Sundaram Multi Factor Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth

1M
6M
All
NAV: 13 Mar '26
₹9.61
Min. for SIP
₹100
Fund size
₹1,014.49 Cr
Expense ratio
0.68%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns

Holdings (61)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.97%
ICICI Bank Ltd.FinancialEquity4.16%
Reliance Industries Ltd.EnergyEquity4.06%
Infosys Ltd.TechnologyEquity3.52%
Union Bank of IndiaFinancialEquity2.94%
Canara BankFinancialEquity2.82%
Ashok Leyland Ltd.AutomobileEquity2.65%
Muthoot Finance Ltd.FinancialEquity2.45%
Petronet LNG Ltd.EnergyEquity2.41%
Oil India Ltd.EnergyEquity2.27%
Bharti Airtel Ltd.CommunicationEquity2.26%
GAIL (India) Ltd.EnergyEquity2.25%
Oil And Natural Gas Corporation Ltd.EnergyEquity2.24%
Coal India Ltd.EnergyEquity2.22%
Zydus Lifesciences Ltd.HealthcareEquity2.19%
REC Ltd.FinancialEquity2.18%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.07%
Wipro Ltd.TechnologyEquity2.05%
Indian BankFinancialEquity1.69%
Vedanta Ltd.Metals & MiningEquity1.59%
Steel Authority Of India Ltd.Metals & MiningEquity1.57%
The Federal Bank Ltd.FinancialEquity1.57%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.53%
State Bank of IndiaFinancialEquity1.51%
Shriram Finance LtdFinancialEquity1.50%
Aditya Birla Capital Ltd.FinancialEquity1.50%
Eicher Motors Ltd.AutomobileEquity1.49%
Maruti Suzuki India Ltd.AutomobileEquity1.48%
L&T Finance Ltd.FinancialEquity1.46%
AU Small Finance Bank Ltd.FinancialEquity1.43%
The Phoenix Mills Ltd.ConstructionEquity1.43%
Bank of IndiaFinancialEquity1.17%
Aurobindo Pharma Ltd.HealthcareEquity1.13%
Hindustan Zinc Ltd.Metals & MiningEquity1.11%
Godrej Industries Ltd.Consumer StaplesEquity1.11%
Hindalco Industries Ltd.Metals & MiningEquity1.10%
Power Finance Corporation Ltd.FinancialEquity1.10%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.10%
Power Grid Corporation Of India Ltd.EnergyEquity1.08%
ITC Ltd.Consumer StaplesEquity1.07%
Tata Consultancy Services Ltd.TechnologyEquity1.06%
Bajaj Finserv Ltd.FinancialEquity1.06%
Housing & Urban Development Corporation Ltd.FinancialEquity1.04%
HCL Technologies Ltd.TechnologyEquity1.03%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.01%
UPL Ltd.ChemicalsEquity0.95%
Polycab India Ltd.Capital GoodsEquity0.88%
Bharat Forge Ltd.AutomobileEquity0.86%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.81%
Siemens Energy India Ltd.EnergyEquity0.81%
Titan Company Ltd.Consumer DiscretionaryEquity0.81%
Max Healthcare Institute Ltd.HealthcareEquity0.81%
Bosch Ltd.AutomobileEquity0.80%
JK Cement Ltd.ConstructionEquity0.79%
TVS Motor Company Ltd.AutomobileEquity0.79%
ITC Hotels Ltd.ServicesEquity0.78%
Coromandel International Ltd.ChemicalsEquity0.77%
Vishal Mega Mart Ltd.ServicesEquity0.77%
Bharti Hexacom Ltd.CommunicationEquity0.77%
Lodha Developers Ltd.ConstructionEquity0.71%
Coforge Ltd.TechnologyEquity0.69%
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
Name1M3M6MAll
Fund returns-3.8%-4.3%+1.6%+0.6%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--3018--

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

DS
Dwijendra Srivastava
Jul 2025 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Multi Factor Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 13 Mar 2026 is ₹9.61. 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₹76,017.50 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,