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Sundaram Multi Asset Allocation Fund Growth
Hybrid
Multi Asset Allocation
High Risk
NAV: 20 Feb '26
₹13.64
Min. for SIP
Not Supported
Fund size
₹3,264.25 Cr
Expense ratio
1.81%
Holdings (74)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| SBI Gold ETF | NA | Mutual Fund | 7.65% |
| HDFC Bank Ltd. | Financial | Equity | 6.80% |
| Nippon India ETF Gold BeES | NA | Mutual Fund | 4.73% |
| ICICI Bank Ltd. | Financial | Equity | 4.48% |
| Bharti Airtel Ltd. | Communication | Equity | 3.96% |
| Kotak Gold ETF | NA | Mutual Fund | 3.84% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.72% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.71% |
| Reliance Industries Ltd. | Energy | Equity | 3.56% |
| HDFC Gold ETF | NA | Mutual Fund | 3.37% |
| GOI | Sovereign | GOI Sec | 3.29% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.42% |
| DSP Gold ETF - Growth | NA | Mutual Fund | 2.12% |
| HCL Technologies Ltd. | Technology | Equity | 1.90% |
| Bajaj Finance Ltd. | Financial | Equity | 1.89% |
| GOI | Sovereign | GOI Sec | 1.66% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.57% |
| GOI | Sovereign | GOI Sec | 1.57% |
| State Bank of India | Financial | Equity | 1.56% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.56% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.52% |
| GOI | Sovereign | GOI Sec | 1.41% |
| Coromandel International Ltd. | Chemicals | Equity | 1.40% |
| PB Fintech Ltd. | Services | Equity | 1.31% |
| Infosys Ltd. | Technology | Equity | 1.22% |
| Ultratech Cement Ltd. | Construction | Equity | 1.21% |
| Cummins India Ltd. | Capital Goods | Equity | 1.18% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.17% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.10% |
| BSE Ltd. | Services | Equity | 1.05% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.02% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.01% |
| Interglobe Aviation Ltd. | Services | Equity | 1.00% |
| GOI | Sovereign | GOI Sec | 0.95% |
| GOI | Sovereign | GOI Sec | 0.94% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.88% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.85% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.83% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.80% |
| Tata Power Company Ltd. | Energy | Equity | 0.80% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.78% |
| JK Cement Ltd. | Construction | Equity | 0.72% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.71% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.70% |
| Coforge Ltd. | Technology | Equity | 0.70% |
| UNO Minda Ltd. | Automobile | Equity | 0.65% |
| Crisil Ltd. | Services | Equity | 0.62% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.61% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.53% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.53% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.52% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.52% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.52% |
| Axis Bank Ltd. | Financial | Equity | 0.50% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.49% |
| Trent Ltd. | Services | Equity | 0.47% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.43% |
| GAIL (India) Ltd. | Energy | Equity | 0.42% |
| Indegene Ltd. | Healthcare | Equity | 0.41% |
| Tech Mahindra Ltd. | Technology | Equity | 0.36% |
| GOI | Sovereign | GOI Sec | 0.30% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.23% |
| GOI | Sovereign | GOI Sec | 0.16% |
| Grasim Industries Ltd. | Construction | Equity | 0.07% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.00% |
| Ultratech Cement Ltd. | Construction | Futures | -0.19% |
| Axis Bank Ltd. | Financial | Futures | -0.50% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.50% |
| Bharti Airtel Ltd. | Communication | Futures | -0.51% |
| Bajaj Finance Ltd. | Financial | Futures | -0.59% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.04% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +3.4% | +11.8% | +21.3% | +36.1% |
| Category average (Hybrid Multi Asset Allocation) | -- | -- | +15.1% | -- |
| Rank (Hybrid Multi Asset Allocation) | 19 | 15 | 12 | -- |
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 | +26.97% | +23.83% | 4,763.30 | |
Nippon India Multi Asset Allocation Fund Growth | +25.00% | +21.56% | 12,513.31 | |
SBI Multi Asset Allocation Fund Growth | +22.69% | +20.06% | 14,943.80 | |
ICICI Prudential Multi Asset Fund Growth | +16.77% | +19.68% | 80,768.23 | |
HDFC Multi Asset Allocation Fund Growth | +15.85% | +15.44% | 5,713.61 | |
| 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
AGNArjun G. NagarajanJan 2024 - PresentView details
AGN
Arjun G. Nagarajan
Jan 2024 - Present
View details
CRFClyton Richard FernandesOct 2024 - PresentView details
CRF
Clyton Richard Fernandes
Oct 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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹13.64.
The Sundaram Multi Asset Allocation Fund Growth is rated High risk. 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 benchmarkNA
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 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,