Sundaram Multi-Factor IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.7%
Sharpe Ratio-0.61
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services3.18%
HDFC Bank LtdFinancial Services3.05%
Lupin LtdServices2.79%
Bosch LtdConsumers2.71%
ICICI Bank LtdFinancial Services2.65%
Oracle Financial Services Software LtdTechnology2.51%
Titan Co LtdConsumers2.42%
Reliance Industries LtdEnergy & Infra2.33%
REC LtdFinancial Services2.13%
Infosys LtdTechnology2.00%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.92%
Regulatory & Tax Information
INF903JA1LX2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)