What are the 1-year returns of Sundaram Multi Asset Allocation Fund Regular Plan Growth?

Sundaram Multi Asset Allocation Fund Regular Plan Growth has delivered +6.27% returns over the past 1 year.

Sundaram Multi Asset Allocation Fund Regular Plan Growth

Q: What is the current NAV of Sundaram Multi Asset Allocation Fund Regular Plan Growth?

The latest NAV of Sundaram Multi Asset Allocation Fund Regular Plan Growth is ₹13.05 as of 2026-07-17.

Q: Who manages Sundaram Multi Asset Allocation Fund Regular Plan Growth?

Sundaram Multi Asset Allocation Fund Regular Plan Growth is managed by Sundaram Mutual Fund and falls under the Hybrid category.

Sundaram Mutual FundMulti Asset AllocationModerate Risk

₹13.05+0.00 (+0.04%)

NAV as on 2026-07-17 · Hybrid · Multi Asset Allocation

AUM

₹3,268 Cr

1Y Return

+6.3%

3Y CAGR

5Y CAGR

Expense

1.82%

Risk

Moderate

Sundaram Multi Asset Allocation Fund Regular Plan Growth

₹13.05+0.04%

1Y Return

+6.3%

3Y CAGR

5Y CAGR

Since Inception

+11.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹12.12

₹13.98

50% from 52W low

Fund Information

Multi Asset AllocationHybridSince 29-01-2024

Fund House

Sundaram Mutual Fund

Portfolio Composition

Asset Allocation

Equity65.6%

Cash4.9%

Other19.3%

Market Cap Split

Large Cap43.0%

Mid Cap11.8%

Small Cap3.1%

Top Holdings

91 stocks

Weight1M Change

SBI Gold ETF

7.12%0.0%

HDFC Bank Ltd

Financial Services

5.94%0.0%

Reliance Industries Ltd

Energy

4.71%0.0%

ICICI Bank Ltd

Financial Services

4.58%0.0%

Nippon India ETF Gold BeES

4.43%0.0%

Larsen & Toubro Ltd

Industrials

3.95%0.0%

Bharti Airtel Ltd

Communication Services

3.88%0.0%

Cash Offset For Derivatives

3.75%+6.8%

Kotak Gold ETF

3.67%0.0%

7.38% Govt Stock 2027

3.25%0.0%

Sector Allocation

Weight1M Change

Financial Services

23.4%-4%

Industrials

8.6%-28%

Consumer Cyclical

8.6%-9%

Technology

5.9%-25%

Energy

5.7%-62%

Basic Materials

4.6%-5%

Communication Services

4.2%0%

Consumer Defensive

2.4%-15%

Utilities

2.3%0%

Healthcare

2.2%-1%

Real Estate

0.5%0%

Fundamentals

P/E Ratio

27.69

Cat avg: 23.43

P/B Ratio

3.69

Cat avg: 3.14

Dividend Yield

1.02%

Cat avg: 1.50%

Price/Sale

3.22

Price/Cash Flow

17.41

Peer Comparison

Fund	AUM (Cr)	Exp %	1Y	3Y	5Y
Sundaram Multi Asset Allc Reg Gr	3,268	1.82	+6.3%	-	-
ICICI Pru Multi-Asset FII Gr	84,991	1.06	+11.0%	+12.8%	+19.4%
SBI Multi Asset Allocation Reg Gr	19,354	1.32	+10.9%	+15.7%	+13.2%
Nippon India Multi Asset Allc Reg Gr	16,000	1.15	+12.8%	+18.2%	+14.8%
Kotak Multi Asset Allocation Reg Gr	14,309	1.69	+18.3%	-	-
DSP Multi Asset Allocation Reg Gr	10,105	1.21	+17.2%	-	-
WhiteOak Capital Multi Asset Allc Reg Gr	7,763	1.28	+11.8%	+15.3%	-
Aditya BSL Multi Asset Allc Reg Gr	6,989	1.51	+12.6%	+15.2%	-
UTI Multi Asset Allocation Reg Gr	6,890	1.97	+5.2%	+15.2%	+13.2%
Quant Multi Asset Allocation Gr	5,980	2.38	+19.1%	+22.3%	+18.6%

What If I Had Invested?

Investment Amount

₹

NAV history not available for this range

Key Metrics

AUM₹3,268 Cr

Expense Ratio1.82%

Volatility (3Y)-

Sharpe Ratio-

Sortino Ratio-

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings85

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Moderate risk

Key Metrics

AUM₹3,268 Cr

Expense Ratio1.82%

Volatility (3Y)-

Sharpe Ratio-

Sortino Ratio-

Beta-

Min SIP₹500

Min Lumpsum₹5,000

Holdings85

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Moderate risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.