Sundaram Multi Asset Allocation Fund Direct Plan IDCW Reinvestment
Sundaram Mutual Fund Hybrid Multi Asset Allocation
Expense Ratio
0.55%
AUM
₹2.86 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.61%
Below Average
6 Months
+23.92%
Excellent
1 Year
+22.45%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 6 quarters
AUM Metrics
Key indicators
Current AUM
₹2.86 Cr
Recent Trend
Growing
Stability Score
20.6
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+17.68%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
8.80%
Annualized standard deviation
Sharpe Ratio
1.365
Good - Risk-adjusted return
Max Drawdown
-7.20%
Low - Worst decline
Consistency
75.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.55%
Average daily price movement
Annualized Volatility
8.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance