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Sundaram Multi Asset Allocation Fund

Sundaram Mutual Fund · Hybrid · Multi Asset Allocation Fund · Open ended · History since Jan 2024
₹12.76 -1.1% · NAV on 23 Oct 2026 · Direct Growth

← Fund Positivity Score and ranks

Direct · GrowthDirect · IDCW (Income Distribution CUM Capital Withdrawal)Direct · IDCW (Income Distribution CUM Capital Withdrawal)Regular · GrowthRegular · IDCW (Income Distribution CUM Capital Withdrawal)Regular · IDCW (Income Distribution CUM Capital Withdrawal)

Returns Direct Growth · up to 1 year simple %, longer periods yearly average

1 month-7.3%
3 months-4.7%
6 months-5.6%
1 year-5.0%
3 years—
5 years—
10 years—
Since start+9.2%

NAV history

Ups and downs

Worst fall from a peak (last 5 years)-13.1%
Peak → lowJan 2026 → Mar 2026
Volatility (last year)13.4%

Volatility shows how much the NAV usually swings in a year; higher means bigger ups and downs.

About this fund

Fund houseSundaram Mutual Fund
CategoryHybrid · Multi Asset Allocation Fund
TypeOpen ended
Scheme code · ISIN152314 · INF903JA1LK9

Same category Multi Asset Allocation Fund · current funds · by 3-year return

Fund1 year3 years5 years
Quant Multi Asset Allocation Fundquant Mutual Fund +8.6% +21.1% +17.9%
Nippon India Multi Asset Allocation FundNippon India Mutual Fund +2.5% +17.3% +13.7%
DSP Multi Asset Allocation FundDSP Mutual Fund +4.3% +16.7% —
WhiteOak Capital Multi Asset Allocation FundWhiteOak Capital Mutual Fund +5.2% +15.7% —
Kotak Multi Asset Allocation FundKotak Mahindra Mutual Fund +3.2% +15.6% —
Sundaram Multi Asset Allocation FundSundaram Mutual Fund · this fund -5.0% — —

37 current funds in Multi Asset Allocation Fund · see all →. Funds are compared only within the same SEBI category.

All versions of this fund

PlanOptionNAV (₹)NAV dateScheme code
DirectGrowth 12.76 23 Oct 2026 152314
DirectIDCW (Income Distribution CUM Capital Withdrawal) 12.76 23 Oct 2026 152312
DirectIDCW (Income Distribution CUM Capital Withdrawal) 12.76 23 Oct 2026 152316
RegularGrowth 12.24 23 Oct 2026 152311
RegularIDCW (Income Distribution CUM Capital Withdrawal) 12.24 23 Oct 2026 152313
RegularIDCW (Income Distribution CUM Capital Withdrawal) 12.24 23 Oct 2026 152315

Direct plans are bought straight from the fund house and cost less; Regular plans include a distributor's commission. Growth keeps profits invested; IDCW pays them out from time to time.

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