Sundaram Multi Asset Allocation Fund
Direct · Growth ₹14.03
18 Aug 2026
NAV
13.6%
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.
1.47
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 | ₹12.71 L | 12.3% | -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 | 12.3% | 14.4% | 14.1% | -2.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.6% | 12.7% | 4.9% | 28.0% | 1.47 | 72.41 | 100% | — | — |
-13.1%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.4%
Avg Drawdown
Calmar Ratio by Duration
1.04
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.88 | 0.82 | 88.0% | 70.2% | 11.7% | -2.9% |
| 3 Years | +7.12 | 0.67 | 72.6% | 58.6% | 11.9% | 3.9% |
| 5 Years | +3.26 | 0.67 | 72.6% | 58.6% | 7.0% | 2.3% |
| 7 Years | +1.67 | 0.67 | 72.6% | 58.6% | 4.9% | 1.7% |
| 10 Years | +0.51 | 0.67 | 72.6% | 58.6% | 3.4% | 1.2% |
| 12 Years | +0.06 | 0.67 | 72.6% | 58.6% | 2.9% | 1.0% |
| 15 Years | -0.39 | 0.67 | 72.6% | 58.6% | 2.3% | 0.8% |
54
Total Holdings
31.8%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 4.95% |
| 2 | HDFC Bank Ltd | 4.78% |
| 3 | Bharti Airtel Ltd | 3.71% |
| 4 | Reliance Industries Ltd | 3.70% |
| 5 | Larsen & Toubro Ltd | 3.70% |
| 6 | Mahindra & Mahindra Ltd | 3.13% |
| 7 | Eternal Ltd (Previously Zomato Ltd) | 2.26% |
| 8 | Kotak Mahindra Bank Ltd | 2.15% |
| 9 | Coforge Ltd | 1.75% |
| 10 | Cholamandalam Investment and Finance Company Ltd | 1.66% |