InvestVerdict
Sundaram Multi Asset Allocation Fund
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Multi Asset Allocation · Scheme code 152315
Fund houseSundaram Mutual Fund
CategoryMulti Asset Allocation
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History2.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.30 | 4.66 | 0.32 | 12.38 | — | — | — | — | 12.71 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Multi Asset Allocation category median |
— | — | — | 8.58 | 14.99 | 12.10 | — | 10.76 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 10.6% | 0.59 | 0.83 | 0.63 | 6.07% | -13.3% | 77.14 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 31 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 78 | 4.8% | 11.1% | 24.4% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.