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
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
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10Y
FundN/A
Cat. Avg.N/A
SI
Fund-2.43%
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 | 43.86 | 4.78% |
| 2 | ICICI Bank Ltd | 34.82 | 3.79% |
| 3 | Reliance Industries Ltd | 31.39 | 3.42% |
| 4 | TREPS | 26.00 | 2.83% |
| 5 | REC Ltd | 22.63 | 2.46% |
| 6 | Petronet LNG Ltd | 21.53 | 2.34% |
| 7 | Hero MotoCorp Ltd | 20.70 | 2.25% |
| 8 | Coal India Ltd | 19.82 | 2.16% |
| 9 | Steel Authority of India Ltd | 19.03 | 2.07% |
| 10 | Bharti Airtel Ltd | 18.97 | 2.07% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Aug, 25 | 60000 | 58482 | -2.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 23 Jul, 25 | 1 L. | 97568 | -2.4% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.