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Sundaram Multi-factor Fund Regular-idcw
Large Cap
Very High Risk
Latest AUM
₹ 917.2 Cr.
NAV as on 03 aug, 2026
₹ 9.86
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Sundaram Multi-factor Fund Regular-idcw
Inception Date
22 Jul 2025
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹100
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
98.91%
Cash
1.09%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Financial
Energy & Utilities
Technology
Industrials
Materials
Healthcare
Consumer Discretionary
Consumer Staples
Diversified
Real Estate
Portfolio Updated on: 03 aug, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 6.44% |
| HDFC Bank Ltd | Financial | Equity | 6.54% |
| HDFC Bank Ltd | Financial | Equity | 6.54% |
| HDFC Bank Ltd | Financial | Equity | 6.12% |
| HDFC Bank Ltd | Financial | Equity | 5.97% |
| HDFC Bank Ltd | Financial | Equity | 6.16% |
| HDFC Bank Ltd | Financial | Equity | 6.16% |
| HDFC Bank Ltd | Financial | Equity | 6.17% |
| HDFC Bank Ltd | Financial | Equity | 6.35% |
| HDFC Bank Ltd | Financial | Equity | 5.37% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | -0.21% | NA | NA |
| 6 Months | -4.98% | NA | NA |
| 9 Months | -5.08% | NA | NA |
| 1 Year | -1.61% | -1.61% | NA |
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 ₹917.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 3.11%.
Dwijendra Srivastava has experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Bharath S. has experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Sandeep Agarwal has experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Rohit Seksaria has experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth | 3,409.2 | +4.03% | +6.93% | +1.62% | +6.08% | +12.67% | +11.75% |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth | 1,526.9 | +4.32% | +8.59% | +4.92% | +7.08% | +13.00% | +11.71% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth | 1,308.3 | +3.21% | +5.69% | +0.57% | +5.29% | +12.14% | +11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw | 1,308.3 | +3.21% | +5.69% | +0.57% | +5.29% | +12.14% | +11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth | 1,308.3 | +3.16% | +5.56% | +0.34% | +4.83% | +11.74% | +10.77% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw | 1,308.3 | +3.16% | +5.56% | +0.34% | +4.83% | +11.74% | +10.77% |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth | 8,541.2 | +1.15% | +2.44% | +0.95% | +3.28% | +12.90% | +10.69% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth | 8,541.2 | +1.11% | +2.32% | +0.72% | +2.81% | +12.37% | +10.15% |
| SBI Nifty 200 Quality 30 Etf-growth | 78.2 | +5.26% | +4.58% | +0.08% | +5.74% | +10.91% | +9.67% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Sundaram Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Sundaram Multi-factor Fund Regular-growth | 917.2 | +1.31% | -0.21% | -4.98% | -1.61% | — | — |
| Sundaram Multi-factor Fund Direct-growth | 917.2 | +1.44% | +0.18% | -4.25% | -0.02% | — | — |
| Sundaram Multi-factor Fund Direct-idcw | 917.2 | +1.44% | +0.18% | -4.25% | -0.02% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth | 8,541.2 | +1.11% | +2.32% | +0.72% | +2.81% | +12.37% | +10.15% |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth | 8,541.2 | +1.15% | +2.44% | +0.95% | +3.28% | +12.90% | +10.69% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth | 3,409.2 | +4.03% | +6.93% | +1.62% | +6.08% | +12.67% | +11.75% |
| SBI Quality Fund Regular-growth | 2,399.9 | +4.46% | +8.42% | — | — | — | — |
| SBI Quality Fund Direct-growth | 2,399.9 | +4.56% | +8.72% | — | — | — | — |
| SBI Quality Fund Regular-idcw | 2,399.9 | +4.46% | +8.42% | — | — | — | — |
| SBI Quality Fund Direct-idcw | 2,399.9 | +4.56% | +8.72% | — | — | — | — |
| ICICI Prudential Quality Fund-growth | 2,157.3 | +3.72% | +8.38% | +3.92% | +8.44% | — | — |
| ICICI Prudential Quality Fund Direct-growth | 2,157.3 | +3.86% | +8.68% | +4.55% | +9.81% | — | — |
| ICICI Prudential Quality Fund Direct-idcw | 2,157.3 | +3.86% | +8.68% | +4.55% | +9.81% | — | — |
Top funds are based on Fund AUM
Top Funds
| Fund name | ||||
|---|---|---|---|---|
| Icici Prudential Nifty 100 Low Volatility 30 Etf-growth | ₹23.08 | +12.67% | +11.75% | — |
| Icici Prudential Nifty Alpha Low - Volatility 30 Etf-growth | ₹28.78 | +13.00% | +11.71% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth | ₹19.03 | +12.14% | +11.25% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw | ₹19.03 | +12.14% | +11.25% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof-growth | ₹18.59 | +11.74% | +10.77% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw | ₹18.59 | +11.74% | +10.77% | — |
| Uti Nifty200 Momentum 30 Index Fund Direct-growth | ₹21.38 | +12.90% | +10.69% | — |
| Uti Nifty200 Momentum 30 Index Fund Regular-growth | ₹20.82 | +12.37% | +10.15% | — |
| Sbi Nifty 200 Quality 30 Etf-growth | ₹228.99 | +10.91% | +9.67% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹9.86 |
| 31 Jul 2026 | ₹9.78 |
| 30 Jul 2026 | ₹9.72 |
| 29 Jul 2026 | ₹9.70 |
| 28 Jul 2026 | ₹9.62 |
| 27 Jul 2026 | ₹9.66 |
| 24 Jul 2026 | ₹9.61 |
| 23 Jul 2026 | ₹9.62 |
| 22 Jul 2026 | ₹9.70 |
| 21 Jul 2026 | ₹9.79 |
| 20 Jul 2026 | ₹9.77 |
| 17 Jul 2026 | ₹9.73 |
| 16 Jul 2026 | ₹9.72 |
| 15 Jul 2026 | ₹9.74 |
| 14 Jul 2026 | ₹9.72 |
| 13 Jul 2026 | ₹9.77 |
| 10 Jul 2026 | ₹9.76 |
| 09 Jul 2026 | ₹9.64 |
| 08 Jul 2026 | ₹9.57 |
| 07 Jul 2026 | ₹9.71 |
| 06 Jul 2026 | ₹9.78 |
| 03 Jul 2026 | ₹9.73 |
| 02 Jul 2026 | ₹9.75 |
| 01 Jul 2026 | ₹9.71 |
| 30 Jun 2026 | ₹9.71 |
| 29 Jun 2026 | ₹9.73 |
| 25 Jun 2026 | ₹9.71 |
| 24 Jun 2026 | ₹9.77 |
| 23 Jun 2026 | ₹9.77 |
| 22 Jun 2026 | ₹9.92 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹917.2 Cr
Since Launch
This Fund
Category Average
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Sundaram Multi-factor Fund Regular-idcw Returns Comparison
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