NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Multi-Factor Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.66%
NAV	₹10.12 (11 Nov 2026)
Fund Size	₹769.56 Cr
Fund Started	22 Jul 2025
Lock-in Period	No lock-in
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 NilIf the units are redeemed after 365 days from the date of allotment of units

Returns	Sundaram Multi-Factor Fund - Direct (G)
1M	7.62%
3M	-0.23%
6M	-0.92%
1Y	-2.92%
3Y	—
5Y	—
Since Inception	0.51%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Multi-Factor Fund - Direct (G)
Alpha	1.09
Beta	0.93
Sharpe	-0.60
Standard Deviation	4.63

Holding Analysis	Sundaram Multi-Factor Fund - Direct (G)
Top 5 Holdings	16.14%
Top 10 Holdings	30.46%
Portfolio Turnover	218.00
Equity	98.30%
Debt	1.75%
Cash	—

Name	Assets
Infosys LtdEquity	3.43%
Coforge LtdEquity	3.37%
FSN E-Commerce Vent...Equity	3.19%
HDFC Bank LtdEquity	3.09%
TVS Motor Company LtdEquity	3.06%
Ipca Laboratories LtdEquity	2.98%
One 97 Communicatio...Equity	2.87%
ICICI Bank LtdEquity	2.85%
Bajaj Finserv LtdEquity	2.85%
Radico Khaitan LtdEquity	2.77%

Fund Manager	Sundaram Multi-Factor Fund - Direct (G)
Name	, ,

About	Sundaram Multi-Factor Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Thematic Fund
Benchmark	BSE 200 TRI
Launch Date	02 Jul 2025