Sundaram Multi Asset Allocation Fund | Invest in Equity, Gold & Debt

AUM: ₹3344.28 Cr.| No. Of Folios: 99,764

As of Feb'26

Why Sundaram Multi Asset Allocation Fund?

Built-in Diversification

Invests across equity, debt, and gold, reducing dependence on a single asset class.

Meaningful Gold Allocation

Gold has been maintained at 20–25% in the last 1 year, providing a meaningful hedge against equity — not just token exposure.

Periodic Rebalancing

We don't chase short-term moves. Rebalancing is done within defined ranges to maintain disciplined diversification across cycles.

All-in-One Solution

A professionally managed diversified portfolio in one fund.

Equity Taxation

Offers an additional benefit of equity taxation since the fund invests at least 65% in equity.

Portfolio Breakdown

Gross Equity	66.1%
Fixed Income	10.1%
Gold ETF	21.2%
Cash & Others	2.6%

Data as of February 28, 2026

Market Cap Profile

Gold Allocation

Source: In-house. Data as on Feb'26

SIP Lumpsum

Since Inception (Jan 2024), a monthly SIP of ₹10,000 in the Sundaram Multi Asset Allocation Fund has grown to ₹2.93 L - XIRR of 15.40%

Since Inception (July 2002), a lumpsum investment of ₹10,000 in the Sundaram Multi Asset Allocation Fund has grown to ₹13,594 - CAGR of 15.80%

Data as of Feb 2026 for Regular - Plan Growth Option. Returns are on a compounded annual basis for periods more than one year and absolute for one-year period. Past performance may or may not be sustained in future and is not a guarantee of any future returns. For more information on the product, other schemes managed by fund managers and disclosures, please visit https://bit.ly/4bVCFK1.

Our Legacy and Reach

80+

Branches
Across India

^*₹86,000+Cr.

Assets Under Managment

Global Presence

Expanding internationally with offices in:

Dubai

Singapore

Sundaram AMC Ltd., part of Sundaram Finance Ltd.—one of India's most trusted financial institutions with a legacy dating back to 1954—was established in 1996. With over *₹86,000 crore in assets under management, we offer a comprehensive suite of investment solutions across mutual funds, AIF, and PMS, designed to meet the diverse needs of investors.

*As on Feb 2026 along with subsidiaries.

Fund Details

Scheme Type

An open ended multi asset allocation fund investing in Equity, Debt & Money Market Instruments, and Gold ETFs.

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.

Benchmark

Tier I NIFTY 500 TRI (65%) +
NIFTY Short Duration Debt Index (10%) +
Domestic Prices of Gold (25%)^

Tier II NOT APPLICABLE

Special Facilities

SWP/SIP/STP

Plans

Growth

Options

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Minimum Investment

₹300 and in multiples of ₹1 thereafter

Minimum Additional Purchase

₹300 and in multiples of ₹1 thereafter

Fund Managers

Mr. Rohit Seksaria Equity

Mr. Clyton Richard Fernandes Equity

Mr. Dwijendra Srivastava Debt

Mr. Arjun Nagarajan Commodities

Entry Load : Not Applicable

Exit Load

If units are redeemed, withdrawn by way of SWP within 365 days from the date of allotment
- Up to 30% of the units: No Exit Load
- More than 30% of the units: 1% of the applicable NAV
For redemption or withdrawal by way of SWP after 365 days from the date of allotment: Nil.
Exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.