HybridMulti Asset AllocationDirect · Growth
Sundaram Multi Asset Allocation Fund Direct Plan Growth
Sundaram · Scheme 152314
₹14.03▼ 0.24%NAV · 2026-09-18
Decent FundScore
AUM
₹3,314 cr
Expense ratio
0.78%
3Y CAGR
—
Risk level
Moderately High
Min SIP
₹100
Benchmark
Multi-asset composite index
Fund manager: Clyton Richard FernandesExit load: Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days.
Decent · 63/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓Volatility: 11% annualised
- ✓Max drawdown: -13%
- ✓Expense ratio: 0.78%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return vs category: -1.9% vs category avg
- •Sortino ratio: 0.88
FundScore breakdown
63/100 · Decent
Returns
Weak
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.