Free tools · Fund check · Multi Asset Allocation

Sundaram Multi Asset Allocation Fund

A multi asset allocation fund. Over 1 year it returned -0.5% in the direct plan.

SEBI Registered Investment Adviser · INA000020572 · Fee-only, zero commissions

Returns

Growth option. Annualised, to 09 Oct 2026.

1 year3 years5 years
Direct plan-0.5%n/an/a
Regular plan-1.8%n/an/a
Middle of multi asset allocation funds4.7%14.4%12.6%

NAV on 09 Oct 2026: ₹13.1711 for the direct plan and ₹12.6486 for the regular plan. A fund's NAV already has its costs taken out, so these are the returns an investor received, before tax.

Return over 1 year, direct plan -0.5%

Sundaram Multi Asset Allocation Fund is a multi asset allocation fund. The middle fund in its category returned 4.7% over the same 1 year.

See all multi asset allocation funds

Direct plan against regular plan

Both plans hold the same portfolio. Over 1 year, the direct plan returned -0.5% and the regular plan -1.8%. The difference of 1.36% is mostly the commission the regular plan pays a distributor.

See what that costs over time

Why there is no ranking here

Hybrid funds are not ranked here. Funds in this category hold different mixes of equity and debt, so their returns are not like for like. For a hybrid fund, look at how much of it is in equity, how that share changes with markets, and whether that fits the job you want the fund to do.

Hold this fund?

Check your whole portfolio

One fund says little on its own. Add everything you hold to see what you pay in commissions, which funds double up and where the portfolio is lopsided.

Check your portfolio
Not sure it fits?

Talk it through first

Whether a fund belongs in your portfolio depends on your goals, your tax position and what else you own. An advisor will go through it with you on a free call.

Talk to an advisor

Other multi asset allocation funds

The 31 funds in this category with at least a year behind them. See their returns side by side.

360 ONE Multi Asset Allocation FundAditya Birla Sun Life Multi Asset Allocation FundAxis Multi Asset Allocation FundBajaj Finserv Multi Asset Allocation FundBandhan Multi Asset Allocation FundBank of India Multi Asset Allocation FundBaroda BNP Paribas Multi Asset FundCanara Robeco Multi Asset Allocation FundDSP Multi Asset Allocation FundEdelweiss Multi Asset Allocation FundFranklin India Multi Asset Allocation FundGroww Multi Asset Allocation FundHDFC Multi Asset Allocation FundHSBC Multi Asset Allocation FundICICI Prudential Multi Asset Allocation FundInvesco India Multi Asset Allocation FundKotak Multi Asset Allocation FundLIC MF Multi Asset Allocation FundMahindra Manulife Multi Asset Allocation FundMirae Asset Multi Asset Allocation FundNippon India Multi Asset Allocation FundQuant Multi Asset Allocation FundQuantum Multi Asset Allocation FundSamco Multi Asset Allocation FundSBI Multi Asset Allocation FundShriram Multi Asset Allocation FundTata Multi Asset Allocation FundUnion Multi Asset Allocation FundUTI Multi Asset Allocation FundWhiteOak Capital Multi Asset Allocation Fund

Questions

What is the return of Sundaram Multi Asset Allocation Fund?

As of 09 Oct 2026, the direct plan of Sundaram Multi Asset Allocation Fund returned -0.5% over 1 year. The regular plan returned -1.8% over 1 year. Returns over more than a year are annualised.

What is the NAV of Sundaram Multi Asset Allocation Fund?

NAV on 09 Oct 2026: ₹13.1711 for the direct plan and ₹12.6486 for the regular plan. NAVs are published by AMFI at the end of each business day.

What is the difference between the direct and regular plan of Sundaram Multi Asset Allocation Fund?

They hold the same portfolio, run by the same manager. The regular plan pays a commission to a distributor each year, so it returned 1.36% less over 1 year.

Why is Sundaram Multi Asset Allocation Fund not ranked?

Hybrid funds are not ranked here. Funds in this category hold different mixes of equity and debt, so their returns are not like for like. For a hybrid fund, look at how much of it is in equity, how that share changes with markets, and whether that fits the job you want the fund to do.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.