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Sundaram Multi-FacTor Fund - Regular - Growth

Category: Equity: Thematic-Others Launch Date: 02-07-2024
AUM:

₹ 870.78 Cr

Expense Ratio

2.92%

Benchmark

BSE 200 TRI

ISIN

INF903JA1LY0

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Bharath S, Rohit Seksaria, Sandeep Agarwal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Multi-FacTor Fund - Regular - Growth -8.5 - -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
9.1896
Last change
-0.1 (-1.0969%)
Fund Size (AUM)
₹ 870.78 Cr
Performance
-6.94% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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. 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 or by the sponsor or by the Asset management Company or by the Trustees.

Fund Manager
Bharath S, Rohit Seksaria, Sandeep Agarwal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Multi Commodity Exchange of India L 3.05
HDFC BANK LIMITED EQ NEW FV RE. 1/- 2.84
LUPIN LIMITED EQ NEW F.V. RS.2/- 2.8
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- 2.76
ICICI BANK LIMITED EQ NEW FV RS. 2/- 2.71
BOSCH LIMITED EQ NEW FV RS.10/- 2.68
TITAN COMPANY LIMITED EQ NEW Re.1/- 2.51
RELIANCE INDUSTRIES LIMITED EQ 2.33
REC LIMITED EQ 2.15
INFOSYS LIMITED EQ FV RS 5 2.13

Sector Allocation

Sector Holdings (%)
Financial Services 27.57
Capital Goods 12.02
Automobile and Auto Components 11.14
Healthcare 11.06
Oil, Gas & Consumable Fuels 7.75
Information Technology 7.46
Metals & Mining 5.72
Telecommunication 2.79
Consumer Services 2.59
Consumer Durables 2.51

Peer Comparison

Scheme Name 5Y (%)
Sundaram MultiFacTor Fund Reg Gr 0.0