Money Lancer
Hybrid: Multi Asset Allocation
Sundaram Mutual Fund
Sundaram Mutual Fund · Hybrid: Multi Asset Allocation

Sundaram Multi Asset Allocation Fund Regular Plan Growth

The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Benchmark · NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10)TER · 2.06%Inception · 03-01-2024
NAV
13.19
+0.70% · as of 14-05-2026
Since inception
12.76%
CAGR
Benchmark (inception)
13.11%
CAGR
Fund size
₹33 Cr
AUM
Expense ratio
2.06%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +12.76% CAGR vs benchmark +13.11%.

Portfolio

Where the money is invested

Top holdings

SBI Gold ETF7.48%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.03%
RELIANCE INDUSTRIES LIMITED EQ4.74%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.68%
Nippon India ETF Gold Bees4.66%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.92%
Kotak MF Gold ETF3.84%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.69%
7.38% Government of India3.49%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.41%

Sector allocation

Financial Services22.02%
Automobile and Auto Components7.35%
Oil, Gas & Consumable Fuels6.19%
Information Technology6.07%
Telecommunication3.92%
Construction3.69%
Capital Goods3.26%
Fast Moving Consumer Goods2.63%
Healthcare1.90%
Construction Materials1.86%
Riskometer
LowVery High
High

What if you'd SIP'd here?

@ 12.8% p.a.
₹10,000
10 years
Projected value
₹24,31,443
Invested: ₹12,00,000
Gained: ₹12,31,443
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
R
Rohit Seksaria & Clyton Richard Fernandes, Dwijendra Srivastava & Sandeep Agarwal, Arjun Nagarajan, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152311
ISIN (Growth)
INF903JA1LH5
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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