Compare Sundaram Multi-Factor Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹150
Expense Ratio
3.11
1.6
NAV
₹9.85
₹18.29
Fund Started
02 Jul 2025
04 Oct 2022
Fund Size
₹917.22 Cr
₹1201.66 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-
-1.22%
3 Year
-
17.04%
5 Year
-
-
Equity
98.91%
100.02%
Cash
1.09%
-0.02%
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% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
02 Jul 2025
04 Oct 2022
