Sundaram Multi Asset Allocation Fund
Direct · Growth ₹13.66
06 Jul 2026
NAV
13.8%
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.
1.50
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.
NA
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 | ₹12.74 L | 12.7% | -8.1% | 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 | 12.7% | 14.5% | 14.3% | -1.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.8% | 12.8% | 4.9% | 28.0% | 1.50 | 72.60 | 100% | — | — |
-13.1%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.3%
Avg Drawdown
Calmar Ratio by Duration
1.06
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.26 | 0.82 | 86.4% | 72.8% | 7.6% | -3.4% |
| 3 Years | +5.74 | 0.67 | 71.7% | 59.4% | 10.6% | 4.0% |
| 5 Years | +2.47 | 0.67 | 71.7% | 59.4% | 6.2% | 2.4% |
| 7 Years | +1.13 | 0.67 | 71.7% | 59.4% | 4.4% | 1.7% |
| 10 Years | +0.12 | 0.67 | 71.7% | 59.4% | 3.1% | 1.2% |
| 12 Years | -0.26 | 0.67 | 71.7% | 59.4% | 2.5% | 1.0% |
| 15 Years | -0.64 | 0.67 | 71.7% | 59.4% | 2.0% | 0.8% |
57
Total Holdings
32.0%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 5.21% |
| 2 | ICICI Bank Ltd | 4.80% |
| 3 | Reliance Industries Ltd | 4.13% |
| 4 | Larsen & Toubro Ltd | 3.95% |
| 5 | Bharti Airtel Ltd | 3.51% |
| 6 | Mahindra & Mahindra Ltd | 3.02% |
| 7 | Kotak Mahindra Bank Ltd | 2.20% |
| 8 | Bajaj Finance Ltd | 2.07% |
| 9 | Cholamandalam Investment and Finance Company Ltd | 1.65% |
| 10 | Tata Steel Ltd | 1.46% |