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Sundaram Multi Asset Allocation Fund(IDCW)

Ticker: mf15385
Decent 48/100

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B
Baroda BNP Paribas Large Cap Fund(IDCW)
Score 63/100 Decent
The fund shows a decent performance with potential for growth, but some risks need to be monitored.
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I
ITI Small Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential but faces several challenges that could impact performance.
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T
Tata Large Cap Fund(IDCW Payout)
Score 48/100 Decent
The Tata Large Cap Fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.
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T
Tata Large Cap Fund(IDCW)
Score 68/100 Decent
The Tata Large Cap Fund shows decent potential with strong fundamentals and growth prospects, but investors should remain cautious of execution risks.
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M
Mahindra Manulife Large & Mid Cap Fund(IDCW Payout)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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M
Mahindra Manulife Large & Mid Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a strong growth trajectory, but caution is advised due to valuation concerns and execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
Score 66/100 Decent
The Nippon India Index Fund-Nifty 50 Plan shows decent potential for growth with a diversified portfolio, but investors should be cautious of market volatility and execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
Score 66/100 Decent
The Nippon India Index Fund-Nifty 50 Plan shows a decent score reflecting a balanced approach to growth and stability, but caution is advised due to some execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
Score 68/100 Decent
The Nippon India Index Fund-Nifty 50 Plan shows decent potential with stable growth and manageable risks, making it a reasonable investment choice for those looking at index funds.
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Q
Quant Large Cap Fund(IDCW)
Score 68/100 Decent
The Quant Large Cap Fund shows decent potential with consistent growth and a strong business model, but some risks in governance and execution should be monitored.
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U
UTI Focused Fund(IDCW)
Score 68/100 Decent
The UTI Focused Fund shows decent potential with consistent growth and a solid business model, but some risks and governance issues need to be monitored.
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S
SBI Long Duration Fund(IDCW Payout)
Score 68/100 Decent
The SBI Long Duration Fund shows decent potential but faces challenges in profitability and valuation metrics.
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S
SBI Long Duration Fund(IDCW)
Score 68/100 Decent
The SBI Long Duration Fund shows decent potential but carries risks related to profitability and growth consistency.
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S
SBI CRISIL IBX Gilt Index - June 2036 Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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I
ICICI Pru Constant Maturity Gilt Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable returns, but investors should be cautious of interest rate risks and market volatility.
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I
ICICI Pru Constant Maturity Gilt Fund(Q-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious.
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Business Overview

Sundaram Multi Asset Allocation Fund (IDCW) is a dynamic investment solution designed for investors seeking diversification across multiple asset classes. This fund is ideal for those looking to balance risk and return while benefiting from professional management. It matters because it aims to optimize growth potential while mitigating market volatility. With a focus on equity, debt, and gold, it caters to a wide range of financial goals, making it a versatile choice for both conservative and aggressive investors.

  • Diversified across equity, debt, and gold
  • Professional management for optimal growth
  • Mitigates market volatility
  • Suitable for various investment goals
  • Ideal for both conservative and aggressive investors

Investment Thesis

Sundaram Multi Asset Allocation Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuations compared to peers. This fund offers a diversified approach, making it a compelling choice for investors seeking stability and growth in a dynamic market.

  • Strong backing from Sundaram Finance, enhancing trust and reliability.
  • Significant growth potential in digital services, tapping into evolving market needs.
  • Attractive valuation metrics compared to peer funds, presenting a buying opportunity.
  • Diversified asset allocation strategy minimizes risk while maximizing returns.
  • Proven track record of performance, making it a favorable long-term investment.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Expert fund management
  • Suitable for risk-averse investors
  • Long-term capital appreciation potential
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations
  • Liquidity risk in certain assets
  • Management fees impact overall returns
  • Economic downturns may affect performance

Peer Perspective

Sundaram Multi Asset Allocation Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Hybrid Equity Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Sundaram Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 07:20:22
  • 8
    Business
    High
    The fund operates in a diversified asset allocation space, which is future-ready.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 9
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, with good governance practices.
  • 5
    Drivers
    Good
    Moderate growth drivers with some execution risks.
  • 1
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with a balanced approach to asset allocation, but investors should be cautious of market sentiment and execution risks.