Sundaram Multi Asset Allocation Fund Regular Plan Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Strong capital defense: downside capture of 44% limits losses during market corrections.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.10% | +3.61% | +0.49% |
| 3 Months | -2.72% | -1.36% | -1.36% |
| 6 Months | +0.53% | +1.77% | -1.24% |
| 1 Year | +0.70% | +6.58% | -5.88% |
| Since Inception | +10.32% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.88% | +2.90% | -3.78% |
| 2025 | +18.91% | +18.15% | +0.76% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -6.33% | +10.72% | +10.41% | +26.21% | 94.8% | 99.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-01-29 | 2026-03-23 | -13.3% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity-related instruments 65-80%; Very High Debt and Money Market Securities#^ 10-25%; Low to Medium and Gold ETFs as permitted by SEBI from time to time.^ 10-25%; Very High. | Per Scheme Mandate |
Investment Objective & Strategy
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 3,290 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Multi Asset Allocation schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Multi Asset Allocation Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| LIC MF Multi Asset Allocation Fund | 2.2 | - | 2.37% | 35.8% | Rs 981 cr | Compare → |
| Samco Multi Asset Allocation Fund | 2.1 | - | 3.70% | -2.9% | Rs 379 cr | Compare → |
| Groww Multi Asset Allocation Fund | 2.2 | - | 2.67% | 38.8% | Rs 398 cr | Compare → |
| Quantum Multi Asset Allocation Fund | 2.7 | - | 2.03% | 42.0% | Rs 57.4 cr | Compare → |
| Bajaj Finserv Multi Asset Allocation Fund | 3.5 | - | 2.22% | 31.5% | Rs 1,982 cr | Compare → |
Frequently Asked Questions about Sundaram Multi Asset Allocation Fund
What is the expense ratio of Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund has a total expense ratio (TER) of 2.1% with a base expense ratio of 1.58%, compared to the Multi Asset Allocation category median of 2.13%.
Who manages Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund is managed by Rohit Seksaria.
What are the historical returns of Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund has a 1-year return of +0.70%.
How large is Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund manages assets of Rs 3,290 cr, placing it in the 'comfortable' size band relative to Multi Asset Allocation peers.
How is Sundaram Multi Asset Allocation Fund scored on MFIQ?
Sundaram Multi Asset Allocation Fund holds an MFIQ Score of 2.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.67% with a maximum historical drawdown of -13.28%.