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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Multi Asset Allocation Fund Growth
NAV: 15 May '26
₹13.11
Min. for SIP
₹100
Fund size (AUM)
₹3,276.76 Cr
Expense ratio
2.85%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,057 | +0.38% | |
| 6 months | ₹30,000 | ₹29,881 | -0.40% | |
| 1 year | ₹60,000 | ₹61,478 | +2.46% |
Holdings (82)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| SBI Gold ETF | -- | Mutual Fund | 7.12% |
| HDFC Bank Ltd. | Financial | Equity | 5.94% |
| Reliance Industries Ltd. | Energy | Equity | 4.71% |
| ICICI Bank Ltd. | Financial | Equity | 4.58% |
| Nippon India ETF Gold BeES | -- | Mutual Fund | 4.43% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.95% |
| Bharti Airtel Ltd. | Communication | Equity | 3.88% |
| Kotak Gold ETF | -- | Mutual Fund | 3.67% |
| GOI | Sovereign | GOI Sec | 3.25% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.23% |
| HDFC Gold ETF | -- | Mutual Fund | 3.14% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.26% |
| Bajaj Finance Ltd. | Financial | Equity | 2.01% |
| DSP Gold ETF - Growth | -- | Mutual Fund | 1.97% |
| GOI | Sovereign | GOI Sec | 1.64% |
| GOI | Sovereign | GOI Sec | 1.55% |
| State Bank of India | Financial | Equity | 1.54% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.54% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.49% |
| PB Fintech Ltd. | Services | Equity | 1.42% |
| HCL Technologies Ltd. | Technology | Equity | 1.40% |
| Tata Power Company Ltd. | Energy | Equity | 1.40% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.34% |
| Cummins India Ltd. | Capital Goods | Equity | 1.33% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.32% |
| Infosys Ltd. | Technology | Equity | 1.28% |
| Coromandel International Ltd. | Chemicals | Equity | 1.21% |
| Fractal Analytics Ltd. | Technology | Equity | 1.21% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.18% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.16% |
| Coforge Ltd. | Technology | Equity | 1.12% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.05% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.97% |
| GOI | Sovereign | GOI Sec | 0.94% |
| Ultratech Cement Ltd. | Construction | Equity | 0.93% |
| GOI | Sovereign | GOI Sec | 0.92% |
| GOI | Sovereign | GOI Sec | 0.92% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.89% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.89% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.88% |
| One97 Communications Ltd. | Services | Equity | 0.87% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.83% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.79% |
| Interglobe Aviation Ltd. | Services | Equity | 0.78% |
| GOI | Sovereign | GOI Sec | 0.73% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.73% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.69% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.68% |
| JK Cement Ltd. | Construction | Equity | 0.68% |
| UNO Minda Ltd. | Automobile | Equity | 0.61% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.61% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.58% |
| Crisil Ltd. | Services | Equity | 0.57% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.51% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.49% |
| Axis Bank Ltd. | Financial | Equity | 0.46% |
| Indegene Ltd. | Healthcare | Equity | 0.42% |
| GAIL (India) Ltd. | Energy | Equity | 0.40% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.36% |
| Affle 3I Ltd. | Technology | Equity | 0.28% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.26% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.23% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.16% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.16% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.16% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.16% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 0.16% |
| GOI | Sovereign | GOI Sec | 0.16% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 0.15% |
| Grasim Industries Ltd. | Construction | Equity | 0.07% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Patanjali Foods Ltd. | Consumer Staples | Futures | -0.15% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.22% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -0.23% |
| HDFC Bank Ltd. | Financial | Futures | -0.28% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.29% |
| Axis Bank Ltd. | Financial | Futures | -0.46% |
| Bharti Airtel Ltd. | Communication | Futures | -0.49% |
| Reliance Industries Ltd. | Energy | Futures | -0.68% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.93% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -3.0% | +2.5% | +11.1% | +32.5% |
| Category average (Hybrid Multi Asset Allocation) | -- | -- | +15.1% | -- |
| Rank (Hybrid Multi Asset Allocation) | 29 | 23 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Quant Multi Asset Allocation Fund Growth | +20.51% | +22.98% | 5,257.41 | |
Nippon India Multi Asset Allocation Fund Growth | +16.65% | +20.00% | 14,737.58 | |
SBI Multi Asset Allocation Fund Growth | +15.16% | +17.30% | 17,665.99 | |
ICICI Prudential Multi Asset Fund Growth | +7.06% | +16.89% | 83,547.35 | |
HDFC Multi Asset Allocation Fund Growth | +5.10% | +12.64% | 5,887.05 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2024 - PresentView details
DS
Dwijendra Srivastava
Jan 2024 - Present
View details
SASandeep AgarwalJan 2024 - PresentView details
SA
Sandeep Agarwal
Jan 2024 - Present
View details
RSRohit SeksariaJan 2024 - PresentView details
RS
Rohit Seksaria
Jan 2024 - Present
View details
CRFClyton Richard FernandesOct 2024 - PresentView details
CRF
Clyton Richard Fernandes
Oct 2024 - Present
View details
AGNArjun G. NagarajanJan 2024 - PresentView details
AGN
Arjun G. Nagarajan
Jan 2024 - Present
View details
About Sundaram Multi Asset Allocation Fund Growth
Sundaram Multi Asset Allocation Fund Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Multi Asset Allocation Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹13.11.
The Sundaram Multi Asset Allocation Fund Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
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Investment Objective
The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Fund benchmark--
Fund house
Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,