Sundaram Multi-Factor Fund - Direct Plan

AMC: SUNDARAM Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

Sundaram Multi-Factor Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.65%
Expense Ratio
Mr. Rohit Seksaria
Fund Manager
IDCW Payout
Plan Type
02 Jul 2025
Launch Date
1%
1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment. NIL - if the units are redeemed after 365 days from the date of allotment of units.
Exit Load
NAV Momentum
Fund Analysis

Sundaram Multi-Factor Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A -0.11%
2 Year Return N/A 12.90%
3 Year Return N/A 41.33%
4 Year Return N/A 59.19%
5 Year Return N/A 77.59%
6 Year Return N/A 118.07%
7 Year Return N/A 140.00%
Expense Ratio 0.65% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Equity • Sectoral/Thematic

Launch Date: 02 Jul 2025

Fund Manager: Mr. Rohit Seksaria

Minimum Purchase: ₹100

Exit Load: 1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment. NIL - if the units are redeemed after 365 days from the date of allotment of units.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Sundaram Multi-Factor Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram Multi-Factor Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Multi-Factor Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Multi-Factor Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Multi-Factor Fund - Direct Plan, based on the latest portfolio data.

Sundaram Multi-Factor Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Multi-Factor Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Sundaram Multi-Factor Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Sundaram Multi-Factor Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Multi-Factor Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Multi-Factor Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Multi-Factor Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Multi-Factor Fund - Direct Plan and making investment decisions.

Yes, Sundaram Multi-Factor Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Multi-Factor Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Multi-Factor Fund - Direct Plan to estimate returns and wealth creation over different time periods.