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Sundaram Multi-Factor Fund(IDCW) Direct IDCW

IDCW
₹9.270.89% (-0.08)
High
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Returns
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1M
6M
1Y
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5Y
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SIP

Mid-size Fund

Assets Under Mgmt: ₹ 789 Cr

Very High Risk

Principle investment will be at very high risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

Avg

Average risk vs others in sub-category

Cost

High

Higher costs on pocket vs others

Composition

High

A well thought mix versus other funds

Red flags

Low

We got you covered, no major red flags identified

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Mid-size Fund

Assets Under Mgmt: ₹ 789 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram Multi-Factor Fund(IDCW) Performance & Key Metrics

Sundaram Multi-Factor Fund(IDCW) Performance & Key Metrics

No LabelNo LabelBase Expense RatioBase Exp. RatioNo LabelNo Label
1.790.70-0.95
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.92-0.4017.34

Sundaram Multi-Factor Fund(IDCW) Scheme InfoSundaram Multi-Factor Fund(IDCW) Scheme Info

PlanPlanLock inLock in
Lock in Period

Period before which your investment can't be withdrawn from the MF scheme

Exit LoadExit Load
Exit Load

The fee that the AMC charges investors at the time of exiting or redeeming their fund units.

IDCW0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.
Sip Investment

If SIP investments are allowed in the fund or not

Min. LumpsumMin. Lumpsum
Minimum Lumpsum Inv Amount

Minimum investment the AMC allows in the given scheme via lumpsum route

Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Benchmark Index

Benchmark index wrt which performance of the fund is tracked

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About Thematic Fund

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Sundaram Multi-Factor Fund(IDCW) Peers

Sundaram Multi-Factor Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Multi-Factor Fund(IDCW)-10.53%—-5.87%
ICICI Pru India Opp Fund(IDCW-Payout)-13.75%2.91%11.36%
HDFC Defence Fund(IDCW Reinvest)14.09%33.35%36.92%
Franklin India Opportunities Fund(IDCW)-5.13%7.70%8.17%

Sundaram Multi-Factor Fund(IDCW) Returns Comparison

Compare Sundaram Multi-Factor Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Multi-Factor Fund(IDCW) with any MF, ETF, stock or index
Sundaram Multi-Factor Fund(IDCW)
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Sundaram Multi-Factor Fund(IDCW) Portfolio

Sundaram Multi-Factor Fund(IDCW) Asset Allocation

Sundaram Multi-Factor Fund(IDCW) Asset Allocation

Actual

Target

Dec 2025

Mar 2026

Jun 2026

Sep 2026

ACTUAL
Cash & EquivalentsEquity0.33%99.67%

Dec 2025

Mar 2026

Jun 2026

Sep 2026

Tickertape Separator

Sundaram Multi-Factor Fund(IDCW) Sector Distribution

Sundaram Multi-Factor Fund(IDCW) Sector Distribution

+26 moreElectrical Components & EquipmentsAuto PartsIT Services & ConsultingPrivate BanksPharmaceuticals61.72 %6.29 %6.57 %7.65 %8.88 %8.90 %

Dec 2025

Mar 2026

Jun 2026

Sep 2026

Tickertape Separator

Sundaram Multi-Factor Fund(IDCW) Sector Weightage

Sundaram Multi-Factor Fund(IDCW) Sector Weightage

Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26N/A9.46%7.81%5.02%3.14%8.90%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Sundaram Multi-Factor Fund(IDCW) Current Holdings

Sundaram Multi-Factor Fund(IDCW) Current Holdings

Equity

Others

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AMC Profile of Sundaram Multi-Factor Fund(IDCW)

AMC Profile of Sundaram Multi-Factor Fund(IDCW)

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 78,501.38 Cr.

Sundaram Multi-Factor Fund(IDCW) Manager Details

Sundaram Multi-Factor Fund(IDCW) Manager Details

Sundaram Multi-Factor Fund(IDCW) Manager Profile

Sundaram Multi-Factor Fund(IDCW) Manager Profile

Sundaram Multi-Factor Fund(IDCW) Manager Performance (0)

Sundaram Multi-Factor Fund(IDCW) Manager Performance (0)

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Sundaram Multi-Factor Fund(IDCW) Review & Opinions

Sundaram Multi-Factor Fund(IDCW) Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Frequently asked questions

  1. The current NAV of Sundaram Multi-Factor Fund(IDCW) is ₹9.27, as of 22nd October 2026.

  2. The Sundaram Multi-Factor Fund(IDCW) was launched on 22nd July 2025. This mutual fund's past returns are as follows:
    • 1 Year Returns: -10.53%

  3. The top sectors Sundaram Multi-Factor Fund(IDCW) has invested in are as follows:
    • Pharmaceuticals | 8.90%
    • Private Banks | 8.88%
    • IT Services & Consulting | 7.65%
    • Auto Parts | 6.57%
    • Electrical Components & Equipments | 6.29%
    This data is as on 22nd October 2026.

  4. The top 5 holdings for Sundaram Multi-Factor Fund(IDCW) are as follows:
    • Multi Commodity Exchange of India Limited | 3.18%
    • HDFC Bank Limited | 3.05%
    • Lupin Limited | 2.79%
    • Bosch Ltd | 2.71%
    • ICICI Bank Limited | 2.65%
    This data is as on 22nd October 2026.

  5. The asset allocation for Sundaram Multi-Factor Fund(IDCW) is as follows:
    • Equity | 99.67%
    • Cash & Equivalents | 0.33%
    This data is as on 22nd October 2026.

  6. The AUM (i.e. assets under management) of Sundaram Multi-Factor Fund(IDCW) is ₹789.86 Cr as of 22nd October 2026.

  7. The base expense ratio of Sundaram Multi-Factor Fund(IDCW) Plan is 0.70 as of 22nd October 2026.

  8. The alpha ratio for the Sundaram Multi-Factor Fund(IDCW) is 0.32

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. The volatility or standard deviation for the Sundaram Multi-Factor Fund(IDCW) is 14.50

    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.

  10. The Sharpe ratio for the Sundaram Multi-Factor Fund(IDCW) is -0.95

    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.

  11. The Sortino Ratio for the Sundaram Multi-Factor Fund(IDCW) 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.

  12. The PE ratio of Sundaram Multi-Factor Fund(IDCW) is 17.34, while category PE ratio is 31.37.