In plain English
Sundaram Multi-Factor Fund is a Sectoral / Thematic scheme from Sundaram. The portfolio is ~100% in equities. Worst historical drawdown: -15% in Mar 2026 — ongoing. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
NAV (Direct-Growth)
₹9.8589
Last 1Y
-1.53%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2026 — ongoing
-14.9%Peak ₹10.76 on 2 Jan 2026 → trough ₹9.16 on 31 Mar 2026 (3 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
4 / 5
Solid scheme on the dimensions we check. No red flags.
Expense ratio
0.81% — typical for category.
AUM size
₹866 Cr.
Sector concentration
Top 3 sectors = 65.2% — fairly concentrated.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity99.94%
- Cash0.06%
By market cap
- Large cap60.48%
- Mid cap39.46%
- Others0.06%
Concentration
Holdings
62
Avg market cap
₹1.73 L Cr
Top 10 stocks
35.64%
Top 5 stocks
22.36%
Top 3 sectors
65.16%
Top holdings
Top 15 positions by weight, latest disclosure.
- 1—5.67%
HDFC Bank Ltd
- 2—4.52%
Reliance Industries Ltd
- 3—4.20%
ICICI Bank Ltd
- 4—4.07%
Oil India Ltd
- 5—3.90%
Infosys Ltd
- 6—2.76%
Union Bank of India
- 7—2.68%
Coal India Ltd
- 8—2.67%
Muthoot Finance Ltd
- 9—2.62%
Oil & Natural Gas Corp Ltd
- 10—2.55%
Canara Bank
- 11—2.47%
Bharti Airtel Ltd
- 12—2.39%
Zydus Lifesciences Ltd
- 13—2.23%
Ashok Leyland Ltd
- 14—2.20%
Wipro Ltd
- 15—2.19%
REC Ltd
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
- P/E ratio14.2822.90-8.62
- P/B ratio2.083.62-1.54
- Price / Sales2.082.97-0.89
- Price / Cash Flow10.0616.62-6.56
- Dividend yield3.35%1.75%+1.60
- Return on equity (ROE)—13.23%—
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
- ₹36.5K Cr+6.58%+22.72%0.57%
ICICI Prudential India Opportunities Fund
ICICI Prudential
- ₹36.5K Cr+1.48%+18.90%0.57%
ICICI Prudential India Opportunities Fund
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- ₹15.8K Cr+6.72%+21.95%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹15.8K Cr+2.38%+18.99%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹13.4K Cr-10.00%+10.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹13.4K Cr-21.09%+5.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹10.6K Cr+1.41%+13.88%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
- ₹10.6K Cr-1.94%+11.58%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
Available plans & options
- DirectGrowthSundaram Multi-Factor Fund - Direct - GrowthINF903JA1LV6
- DirectIDCW PayoutSundaram Multi-Factor Fund - Direct - IDCW PayoutINF903JA1LU8
- RegularGrowthSundaram Multi-Factor Fund - Regular - GrowthINF903JA1LY0
- RegularIDCW PayoutSundaram Multi-Factor Fund - Regular - IDCW PayoutINF903JA1LX2
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