Compare Sundaram Multi-Factor Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Sundaram Multi-Factor Fund
EquityThematic-Factor-based
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹100
Expense Ratio
3.14
1.38
NAV
₹9.17
₹16.78
Fund Started
02 Jul 2025
10 Nov 2022
Fund Size
₹789.86 Cr
₹1728.39 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-12.75%
-8.66%
3 Year
-
10.85%
5 Year
-
-
Equity
99.67%
99.87%
Cash
0.33%
-0.06%
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 3.18% |
HDFC Bank Ltd. | 3.05% |
Lupin Ltd. | 2.79% |
Bosch Ltd. | 2.71% |
ICICI Bank Ltd. | 2.65% |
Oracle Financial Services Software Ltd. | 2.51% |
Titan Company Ltd. | 2.42% |
Reliance Industries Ltd. | 2.33% |
REC Ltd. | 2.13% |
Infosys Ltd. | 2.00% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.02% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Launch Date
02 Jul 2025
10 Nov 2022
