Sundaram Multi Asset Allocation Fund Direct Growth

Fund Overview

Fund Size

₹3,277 Cr

Expense Ratio

0.46%

ISIN

INF903JA1LK9

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

29 Jan 2024

About this fund

Sundaram Multi Asset Allocation Fund Direct Growth is a Multi Asset Allocation mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 2 years, 4 months and 12 days, having been launched on 29-Jan-24.
As of 09-Jun-26, it has a Net Asset Value (NAV) of ₹13.29, Assets Under Management (AUM) of 3276.67 Crores, and an expense ratio of 0.46%.

Sundaram Multi Asset Allocation Fund Direct Growth has given a CAGR return of 12.79% since inception.
The fund's asset allocation comprises around 65.25% in equities, 10.12% in debts, and 4.62% in cash & cash equivalents.
You can start investing in Sundaram Multi Asset Allocation Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.59%

— (Cat Avg.)

Since Inception

+12.79%

— (Cat Avg.)

Portfolio Summaryas of 30th April 2026

Equity	₹2,138.01 Cr	65.25%
Debt	₹331.54 Cr	10.12%
Others	₹807.03 Cr	24.63%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
SBI Gold ETF	Mutual Fund - ETF	₹233.28 Cr	7.12%
HDFC Bank Ltd	Equity	₹194.66 Cr	5.94%
Reliance Industries Ltd	Equity	₹154.42 Cr	4.71%
ICICI Bank Ltd	Equity	₹149.96 Cr	4.58%
Nippon India ETF Gold BeES	Mutual Fund - ETF	₹145.23 Cr	4.43%
Larsen & Toubro Ltd	Equity	₹129.46 Cr	3.95%
Bharti Airtel Ltd	Equity	₹127.02 Cr	3.88%
Cash Offset For Derivatives	Cash - General Offset	₹122.91 Cr	3.75%
Kotak Gold ETF	Mutual Fund - ETF	₹120.14 Cr	3.67%
7.38% Govt Stock 2027	Bond - Gov't/Treasury	₹106.59 Cr	3.25%
Mahindra & Mahindra Ltd	Equity	₹105.99 Cr	3.23%
HDFC Gold ETF	Mutual Fund - ETF	₹102.96 Cr	3.14%
Kotak Mahindra Bank Ltd	Equity	₹74.11 Cr	2.26%
Bajaj Finance Ltd	Equity	₹65.7 Cr	2.01%
DSP Gold ETF	Mutual Fund - ETF	₹64.47 Cr	1.97%
6.01% Govt Stock 2030	Bond - Gov't/Treasury	₹53.83 Cr	1.64%
7.04% Govt Stock 2029	Bond - Gov't/Treasury	₹50.83 Cr	1.55%
State Bank of India	Equity	₹50.59 Cr	1.54%
Bharat Electronics Ltd	Equity	₹50.36 Cr	1.54%
Cholamandalam Investment and Finance Co Ltd	Equity	₹48.98 Cr	1.49%
PB Fintech Ltd	Equity	₹46.45 Cr	1.42%
HCL Technologies Ltd	Equity	₹45.79 Cr	1.40%
Tata Power Co Ltd	Equity	₹45.71 Cr	1.40%
Tata Steel Ltd	Equity	₹44 Cr	1.34%
Cummins India Ltd	Equity	₹43.47 Cr	1.33%
Hindustan Unilever Ltd	Equity	₹43.39 Cr	1.32%
Infosys Ltd	Equity	₹41.79 Cr	1.28%
Coromandel International Ltd	Equity	₹39.76 Cr	1.21%
Fractal Analytics Ltd	Equity	₹39.73 Cr	1.21%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹38.62 Cr	1.18%
TVS Motor Co Ltd	Equity	₹38.17 Cr	1.16%
Coforge Ltd	Equity	₹36.72 Cr	1.12%
Billionbrains Garage Ventures Ltd	Equity	₹34.37 Cr	1.05%
Jubilant Foodworks Ltd	Equity	₹31.63 Cr	0.97%
7.32% Govt Stock 2030	Bond - Gov't/Treasury	₹30.71 Cr	0.94%
Mahindra & Mahindra Ltd May-2026	Equity - Future	₹-30.59 Cr	0.93%
UltraTech Cement Ltd	Equity	₹30.56 Cr	0.93%
6.75% Govt Stock 2029	Bond - Gov't/Treasury	₹30.28 Cr	0.92%
7.1% Govt Stock 2034	Bond - Gov't/Treasury	₹30.12 Cr	0.92%
Home First Finance Co India Ltd ---	Equity	₹29.14 Cr	0.89%
Tata Consumer Products Ltd	Equity	₹29.13 Cr	0.89%
Amara Raja Energy & Mobility Ltd	Equity	₹28.79 Cr	0.88%
Treps	Cash - Repurchase Agreement	₹28.61 Cr	0.87%
One97 Communications Ltd	Equity	₹28.57 Cr	0.87%
Mankind Pharma Ltd	Equity	₹27.05 Cr	0.83%
Oil & Natural Gas Corp Ltd	Equity	₹25.86 Cr	0.79%
InterGlobe Aviation Ltd	Equity	₹25.55 Cr	0.78%
6.48% Govt Stock 2035	Bond - Gov't/Treasury	₹24.07 Cr	0.73%
Bajaj Auto Ltd	Equity	₹24.05 Cr	0.73%
Maruti Suzuki India Ltd	Equity	₹22.57 Cr	0.69%
Sun Pharmaceuticals Industries Ltd	Equity	₹22.41 Cr	0.68%
Reliance Industries Ltd May-2026	Equity - Future	₹-22.39 Cr	0.68%
JK Cement Ltd	Equity	₹22.37 Cr	0.68%
UNO Minda Ltd	Equity	₹20.09 Cr	0.61%
Multi Commodity Exchange of India Ltd	Equity	₹20.06 Cr	0.61%
Prudent Corporate Advisory Services Ltd	Equity	₹18.89 Cr	0.58%
CRISIL Ltd	Equity	₹18.63 Cr	0.57%
Prestige Estates Projects Ltd	Equity	₹16.84 Cr	0.51%
Bharti Airtel Ltd May-2026	Equity - Future	₹-16.12 Cr	0.49%
Indraprastha Gas Ltd	Equity	₹16.01 Cr	0.49%
Axis Bank Ltd May-2026	Equity - Future	₹-15.15 Cr	0.46%
Axis Bank Ltd	Equity	₹15.06 Cr	0.46%
Indegene Ltd	Equity	₹13.78 Cr	0.42%
GAIL (India) Ltd	Equity	₹13.27 Cr	0.40%
Vedanta Ltd	Equity	₹11.89 Cr	0.36%
Larsen & Toubro Ltd Jun-2026	Equity - Future	₹-9.6 Cr	0.29%
Hdfc Bank Ltd May-2026	Equity - Future	₹-9.31 Cr	0.28%
Affle 3i Ltd	Equity	₹9.25 Cr	0.28%
Cash And Other Net Current Assets^	Cash - Collateral	₹-9.1 Cr	0.28%
Aster DM Healthcare Ltd Ordinary Shares	Equity	₹8.4 Cr	0.26%
Bharat Petroleum Corpn Ltd May-2026	Equity - Future	₹-7.64 Cr	0.23%
Bharat Petroleum Corp Ltd	Equity	₹7.6 Cr	0.23%
Larsen & Toubro Ltd May-2026	Equity - Future	₹-7.14 Cr	0.22%
Malco Energy Ltd	Equity	₹5.3 Cr	0.16%
Talwandi Sabo Power Ltd	Equity	₹5.3 Cr	0.16%
Vedanta Aluminium Metal Ltd	Equity	₹5.3 Cr	0.16%
Vedanta Iron And Steel Ltd	Equity	₹5.3 Cr	0.16%
Elecon Engineering Co Ltd	Equity	₹5.21 Cr	0.16%
7.37% Govt Stock 2028	Bond - Gov't/Treasury	₹5.12 Cr	0.16%
Patanjali Foods Ltd(Prev Ruchi Soya Industries Ltd) May-2026	Equity - Future	₹-4.97 Cr	0.15%
Patanjali Foods Ltd	Equity	₹4.96 Cr	0.15%
Grasim Industries Ltd	Equity	₹2.24 Cr	0.07%
Margin Money For Derivatives	Cash - Collateral	₹-1.47 Cr	0.04%
Kwality Walls India Ltd	Equity	₹0.47 Cr	0.01%
Hindustan Petroleum Corp Ltd	Equity	₹0.18 Cr	0.01%
Tvs Motor Company Limited	Preferred Stock	₹0.09 Cr	0.00%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹766.6 Cr	23.40%
Industrials	₹282.84 Cr	8.63%
Consumer Cyclical	₹281.12 Cr	8.58%
Technology	₹192.6 Cr	5.88%
Energy	₹188.06 Cr	5.74%
Basic Materials	₹150.81 Cr	4.60%
Communication Services	₹136.27 Cr	4.16%
Consumer Defensive	₹77.96 Cr	2.38%
Utilities	₹74.99 Cr	2.29%
Healthcare	₹71.64 Cr	2.19%
Real Estate	₹16.84 Cr	0.51%

Risk & Performance Ratios

Fund Managers

Dwijendra Srivastava

Since January 2024

Sandeep Agarwal

Since January 2024

Rohit Seksaria

Since January 2024

Arjun Nagarajan

Since January 2024

Clyton Fernandes

Since October 2024

Shalav Saket

Since March 2026

Additional Scheme Detailsas of 30th April 2026

ISIN

INF903JA1LK9

Expense Ratio

0.46%

Exit Load

1.00%

Fund Size

₹3,277 Cr

Age

2 years 4 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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360 ONE Multi Asset Allocation Fund Regular Growth High Risk	2.1%	1.0%	₹430.57 Cr	-
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Franklin India Multi Asset Allocation Fund Regular Growth Very High Risk	1.6%	0.0%	₹2764.58 Cr	-
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Canara Robeco Multi Asset Allocation Fund Direct Growth Very High Risk	0.5%	1.0%	₹1271.22 Cr	7.8%
Canara Robeco Multi Asset Allocation Fund Regular Growth Very High Risk	1.8%	1.0%	₹1271.22 Cr	6.2%
LIC MF Multi Asset Allocation Fund Regular Growth Very High Risk	2.5%	1.0%	₹940.47 Cr	7.3%
LIC MF Multi Asset Allocation Fund Regular Growth Very High Risk	3.8%	1.0%	₹940.47 Cr	5.8%
Samco Multi Asset Allocation Fund Direct Growth Very High Risk	3.0%	1.0%	₹401.71 Cr	4.5%
Samco Multi Asset Allocation Fund Regular Growth Very High Risk	4.6%	1.0%	₹401.71 Cr	2.8%
Invesco India Multi Asset Allocation Fund Regular Growth Very High Risk	1.4%	1.0%	₹1056.77 Cr	12.9%
Invesco India Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹1056.77 Cr	14.3%
Union Multi Asset Allocation Fund Regular Growth Very High Risk	1.8%	1.0%	₹963.63 Cr	11.0%
Union Multi Asset Allocation Fund Direct Growth Very High Risk	0.9%	1.0%	₹963.63 Cr	12.3%
Bajaj Finserv Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹1811.41 Cr	9.0%
Bajaj Finserv Multi Asset Allocation Fund Regular Growth Very High Risk	1.7%	1.0%	₹1811.41 Cr	7.4%
Mahindra Manulife Multi Asset Allocation Fund Direct Growth Very High Risk	0.3%	0.0%	₹1097.58 Cr	13.5%
Mahindra Manulife Multi Asset Allocation Fund Regular Growth Very High Risk	1.6%	0.0%	₹1097.58 Cr	11.7%
Quantum Multi Asset Allocation Fund Regular Growth Very High Risk	2.0%	1.0%	₹57.17 Cr	1.1%
Quantum Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹57.17 Cr	2.7%
HSBC Multi Asset Allocation Fund Direct Growth Moderate Risk	1.2%	1.0%	₹2979.17 Cr	17.3%
HSBC Multi Asset Allocation Fund Regular Growth Moderate Risk	2.5%	1.0%	₹2979.17 Cr	15.8%
Bank of India Multi Asset Allocation Fund Regular Growth High Risk	1.7%	1.0%	₹358.71 Cr	8.6%
Bank of India Multi Asset Allocation Fund Direct Growth High Risk	0.8%	1.0%	₹358.71 Cr	9.8%
Mirae Asset Multi Asset Allocation Fund Regular Growth High Risk	1.6%	1.0%	₹3341.60 Cr	9.0%
Mirae Asset Multi Asset Allocation Fund Direct Growth High Risk	0.3%	1.0%	₹3341.60 Cr	10.7%
Bandhan Multi Asset Allocation Fund Regular Growth Very High Risk	1.6%	0.0%	₹3240.29 Cr	13.5%
Bandhan Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	0.0%	₹3240.29 Cr	15.2%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹3276.67 Cr	6.6%
Sundaram Multi Asset Allocation Fund Regular Growth High Risk	1.8%	1.0%	₹3276.67 Cr	5.1%
DSP Multi Asset Allocation Fund Regular Growth Very High Risk	1.2%	1.0%	₹9241.13 Cr	15.7%
DSP Multi Asset Allocation Fund Direct Growth Very High Risk	0.3%	1.0%	₹9241.13 Cr	17.1%
Kotak Multi Asset Allocation Fund Direct Growth High Risk	0.4%	1.0%	₹13447.43 Cr	20.4%
Kotak Multi Asset Allocation Fund Regular Growth High Risk	1.7%	1.0%	₹13447.43 Cr	18.9%
Shriram Multi Asset Allocation Fund Direct Growth Very High Risk	0.9%	1.0%	₹138.53 Cr	8.2%
Shriram Multi Asset Allocation Fund Regular Growth Very High Risk	2.3%	1.0%	₹138.53 Cr	6.4%
Baroda BNP Paribas Multi Asset Fund Regular Growth High Risk	1.8%	1.0%	₹1408.46 Cr	6.1%
Baroda BNP Paribas Multi Asset Fund Direct Growth High Risk	0.8%	1.0%	₹1408.46 Cr	7.3%
Edelweiss Multi Asset Allocation Fund Regular Growth Low Risk	2.1%	0.0%	₹2591.90 Cr	5.6%
Edelweiss Multi Asset Allocation Fund Direct Growth Low Risk	1.8%	0.0%	₹2591.90 Cr	6.0%
Axis Multi Asset Allocation Fund Regular Growth Very High Risk	2.6%	1.0%	₹2228.78 Cr	8.3%
UTI Multi Asset Fund Direct Growth High Risk	1.2%	1.0%	₹6864.59 Cr	5.1%
Axis Multi Asset Allocation Fund Direct Growth Very High Risk	1.4%	1.0%	₹2228.78 Cr	9.4%
HDFC Multi - Asset Fund Direct Growth Very High Risk	0.8%	1.0%	₹5887.05 Cr	3.5%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹75,999 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Moderate Risk	0.3%	0.0%	₹65.27 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹948.48 Cr	-
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.6%	1.0%	₹1576.42 Cr	-4.1%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹3276.67 Cr	6.6%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.2%	0.0%	₹30.56 Cr	4.0%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	1.3%	0.0%	₹75.03 Cr	3.7%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	1.2%	-	₹33.90 Cr	6.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	1.2%	0.0%	₹22.63 Cr	7.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.3%	0.0%	₹35.88 Cr	3.8%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	1.2%	0.0%	₹36.60 Cr	2.9%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2806.71 Cr	-3.2%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.1%	1.0%	₹855.65 Cr	-3.7%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹8484.02 Cr	-3.9%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹8079.20 Cr	6.2%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹364.44 Cr	5.8%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.8%	0.0%	₹1079.02 Cr	0.2%
Sundaram Focused Fund Direct Growth Very High Risk	1.3%	0.0%	₹1019.95 Cr	-2.1%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.6%	0.0%	₹138.37 Cr	2.4%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹187.85 Cr	5.1%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2722.93 Cr	6.1%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.6%	0.0%	₹1296.13 Cr	-5.7%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1658.39 Cr	-2.2%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3062.61 Cr	-5.1%
Sundaram Services Fund Direct Growth Very High Risk	0.7%	1.0%	₹4624.47 Cr	-3.8%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹2003.89 Cr	-4.8%
Sundaram Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹1841.68 Cr	6.0%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.2%	1.0%	₹34.19 Cr	3.3%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.7%	0.0%	₹990.20 Cr	5.7%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.8%	0.0%	₹1612.72 Cr	-2.9%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹277.65 Cr	4.5%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹6574.82 Cr	-0.0%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.4%	1.0%	₹162.25 Cr	27.6%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹613.66 Cr	4.2%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.1%	0.0%	₹18.77 Cr	-1.1%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3562.91 Cr	6.5%
Sundaram Diversified Equity Direct Growth Very High Risk	1.6%	0.0%	₹1323.04 Cr	-6.6%
Sundaram Consumption Fund Direct Growth Very High Risk	1.3%	0.0%	₹1427.62 Cr	-10.3%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹13378.01 Cr	3.6%
Sundaram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹965.94 Cr	5.3%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹441.51 Cr	6.5%

Risk Level

Your principal amount will be at High Risk

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What is the current NAV of Sundaram Multi Asset Allocation Fund Direct Growth?

The NAV of Sundaram Multi Asset Allocation Fund Direct Growth, as of 09-Jun-2026, is ₹13.29.

What is the portfolio composition of Sundaram Multi Asset Allocation Fund Direct Growth?

The fund's allocation of assets is distributed as 65.25% in equities, 10.12% in bonds, and 4.62% in cash and cash equivalents.

Who manages the Sundaram Multi Asset Allocation Fund Direct Growth?

The fund managers responsible for Sundaram Multi Asset Allocation Fund Direct Growth are:-

Dwijendra Srivastava
Sandeep Agarwal
Rohit Seksaria
Arjun Nagarajan
Clyton Fernandes
Shalav Saket

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Multi Asset Allocation Fund Direct Growth

Fund Overview