Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Multi Asset Allocation Fund

Holds 54 companies worth ₹2,169 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹3,205 CrSundaram Multi Asset Allocation Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.9% on Aug 2026, ₹3,407 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.7% of this scheme's NAV.

  • Fund manager

    Rohit SeksariaRuns its co-manager part since 25 Jun 2024, as the fund house dates it. With Shalav Saket (co-manager), Kumaresh Ramakrishnan (co-manager), Clyton Richard Fernandes (co-manager), Arjun Nagarajan (co-manager).

AUM(Mar 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,205−5.9%
Aug 20263,407+2.8%
Jul 20263,314+1.4%
Jun 20263,268−0.5%
May 20263,285+0.3%
Apr 20263,277+7.1%
Mar 20263,060−8.4%
Feb 20263,341+2.6%
Jan 20263,257+5.4%
Dec 20253,090+2.6%
Nov 20253,012+3.0%
Oct 20252,925+4.5%
AUM at month end, Sept 2026
₹3,205 Cr
+9.6% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20264.36%+0.01 pt
Jun 20264.35%+0.19 pt
Mar 20264.17%+0.42 pt
Dec 20253.75%+0.18 pt
Direct plans' share of AUM, Sept 2026
4.36%
+0.62 pt since Dec 2025
Fig. 2.Sundaram Multi Asset Allocation Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 10% + Domestic Prices of Gold 25%. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.89%−4.99%––−3.04%
3 months *
−2.53%−2.85%––−1.70%
6 months *
−1.35%−2.01%––+1.57%
1 year
−0.48%−1.84%+2.76%−3.24 pt+5.18%
Since launch
+10.71%+9.07%+13.68%−2.97 pt+12.61%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY 500 TRI 65% + NIFTY Short Duration Debt Index 10% + Domestic Prices of Gold 25%. * From NAVs. Source: AMFI.