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Sundaram MFSundaram Dynamic Asset Allocation Fund - Growth - Direct Plan (Adjusted)
₹41.36 as on 16 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Dynamic Asset Allocation Fund - Growth - Direct Plan (Adjusted) | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | 360 ONE |
| Category | Hybrid - Dynamic Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹41.36 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | S. Bharath | Mayur Patel |
| Inception | 01 Jan 2013 | 20 Aug 2025 |
| Returns | ||
| 1Y | -0.76% | 18.54% |
| 3Y | 7.85% | — |
| 5Y | 8.21% | — |
| Since Inception | 10.92% | 22.00% |
| Risk | ||
| 7.96 | 10.48 | |
| 0.64 | 0.45 | |
| 0.60 | 2.08 | |
| 1.12 | 25.98 | |
| 1.10 | 4.07 | |
| -8.10% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.13% | 0.59% |
| Exit Load | — | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF92%
360 ONE92%
8.2%Only 8.2% of holdings by weight are common between Sundaram MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MF360 ONE
TREPS3.31%3.19%
ICICI Bank Ltd.7.41%2.03%
Cholamandalam Investment and Finance Company Ltd.1.53%1.53%
Bharti Airtel Ltd.3.68%1.48%
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