Sundaram Multi Asset Allocation Fund Regular-Growth
Hybrid
Multi Asset Allocation
₹0.19% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
Rating
Not Rated
Minimum Investment
₹100
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹3205 Cr
Created on
4 Jan 2024
Fund Ranking
#
/ 25 in Multi Asset Allocation
Risk Level
High
High
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Returns
Trailing Return
Rolling Return
6 Month
-3.6%
1 Year
-3.3%
3 Year (CAGR)
-
All Time (CAGR)
9.1%
Category Return
6 Month
-0.6%
1 Year
1.8%
3 Year (CAGR)
12.9%
All Time (CAGR)
13.1%
Asset Allocation
Equity
67.7%
Debt
10.3%
Commodity
20.6%
Other
1.4%
Top 5 Holdings
Top 5 Sectors
Ashok Leyland
0.67%
Force Motors
1.02%
Cholamandalam Investment and Finance Company
1.51%
CCL Products
0.77%
Coromandel International
1.13%
Fund Information
Expense Ratio
2.10%
Exit Load
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
Lock-In Period
No Lock-In
Managed By
Bharath S
Jan 2024 - Present
Arjun G. Nagarajan
Jan 2024 - Present
Dwijendra Srivastava
Jan 2024 - Present
Sandeep Agarwal
Jan 2024 - Present
Rohit Seksaria
Jan 2024 - Present
Clyton Richard Fernandes
Oct 2024 - Present
Kumaresh Ramakrishnan
June 2026 - Present
Shalav Saket
June 2026 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.00
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
0.00
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.