Compare Sundaram Multi-Factor Fund vs Motilal Oswal BSE Quality Index Fund
Sundaram Multi-Factor Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
3.14
1.19
NAV
₹9.17
₹15.66
Fund Started
02 Jul 2025
29 Jul 2022
Fund Size
₹789.86 Cr
₹54.12 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
-12.75%
-10.14%
3 Year
-
9.45%
5 Year
-
-
Equity
99.67%
99.98%
Cash
0.33%
0.02%
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 |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
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 that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
02 Jul 2025
29 Jul 2022
