Sundaram Multi Asset Allocation Fund Direct - Growth
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Hybrid, Multi Asset Allocation, Principal at high risk
1 Year Return 19.46% at 22 Dec 2025 06:31 PM
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 (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation State Development Loan 0.45 Alternative Investment Fund 0.24 CBLO 0.02 Debt Credit Ratings A1+ 83.6 SOV 12.42 Cash & Call Money 3.31 A1 0.44 Others 0.24 Debt Category Kotak Mahindra Bank 4.49 IDFC First Bank 1.53 Bharti Telecom 0.67 Bank of India 1.34
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-Growth Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Reinvestment Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-Growth Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Payout Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Reinvestment Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan BSE Healthcare Index Fund Regular-Growth Ret 1M -1.66% Ret 1Y -1.96% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Health and Wellness Fund Regular-Growth Ret 1M -2.13% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
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.
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