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Sundaram Multi Asset Allocation Fund Regular Plan Growth

Sundaram · Multi Asset
Moderate
₹12.98
Current NAV
25 Jun 2026
19.2%
1Y Return
14.2%
3Y CAGR
20.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.52).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.02
Sharpe Ratio
1.52
Beta
6.52
Alpha
1.35
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Fund Details
Fund House Sundaram
Category Multi Asset
AUM ₹8570 Cr
Expense Ratio 1.52%
Min SIP ₹500
Min Lumpsum ₹1000
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