Sundaram Multi-Factor Fund Direct dividend payout

Equity • Index • Direct dividend payout

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₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct dividend payout

Launched On
23 Jul 2025
0.4 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹10.5
+1.072% (0.20)
AUM
₹956 Cr
Expense ratio
0.44%
Benchmark
BSE 200 India
Fund Plan
Irregular
Open demat account

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Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

28.34%
Consumer Cyclical

Consumer Cyclical

12.72%
Technology

Technology

11.52%
Healthcare

Healthcare

11.08%
Energy

Energy

10.60%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹63,997 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

Rohit Seksaria

Experience: 7.95 yrs • Total AUM: 1,33,909 Cr

S. Bharath

Experience: 7.60 yrs • Total AUM: 2,53,381 Cr

Dwijendra Srivastava

Experience: 15.38 yrs • Total AUM: 3,43,045 Cr

Sandeep Agarwal

Experience: 13.53 yrs • Total AUM: 3,04,236 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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