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Sundaram Multi-Factor Fund Direct dividend reinvestment
Equity • Index • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct dividend reinvestment
Launched On
23 Jul 2025
0.9 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹9.8535
-0.6724% (0.00)
AUM
₹948 Cr
Benchmark
BSE 200 India
Fund Plan
Irregular
Tax info and exit load
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
Energy
Healthcare
Basic Materials
Industrials
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹65,685 Cr • Rank #21Sundaram 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: 8.48 yrs • Total AUM: 1,55,202 Cr
S. Bharath
Experience: 8.13 yrs • Total AUM: 2,26,329 Cr
Sandeep Agarwal
Experience: 14.06 yrs • Total AUM: 2,42,683 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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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.