Sundaram Multi Factor IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Factor IDCW Reinvest Direct Plan

NAV
₹9.6976
+0.87%
(17 Mar)
AUM
1,014 Cr
TER
0.59%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.9%
+7.9%
+7.8%
NA
3Y
+23.5%
+23.5%
+23.5%
+23.4%
NA
5Y
NA
NA
NA
NA
NA
ALL
+13.6%
+13.6%
+13.6%
+13.3%
-3.1%
VOL
20.2%
20.2%
20.2%
19.4%
12.2%
TER
0.5%
0.5%
0.5%
0.3%
0.6%
AUM
₹255 Cr
₹255 Cr
₹255 Cr
₹538 Cr
₹1,014 Cr
INFO
0.67
0.67
0.67
0.68
-0.26
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
6.1%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
4.0%
Infosys Ltd
3.4%
TVS Motor Co Ltd
2.5%
Muthoot Finance Ltd
2.3%
Bharti Airtel Ltd
2.2%
Treps
2.2%
Polycab India Ltd
2.1%
Fortis Healthcare Ltd
2.1%
Top industry exposure
Financial Services
27.4%
Consumer Cyclical
11.8%
Technology
11.2%
Energy
10.9%
Healthcare
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Rohit Seksaria

FAQs