Sundaram Multi-Factor Fund Direct-IDCW Payout
Sundaram Multi-Factor Fund Direct-IDCW Payout: Mutual Fund Overview
Sundaram Multi-Factor Fund Direct-IDCW Payout is an Thematic mutual fund with over 0.67 years of performance history. The scheme manages an AUM of ₹1014.48 Cr and has a NAV of ₹9.1994. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.0%.
Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 24 Mar 2026 03:19 PM
Fund Details
NAV 9.1994
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.67
Fund Size(in Crores) 1014.48
Fund Performance
1 Month -12.09%
3 Month -13.43%
6 Month -9.85%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.99%) Market Cap Mid Cap 7.38 Large Cap 87.93 Small Cap 2.69 Top Sectors Financial 33 Technology 10.19 Services 7.71 Automobile 7.19 Energy 6.68 Consumer Staples 5.34 Construction 4.64 Materials 4.62 Capital Goods 3.72 Metals & Mining 3.63 Communication 3.57 Healthcare 3.26 Consumer Discretionary 3 Insurance 1.21 Chemicals 0.24 Top Holding State Bank of India 2.43 Maruti Suzuki India 1.54 Eternal 2.33 Interglobe Aviation 0.68 Indusind Bank 0.92 Bajaj Auto 1.05 Tata Steel 1.5 NTPC 0.12 HDFC Life Insurance 1.21 Avenue Supermarts 2.12 Samvardhana Motherson 0.7 HDFC AMC 0.61 Sona BLW Precision Forgings 0.4 Kotak Mahindra Bank 4.6 Asian Paints 1.2 Lupin 1.09 Tata Consumer Products 1.62 PB Fintech 0.51 Hindustan Aero 1.23 Mahindra & Mahindra 1.12 Wipro 0.85 Havells India 0.84 Axis Bank 3 ONGC 1.02 Bharat Petroleum Corporation 0.52 Power Grid Corporation Of India 0.21 Titan Company 1.66 Hyundai Motor 0.49 Tech Mahindra 1.07 Trent 0.33 Varun Beverages 0.91 Bharti Airtel 3.57 Reliance Industries 4.82 Polycab India 0.91 Metro Brands 0.54 Bajaj Finance 4.01 Godrej Consumer 1.62 LG Electronics India 0.8 Vedanta 0.99 Dixon Technologies (India) 0.74 Jubilant FoodWorks 0.85 Shubh Shanti Services 0 Larsen & Toubro 4.64 Info Edge (India) 0.9 Sun Pharmaceutical Industries 1.27 Tata Consultancy 1.55 Tata Motors Passenger Vehicles 1.23 LTIMindtree 1.28 Astral 1.22 Tata Motors 0.38 Coal India 0.52 Balkrishna Industries 0.28 Ultratech Cement 1.69 Infosys 4.88 ITC 1.2 SRF 0.24 Jindal Stainless 1.13 Metropolis Healthcare 0.89 HDFC Bank 9.37 ICICI Bank 8.06 HCL Technologies 0.56
Debt & Others (2%) Sector Allocation Net Current Assets 1.6 GOI Securities 0.4 CBLO 0 Debt Credit Ratings Debt Category Others 1.6 GOI 0.4
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M -11.97% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.8%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 38
Date of Incorporation 2025-07-22
Total AUM 76017.49
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.
Take Your Next Step
Sundaram Multi-Factor Fund Direct-IDCW Payout FAQs
How to invest in Sundaram Multi-Factor Fund Direct-IDCW Payout?
Investing in Sundaram Multi-Factor Fund Direct-IDCW Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Multi-Factor Fund Direct-IDCW Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Multi-Factor Fund Direct-IDCW Payout?
The term expense ratio for Sundaram Multi-Factor Fund Direct-IDCW Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Multi-Factor Fund Direct-IDCW Payout is 0.8% as of 24 Mar 2026.
What is the NAV of Sundaram Multi-Factor Fund Direct-IDCW Payout?
The NAV of Sundaram Multi-Factor Fund Direct-IDCW Payout is ₹9.1994 as of 24 Mar 2026.
What is the AUM of Sundaram Multi-Factor Fund Direct-IDCW Payout?
The AUM (Assets Under Management) of Sundaram Multi-Factor Fund Direct-IDCW Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Multi-Factor Fund Direct-IDCW Payout is ₹1014.48 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Multi-Factor Fund Direct-IDCW Payout?
The PE ratio of Sundaram Multi-Factor Fund Direct-IDCW Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Multi-Factor Fund Direct-IDCW Payout?
Yes, you can invest in Sundaram Multi-Factor Fund Direct-IDCW Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Multi-Factor Fund Direct-IDCW Payout in the last 5 years?
The return of Sundaram Multi-Factor Fund Direct-IDCW Payout in the last 5 years is 0.0%.
What is the minimum SIP investment required in Sundaram Multi-Factor Fund Direct-IDCW Payout?
The minimum SIP investment in Sundaram Multi-Factor Fund Direct-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Multi-Factor Fund Direct-IDCW Payout, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Multi-Factor Fund Direct-IDCW Payout?
The NAV of Sundaram Multi-Factor Fund Direct-IDCW Payout, as of 24 Mar 2026, is ₹9.1994.
Who manages the Sundaram Multi-Factor Fund Direct-IDCW Payout?
The fund managers responsible for Sundaram Multi-Factor Fund Direct-IDCW Payout are:
- Bharath S.
- Rohit Seksaria
- Sandeep Agarwal
- Dwijendra Srivastava