MonitorDirect · Growth
Sundaram Multi Asset Allocation Fund
Sundaram Mutual FundHybrid Scheme - Multi Asset Allocation2.6 years
- NAV
- 13.5392
- 15 Sept 2026
- 1Y
- +5.3%
- Trailing CAGR
- AUM
- ₹3,314.38 Cr
- 31 Aug 2026
- Volatility
- Medium
- 10.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+12.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +12.1%
- Calendar-day CAGR
- Excess 1Y
- -6.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 47 recovered episodes
- Longest recovery
- 154 days
- Trough to prior peak
- Current spell
- 229 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-13.1%
26 Sept 2024 – 17 Apr 2025
Trough 14 Nov 2024 · recovered in 154 days
-7.2%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-3.7%
18 Jul 2024 – 26 Aug 2024
Trough 6 Aug 2024 · recovered in 20 days
-3.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
34
Vs category
11
Consistency
58
Risk-adjusted
58
Drawdown
67
Mean
46
Portfolio
31 Aug 2026 · 68 holdings · top 10 are 41.9%.
- Top 5
- 24.7%
- Top 10
- 41.9%
- Largest holding
- 7.1%
- Effective holdings
- 39.4
SBI ETF Gold
Unspecified
7.1%
Nippon India ETF Gold BeES IDCW
Unspecified
4.9%
ICICI Bank Ltd
Financial
4.8%
Kotak Gold ETF
Unspecified
3.6%
Larsen & Toubro Ltd
Industrials
3.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 58% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANDHAN MULTI ASSET ALLOCATION FUND
Bandhan Mutual Fund
- 1Y
- +13.6%
- 3Y
- n/a
- Vol
- 9.2%
- Max DD
- -10.0%
- Sharpe
- 1.10
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Multi Asset Allocation Fund
DSP Mutual Fund
- 1Y
- +12.2%
- 3Y
- n/a
- Vol
- 8.8%
- Max DD
- -9.7%
- Sharpe
- 1.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Multi Asset Allocation Fund
Nippon India Mutual Fund
- 1Y
- +11.0%
- 3Y
- +18.3%
- Vol
- 9.5%
- Max DD
- -10.8%
- Sharpe
- 1.26
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Union Multi Asset Allocation Fund
Union Mutual Fund
- 1Y
- +10.2%
- 3Y
- n/a
- Vol
- 11.2%
- Max DD
- -12.4%
- Sharpe
- 0.48
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Multi Asset Allocation Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +10.9%
- 3Y
- +15.2%
- Vol
- 9.8%
- Max DD
- -12.8%
- Sharpe
- 1.13
- 3Y win
- +52%
- Lower volatility
- Shallower drawdown
- Higher trailing returns