Sundaram Mutual FundMulti Asset AllocationDirect plan, growth

Sundaram Multi Asset Allocation Fund

Loading NAV history…

Fund only: no comparison series covers this fund's history.

Five years of daily NAVs. Risk-free rate 6.5% a year.

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.1%	+3.4%	+4.2%	+0.8%	+7.7%	—	—	—	+13.0%
NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 10% + Domestic Prices of Gold 25%	—	—	—	—	10.5%	—	—	—	15.8%
Multi Asset Allocation average	-1.7%	2.3%	5.1%	2.9%	10.2%	14.2%	13.1%	12.7%	11.5%
Difference	—	—	—	—	-2.7%	—	—	—	-2.8%

Portfolio

Fund house: Sundaram Mutual Fund
Category: Hybrid · Multi Asset Allocation
SEBI classification: Hybrid / Multi Asset Allocation
Benchmark: NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 10% + Domestic Prices of Gold 25%
Launch date: 29 Jan 2024 (2.6 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Kumaresh Ramakrishnan
Minimum SIP: ₹100
Minimum lumpsum: ₹100 (then ₹100)
Exit load: 1.00%
Lock-in: None
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903JA1LK9
ISIN, Regular Growth: INF903JA1LH5
Scheme code: 152314, 152311

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other funds in the Multi Asset Allocation category.