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Sundaram Multi Asset Allocation Fund

Sundaram Mutual FundMulti Asset AllocationActiveAs of 2026-07-31

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Holdings

Broad portfolio

Top 10 weight

42%

Concentration

Strategy

Active

Portfolio style

Equity

70%

Asset allocation

Portfolio

27Sectors1Large positions11.9%Top: Banks0.0%Cash

Market-cap allocation

Large cap40%

Mid cap13%

Small cap11%

Asset allocation

Equity70%

Top holdings

SBI-ETF GOLDGOLD6.7%

ICICI Bank LtdEQUITY4.9%

HDFC Bank LtdEQUITY4.8%

Nippon India ETF Gold BeesGOLD4.6%

Bharti Airtel LtdEQUITY3.7%

Larsen & Toubro LtdEQUITY3.7%

Reliance Industries LtdEQUITY3.7%

Kotak Mutual Fund - Gold Exchange Traded FundGOLD3.4%

7.38% Central Government Securities 20/06/2027*DEBT3.2%

Mahindra & Mahindra LtdEQUITY3.1%

Portfolio insights

Portfolio read

70% equity.
Large-cap exposure is 40%.
Largest equity sector is Banks at 11.9%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Multi Asset Allocation.

Explore comparable funds →

Sector exposure

Showing top sectors from the current portfolio.

Banks11.9%

Automobiles5.9%

Finance5.5%

It - Software4.6%

Petroleum Products3.9%