Sundaram Mutual Fund
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Sundaram Multi-Factor Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Index Funds · Direct · IDCW

NAV · as of 11/09/2026

9.80

1D

-0.36%

1Y

-2.70%

Key stats

Expense ratio
0.65%
AUM
₹901.60 Cr
Launched
23/07/2025
Fund manager
S. Bharath; Sandeep Agarwal; Rohit Seksaria
Portfolio turnover
1.68%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Sundaram Multi-Factor Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

13/08/2026 to 11/09/2026

O - H - L -

10.079.8013/08/202611/09/2026
1W-1.16%
1M-2.94%
3M-0.15%
6M+1.93%
1Y-2.70%
MAX-2.14%

Comparable peers

  • Axis Nifty Smallcap 50 Index IDCW Payout Direct Plan

    Axis Nifty Smallcap 50 Index IDCW Payout (DP) · ₹730.20 Cr AUM

    1Y+17.70%
    3Y+19.09%
    -
  • Kotak Nifty Smallcap 50 Index IDCW Reinvest Direct Plan

    Kotak Nifty Smallcap 50 Index IDCW Reinvest (DR) · ₹229.00 Cr AUM

    1Y+17.41%
    3Y+19.19%
    -
  • Kotak Nifty Smallcap 50 Index IDCW Payout Direct Plan

    Kotak Nifty Smallcap 50 Index IDCW Payout (DP) · ₹229.00 Cr AUM

    1Y+17.41%
    3Y+19.19%
    -
  • Kotak Nifty Smallcap 50 Index IDCW Payout Direct Plan

    Kotak Nifty Smallcap 50 Index IDCW Payout (DP) · ₹229.00 Cr AUM

    1Y+17.41%
    3Y+19.19%
    -
  • Sundaram Multi Factor IDCW Reinvest Direct Plan

    Sundaram Multi Factor IDCW Reinvest (DR) · ₹901.60 Cr AUM

    1Y-2.23%
    3Y0.00%
    -

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.

Scheme details

Scheme code
153666
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Index Funds
Plan
Direct
Return type
IDCW
ISIN (Growth)
-
ISIN (Div. Reinvest)
INF903JA1LT0
Tradable on exchange
No

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