Sundaram Multi Asset Allocation Fund Direct Plan Growth
Sundaram Mutual Fund · Hybrid · mandate: ≥10% each in at least 3 asset classes · benchmark: —
AUM (all plans)
3,270 cr
TER direct / regular
0.76% / 2.07%
CAGR (full)
14.4%
Sharpe (full)
0.79
Sharpe (bull ≤Sep-24)
5.54
Sharpe (sideways Oct-24→)
0.34
Max drawdown
-9.7%
Months of data
31
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24*
3.9%
0.8%
—
2
FY25
11.9%
1.5%
0.67
12
FY26
8.9%
-2.6%
0.26
12
FY27*
11.8%
0.9%
2.08
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+1.1
+2.7
+3.2
+0.4
+3.6
+2.2
+1.8
+2.3
-3.3
-0.4
-1.0
+13.3
2025
+0.6
-2.4
+4.6
+4.1
+1.3
+2.2
-0.6
-0.3
+3.5
+3.6
+2.2
+0.3
+20.6
2026
+2.7
-0.2
-9.6
+6.6
-0.2
-0.6
+1.8
+3.9
+3.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard