The current NAV of Sundaram Multi-Factor Fund is ₹10.43, as of 4th December 2025.

The top sectors Sundaram Multi-Factor Fund has invested in are as follows:

• Private Banks | 12.78%
• Pharmaceuticals | 9.17%
• Specialized Finance | 8.02%
• IT Services & Consulting | 7.30%
• Oil & Gas - Refining & Marketing | 5.75%

This data is as on 4th December 2025.

The top 5 holdings for Sundaram Multi-Factor Fund are as follows:

• HDFC Bank Ltd | 6.16%
• Reliance Industries Ltd | 4.16%
• ICICI Bank Ltd | 4.07%
• Infosys Ltd | 3.09%
• TREPS | 2.67%

This data is as on 4th December 2025.

The asset allocation for Sundaram Multi-Factor Fund is as follows:

• Equity | 96.95%
• Cash & Equivalents | 3.05%

This data is as on 4th December 2025.

The AUM (i.e. assets under management) of Sundaram Multi-Factor Fund is ₹955.61 Cr as of 4th December 2025.

The expense ratio of Sundaram Multi-Factor Fund Plan is 2.13 as of 4th December 2025.

The volatility or standard deviation for the Sundaram Multi-Factor Fund is 8.49

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Multi-Factor Fund is 0.94

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Multi-Factor Fund is 0.09

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

The PE ratio of Sundaram Multi-Factor Fund is 19.57, while category PE ratio is 32.71.