Compare Sundaram Multi-Factor Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Sundaram Multi-Factor Fund
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹100
Expense Ratio
3.11
1.66
NAV
₹9.78
₹18.19
Fund Started
02 Jul 2025
10 Nov 2022
Fund Size
₹917.22 Cr
₹1723.34 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-3.92%
-2.43%
3 Year
-
17.15%
5 Year
-
-
Equity
98.91%
99.65%
Cash
1.09%
-0.85%
Top 10 Holdings
HDFC Bank Ltd. | 4.78% |
ICICI Bank Ltd. | 3.80% |
Reliance Industries Ltd. | 3.42% |
REC Ltd. | 2.47% |
Petronet LNG Ltd. | 2.35% |
Hero Motocorp Ltd. | 2.26% |
Coal India Ltd. | 2.16% |
Steel Authority Of India Ltd. | 2.08% |
Bharti Airtel Ltd. | 2.07% |
Oil And Natural Gas Corporation Ltd. | 2.04% |
Multi Commodity Exchange Of India Ltd. | 5.64% |
BSE Ltd. | 5.02% |
GE Vernova T&D India Ltd | 4.94% |
Laurus Labs Ltd. | 4.82% |
The Federal Bank Ltd. | 4.68% |
Hitachi Energy India Ltd. | 3.91% |
Polycab India Ltd. | 3.64% |
Bharat Forge Ltd. | 3.56% |
Bharat Heavy Electricals Ltd. | 3.50% |
National Aluminium Company Ltd. | 3.06% |
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
