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Sundaram Multi-Factor Fund-Reg(G)

Sundaram Multi-Factor Fund-Reg(G)

9.975127 Apr 2026

Chart

PlanNormal
Returns (6 months)-3.415%
Expense ratio2.28%
Min Investment100
AUM865.54 Cr
Inception date22 Jul 2025

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: BSE 200 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
7.75%
-1.32%
-3.42%
NA
NA
NA
-0.25%
-0.52%
7.75%
-1.32%
-3.42%
NA
NA
NA
-0.25%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
Reliance Industries Ltd.
Reliance Industries Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Oil India Ltd.
Oil India Ltd.
Infosys Ltd.
Infosys Ltd.
Union Bank Of India
Union Bank Of India
Coal India Ltd.
Coal India Ltd.
Muthoot Finance Ltd.
Muthoot Finance Ltd.
Oil & Natural Gas Corporation Ltd.
Oil & Natural Gas Corporation Ltd.
Canara Bank
Canara Bank
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Zydus Lifesciences Ltd.
Zydus Lifesciences Ltd.
Ashok Leyland Ltd.
Ashok Leyland Ltd.
Wipro Ltd.
Wipro Ltd.
REC Ltd.
REC Ltd.
Petronet LNG Ltd.
Petronet LNG Ltd.
GAIL (India) Ltd.
GAIL (India) Ltd.
Cholamandalam Financial Holdings Ltd.
Cholamandalam Financial Holdings Ltd.
Vedanta Ltd.
Vedanta Ltd.
Indian Bank
Indian Bank
Steel Authority Of India Ltd.
Steel Authority Of India Ltd.
The Federal Bank Ltd.
The Federal Bank Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
Aditya Birla Capital Ltd.
Aditya Birla Capital Ltd.
AU Small Finance Bank Ltd.
AU Small Finance Bank Ltd.
BSE Ltd.
BSE Ltd.
L&T Finance Ltd.
L&T Finance Ltd.
State Bank Of India
State Bank Of India
Shriram Finance Ltd.
Shriram Finance Ltd.
Aurobindo Pharma Ltd.
Aurobindo Pharma Ltd.
Mahindra & Mahindra Financial Services Ltd.
Mahindra & Mahindra Financial Services Ltd.
Power Grid Corporation Of India Ltd.
Power Grid Corporation Of India Ltd.
Dr. Reddy's Laboratories Ltd.
Dr. Reddy's Laboratories Ltd.
Hindalco Industries Ltd.
Hindalco Industries Ltd.
Power Finance Corporation Ltd.
Power Finance Corporation Ltd.
HCL Technologies Ltd.
HCL Technologies Ltd.
ITC Ltd.
ITC Ltd.
Tata Consultancy Services Ltd.
Tata Consultancy Services Ltd.
Hindustan Zinc Ltd.
Hindustan Zinc Ltd.
Bank Of India
Bank Of India
Hindustan Aeronautics Ltd.
Hindustan Aeronautics Ltd.
Housing & Urban Development Corporation Ltd.
Housing & Urban Development Corporation Ltd.
Bajaj Finserv Ltd.
Bajaj Finserv Ltd.
UPL Ltd.
UPL Ltd.
Godrej Industries Ltd.
Godrej Industries Ltd.
Apollo Hospitals Enterprise Ltd.
Apollo Hospitals Enterprise Ltd.
Bharat Forge Ltd.
Bharat Forge Ltd.
Titan Company Ltd.
Titan Company Ltd.
Bharti Hexacom Ltd.
Bharti Hexacom Ltd.
JK Cement Ltd.
JK Cement Ltd.
Siemens Energy India Ltd.
Siemens Energy India Ltd.
Max Healthcare Institute Ltd.
Max Healthcare Institute Ltd.
Polycab India Ltd.
Polycab India Ltd.
Vishal Mega Mart Ltd.
Vishal Mega Mart Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
Coforge Ltd.
Coforge Ltd.
Bosch Ltd.
Bosch Ltd.
ITC Hotels Ltd.
ITC Hotels Ltd.
Lodha Developers Ltd.
Lodha Developers Ltd.
Instrument
Share %
Domestic Equities
5.67%
Domestic Equities
4.52%
Domestic Equities
4.20%
Domestic Equities
4.07%
Domestic Equities
3.90%
Domestic Equities
2.76%
Domestic Equities
2.68%
Domestic Equities
2.67%
Domestic Equities
2.62%
Domestic Equities
2.55%
Domestic Equities
2.47%
Domestic Equities
2.39%
Domestic Equities
2.23%
Domestic Equities
2.20%
Domestic Equities
2.19%
Domestic Equities
2.14%
Domestic Equities
2.11%
Domestic Equities
2.00%
Domestic Equities
1.68%
Domestic Equities
1.66%
Domestic Equities
1.65%
Domestic Equities
1.56%
Domestic Equities
1.49%
Domestic Equities
1.47%
Domestic Equities
1.45%
Domestic Equities
1.43%
Domestic Equities
1.43%
Domestic Equities
1.42%
Domestic Equities
1.40%
Domestic Equities
1.39%
Domestic Equities
1.35%
Domestic Equities
1.24%
Domestic Equities
1.24%
Domestic Equities
1.22%
Domestic Equities
1.16%
Domestic Equities
1.15%
Domestic Equities
1.13%
Domestic Equities
1.10%
Domestic Equities
1.07%
Domestic Equities
1.05%
Domestic Equities
1.04%
Domestic Equities
1.02%
Domestic Equities
1.00%
Domestic Equities
0.97%
Domestic Equities
0.96%
Domestic Equities
0.89%
Domestic Equities
0.87%
Domestic Equities
0.86%
Domestic Equities
0.83%
Domestic Equities
0.82%
Domestic Equities
0.82%
Domestic Equities
0.82%
Domestic Equities
0.81%
Domestic Equities
0.79%
Domestic Equities
0.79%
Domestic Equities
0.76%
Domestic Equities
0.75%
Domestic Equities
0.73%
Domestic Equities
0.70%
Domestic Equities
0.56%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
RS
Rohit Seksaria
SB
S. Bharath
DS
Dwijendra Srivastava
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 365D, Nil after 365D

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