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Sundaram Multi Asset Allocation Fund Direct Plan Growth

Sundaram · Multi Asset
Moderate
₹13.47
Current NAV
25 Jun 2026
13.0%
1Y Return
11.0%
3Y CAGR
14.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Very large asset base (AUM: ₹20,750 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.70
Sharpe Ratio
1.50
Beta
-0.30
Alpha
0.91
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Fund Details
Fund House Sundaram
Category Multi Asset
AUM ₹20750 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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