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Scheme Information
Sundaram Multi-Factor Reg IDCW-R
as of 22 May 2026, 16:37 PM
Scheme Asset Size₹865.54 Cr
Expense Ratio2.28%
Cash Holding0.05876%
Fund TypeOpen-End
PlanDividend
BenchmarkBSE 200 India TR INR
Launch Date2025-07-23
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 7.63%
In the last 3 months -3.28%
In the last 6 months -3.50%
In the last 1 Years 0.00%
In the last 3 Years 0.00%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 5.67% |
| Reliance Industries Ltd | Energy | E | 4.52% |
| ICICI Bank Ltd | Financial Services | E | 4.20% |
| Oil India Ltd | Energy | E | 4.07% |
| Infosys Ltd | Technology | E | 3.90% |
| Union Bank of India | Financial Services | E | 2.76% |
| Coal India Ltd | Energy | E | 2.68% |
| Muthoot Finance Ltd | Financial Services | E | 2.67% |
| Oil & Natural Gas Corp Ltd | Energy | E | 2.62% |
| Canara Bank | Financial Services | E | 2.55% |
| Bharti Airtel Ltd | Communication Services | E | 2.47% |
| Zydus Lifesciences Ltd | Healthcare | E | 2.39% |
| Ashok Leyland Ltd | Industrials | E | 2.23% |
| Wipro Ltd | Technology | E | 2.20% |
| REC Ltd | Financial Services | E | 2.19% |
| Petronet LNG Ltd | Energy | E | 2.14% |
| GAIL (India) Ltd | Utilities | E | 2.11% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 2.00% |
| Vedanta Ltd | Basic Materials | E | 1.68% |
| Indian Bank | Financial Services | E | 1.66% |
| Steel Authority Of India Ltd | Basic Materials | E | 1.65% |
| The Federal Bank Ltd | Financial Services | E | 1.56% |
| National Aluminium Co Ltd | Basic Materials | E | 1.49% |
| Aditya Birla Capital Ltd | Financial Services | E | 1.47% |
| AU Small Finance Bank Ltd | Financial Services | E | 1.45% |
| BSE Ltd | Financial Services | E | 1.43% |
| L&T Finance Ltd | Financial Services | E | 1.43% |
| State Bank of India | Financial Services | E | 1.42% |
| Shriram Finance Ltd | Financial Services | E | 1.40% |
| Aurobindo Pharma Ltd | Healthcare | E | 1.39% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 1.35% |
| Power Grid Corp Of India Ltd | Utilities | E | 1.24% |
| Dr Reddy's Laboratories Ltd | Healthcare | E | 1.24% |
| Hindalco Industries Ltd | Basic Materials | E | 1.22% |
| Power Finance Corp Ltd | Financial Services | E | 1.16% |
| HCL Technologies Ltd | Technology | E | 1.15% |
| ITC Ltd | Consumer Defensive | E | 1.13% |
| Tata Consultancy Services Ltd | Technology | E | 1.10% |
| Hindustan Zinc Ltd | Basic Materials | E | 1.07% |
| Bank of India | Financial Services | E | 1.05% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 1.04% |
| Housing & Urban Development Corp Ltd | Financial Services | E | 1.02% |
| Bajaj Finserv Ltd | Financial Services | E | 1.00% |
| UPL Ltd | Basic Materials | E | 0.97% |
| Godrej Industries Ltd | Industrials | E | 0.96% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 0.89% |
| Bharat Forge Ltd | Consumer Cyclical | E | 0.87% |
| Titan Co Ltd | Consumer Cyclical | E | 0.86% |
| Bharti Hexacom Ltd | Communication Services | E | 0.83% |
| JK Cement Ltd | Basic Materials | E | 0.82% |
| Siemens Energy India Ltd | Utilities | E | 0.82% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.82% |
| Polycab India Ltd | Industrials | E | 0.81% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.79% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 0.79% |
| Coromandel International Ltd | Basic Materials | E | 0.76% |
| Coforge Ltd | Technology | E | 0.75% |
| Bosch Ltd | Consumer Cyclical | E | 0.73% |
| ITC Hotels Ltd | Consumer Cyclical | E | 0.70% |
| Lodha Developers Ltd | Real Estate | E | 0.56% |
| Treps | - | CR | 0.43% |
| Cash And Other Net Current Assets | - | CA | 0.37% |
| Eicher Motors Ltd | - | E | - |
| Maruti Suzuki India Ltd | - | E | - |
| Phoenix Mills Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
99.94%
Cash
0.06%
Equity sector allocation
Loading chart…
Basic Materials
9.66%
Communication Services
3.3%
Consumer Cyclical
4.74%
Consumer Defensive
1.13%
Energy
16.03%
Financial Services
39.47%
Healthcare
6.73%
Industrials
5.05%
Real Estate
0.56%
Technology
9.1%
Utilities
4.17%
Others
0.06%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Sundaram Multi-Factor Reg IDCW-R
Investment Objective of the Scheme
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Key Features of The Fund
5-year return
-
Fund Manager
Dwijendra Srivastava
Risk Profile
Very High Risk
Expense Ratio
2.28%
Fund Size
₹865.54 Cr
FAQ's
What is the expense ratio of Sundaram Multi-Factor Reg IDCW-R?
The expense ratio of Sundaram Multi-Factor Reg IDCW-R is 2.28%.
What is the AUM (Assets Under Management) of Sundaram Multi-Factor Reg IDCW-R?
The AUM, short for Assets Under Management of Sundaram Multi-Factor Reg IDCW-R is ₹865.54 Cr as of 12 Apr 2244.
What are the top stock holdings of Sundaram Multi-Factor Reg IDCW-R?
The Sundaram Multi-Factor Reg IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 5.67% |
| Reliance Industries Ltd | 4.52% |
| ICICI Bank Ltd | 4.20% |
| Oil India Ltd | 4.07% |
| Infosys Ltd | 3.90% |
| Union Bank of India | 2.76% |
| Coal India Ltd | 2.68% |
| Muthoot Finance Ltd | 2.67% |
| Oil & Natural Gas Corp Ltd | 2.62% |
| Canara Bank | 2.55% |
| Bharti Airtel Ltd | 2.47% |
| Zydus Lifesciences Ltd | 2.39% |
| Ashok Leyland Ltd | 2.23% |
| Wipro Ltd | 2.20% |
| REC Ltd | 2.19% |
| Petronet LNG Ltd | 2.14% |
| GAIL (India) Ltd | 2.11% |
| Cholamandalam Financial Holdings Ltd | 2.00% |
| Vedanta Ltd | 1.68% |
| Indian Bank | 1.66% |
| Steel Authority Of India Ltd | 1.65% |
| The Federal Bank Ltd | 1.56% |
| National Aluminium Co Ltd | 1.49% |
| Aditya Birla Capital Ltd | 1.47% |
| AU Small Finance Bank Ltd | 1.45% |
| BSE Ltd | 1.43% |
| L&T Finance Ltd | 1.43% |
| State Bank of India | 1.42% |
| Shriram Finance Ltd | 1.40% |
| Aurobindo Pharma Ltd | 1.39% |
| Mahindra & Mahindra Financial Services Ltd | 1.35% |
| Power Grid Corp Of India Ltd | 1.24% |
| Dr Reddy's Laboratories Ltd | 1.24% |
| Hindalco Industries Ltd | 1.22% |
| Power Finance Corp Ltd | 1.16% |
| HCL Technologies Ltd | 1.15% |
| ITC Ltd | 1.13% |
| Tata Consultancy Services Ltd | 1.10% |
| Hindustan Zinc Ltd | 1.07% |
| Bank of India | 1.05% |
| Hindustan Aeronautics Ltd Ordinary Shares | 1.04% |
| Housing & Urban Development Corp Ltd | 1.02% |
| Bajaj Finserv Ltd | 1.00% |
| UPL Ltd | 0.97% |
| Godrej Industries Ltd | 0.96% |
| Apollo Hospitals Enterprise Ltd | 0.89% |
| Bharat Forge Ltd | 0.87% |
| Titan Co Ltd | 0.86% |
| Bharti Hexacom Ltd | 0.83% |
| JK Cement Ltd | 0.82% |
| Siemens Energy India Ltd | 0.82% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.82% |
| Polycab India Ltd | 0.81% |
| Vishal Mega Mart Ltd | 0.79% |
| TVS Motor Co Ltd | 0.79% |
| Coromandel International Ltd | 0.76% |
| Coforge Ltd | 0.75% |
| Bosch Ltd | 0.73% |
| ITC Hotels Ltd | 0.70% |
| Lodha Developers Ltd | 0.56% |
| Treps | 0.43% |
| Cash And Other Net Current Assets | 0.37% |
| Eicher Motors Ltd | - |
| Maruti Suzuki India Ltd | - |
| Phoenix Mills Ltd | - |
In which sectors has Sundaram Multi-Factor Reg IDCW-R invested in?
The Sundaram Multi-Factor Reg IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 9.66% |
| Communication Services | 3.30% |
| Consumer Cyclical | 4.74% |
| Consumer Defensive | 1.13% |
| Energy | 16.03% |
| Financial Services | 39.47% |
| Healthcare | 6.73% |
| Industrials | 5.05% |
| Real Estate | 0.56% |
| Technology | 9.10% |
| Utilities | 4.17% |
What is the risk level of Sundaram Multi-Factor Reg IDCW-R?
This is a Index Funds fund comes with Very High Risk.
Who are the fund managers of Sundaram Multi-Factor Reg IDCW-R?
Sundaram Multi-Factor Reg IDCW-R fund managers are Dwijendra Srivastava, S. Bharath, Sandeep Agarwal, Rohit Seksaria.
Is there a minimum SIP amount to invest in Sundaram Multi-Factor Reg IDCW-R?
The minimum SIP amount to start investment in Sundaram Multi-Factor Reg IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Multi-Factor Reg IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Multi-Factor Reg IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Multi-Factor Reg IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Multi-Factor Reg IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Multi-Factor Reg IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Multi-Factor Reg IDCW-R?
The exit load of Sundaram Multi-Factor Reg IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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