Sundaram Multi-Factor Fund - Regular - Growth
Category: Equity: Thematic-Others
Launch Date: 02-07-2024
Asset Class: Equity
Benchmark: BSE 200 TRI
Expense Ratio: 0.0% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 0 Cr As on ( 30-06-2025)
Turn over:
NAV as on 01-08-2025
10.0175
0 ( 0.024% )
CAGR Since Inception
0.06%
BSE 200 TRI 14.38%
Performance of Sundaram Multi-Factor Fund - Regular - Growth
Fund Managers

Sandeep Agarwal ,Dwijendra Srivastava,Bharath S,Rohit Seksaria

Investment 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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund/sponsor/AMC/Trustee

Returns Calculator for Sundaram Multi-Factor Fund - Regular - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Multi-Factor Fund - Regular - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Multi-Factor Fund - Regular - Growth - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram MultiFactor Fund Reg Gr 02-07-2024 0.0 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 9.77 19.4 19.32 25.54 0.0
ICICI Pru India Opportunities Cum 05-01-2019 2.1 21.03 23.3 30.66 0.0
ICICI Pru Exports & Services Gr 01-11-2005 1.57 20.45 20.53 24.2 13.0
Franklin India Opportunities Gr 05-02-2000 0.25 30.11 31.14 29.89 15.64
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 0.06 17.66 18.57 0.0 0.0
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 -0.68 14.09 15.34 20.52 0.0
ICICI Pru Commodities Gr 05-10-2019 -1.26 18.16 21.03 33.44 0.0
HDFC Defence Fund Gr 02-06-2023 -2.49 42.6 0.0 0.0 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 -3.7 18.66 16.23 21.39 14.82

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Multi-Factor Fund - Regular - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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