Sundaram Multi Asset Allocation Fund Direct - Growth

Fund Details

NAV 13.6599

Sub-Type Multi Asset Allocation

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.91

Fund Size(in Crores) 3014.52

Fund Performance

1 Month 1.0%

3 Month 5.48%

6 Month 10.08%

1 Year 19.46%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.7%) Market Cap Mid Cap 25.88 Large Cap 37.91 Small Cap 34.91 Top Sectors Financial 25.69 Services 15.89 Capital Goods 9.52 Healthcare 8.99 Technology 7.54 Automobile 5.6 Construction 5 Consumer Staples 3.78 Energy 3.67 Materials 3.17 Metals & Mining 2.98 Chemicals 2.86 Communication 2.34 Textiles 1.66 Top Holding Polycab India 2.13 Godfrey Phillips India 1.87 Deepak Fertilisers And Petrochemicals Corporation 1.2 Karur Vysya Bank 2.37 Cummins India 1.58 Lupin 2.28 Persistent Systems 1.67 Mahindra & Mahindra Financial Services 1.84 Northern ARC Capital 1.77 Infosys 2.2 Neuland Laboratories 1.69 Bharti Airtel 2.34 Syrma SGS Technology 2.35 Max Healthcare Institute 1.57 Bajaj Finance 1.93 Tinna Rubber And Infrastructure 1.66 Spandana Sphoorty Financial - PPE 0.12 WeWork India Management 1.97 Voltamp Transformers 1.43 Jubilant FoodWorks 2.04 HDFC Bank 4.34 Spandana Sphoorty 0.99 Prestige Estates Projects 1.5 Coforge 2.09 United Spirits 1.91 KEC International 2.03 Blue Jet Healthcare 1.35 Tech Mahindra 1.58 CarTrade Tech 2.35 One97 Communications 2.75 The Ramco Cements 1.14 Care Ratings 1.1 Travel Food Services 2.27 BSE 1.57 Kotak Mahindra Bank 1.81 Eternal 1.84 Shaily Eng Plastics 2.03 Sanathan Textiles 1.66 360 One Wam 2.41 PNB Housing Finance 2 Max Financial Services 2.71 Onesource Specialty Pharma 2.09 Vedanta 1.74 Bajaj Auto 1.51 Reliance Industries 3.67 Jindal Steel 1.24 ZF Commercial 1.33 ICICI Bank 3.41 Maruti Suzuki India 2.76 Larsen & Toubro 3.5

Debt & Others (1.3%) Sector Allocation CBLO 1.03 Net Receivables 0.27 Debt Credit Ratings Debt Category Others 1.3

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-Growth Ret 1M 0.4% Ret 1Y 7.39% Ret 3Y 7.52% Ret 5Y 6.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Daily Reinvestment Ret 1M 0.4% Ret 1Y 7.39% Ret 3Y 7.52% Ret 5Y 6.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Weekly Ret 1M 0.4% Ret 1Y 7.39% Ret 3Y 7.52% Ret 5Y 6.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.4% Ret 1Y 7.39% Ret 3Y 7.52% Ret 5Y 6.21%

Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Ret-Growth Ret 1M 0.4% Ret 1Y 7.39% Ret 3Y 7.52% Ret 5Y 6.21%

Equity, Flexi Cap funds Axis Money Market Fund Regular-Growth Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Daily Reinvestment Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Monthly Payout Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Quarterly Payout Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.42% Ret 1Y 7.44% Ret 3Y 7.5% Ret 5Y 6.17%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.35%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Arjun G. Nagarajan

Education Mr. Nagarajan has done B.Com, MA (Eco.), M.Phil (Eco.), M.Sc. (Eco.) and M.Sc. Finance & Investment degrees from the University of Exeter, UK

Experience Arjun was a part of the NITI Aayog's discussion with economists on topical issues in the recent past. In January 2020, Arjun participated in a pre-budget roundtable consultation with the Honourable Prime Minister of India, to discuss the policy measures for Budget 2020-21

Sandeep Agarwal

Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Dwijendra Srivastava

Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Clyton Richard Fernandes

Education Mr. Fernandes has done B.E and MBA

Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks

Bharath S.

Education Mr. Bharath is a B Com (H), MBA and ICWA.

Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at high risk

AMC and Fund details

Rank (total sets) 5

Date of Incorporation 2024-01-25

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.