Sundaram Multi Asset Allocation Fund Regular Payout Inc Dist cum Cap Wdrl

AllocationMulti Asset Allocation
13.21
0.04(0.30%)
NAV as on 17 Apr, 2026
CAGR
13.38%

Top Performer

This scheme has consistently delivered the best returns in its Multi Asset Allocation category across .

Returns
  • AUM (Crs.)3,060.26
  • Expense Ratio1.81 %
  • Sharpe Ratio / Category Average-
  • Standard Deviation / Category Average-
  • Beta / Category Average-
  • Portfolio Turnover / Category Average158.97 / 71.16
  • Top 5 Stocks Wt.27.59
  • Top 10 Stocks Wt.46.30
  • Top 3 Sectors Wt.39.84
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Rohit Seksaria, Arjun Nagarajan, Dwijendra Srivastava, Sandeep Agarwal, Clyton Fernandes
    • Launch Date29 Jan, 2024
    • BenchmarkNifty 500 TR INR

    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.

    Riskometer

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