Sundaram Multi Asset Allocation Fund
Direct · Growth ₹12.97
21 Oct 2026
NAV
12.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.18
Sharpe
-13.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.52%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 11.3% | -8.3% | 31.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.3% | 14.3% | 12.7% | -3.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.9% | 12.3% | -3.6% | 28.0% | 1.18 | 5.01 | 98% | — | — |
-13.1%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.6%
Avg Drawdown
Calmar Ratio by Duration
0.98
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.94 | 0.82 | 85.7% | 78.1% | -3.3% | -11.4% |
| 3 Years | +5.85 | 0.68 | 72.4% | 61.1% | 9.3% | 2.1% |
| 5 Years | +2.57 | 0.68 | 72.4% | 61.1% | 5.5% | 1.2% |
| 7 Years | +1.21 | 0.68 | 72.4% | 61.1% | 3.9% | 0.9% |
| 10 Years | +0.20 | 0.68 | 72.4% | 61.1% | 2.7% | 0.6% |
| 12 Years | -0.18 | 0.68 | 72.4% | 61.1% | 2.3% | 0.5% |
| 15 Years | -0.57 | 0.68 | 72.4% | 61.1% | 1.8% | 0.4% |
53
Total Holdings
27.1%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 4.67% |
| 2 | Reliance Industries Ltd | 3.53% |
| 3 | Larsen & Toubro Ltd | 3.17% |
| 4 | Bharti Airtel Ltd | 3.11% |
| 5 | HDFC Bank Ltd | 2.87% |
| 6 | Eternal Ltd (Previously Zomato Ltd) | 2.47% |
| 7 | TVS Motor Company Ltd | 2.04% |
| 8 | Kotak Mahindra Bank Ltd | 1.97% |
| 9 | One 97 Communications Ltd | 1.66% |
| 10 | Hindalco Industries Ltd | 1.59% |