Sundaram Multi Asset Allocation Fund is a below-average performer in its category with a BullWiser Honest Score of 5.3/10 — below the Hybrid Scheme - Multi Asset Allocation category median of 5.8/10 across 34 funds. Its 3-year CAGR of 10.9% underperforms the Hybrid Scheme - Multi Asset Allocation category average of 11.5% by -0.6 percentage points. As a Direct plan, Sundaram Multi Asset Allocation Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Sundaram Multi Asset Allocation Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
10.9%
3Y CAGR
10.9%
vs Category Average — Hybrid Scheme - Multi Asset Allocation
3Y CAGR
This fund-0.6% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund-0.5 vs category avg
Category: Hybrid Scheme - Multi Asset Allocation · 34 Direct-plan funds compared · 9% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund has a BullWiser Honest Score of 5.3/10 (BELOW AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Multi Asset Allocation Fund?
The Total Expense Ratio (TER) of Sundaram Multi Asset Allocation Fund Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Multi Asset Allocation Fund?
Sundaram Multi Asset Allocation Fund has delivered 10.9% 1-year returns and
10.9% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Sundaram Multi Asset Allocation Fund a good investment?
BullWiser rates Sundaram Multi Asset Allocation Fund as BELOW AVERAGE (Honest Score 5.3/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Hybrid Scheme - Multi Asset Allocation category.
How does Direct Plan differ from Regular Plan for Sundaram Multi Asset Allocation Fund?
The Direct plan of Sundaram Multi Asset Allocation Fund has a lower expense ratio than the Regular plan because no distributor commission is paid.
On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth.
BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Hybrid Scheme - Multi Asset Allocation Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.