Sundaram Multi-Factor Fund - Regular Plan - IDCW Payout
Sundaram Asset Management Company Ltd
₹9.17 (+1.26%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-9.86% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.19%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹939
Invested ₹1,000
▼-6.10%1 year
₹901
Invested ₹1,000
▼-9.86%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE 200 India TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -9.86% | — | — | — |
| Cumulative returns (%) | -9.86% | — | — | — |
Fund Manager
| Manager | Rohit Seksaria |
|---|---|
| Role | Manager |
| Manager Tenure | 1.19 yrs |
About Fund
| Date of Incorporation | 23 Jul 2025 |
|---|---|
| Fund House | Sundaram Asset Management Company Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Multi Commodity Exchange of India Ltd | 3.18% |
| HDFC Bank Ltd | 3.05% |
| Lupin Ltd | 2.79% |
| Bosch Ltd | 2.71% |
| Muthoot Finance Ltd | 2.67% |
| Zydus Lifesciences Ltd | 2.66% |
| Ashok Leyland Ltd | 2.65% |
| ICICI Bank Ltd | 2.65% |
| AU Small Finance Bank Ltd | 2.56% |
| Canara Bank | 2.55% |
| Union Bank of India | 2.53% |
| TVS Motor Co Ltd | 2.52% |
| Oracle Financial Services Software Ltd | 2.51% |
| Hero MotoCorp Ltd | 2.50% |
| Bharat Forge Ltd | 2.49% |
| Bharat Electronics Ltd | 2.48% |
| Titan Co Ltd | 2.42% |
| Kaynes Technology India Ltd | 2.36% |
| Reliance Industries Ltd | 2.33% |
| Petronet LNG Ltd | 2.31% |
| Bharti Airtel Ltd | 2.17% |
| Coal India Ltd | 2.16% |
| Oil India Ltd | 2.16% |
| Polycab India Ltd | 2.14% |
| REC Ltd | 2.13% |
| Fortis Healthcare Ltd | 2.10% |
| GlaxoSmithKline Pharmaceuticals Ltd | 2.09% |
| Steel Authority Of India Ltd | 2.08% |
| Oil & Natural Gas Corp Ltd | 2.07% |
| Godfrey Phillips India Ltd | 2.07% |
| Infosys Ltd | 2.00% |
| Hindustan Zinc Ltd | 2.00% |
| Wipro Ltd | 1.56% |
Investment Strategy
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Long term captal growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.