SUNDARAM MULTI ASSET ALLOCATION FUND-REGULAR PLAN-GROWTH
Multi Asset • Very High Risk
SUNDARAM MULTI ASSET ALLOCATION FUND-REGULAR PLAN-GROWTH
Category: Multi Asset
CRISIL Rating: Very High Risk
Code: SUMUGP-GR
NAV
₹13.09
0.17 (1.31%)
2026-09-17
Fund Rating
3 ⭐
Fund Information
| Fund Size (AUM): | 340.65 CR |
| Fund Strategy: | Very High Risk |
| Expense Ratio: | 1.5800% |
| Fund Manager: | |
| Min Lump Sum: | ₹100.00 |
| Min SIP: | ₹100.00 |
| ISIN: | INF903JA1LH5 |
| Benchmark: |
0.00%
3Y annualised
NAV
₹13.09
2026-09-17Fund Rating
3 ⭐
Fund Size
340.65 CR
Fund Strategy
Very High Risk
₹500
₹100,000
Total Investment:
₹15,000
Total Value:
₹0
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Sector Allocation
Top Holdings
| Security Name | Weight (%) |
|---|---|
| Cash Offset For Derivatives | 7.61% |
| SBI Gold ETF | 6.04% |
| Nippon India ETF Gold BeES | 5.97% |
| HDFC Bank Ltd | 4.97% |
| ICICI Bank Ltd | 4.72% |
| Reliance Industries Ltd | 4.26% |
| 7.38% Govt Stock 2027 | 4.02% |
| Kotak Gold ETF | 3.93% |
| Bharti Airtel Ltd | 3.51% |
| HDFC Gold ETF | 3.47% |
Fund Rating
⭐
3 out of 5
Funds in Same Category
| Fund Name | 1M | 6M | 1Y | 5Y | Since Inception | Rank |
|---|---|---|---|---|---|---|
| QUANT MULTI ASSET ALLOCATION FUND REGULAR PLAN - GROWTH | -0.94% | N/A | 13.62% | 17.88% | 11.65% | 1 |
| AXIS MULTICAP FUND REGULAR GROWTH | -2.27% | N/A | 6.07% | 0.00% | 14.98% | 2 |
| NIPPON INDIA MULTI ASSET ALLOCATION FUND-REGULAR PLAN-GROWTH | -1.05% | N/A | 9.53% | 13.85% | 16.19% | 3 |
| HSBC MULTI CAP FUND REGULAR PLAN - GROWTH | -2.12% | N/A | 4.47% | 0.00% | 20.88% | 4 |
| BANK OF INDIA MULTICAP FUND REGULAR PLAN - GROWTH | -1.36% | N/A | 8.36% | 0.00% | 20.87% | 5 |
| LIC MF MULTI CAP FUND REGULAR PLAN-GROWTH | -1.77% | N/A | 5.33% | 0.00% | 16.77% | 6 |
| WHITEOAK CAPITAL MULTI ASSET ALLOCATION FUND - REGULAR PLAN GROWTH | -0.53% | N/A | 9.90% | 0.00% | 15.22% | 7 |
| MAHINDRA MANULIFE MULTI CAP FUND - REGULAR - GROWTH | -1.98% | N/A | 9.64% | 14.10% | 15.71% | 8 |
| KOTAK MULTICAP FUND - REGULAR PLAN - GROWTH | -1.01% | N/A | 1.59% | 0.00% | 14.74% | 9 |
| ITI MULTI CAP FUND REGULAR PLAN GROWTH | -1.93% | N/A | 7.77% | 11.94% | 13.74% | 10 |
Other Funds by This AMC
| Fund Name | Fund Strategy | 3Y Returns | Rating | AUM (Cr) |
|---|---|---|---|---|
| SUNDARAM FINANCIAL SERVICES OPPORTUNITIES INSTITUTIONAL PLAN GROWTH | Thematic | 16.62% | 5 ⭐ | ₹0.00 |
| SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - REGULAR PLAN - GROWTH | Thematic | 10.64% | 4 ⭐ | ₹0.00 |
| SUNDARAM CORPORATE BOND FUND REGULAR GROWTH | Bonds | 6.82% | 4 ⭐ | ₹0.00 |
| SUNDARAM EQUITY HYBRID FUND INSTITUTIONAL GROWTH | Hybrid | 0.00% | 4 ⭐ | N/A |
| SUNDARAM CONSERVATIVE HYBRID FUND REGULAR BONUS (BONUS) | N/A | 0.00% | 4 ⭐ | N/A |
| SUNDARAM GROWTH FUND INSTITUTIONAL PLAN GROWTH | Thematic | 0.00% | 4 ⭐ | N/A |
| SUNDARAM CORPORATE BOND FUND REGULAR BONUS (BONUS UNITS) | N/A | 0.00% | 4 ⭐ | N/A |
| SUNDARAM CONSUMPTION FUND INSTITUTIONAL GROWTH | Thematic | 0.00% | 4 ⭐ | N/A |
| SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FOF GROWTH | Global | 17.50% | 3 ⭐ | ₹0.00 |
| SUNDARAM MID CAP FUND REGULAR GROWTH | Mid Cap | 16.63% | 3 ⭐ | ₹0.01 |