Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Multi Asset Allocation Fund Direct Plan Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 49/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.78%
- AUM (15%)₹3,407 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Hybrid · Multi Asset Allocation
₹13.8
AUM: ₹3,406 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.78%
Exit Load
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
Fund Manager
Clyton Richard Fernandes
Inception
Jan 2024
Sharpe Ratio
0.07
Std Dev (1Y)
13.32%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.67%
3m
+1.14%
6m
+2.82%
1y
+6.25%
3y
—
5y
—
10y
—
since inception
+12.91%
TopFund's Take on Sundaram Multi Asset Allocation Fund Direct Plan Growth
Sundaram Multi Asset Allocation Fund Direct Plan Growth lags behind most of its peers in the Multi Asset Allocation category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 0.78%, the expense ratio runs 26% above the Multi Asset Allocation category average of 0.62%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.07 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 13.32% is fairly typical for Multi Asset Allocation funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Multi Asset Allocation Fund Direct Plan Growth
The current NAV (Net Asset Value) of Sundaram Multi Asset Allocation Fund Direct Plan Growth is ₹13.8. NAV is updated every business day after market close by AMFI.
1Y: 6.25%
The expense ratio of Sundaram Multi Asset Allocation Fund Direct Plan Growth is 0.78% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Multi Asset Allocation Fund Direct Plan Growth is managed by Clyton Richard Fernandes at Sundaram Mutual Fund.
Sundaram Multi Asset Allocation Fund Direct Plan Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Multi Asset Allocation Fund Direct Plan Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Multi Asset Allocation Fund Direct Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Multi Asset Allocation Fund Direct Plan Growth is ₹3,407 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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