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Sundaram Mutual Fund

Sundaram Multi-Factor Fund Direct Growth

1 Year Absolute Returns

-3.12%

1Y CAGR

-3.12%

NAV on 12 Nov 2026

10.1859

Return calculator

Monthly Investment
Time Period
₹1.23 Lac
Bank Ac
₹1.25 Lac
Fixed Deposit
₹1.18 Lac
This Fund
Total Investment₹ 1,20,000.00
Total Gains₹ -2,009.08

Total Value₹ 1,17,990.92
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Thematic Fund

1 M
8.21%
4.47%
3 M
-1.93%
0.62%
6 M
0.87%
2.71%
1 Y
-3.12%
5.43%
This FundvsCategory Avg

Stock Holdings

NameWeightage
5.19%
4.01%
3.99%
3.93%
3.25%
2.66%
TrepsTreps
2.65%
2.53%
2.49%
2.34%

Asset Allocation

Equity
99.67%
Cash
0.33%

Sector Allocation

Financial Services
29.52%
Energy
14.63%
Healthcare
9.73%
Basic Materials
9.36%
Industrials
8.84%
Consumer Cyclical
7.84%
Technology
5.97%
Other
4.90%
Utilities
4.47%
Communication Services
3.02%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

AUM

₹ 769.56 Cr.

Lock in Period

0.0 Years

Expense Ratio

1.79%

Inception Date

23 Jul 2025

Exit Load

Exit load of 1%, if redeemed within 365 days

Fund Manager

Name

S Bharath

Qualification

B.Com, MBA, ICWA

Name

Sandeep Agarwal

Qualification

B.Com., ACA & CS.

Name

Rohit Seksaria

Qualification

CS, CA & has done MBA from IIM Ahmedabad

AMC Information

Sundaram Mutual Fund

AUM (cr).

₹75,029.64

Funds Managed

32

AMC Age

30 Yrs

Date of Incorporation

26 Feb 1996

Phone

044-2858 3362/3367

Address

Sundaram Towers, 2nd Floor,, 46 White Road, Royapettah,, Chennai 600 014