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Sundaram

Sundaram Multi Asset Allocation Fund Regular Plan Growth

Multi Asset AllocationHybrid Rank 25 of 31

NAV · Regular-Growth

-0.03-0.25%

As of · AMFI

NAV growth+10.2%
Aug ’25Aug ’26
Arthkar verdictMixed picture

Returns

Lags category

0 of 1 periods ahead

Trails its Multi Asset Allocation category on 1Y.

1Y return

+10.2%

-3.7 vs cat

3Y CAGR

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

3Y std dev

In plain English

Sundaram Multi Asset Allocation Fund Regular Plan Growth is a Multi Asset Allocation scheme from Sundaram. Worst historical drawdown: -13% in Mar 2026 — ongoing. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903JA1LH5

NAV (Direct-Growth)

₹13.5012

Last 1Y

+10.15%

Aug 25Min ₹12.12 · Max ₹13.98 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026 — ongoing

-13.3%

Peak ₹13.98 on 29 Jan 2026 → trough ₹12.12 on 23 Mar 2026 (2 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.25%-0.21%24/ 40
1M+3.46%+2.15%3/ 38
3M+3.30%+3.26%19/ 38
6M-1.42%+1.58%34/ 36
YTD+1.64%+4.18%28/ 36
1Y+10.15%+13.89%25/ 31
2Y+9.63%+11.17%16/ 25

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.