HybridMulti Asset AllocationDirect · Growth
Sundaram Multi Asset Allocation Fund Direct Plan Growth
Sundaram · Scheme 152314
₹13.76▼ 0.26%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
—
Risk level
Moderately High
Min SIP
—
Benchmark
Multi-asset composite index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.02% |
| 3 Months | +1.53% |
| 6 Months | -2.04% |
| 1 Year | +9.94% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +13.46% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns26
Consistency50
Risk-adjusted44
Downside protection97
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Volatility: 11% annualised
- ✓ Max drawdown: -13%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return vs category: -3.4% vs category avg
- • Sharpe ratio: 0.65
- • Sortino ratio: 0.81
Risk metrics
Sharpe ratio
0.65
Sortino ratio
0.81
Volatility
10.77%
Max drawdown
-13.10%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.