Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment
EQUITY
Sundaram Multi Asset Allocation Fund Returns
NAV: ₹12.45
As of 2026-10-21
4.79%
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Sundaram Multi Asset Allocation Fund Overview
About Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment
The Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment , a null multi-cap fund Open Ended Mutual Funds from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment - Performance
The Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment has set a great track record, delivering an impressive 1-year return of 4.79. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹3,406.52 Cr. and the latest NAV declared is 12.4545 as on 2026-10-21.
Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment - Investment Strategy
The Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment - Fees and Expenses
The Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment has an expense ratio of 1.57 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment - SIP Planning
The Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Sundaram Multi Asset Allocation Fund-regular Plan-idcw Reinvestment is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular null provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the null Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹3,407
Expense Ratio
1.57%
Exit Load
Nil
If up to 30% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 30% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Sundaram Multi Asset Allocation Fund Holdings
Sundaram Multi Asset Allocation Fund AMC Details
Fund House
Sundaram Asset Management Company Limited
Sundaram Multi Asset Allocation Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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