Sundaram Multi-Factor Fund - Regular - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 02-07-2024 |
| Asset Class: Equity |
| Benchmark: BSE 200 TRI |
| TER: 2.16% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment. NIL - if the units are redeemed after 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
10.0344
0.09 (0.9218%)
0.23%
Benchmark: 14.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Multi-Factor Fund - Regular - Growth | 02-07-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 7.06 | 37.1 | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 5.77 | 17.41 | 17.24 | 24.69 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 4.04 | 15.64 | 18.41 | 31.56 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 1.86 | 27.46 | 28.27 | 29.45 | 16.87 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 0.62 | 19.66 | 22.18 | 30.49 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 0.41 | 15.76 | 16.93 | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 0.35 | 14.01 | 14.35 | 20.38 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 0.34 | 19.68 | 19.89 | 24.17 | 13.41 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | -0.78 | 16.29 | 14.76 | 20.54 | 16.67 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
73.62%
Others
7.81%
Large Cap
18.56%
