← Sundaram Mutual Fund
Sundaram Multi Asset Allocation Fund Regular Plan IDCW Reinvestment
Open Ended Schemes(Hybrid Scheme - Multi Asset Allocation)High Risk
NAV · 06-Jul-2026
₹13.1642
1M
+1.77%
6M
-2.19%
1Y (CAGR)
+6.93%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+11.79%
NAV history
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Risk & SIP analytics
Volatility (3y)
10.82%
Downside dev (3y)
8.78%
Max drawdown (3y)
-13.3%
Calendar-year returns
2025 +18.9%
Fund facts
Fund managerKumaresh Ramakrishnan · Rohit Seksaria · Arjun Nagarajan · Clyton Fernandes · Shalav Saket
AUM₹32,861 Cr
TER · AMFI officialDirect 0.70% · Regular 2.07% (2026-06-30)
Launch date05-Jan-2024
Plan typeOpen Ended · Hybrid
Min lumpsum100
Lock-inNone
Volatility10.79
AMCSundaram Asset Management Company Ltd
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.
scheme documents ↗