Sectoral/ ThematicSundaram Asset Management Company LtdNot enough history yet

Sundaram Multi-Factor Fund - Direct - Growth

Benchmark: BSE 200 TRI · Riskometer: Very High

₹10.0698

NAV (2026-08-31)

₹870.78 Cr

AUM (2026-08-31)

1.46%

EXPENSE RATIO (DIRECT)

2025-07-02

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Banks 13.9779%Finance 9.6777%Electrical Equipment 9.5724%IT - Software 5.434%Power 4.5385%Capital Markets 4.3585%Oil 4.2343%Ferrous Metals 4.1648%Telecom - Services 4.1613%Gas 3.5328%Automobiles 3.487%Petroleum Products 3.4094%Pharmaceuticals & Biotechnology 3.3073%Non - Ferrous Metals 2.6656%Auto Components 2.2784%Consumable Fuels 2.0093%Industrial Products 1.6997%Construction 1.6762%Retailing 1.6302%Chemicals & Petrochemicals 1.5122%Other 1.4222%Agricultural, Commercial & Construction Vehicles 1.2729%Fertilizers & Agrochemicals 1.0795%Diversified FMCG 1.0792%Minerals & Mining 1.0551%Metals & Minerals Trading 0.9758%Consumer Durables 0.9214%Realty 0.9185%Healthcare Services 0.8793%Cement & Cement Products 0.7932%Diversified Metals 0.6192%

TOP HOLDINGS

HDFC Bank Ltd (Banks)4.4864%

ICICI Bank Ltd (Banks)3.9057%

Reliance Industries Ltd (Petroleum Products)3.4094%

Hero MotoCorp Ltd (Automobiles)2.499%

REC Ltd (Finance)2.4937%

TREPS ()2.3229%

Petronet LNG Ltd (Gas)2.313%

Bharti Airtel Ltd (Telecom - Services)2.1713%

Oil India Ltd (Oil)2.1603%

Infosys Ltd (IT - Software)2.1246%

Matching peers needs three years of risk history, which this fund does not have yet.