-08-2025

Fund House: Sundaram Mutual Fund

Rtn ( Since Inception )

15.65%

Inception Date

Jan 03, 2024

Expense Ratio

1.86%

Fund Status

Open Ended Scheme

Min. Investment

100

Min. Topup

100

Min. SIP Amount

100

Risk Status

very high

Investment 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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Snapshot Portfolio Fund Card

Fund Performance

₹ 1,00,000 Invested for

10y

FUND

₹2.51L (20.25%)

GOLD

₹2.51L (20.25%)

NIFTY

₹2.51L (20.25%)

3 and 6 Months returns are absolute

NAV Movement

Returns (%)

	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs
Fund	4.04	13.17	10.76	0.0	0.0	0.0
AK Hybrid Multi Asset Allocation TRI	1.36	9.52	8.2	14.49	14.67	12.29
Hybrid: Multi Asset Allocation	3.57	12.4	8.31	17.54	18.27	12.87
Rank within Category	11	12	6
Number of Funds within Category	28	27	24

Peer Comparison

			Return (%)
Scheme Name	AUM (crore)	Expense Ratio	1 Yr	3 Yrs	5 Yrs	10 Yrs
Sundaram Multi Asset Allocation Fund Regular Plan Growth	2,670.41	1.86	10.76	0.0	0.0	0.0
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	3,402.5	1.6	14.35	0.0	0.0	0.0
DSP Multi Asset Allocation Fund - Regular - Growth	3,868.83	1.56	12.8	0.0	0.0	0.0
Union Multi Asset Allocation Fund- Regular Plan - Growth Option	766.73	2.2	12.55	0.0	0.0	0.0
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth	641.52	2.03	12.01	0.0	0.0	0.0
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	6,942.51	1.44	11.16	21.01	18.41	0.0
Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth	2,227.21	1.96	10.08	0.0	0.0	0.0
Kotak Multi Asset Allocation Fund - Regular Plan - Growth Option	8,355.23	1.73	9.87	0.0	0.0	0.0
Bandhan Multi Asset Allocation Fund - Regular Plan - Growth	2,123.64	1.96	9.54	0.0	0.0	0.0
SBI Multi Asset Allocation Fund - Regular Plan - Growth	9,801.71	1.42	9.04	16.82	15.13	11.34

Yearly Performance (%)

Historical Returns (%)

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019
Fund	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	14.6
	0	0	0	0	0
Hybrid: Multi Asset Allocation	-

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Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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