Sundaram Multi-Factor Fund Direct-Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 23 Dec 2025 09:47 AM
Fund Details
NAV 10.6091
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.42
Fund Size(in Crores) 995.67
Fund Performance
1 Month 1.68%
3 Month 3.83%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (65.78%) Market Cap Mid Cap 7.62 Small Cap 10.21 Large Cap 47.95 Top Sectors Financial 15.91 Automobile 9.65 Consumer Staples 9.46 Energy 7.47 Services 6.93 Technology 6.72 Communication 3.96 Healthcare 1.58 Capital Goods 0.96 Insurance 0.63 Consumer Discretionary 0.62 Metals & Mining 0.6 Chemicals 0.57 Construction 0.45 Others 0.28 Top Holding Hindustan Unilever 1.38 Bharti Airtel 2.34 Tata Steel 0.6 Subros 0.44 Whirlpool Of India 0.62 Emami 0.56 Bank of Baroda 2.2 The Jammu & Kashmir Bank 0.49 Vodafone Idea -0.01 V.S.T. Tillers 0.21 HDFC Bank 1.67 Ashoka Buildcon 0.45 Wipro 0.66 FSN E-Commerce Ventures 1.08 NMDC 0 Maruti Suzuki India 4.19 Navneet Education 0.23 Power Fin. Corp. 1.76 Tech Mahindra 1.58 Shriram Finance 2.16 NTPC Green Energy 0.56 Radico Khaitan 1.39 Indus Towers 1.63 ITC 5.16 NTPC 2.59 Emmvee Photovoltaic Power 0.3 DEE Development Engineers 0.29 Eternal 1.79 Orchid Pharma 0.58 Hero Motocorp 3.75 Life Insurance 0.63 Oracle Financial Services Software 0.87 NLC India 1.49 Tata Chemicals 0.57 Poonawalla Fincorp 2.12 Reliance Industries 1.31 Acutaas Chemicals 1 Jyoti CNC Automation 0.83 Piramal Finance 0.31 Dabur India 0.73 Samvardhana Motherson 1.06 Infosys 2.85 GAIL (India) 0.86 ICICI Bank 0.94 State Bank of India 4.26 Concord Enviro Systems 0.28 Quadrant Future Tek 0.12 REC 0 Sun TV Network 0.39 Vikram Solar 0.35 Mphasis 0.75 SBI Life Insurance Company 0 PVR Inox 0.65 Swiggy 1.74 Sapphire Foods 0.99
Debt & Others (34.21%) Sector Allocation Central Government Loan 0.26 Debenture 0.78 Bonds 0.29 Debt Credit Ratings SOV 7.99 Cash & Call Money 2.36 AAA 1.07 A1+ 0.96 Cash 0.86 Debt Category GOI 6.87 Kotak Silver ETF Reg-G 15.31 Kotak Gold Exchange Traded 5.61 Karnataka State 0.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M 0.68% Ret 1Y 9.51% Ret 3Y 15.86% Ret 5Y 16.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 0.26% Ret 1Y 13.66% Ret 3Y 17.01% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 11.74% Ret 3Y 13.71% Ret 5Y 14.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 0.19% Ret 1Y -0.08% Ret 3Y 17.06% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 0.19% Ret 1Y -0.08% Ret 3Y 17.06% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.48%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-07-22
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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