Sundaram Multi Asset Allocation Fund

Review Date: 20-01-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined three return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please find the detailed analysis below.
   1. Top 25%: The Sundaram Multi Asset Allocation Fund has one return parameter in the top 25% in the category, as shown below:
      
      • 1M Return %
   2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
   3. Below Average: Two return parameters of the fund are below average in the category, which are listed below:
      
      • 6M Return %
      • 3M Return %
2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Sundaram Multi Asset Allocation Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Sundaram Multi Asset Allocation Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Sundaram Multi Asset Allocation Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Sundaram Multi Asset Allocation Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Sundaram Multi Asset Allocation Fund, we have evaluated zero risk-adjusted performance parameters.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

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Date	Sundaram Multi Asset Allocation Fund NAV Regular Growth	Sundaram Multi Asset Allocation Fund NAV Direct Growth
20-01-2025	11.141	11.3305
17-01-2025	11.1232	11.3109
16-01-2025	11.1253	11.3125
15-01-2025	11.0638	11.2495
14-01-2025	11.032	11.2167
13-01-2025	10.9711	11.1543
10-01-2025	11.0951	11.2788
09-01-2025	11.1338	11.3176
08-01-2025	11.1896	11.3738
07-01-2025	11.1881	11.3718
06-01-2025	11.1692	11.352
03-01-2025	11.3119	11.4955
02-01-2025	11.3295	11.5129
01-01-2025	11.2134	11.3944
31-12-2024	11.1712	11.3509
30-12-2024	11.1672	11.3464
27-12-2024	11.1985	11.3767
26-12-2024	11.1955	11.3731
24-12-2024	11.1645	11.3406
23-12-2024	11.1769	11.3527
20-12-2024	11.1147	11.288