Sundaram Multi Factor Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth

1M
6M
1Y
All
NAV: 22 Oct '26
₹9.27
Min. for SIP
₹100
Fund size (AUM)
₹789.86 Cr
Expense ratio
1.66%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,603
-2.65%
6 months₹30,000₹28,776
-4.08%
1 year₹60,000₹56,329
-6.12%

Holdings (70)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India LtdFinancialEquity3.18%
HDFC Bank LtdFinancialEquity3.05%
Lupin LtdHealthcareEquity2.79%
Bosch LtdConsumer DiscretionaryEquity2.71%
ICICI Bank LtdFinancialEquity2.65%
Oracle Financial Services Software LtdTechnologyEquity2.51%
Titan Company LtdConsumer DiscretionaryEquity2.42%
Reliance Industries LtdEnergy & UtilitiesEquity2.33%
REC LtdFinancialEquity2.13%
Infosys LtdTechnologyEquity2.00%
Wipro LtdTechnologyEquity1.94%
Coal India LtdMaterialsEquity1.68%
Hindustan Zinc LtdMaterialsEquity1.64%
Tata Steel LtdMaterialsEquity1.63%
Bharat Heavy Electricals LtdIndustrialsEquity1.59%
APL Apollo Tubes LtdIndustrialsEquity1.58%
Muthoot Finance LtdFinancialEquity1.55%
Bharti Airtel LtdTechnologyEquity1.53%
Zomato LtdTechnologyEquity1.47%
Hero Motocorp LtdConsumer DiscretionaryEquity1.46%
CG Power & Industrial Solutions LtdIndustrialsEquity1.43%
Life Insurance Corporation of IndiaFinancialEquity1.42%
MRF LtdConsumer DiscretionaryEquity1.41%
TVS Motor Company LtdConsumer DiscretionaryEquity1.41%
Petronet LNG LtdEnergy & UtilitiesEquity1.40%
Ashok Leyland LtdIndustrialsEquity1.40%
Bajaj Finserv LtdFinancialEquity1.39%
Max Healthcare Institute LtdHealthcareEquity1.37%
JSW Steel LtdMaterialsEquity1.37%
Macrotech Developers LtdReal EstateEquity1.36%
Indus Towers LtdTechnologyEquity1.36%
GAIL (India) LtdEnergy & UtilitiesEquity1.36%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.35%
Punjab National BankFinancialEquity1.32%
Divi's Laboratories LtdHealthcareEquity1.32%
Siemens Energy India LtdEnergy & UtilitiesEquity1.32%
ITC LtdConsumer StaplesEquity1.31%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity1.31%
NTPC LtdEnergy & UtilitiesEquity1.30%
Bank Of BarodaFinancialEquity1.27%
Jio Financial Services LimitedFinancialEquity1.27%
Hindalco Industries LtdMaterialsEquity1.27%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.26%
Union Bank of IndiaFinancialEquity1.26%
Canara BankFinancialEquity1.26%
One 97 Communications LtdIndustrialsEquity1.25%
Apar Industries LtdDiversifiedEquity1.24%
Larsen & Toubro LtdIndustrialsEquity1.24%
Suzlon Energy LtdIndustrialsEquity1.23%
Aurobindo Pharma LtdHealthcareEquity1.21%
Zydus Lifesciences LtdHealthcareEquity1.21%
Ajanta Pharma LtdHealthcareEquity1.20%
Tata Consultancy Services LtdTechnologyEquity1.19%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.18%
Anthem Biosciences Ltd.HealthcareEquity1.18%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.17%
Radico Khaitan LtdConsumer StaplesEquity1.15%
AU Small Finance Bank LtdFinancialEquity1.13%
Bajaj Auto LtdConsumer DiscretionaryEquity1.13%
Axis Bank LtdFinancialEquity1.12%
ABB India LtdIndustrialsEquity1.07%
Thermax LtdIndustrialsEquity1.04%
Aster DM Healthcare LtdHealthcareEquity1.03%
Kotak Mahindra Bank LtdFinancialEquity0.93%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.76%
Bajaj Finance LtdFinancialEquity0.73%
RepoUnspecifiedRepo0.54%
Shriram Transport Finance Company LtdFinancialEquity0.49%
Power Finance Corporation LtdFinancialEquity0.48%
Net PayablesUnspecifiedNet Payables-0.21%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-5.9%-8.4%-9.7%-6.5%
Category average (Equity Thematic)-6.3%-4.5%-6.3%+10.5%
Rank (Equity Thematic)285948--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

About Sundaram Multi Factor Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Multi Factor Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 22 Oct 2026 is ₹9.27. The Sundaram Multi Factor Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 365 days ;

Investment Objective

The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Fund benchmarkBSE 200 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,