TradePilot
Sign in
About
Markets & Research
Trading
Calculators
News & Learning
Investing & Mutual Funds
Contact Us
Other Products
Legal

Mutual funds · Hybrid Funds

Sundaram Multi Asset Allocation Fund

Sundaram Mutual Fund · Direct plan · Growth option

₹13.6998NAV on 2026-11-09 (AMFI)Compare

NAV history

9.8011.0112.2213.4314.64 Jan 24Jan 25Dec 25Nov 26
NAV history: mfapi.in (AMFI data).

Scheme facts

Scheme code
152314
Category
Hybrid Scheme - Multi Asset Allocation
ISIN
INF903JA1LK9
Plan / option
Direct / Growth
Fund age
2.8 years
Expense ratio (TER)
0.77% a year declared 2026-11-10, AMFI
AUM
Not in free feeds

Returns and risk

1 month▲ +4.0%
3 months▼ -2.4%
6 months▲ +1.0%
1 year▲ +3.1%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)10.8%
Sharpe (3y)0.56
Sortino (3y)0.77
Beta vs NIFTY 500.64
Max fall (3y)-13.1%
Computed from NAV (686 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.

Other plans of this scheme

Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.