MF
MFGenie.ai
Sectoral / Thematic

Sundaram Multi-Factor Fund · Direct · Growth

Sundaram Mutual Fund

NAV

₹10.0110

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+0.11%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
-1.91%

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSundaram Mutual Fund
CategorySectoral / Thematic
Launch Date22 Jul 2025
AMFI Code153669
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit Load1% 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

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Sundaram Multi-Factor Fund - Direct - IDCW Payout

Holding% NAV
  1. 1Hdfc Bank Ltd5.37%
  2. 2Reliance Industries Ltd4.32%
  3. 3Coal India Ltd4.21%
  4. 4Icici Bank Ltd3.95%
  5. 5Oil India Ltd3.78%
  6. 6Infosys Ltd3.31%
  7. 7Union Bank Of India2.50%
  8. 8Oil & Natural Gas Corporation Ltd2.48%
  9. 9Bharat Forge Ltd2.39%
  10. 10Bharti Airtel Ltd2.35%
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Investment Objective

Sundaram Multi-Factor Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Sundaram Multi-Factor Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 0 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations