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Open ICICI 3-in-1 Account

Apr 02, 2026

Category Equity
AUM (Cr.) 1,014.49
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.11
Sharpe Ratio -7.26
Beta Ratio 0.00
Fund Manager Rohit Seksaria
Inception Date Jul 22, 2025
Risk Level Very High

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. No Guarantee: 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.

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S&P BSE 200 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Multi-Factor Fund - Regular (G) -8.96 -7.86 0 0 0 -7.46
Benchmark - S&P BSE 200 TRI 0 -4.62 4.4 13.44 23.33 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Multi-Factor Fund - Regular (G) -8.96 -7.86 0 0 0 -7.46
Benchmark - S&P BSE 200 TRI 0 -4.62 4.4 13.44 23.33 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-HDFC Bank Jan 31, 2026 61.30 6.12 -6.25
Equity-ICICI Bank Jan 31, 2026 41.26 4.12 0.90
Equity-Reliance Industr Jan 31, 2026 40.19 4.01 -11.14
Equity-Infosys Jan 31, 2026 33.92 3.39 1.58
Equity-TVS Motor Co. Jan 31, 2026 25.23 2.52 -1.14
Equity-Muthoot Finance Jan 31, 2026 22.99 2.29 0.47
Equity-Bharti Airtel Jan 31, 2026 22.38 2.23 -6.50
Reverse Repo-TREPS Jan 31, 2026 22.16 2.21 17.51
Equity-Polycab India Jan 31, 2026 21.45 2.14 -7.95
Equity-Fortis Health. Jan 31, 2026 21.08 2.10 -3.68

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Multi-Factor Fund - Regular (G)
Contact Person
Rohit Seksaria
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com