Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Multi Asset Allocation
Sundaram Multi Asset Allocation Fund Direct Plan Growth
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Rohit Seksaria; Arjun Nagarajan; Clyton Fernandes; Shalav Saket
21slipping
Latest NAV
₹14.0327
as of 18 Aug 2026
AUM
—
Expense ratio
0.39%
as of 30 Jun 2026
Inception
29 Jan 2024
FundScore
21/100slipping
Rank #92 of 148 in Multi Asset Allocation · top 79%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
3.58%
3M
3.47%
6M
-0.54%
1Y
11.71%
3Y CAGR
—
5Y CAGR
—
Since incep.
14.10%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Rohit Seksaria; Arjun Nagarajan; Clyton Fernandes; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 104%
- Volatility (3Y)
- 10.7%
- Rating (external)
- —
Investment objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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