Sundaram Multi Asset Allocation Fund Regular - Idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 4.87%
Fund NAV

Fund Overview of Sundaram Multi Asset Allocation Fund Regular - Idcw

  • ₹2,664.5 Cr
    AUM
  • ₹13.23
    NAV
  • 1.86%
    Expense Ratio
  • Hybrid
    Fund Category
As on Fri Oct 17, 2025

Returns of Sundaram Multi Asset Allocation Fund Regular - Idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 4.87% NA 2.85%
6 Months 15.09% NA 9.89%
1 Year 12.06% 12.06% 7.28%
As on Fri Oct 17, 2025

Asset Allocation

equities

59.53%

debt instruments

10.11%

other assets or cash equivalents

8.23%
Large Cap: 84.37%
Mid Cap: 11.48%
Small Cap: 4.16%
Other: 0.00%
Top Holdings
Cash Margin
8.27%
Sbi Etf Gold
6.98%
Sbi Etf Gold
6.98%
Sbi Etf Gold
6.26%
Nippon India Etf Gold Bees Idcw
6.19%
 
Top Sectors
Unspecified
92.52%
Financial
68.02%
Entities
30.51%
Consumer Discretionary
21.75%
Technology
18.13%
Detailed Portfolio Analysis
As on Fri Oct 17, 2025
Invest Now

About Fund

About Sundaram Multi Asset Allocation Fund Regular - Idcw

Sundaram Multi Asset Allocation Fund Regular - Idcw is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 25 Jan 2024, the fund aims Lond term capital growth. equity & equity related securitirs, debt & money market instrument, Gold ETFs. It manages assets worth ₹2,664.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.86%.
The portfolio allocation consists of 59.53% in equities, 10.11% in debt instruments, 8.23% in other assets or cash equivalents. Managed by Rohit Seksaria, it has delivered a return of 12.06% in the last year, a total return since inception of 15.97%.

Read more
  • Clyton Richard Fernandes

    Fund Manager

  • Mr. Fernandes has done B.E and MBA

    Manager Education

  • Arjun G. Nagarajan

    Fund Manager

  • Mr. Nagarajan has done B.Com, MA (Eco.), M.Phil (Eco.), M.Sc. (Eco.) and M.Sc. Finance & Investment degrees from the University of Exeter, UK

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Sandeep Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Manager Education

  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

Fund Details

Fund Names Sundaram Multi Asset Allocation Fund Regular - Idcw
Inception Date 25 Jan 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at high risk
Category Average Annual Returns 7.28
More Details

Top Performing Mutual Funds

increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Multi Asset Allocation Fund Direct - Growth increase ₹2,665 4.83% 8.11% 12.90% 16.53% -
Sundaram Multi Asset Allocation Fund Regular - Growth increase ₹2,665 4.71% 7.71% 12.07% 14.86% -
Sundaram Multi Asset Allocation Fund Direct - Idcw increase ₹2,665 4.83% 8.11% 12.90% 16.53% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified8.27%₹220.41 Cr
Sbi Etf GoldUnspecified6.98%₹195.36 Cr
Sbi Etf GoldUnspecified6.98%₹195.36 Cr
Sbi Etf GoldUnspecified6.26%₹166.90 Cr
Nippon India Etf Gold Bees IdcwUnspecified6.19%₹165.05 Cr
Hdfc Bank LtdFinancial5.87%₹164.35 Cr
Hdfc Bank LtdFinancial5.87%₹164.35 Cr
Cash MarginUnspecified5.82%₹162.89 Cr
Cash MarginUnspecified5.82%₹162.89 Cr
Nippon India Etf Gold Bees IdcwUnspecified5.48%₹153.35 Cr
Nippon India Etf Gold Bees IdcwUnspecified5.48%₹153.35 Cr
Hdfc Bank LtdFinancial5.21%₹138.80 Cr
Icici Bank LtdFinancial5.02%₹133.73 Cr
Kotak Gold EtfUnspecified4.51%₹126.24 Cr
Kotak Gold EtfUnspecified4.51%₹126.24 Cr
Icici Bank LtdFinancial4.45%₹124.65 Cr
Icici Bank LtdFinancial4.45%₹124.65 Cr
Hdfc Gold EtfUnspecified4.59%₹122.37 Cr
Kotak Gold EtfUnspecified4.08%₹108.62 Cr
Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100Entities4.06%₹108.09 Cr
Reliance Industries LtdEnergy & Utilities4.06%₹108.07 Cr
Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100Entities3.85%₹107.79 Cr
Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100Entities3.85%₹107.79 Cr
Bharti Airtel LtdTechnology3.84%₹107.39 Cr
Bharti Airtel LtdTechnology3.84%₹107.39 Cr
Hdfc Gold EtfUnspecified3.71%₹103.93 Cr
Hdfc Gold EtfUnspecified3.71%₹103.93 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.44%₹96.33 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.44%₹96.33 Cr
Axis Bank LtdFinancial3.48%₹92.77 Cr
Reliance Industries LtdEnergy & Utilities3.26%₹91.23 Cr
Reliance Industries LtdEnergy & Utilities3.26%₹91.23 Cr
Bharti Airtel LtdTechnology3.27%₹87.02 Cr
Larsen & Toubro LtdIndustrials2.99%₹83.63 Cr
Larsen & Toubro LtdIndustrials2.99%₹83.63 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.08%₹82.03 Cr
Infosys LtdTechnology2.77%₹73.76 Cr
Kotak Mahindra Bank LtdFinancial2.34%₹65.36 Cr
Kotak Mahindra Bank LtdFinancial2.34%₹65.36 Cr
Larsen & Toubro LtdIndustrials2.45%₹65.27 Cr
RepoUnspecified2.29%₹64.16 Cr
RepoUnspecified2.29%₹64.16 Cr
State Bank Of IndiaFinancial2.08%₹58.28 Cr
State Bank Of IndiaFinancial2.08%₹58.28 Cr
State Bank Of IndiaFinancial2.06%₹54.80 Cr
Kotak Mahindra Bank LtdFinancial1.99%₹53.05 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities1.94%₹51.78 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities1.84%₹51.59 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities1.84%₹51.59 Cr
Bajaj Finance LtdFinancial1.82%₹50.99 Cr
Bajaj Finance LtdFinancial1.82%₹50.99 Cr
Dsp Gold Etf - GrowthUnspecified1.79%₹50.01 Cr
Dsp Gold Etf - GrowthUnspecified1.79%₹50.01 Cr
Axis Bank LtdFinancial1.77%₹49.51 Cr
Axis Bank LtdFinancial1.77%₹49.51 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities1.76%₹46.90 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities1.65%₹46.32 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities1.65%₹46.32 Cr
Dsp Gold Etf - GrowthUnspecified1.61%₹42.85 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.48%₹41.44 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.48%₹41.44 Cr
Bajaj Finance LtdFinancial1.51%₹40.13 Cr
Hindustan Unilever LtdConsumer Staples1.42%₹39.80 Cr
Hindustan Unilever LtdConsumer Staples1.42%₹39.80 Cr
Infosys LtdTechnology1.40%₹39.21 Cr
Infosys LtdTechnology1.40%₹39.21 Cr
Bharat Electronics LtdIndustrials1.29%₹36.09 Cr
Bharat Electronics LtdIndustrials1.29%₹36.09 Cr
Coromandel International LtdMaterials1.24%₹34.81 Cr
Coromandel International LtdMaterials1.24%₹34.81 Cr
Itc LtdConsumer Staples1.27%₹33.97 Cr
Interglobe Aviation LtdIndustrials1.20%₹33.70 Cr
Interglobe Aviation LtdIndustrials1.20%₹33.70 Cr
Cummins India LtdIndustrials1.18%₹32.88 Cr
Cummins India LtdIndustrials1.18%₹32.88 Cr
Coromandel International LtdMaterials1.22%₹32.62 Cr
Power Finance Corporation LtdFinancial1.16%₹32.55 Cr
Power Finance Corporation LtdFinancial1.16%₹32.55 Cr
Hindustan Unilever LtdConsumer Staples1.20%₹31.85 Cr
Jubilant Foodworks LtdConsumer Discretionary1.14%₹31.84 Cr
Jubilant Foodworks LtdConsumer Discretionary1.14%₹31.84 Cr
Shriram Transport Finance Company LtdFinancial1.19%₹31.74 Cr
Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100Entities1.19%₹31.61 Cr
Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100Entities1.12%₹31.34 Cr
Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100Entities1.12%₹31.34 Cr
Shriram Transport Finance Company LtdFinancial1.11%₹31.00 Cr
Shriram Transport Finance Company LtdFinancial1.11%₹31.00 Cr
Government Of India 35368 Goi 23dc29 6.75 Fv Rs 100Entities1.16%₹30.84 Cr
Ultratech Cement LtdMaterials1.16%₹30.78 Cr
Ultratech Cement LtdMaterials1.10%₹30.72 Cr
Ultratech Cement LtdMaterials1.10%₹30.72 Cr
Government Of India 35368 Goi 23dc29 6.75 Fv Rs 100Entities1.10%₹30.68 Cr
Government Of India 35368 Goi 23dc29 6.75 Fv Rs 100Entities1.10%₹30.68 Cr
Hcl Technologies LtdTechnology1.09%₹30.58 Cr
Hcl Technologies LtdTechnology1.09%₹30.58 Cr
Hcl Technologies LtdTechnology1.14%₹30.34 Cr
Tata Consumer Products LtdConsumer Staples1.06%₹29.73 Cr
Tata Consumer Products LtdConsumer Staples1.06%₹29.73 Cr
Interglobe Aviation LtdIndustrials1.08%₹28.77 Cr
Maruti Suzuki India LtdConsumer Discretionary1.02%₹28.66 Cr
Maruti Suzuki India LtdConsumer Discretionary1.02%₹28.66 Cr
Maruti Suzuki India LtdConsumer Discretionary0.99%₹26.48 Cr
Cummins India LtdIndustrials0.96%₹25.55 Cr
Amber Enterprises India LtdConsumer Discretionary0.91%₹25.35 Cr
Amber Enterprises India LtdConsumer Discretionary0.91%₹25.35 Cr
Amber Enterprises India LtdConsumer Discretionary0.94%₹24.96 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.89%₹24.96 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.89%₹24.96 Cr
Tata Consumer Products LtdConsumer Staples0.92%₹24.39 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities0.91%₹24.20 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.90%₹24.02 Cr
Bse LtdFinancial0.84%₹23.57 Cr
Bse LtdFinancial0.84%₹23.57 Cr
Grasim Industries LtdMaterials0.88%₹23.48 Cr
Grasim Industries LtdMaterials0.78%₹21.78 Cr
Grasim Industries LtdMaterials0.78%₹21.78 Cr
United Spirits LtdConsumer Staples0.74%₹20.84 Cr
United Spirits LtdConsumer Staples0.74%₹20.84 Cr
Tata Power Company LtdEnergy & Utilities0.77%₹20.64 Cr
Sbi Life Insurance Company LtdFinancial0.73%₹20.52 Cr
Sbi Life Insurance Company LtdFinancial0.73%₹20.52 Cr
Tata Power Company LtdEnergy & Utilities0.72%₹20.17 Cr
Tata Power Company LtdEnergy & Utilities0.72%₹20.17 Cr
Bajaj Auto LtdConsumer Discretionary0.72%₹20.06 Cr
Bajaj Auto LtdConsumer Discretionary0.72%₹20.06 Cr
Uno Minda LtdConsumer Discretionary0.71%₹19.87 Cr
Uno Minda LtdConsumer Discretionary0.71%₹19.87 Cr
Bharat Electronics LtdIndustrials0.74%₹19.80 Cr
Bse LtdFinancial0.72%₹19.27 Cr
Mankind Pharma Ltd.Healthcare0.71%₹18.83 Cr
Mankind Pharma Ltd.Healthcare0.67%₹18.79 Cr
Mankind Pharma Ltd.Healthcare0.67%₹18.79 Cr
RepoUnspecified0.69%₹18.42 Cr
Sbi Life Insurance Company LtdFinancial0.69%₹18.36 Cr
Jubilant Foodworks LtdConsumer Discretionary0.67%₹17.95 Cr
Amara Raja Batteries LtdConsumer Discretionary0.64%₹17.78 Cr
Amara Raja Batteries LtdConsumer Discretionary0.64%₹17.78 Cr
Sun Pharmaceutical Industries LtdHealthcare0.66%₹17.71 Cr
Home First Finance Company India LtdFinancial0.63%₹17.56 Cr
Home First Finance Company India LtdFinancial0.63%₹17.56 Cr
Fortis Healthcare LtdHealthcare0.63%₹17.55 Cr
Fortis Healthcare LtdHealthcare0.63%₹17.55 Cr
Sun Pharmaceutical Industries LtdHealthcare0.62%₹17.33 Cr
Sun Pharmaceutical Industries LtdHealthcare0.62%₹17.33 Cr
Crisil LtdIndustrials0.62%₹17.21 Cr
Crisil LtdIndustrials0.62%₹17.21 Cr
Hero Motocorp LtdConsumer Discretionary0.64%₹16.97 Cr
United Spirits LtdConsumer Staples0.63%₹16.78 Cr
Tech Mahindra LtdTechnology0.63%₹16.73 Cr
Lupin LtdHealthcare0.63%₹16.68 Cr
Lupin LtdHealthcare0.59%₹16.53 Cr
Lupin LtdHealthcare0.59%₹16.53 Cr
Home First Finance Company India LtdFinancial0.61%₹16.27 Cr
Pidilite Industries LtdMaterials0.57%₹16.09 Cr
Pidilite Industries LtdMaterials0.57%₹16.09 Cr
Uno Minda LtdConsumer Discretionary0.60%₹15.93 Cr
Zydus Lifesciences LtdHealthcare0.56%₹15.71 Cr
Zydus Lifesciences LtdHealthcare0.56%₹15.71 Cr
Varun Beverages LtdConsumer Staples0.59%₹15.66 Cr
Fortis Healthcare LtdHealthcare0.58%₹15.52 Cr
Zydus Lifesciences LtdHealthcare0.58%₹15.52 Cr
Bajaj Auto LtdConsumer Discretionary0.57%₹15.26 Cr
Pidilite Industries LtdMaterials0.53%₹14.22 Cr
Varun Beverages LtdConsumer Staples0.49%₹13.68 Cr
Varun Beverages LtdConsumer Staples0.49%₹13.68 Cr
Prestige Estates Projects LtdReal Estate0.48%₹13.44 Cr
Prestige Estates Projects LtdReal Estate0.48%₹13.44 Cr
Ambuja Cements LtdMaterials0.50%₹13.38 Cr
Power Finance Corporation LtdFinancial0.49%₹12.99 Cr
Ambuja Cements LtdMaterials0.46%₹12.86 Cr
Ambuja Cements LtdMaterials0.46%₹12.86 Cr
Hero Motocorp LtdConsumer Discretionary0.42%₹11.78 Cr
Hero Motocorp LtdConsumer Discretionary0.42%₹11.78 Cr
Amara Raja Batteries LtdConsumer Discretionary0.38%₹10.02 Cr
Government Of India 36232 Goi 21jl30 6.01 Fv Rs 100Entities0.35%₹9.92 Cr
Government Of India 36232 Goi 21jl30 6.01 Fv Rs 100Entities0.35%₹9.92 Cr
Prestige Estates Projects LtdReal Estate0.36%₹9.68 Cr
Computer Age Management Services LtdFinancial0.36%₹9.51 Cr
Indus Towers LtdTechnology0.36%₹9.48 Cr
Tech Mahindra LtdTechnology0.32%₹9.04 Cr
Tech Mahindra LtdTechnology0.32%₹9.04 Cr
Indegene Ltd.Healthcare0.29%₹8.25 Cr
Indegene Ltd.Healthcare0.29%₹8.25 Cr
The Indian Hotels Company LtdConsumer Discretionary0.30%₹8.07 Cr
Prudent Corporate Advisory Services LtdFinancial0.30%₹8.04 Cr
Tvs Motor Company LtdConsumer Discretionary0.28%₹7.94 Cr
Tvs Motor Company LtdConsumer Discretionary0.28%₹7.94 Cr
The Indian Hotels Company LtdConsumer Discretionary0.28%₹7.85 Cr
The Indian Hotels Company LtdConsumer Discretionary0.28%₹7.85 Cr
Gail (india) LtdEnergy & Utilities0.28%₹7.41 Cr
Gail (india) LtdEnergy & Utilities0.26%₹7.35 Cr
Gail (india) LtdEnergy & Utilities0.26%₹7.35 Cr
Indegene Ltd.Healthcare0.27%₹7.12 Cr
Prudent Corporate Advisory Services LtdFinancial0.25%₹7.10 Cr
Prudent Corporate Advisory Services LtdFinancial0.25%₹7.10 Cr
Polycab India LtdIndustrials0.24%₹6.64 Cr
Polycab India LtdIndustrials0.24%₹6.64 Cr
Tvs Motor Company LtdConsumer Discretionary0.24%₹6.47 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.23%₹6.22 Cr
Polycab India LtdIndustrials0.23%₹6.21 Cr
Indus Towers LtdTechnology0.20%₹5.70 Cr
Indus Towers LtdTechnology0.20%₹5.70 Cr
7.37% Goi Cg 23-10-2028Entities0.20%₹5.21 Cr
7.37% Goi Cg 23-10-2028Entities0.19%₹5.20 Cr
7.37% Goi Cg 23-10-2028Entities0.19%₹5.20 Cr
Alkem Laboratories LtdHealthcare0.16%₹4.28 Cr
Tata Motors LtdConsumer Discretionary0.14%₹3.73 Cr
Dr. Reddy's Laboratories LtdHealthcare0.10%₹2.70 Cr
Hindustan Aeronautics LtdIndustrials0.09%₹2.52 Cr
Adani Enterprises LtdMaterials0.06%₹1.68 Cr
Others EmmUnspecified0.06%₹1.54 Cr
Eicher Motors LtdConsumer Discretionary0.05%₹1.24 Cr
Indian Oil Corporation LtdEnergy & Utilities0.04%₹1.14 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.02%₹0.60 Cr
Titan Company LtdConsumer Discretionary0.02%₹0.47 Cr
Others EmmUnspecified0.02%₹0.42 Cr
Others EmmUnspecified0.02%₹0.42 Cr
Punjab National BankFinancial0.02%₹0.42 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.01%₹0.21 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.01%₹0.21 Cr
Tata Steel LtdMaterials0.01%₹0.17 Cr
Cipla LtdHealthcare0.00%₹0.12 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.00%₹0.09 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.00%₹0.09 Cr
Hdfc Life Insurance Co LtdFinancial0.00%₹0.08 Cr
Net PayablesUnspecified0.00%₹-0.03 Cr
Hdfc Life Insurance Company Limited August 2025 FutureFinancial0.00%₹-0.08 Cr
Cipla Limited August 2025 FutureHealthcare0.00%₹-0.12 Cr
Tata Steel Limited August 2025 FutureMaterials-0.01%₹-0.17 Cr
Punjab National Bank August 2025 FutureFinancial-0.02%₹-0.42 Cr
Titan Company Limited August 2025 FutureConsumer Discretionary-0.02%₹-0.47 Cr
Oil & Natural Gas Corporation Limited August 2025 FutureEnergy & Utilities-0.02%₹-0.60 Cr
Indian Oil Corporation Limited August 2025 FutureEnergy & Utilities-0.04%₹-1.14 Cr
Eicher Motors Limited August 2025 FutureConsumer Discretionary-0.05%₹-1.23 Cr
Adani Enterprises Limited August 2025 FutureMaterials-0.06%₹-1.68 Cr
Maruti Suzuki India Limited August 2025 FutureConsumer Discretionary-0.07%₹-1.76 Cr
Grasim Industries Limited August 2025 FutureMaterials-0.07%₹-1.79 Cr
Hindustan Aeronautics Limited August 2025 FutureIndustrials-0.09%₹-2.52 Cr
Dr. Reddy's Laboratories Limited August 2025 FutureHealthcare-0.10%₹-2.71 Cr
Bajaj Finance Limited August 2025 FutureFinancial-0.13%₹-3.38 Cr
Tata Motors Limited August 2025 FutureConsumer Discretionary-0.14%₹-3.74 Cr
Tech Mahindra Limited August 2025 FutureTechnology-0.15%₹-3.97 Cr
Kotak Mahindra Bank Limited August 2025 FutureFinancial-0.15%₹-3.98 Cr
Alkem Laboratories Limited August 2025 FutureHealthcare-0.16%₹-4.28 Cr
Hindustan Petroleum Corporation Limited August 2025 FutureEnergy & Utilities-0.23%₹-6.02 Cr
Net PayablesUnspecified-0.22%₹-6.04 Cr
Net PayablesUnspecified-0.22%₹-6.04 Cr
Tvs Motor Company Limited August 2025 FutureConsumer Discretionary-0.24%₹-6.48 Cr
Tvs Motor Company Limited October 2025 FutureConsumer Discretionary-0.29%₹-8.00 Cr
Tvs Motor Company Limited October 2025 FutureConsumer Discretionary-0.29%₹-8.00 Cr
Ultratech Cement Ltd.-oct2025Materials-0.38%₹-10.62 Cr
Ultratech Cement Ltd.-oct2025Materials-0.38%₹-10.62 Cr
Ultratech Cement Limited August 2025 FutureMaterials-0.40%₹-10.66 Cr
Bharti Airtel Limited August 2025 FutureTechnology-0.67%₹-17.80 Cr
Larsen And Toubro Ltd.-oct2025Industrials-0.82%₹-22.86 Cr
Larsen And Toubro Ltd.-oct2025Industrials-0.82%₹-22.86 Cr
Bharti Airtel Limited October 2025 FutureTechnology-0.85%₹-23.72 Cr
Bharti Airtel Limited October 2025 FutureTechnology-0.85%₹-23.72 Cr
Larsen & Toubro Limited August 2025 FutureIndustrials-0.98%₹-26.13 Cr
Infosys Limited August 2025 FutureTechnology-1.23%₹-32.85 Cr
Mahindra & Mahindra Limited August 2025 FutureConsumer Discretionary-1.48%₹-39.42 Cr
Axis Bank Limited August 2025 FutureFinancial-1.76%₹-47.01 Cr
Mahindra & Mahindra Limited October 2025 FutureConsumer Discretionary-1.71%₹-47.92 Cr
Mahindra & Mahindra Limited October 2025 FutureConsumer Discretionary-1.71%₹-47.92 Cr
Axis Bank Ltd.-oct2025Financial-1.78%₹-49.75 Cr
Axis Bank Ltd.-oct2025Financial-1.78%₹-49.75 Cr
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Frequently Asked Questions

Sundaram Multi Asset Allocation Fund Regular - Idcw

What is the current AUM of Sundaram Multi Asset Allocation Fund Regular - Idcw?

As of Thu Jul 31, 2025, Sundaram Multi Asset Allocation Fund Regular - Idcw manages assets worth ₹2,664.5 crore

How has Sundaram Multi Asset Allocation Fund Regular - Idcw performed recently?

  • 3 Months: 4.87%
  • 6 Months: 15.09%

What is the long-term performance of Sundaram Multi Asset Allocation Fund Regular - Idcw?

  • Since Inception: 15.97%

What is the portfolio composition of Sundaram Multi Asset Allocation Fund Regular - Idcw?

Equity: 59.53%, Debt: 10.11%, Commodities: 22.14%, Others: 8.23%.

Who manages Sundaram Multi Asset Allocation Fund Regular - Idcw?

Sundaram Multi Asset Allocation Fund Regular - Idcw is managed by Rohit Seksaria from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Multi Asset Allocation Fund Regular - Idcw?

Large Cap: 84.37%, Mid Cap: 11.48%, Small Cap: 4.16%.

Which are the top companies Sundaram Multi Asset Allocation Fund Regular - Idcw has invested in?

  • Cash Margin – 8.27% of the fund's portfolio
  • SBI ETF Gold – 6.98% of the fund's portfolio
  • SBI ETF Gold – 6.98% of the fund's portfolio
  • SBI ETF Gold – 6.26% of the fund's portfolio
  • Nippon India ETF Gold BeES IDCW – 6.19% of the fund's portfolio

Which are the major sectors Sundaram Multi Asset Allocation Fund Regular - Idcw focuses on?

  • Unspecified – 92.52% of the fund's portfolio
  • Financial – 68.02% of the fund's portfolio
  • Entities – 30.51% of the fund's portfolio
  • Consumer Discretionary – 21.75% of the fund's portfolio
  • Technology – 18.13% of the fund's portfolio
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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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