Sundaram Multi Asset Allocation Fund

Review Date: 20-12-2024

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

1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated three return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
   1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
   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: Three return parameters of the fund are below average in the category, which are listed below:
      
      • 6M Return %
      • 1M 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
20-12-2024	11.1147	11.288
19-12-2024	11.2589	11.4339
18-12-2024	11.3402	11.5159
17-12-2024	11.3823	11.5581
16-12-2024	11.4868	11.6638
13-12-2024	11.506	11.6817
12-12-2024	11.5069	11.6821
11-12-2024	11.5205	11.6954
10-12-2024	11.498	11.6719
09-12-2024	11.4701	11.6431
06-12-2024	11.4768	11.6483
05-12-2024	11.487	11.6581
04-12-2024	11.4107	11.5802
03-12-2024	11.4026	11.5714
02-12-2024	11.3304	11.4977
29-11-2024	11.3012	11.4665
28-11-2024	11.2302	11.394
27-11-2024	11.2972	11.4614
26-11-2024	11.2444	11.4073
25-11-2024	11.2807	11.4436
22-11-2024	11.2132	11.3736
21-11-2024	11.0443	11.2018