Sundaram Multi-Factor Fund - Regular - IDCW Reinvestment
Expense Ratio: 2.17
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE 200 TRI
Inception: 02-07-2025
Exit Load: Nil
Fund Size:₹1,014.86 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
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Cat. Avg.N/A
3Y
FundN/A
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5Y
FundN/A
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10Y
FundN/A
Cat. Avg.N/A
SI
Fund-2.90%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Dwijendra Srivastava
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 49.09 | 5.67% |
| 2 | Reliance Industries Ltd | 39.09 | 4.52% |
| 3 | ICICI Bank Ltd | 36.35 | 4.20% |
| 4 | Oil India Ltd | 35.25 | 4.07% |
| 5 | Infosys Ltd | 33.76 | 3.90% |
| 6 | Union Bank of India | 23.85 | 2.76% |
| 7 | Coal India Ltd | 23.20 | 2.68% |
| 8 | Muthoot Finance Ltd | 23.10 | 2.67% |
| 9 | Oil & Natural Gas Corporation Ltd | 22.71 | 2.62% |
| 10 | Canara Bank | 22.11 | 2.55% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Aug, 25 | 60000 | 58204 | -3.0% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 23 Jul, 25 | 1 L. | 97103 | -2.9% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.