Sundaram Multi Asset Allocation Fund Regular - Growth

Fund Details

NAV 13.1291

Sub-Type Multi Asset Allocation

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 2.13

Fund Size(in Crores) 3344.3

Fund Performance

1 Month -5.05%

3 Month -0.41%

6 Month 5.17%

1 Year 18.43%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

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

Equity (63.41%) Market Cap Large Cap 51.2 Small Cap 3.87 Mid Cap 8.35 Top Sectors Financial 21.41 Energy 6.35 Automobile 5.86 Technology 5.3 Services 4.54 Capital Goods 4.07 Construction 3.91 Communication 3.21 Consumer Staples 2.65 Healthcare 1.87 Materials 1.78 Chemicals 1.33 Consumer Discretionary 1.13 Top Holding PB Fintech 1.24 Cummins India 1.38 ICICI Bank 4.45 Hindustan Unilever 1.47 Tech Mahindra 0.27 Kwality Wall's (India) 0.01 Maruti Suzuki India 0.79 Home First Finance Company India 0.63 Bajaj Auto 0.72 HCL Technologies 1.53 Hindustan Aero 0.35 Interglobe Aviation 1.02 TVS Motor Company 1.13 UNO Minda 0.64 Bharat Petroleum Corporation 1.05 Coromandel International 1.33 Hindustan Petroleum Corporation 0.01 CRISIL 0.57 Bharti Airtel 3.21 Cholamandalam Investment and Finance Company 1.63 Mankind Pharma 0.81 Kotak Mahindra Bank 2.4 TVS Motor Company - Pref. Shares 0 Prudent Corporate Advisory Services 0.47 Billionbrains Garage Ventures 0.54 Trent 0.47 Sun Pharmaceutical Industries 0.65 Power Fin. Corp. 1.25 Ultratech Cement 1 Indraprastha Gas 0.49 Infosys 1.74 Jubilant FoodWorks 1.03 Tata Power Company 0.86 Fractal Analytics 0.99 The Indian Hotels Company 0.22 Axis Bank 0 Amber Enterprises India 1.13 HDFC Bank 6.38 Tata Consumer Products 0.87 Mahindra & Mahindra 2.58 State Bank of India 1.7 United Spirits 0.31 Coforge 0.77 JK Cement 0.72 Larsen & Toubro 3.41 Amara Raja Energy & Mobility 0.83 GAIL (India) 0.41 Bajaj Finance 1.97 Grasim Industries 0.07 Bharat Electronics 1.51 Prestige Estates Projects 0.5 Indegene 0.41 Reliance Industries 3.53

Debt & Others (36.58%) Sector Allocation GOI Securities 10.07 Mutual Fund 21.23 Cash Margin 2.69 Debt Credit Ratings SOV 10.07 Cash 2.69 Cash & Call Money 2.61 Others -0.01 Debt Category HDFC Gold ETF 3.28 Others 5.29 DSP Gold ETF-G 2.06 Kotak Gold Exchange Traded 3.83

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.81%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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

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.

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.

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) 19

Date of Incorporation 2024-01-25

Total AUM 75674.2

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.