- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Multi-factor Fund Direct-idcw
Fund Overview of Sundaram Multi-factor Fund Direct-idcw
-
₹948.1 CrAUM
-
₹10.01NAV
-
0.67%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Multi-factor Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.23% | NA | 4.02% |
| 6 Months | -3.46% | NA | 14.62% |
Compare Sundaram Multi-factor Fund Direct-idcw with other mutual funds in the same category
Sundaram Multi-factor Fund Direct-idcw
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
98.11%other assets or cash equivalents
1.89%Sundaram Multi-factor Fund Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 22 Jul 2025, the fund aims Long term capital growth, investment in equity and equity related instruments selected based on Multi-Factor Model. It manages assets worth ₹948.1 crore as on Sun May 31, 2026. The expense ratio stands at 0.67%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi-factor Fund Direct-idcw
The portfolio allocation consists of 98.11% in equities, 1.89% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 0.00% in the last year, a total return since inception of 0.11%.
Depending on risk tolerance investors may evaluate best sip in india as part of the overall investment planning.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Services Fund Regular-growth
|
₹4,718 | 3.58% | 10.65% | -2.63% | -0.24% | 14.60% |
|
Sundaram Services Fund Direct-growth
|
₹4,718 | 3.68% | 10.97% | -2.06% | 0.91% | 15.93% |
|
Sundaram Services Fund Regular-idcw
|
₹4,718 | 3.58% | 10.65% | -2.63% | -0.24% | 14.60% |
|
Sundaram Services Fund Direct-idcw
|
₹4,718 | 3.68% | 10.97% | -2.06% | 0.91% | 15.93% |
|
Sundaram Multi-factor Fund Regular-growth
|
₹948 | 0.11% | 2.84% | -4.21% | - | - |
|
Sundaram Multi-factor Fund Direct-growth
|
₹948 | 0.25% | 3.23% | -3.46% | - | - |
|
Sundaram Multi-factor Fund Regular-idcw
|
₹948 | 0.11% | 2.84% | -4.21% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 5.19% | ₹49.19 Cr |
| Coal India Ltd | Materials | 4.01% | ₹38.01 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.99% | ₹37.83 Cr |
| Icici Bank Ltd | Financial | 3.93% | ₹37.28 Cr |
| Infosys Ltd | Technology | 3.25% | ₹30.85 Cr |
| Zydus Lifesciences Ltd | Healthcare | 2.66% | ₹25.19 Cr |
| Repo | Unspecified | 2.65% | ₹25.15 Cr |
| Union Bank Of India | Financial | 2.53% | ₹24.01 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.49% | ₹23.56 Cr |
| Oil India Ltd | Energy & Utilities | 2.34% | ₹22.20 Cr |
| Bharti Airtel Ltd | Technology | 2.28% | ₹21.61 Cr |
| Gail (india) Ltd | Energy & Utilities | 2.26% | ₹21.45 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 2.20% | ₹20.85 Cr |
| Rec Ltd | Financial | 2.18% | ₹20.69 Cr |
| Petronet Lng Ltd | Energy & Utilities | 2.09% | ₹19.85 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.08% | ₹19.71 Cr |
| Ashok Leyland Ltd | Industrials | 2.02% | ₹19.19 Cr |
| Steel Authority Of India Ltd | Materials | 2.00% | ₹18.99 Cr |
| Wipro Limited June 2026 Future | Technology | 1.99% | ₹18.87 Cr |
| Ge T&d India Ltd | Industrials | 1.71% | ₹16.26 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Multi-factor Fund Direct-idcw
What is the current AUM of Sundaram Multi-factor Fund Direct-idcw?
As of Sun May 31, 2026, Sundaram Multi-factor Fund Direct-idcw manages assets worth ₹948.1 crore
How has Sundaram Multi-factor Fund Direct-idcw performed recently?
- 3 Months: 3.23%
- 6 Months: -3.46%
What is the long-term performance of Sundaram Multi-factor Fund Direct-idcw?
- Since Inception: 0.11%
What is the portfolio composition of Sundaram Multi-factor Fund Direct-idcw?
Equity: 98.11%, Others: 1.89%.
Who manages Sundaram Multi-factor Fund Direct-idcw?
Sundaram Multi-factor Fund Direct-idcw is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Multi-factor Fund Direct-idcw?
Large Cap: 60.91%, Mid Cap: 39.09%.
Which are the top companies Sundaram Multi-factor Fund Direct-idcw has invested in?
- HDFC Bank Ltd – 5.19% of the fund's portfolio
- Coal India Ltd – 4.01% of the fund's portfolio
- Reliance Industries Ltd – 3.99% of the fund's portfolio
- ICICI Bank Ltd – 3.93% of the fund's portfolio
- Infosys Ltd – 3.25% of the fund's portfolio
Which are the major sectors Sundaram Multi-factor Fund Direct-idcw focuses on?
- Financial – 15.91% of the fund's portfolio
- Energy & Utilities – 12.89% of the fund's portfolio
- Technology – 7.52% of the fund's portfolio
- Materials – 6.01% of the fund's portfolio
- Industrials – 3.74% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
