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

AUM: ₹3,060.26 Cr. | No. Of Folios: 1,01,347

As of March 2026

Why Sundaram Multi Asset Allocation Fund?

3-In-1 Fund

A professionally managed fund that 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.

Periodic Rebalancing

Rebalancing is done within defined ranges to maintain disciplined diversification across cycles.

Equity Taxation

As the fund maintains >65% in equity, investors can enjoy equity LTCG tax rates of 12.5% after 1 year on gains above ₹12.5 lakh.

Portfolio Breakdown

Gross Equity	66.5%
Fixed Income	10.8%
Gold ETF	21.4%
Cash & Others	1.3%

Market Cap Profile

Data as of March 2026

Gold Allocation

Source: In-house. Data as on March 2026

From the Fund Manager's Desk

SIP Lumpsum

Since Inception (Jan 2024), a monthly SIP of ₹10,000 in the Sundaram Multi Asset Allocation Fund has grown to ₹2.74 L - XIRR of 4.55%

Since Inception (Jan 2024), a lumpsum investment of ₹10,000 in the Sundaram Multi Asset Allocation Fund has grown to ₹12,277 - CAGR of 9.86%

Data as of March 2026 for Regular - Plan Growth Option. Different plans shall have a different expense structure. 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

^*77,000+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 *77,000 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 March 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

Other Facilities

SWP/SIP/STP

Plans

Direct and Regular

Options

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

Minimum Investment

₹100 and in multiples of ₹1 thereafter

Minimum Additional Purchase

₹100 and in multiples of ₹1 thereafter

Fund Managers

Mr. Rohit Seksaria Equity

Mr. Clyton Richard Fernandes Equity

Mr. Dwijendra Srivastava Debt

Mr. Sandeep Agarwal Fixed Income

Mr. Arjun Nagarajan Commodities

Mr. Shalav Saket Overseas

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.