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- Sundaram Multi-factor Fund Regular-IDCW
Fund Overview of Sundaram Multi-factor Fund Regular-IDCW
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₹789.9 CrAUM
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₹9.74NAV
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3.24%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Sundaram Multi-factor Fund Regular-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.44% | NA | NA |
| 6 Months | -1.69% | NA | NA |
| 1 Year | -5.68% | -5.68% | NA |
Asset Allocation of Sundaram Multi-factor Fund Regular-IDCW
equities
98.79%other assets or cash equivalents
1.21%Launched on 22 Jul 2025, the fund aims Long term capital growth, investment in equity and equity related instruments selected based on Multi-Factor Model. It manages assets worth ₹789.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 3.24%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi-factor Fund Regular-IDCW
The portfolio allocation consists of 98.79% in equities, 1.21% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of -5.68% in the last year, a total return since inception of -2.00%.
Choosing a suitable best sip plans plays a vital part for systematic investing.
Sundaram Multi-factor Fund Regular-IDCW Fund Details
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Compare Sundaram Multi-factor Fund Regular-IDCW with other mutual funds in the same category
Sundaram Multi-factor Fund Regular-IDCW
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Multi-factor Fund Regular-Growth
|
₹790 | 5.33% | -1.44% | -1.69% | -5.68% | - |
|
Sundaram Multi-factor Fund Direct-Growth
|
₹790 | 5.46% | -1.08% | -0.94% | -4.21% | - |
|
Sundaram Multi-factor Fund Direct-IDCW
|
₹790 | 5.46% | -1.08% | -0.94% | -4.21% | - |
growth is based on 1-month returns of the fundsSundaram Multi-factor Fund Regular-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Sundaram Multi-factor Fund Regular-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 73.62% | ₹603.41 Cr |
| Cash Margin | Unspecified | 18.62% | ₹152.62 Cr |
| Others Emm | Unspecified | 9.26% | ₹75.89 Cr |
| Hdfc Bank Ltd | Financial | 6.44% | ₹65.39 Cr |
| Hdfc Bank Ltd | Financial | 6.54% | ₹65.11 Cr |
| Hdfc Bank Ltd | Financial | 6.12% | ₹61.30 Cr |
| Hdfc Bank Ltd | Financial | 5.97% | ₹60.53 Cr |
| Hdfc Bank Ltd | Financial | 6.16% | ₹58.85 Cr |
| Hdfc Bank Ltd | Financial | 6.16% | ₹58.85 Cr |
| Hdfc Bank Ltd | Financial | 6.17% | ₹55.73 Cr |
| Hdfc Bank Ltd | Financial | 6.17% | ₹55.73 Cr |
| Hdfc Bank Ltd | Financial | 5.37% | ₹50.98 Cr |
| Hdfc Bank Ltd | Financial | 6.20% | ₹50.84 Cr |
| Hdfc Bank Ltd | Financial | 5.19% | ₹49.19 Cr |
| Hdfc Bank Ltd | Financial | 5.67% | ₹49.09 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.45% | ₹45.23 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.44% | ₹44.23 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Multi-factor Fund Regular-IDCW
What is the current AUM of Sundaram Multi-factor Fund Regular-IDCW?
As of Wed Sep 30, 2026, Sundaram Multi-factor Fund Regular-IDCW manages assets worth ₹789.9 crore
What is the portfolio composition of Sundaram Multi-factor Fund Regular-IDCW?
Equity: 98.79%, Others: 1.21%.
Who manages Sundaram Multi-factor Fund Regular-IDCW?
Sundaram Multi-factor Fund Regular-IDCW is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Multi-factor Fund Regular-IDCW?
Large Cap: 59.94%, Mid Cap: 40.06%.
Which are the top companies Sundaram Multi-factor Fund Regular-IDCW has invested in?
- Repo – 73.62% of the fund's portfolio
- Cash Margin – 18.62% of the fund's portfolio
- Others EMM – 9.26% of the fund's portfolio
- HDFC Bank Ltd – 6.44% of the fund's portfolio
- HDFC Bank Ltd – 6.54% of the fund's portfolio
Which are the major sectors Sundaram Multi-factor Fund Regular-IDCW focuses on?
- Unspecified – 101.50% of the fund's portfolio
- Financial – 86.50% of the fund's portfolio
- Energy & Utilities – 8.90% of the fund's portfolio
