Sundaram Multi Factor Fund Direct Growth

Sundaram Multi Factor Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 07 Jan '26
₹10.75
Min. SIP amount
₹100
Fund size
₹995.68 Cr
Expense ratio
0.58%

Holdings (70)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.54%
Reliance Industries Ltd.EnergyEquity4.44%
ICICI Bank Ltd.FinancialEquity4.16%
Infosys Ltd.TechnologyEquity3.17%
TVS Motor Company Ltd.AutomobileEquity2.38%
Bharti Airtel Ltd.CommunicationEquity2.35%
Polycab India Ltd.Capital GoodsEquity2.25%
Fortis Healthcare Ltd.HealthcareEquity2.24%
Muthoot Finance Ltd.FinancialEquity2.21%
Wipro Ltd.TechnologyEquity1.56%
Hero Motocorp Ltd.AutomobileEquity1.54%
NLC India Ltd.EnergyEquity1.54%
Zydus Lifesciences Ltd.HealthcareEquity1.52%
Aditya Birla Capital Ltd.FinancialEquity1.52%
Hindustan Zinc Ltd.Metals & MiningEquity1.52%
REC Ltd.FinancialEquity1.52%
Petronet LNG Ltd.EnergyEquity1.51%
L&T Finance Ltd.FinancialEquity1.50%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.50%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.49%
Indus Towers Ltd.CommunicationEquity1.49%
Eicher Motors Ltd.AutomobileEquity1.49%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.48%
Coal India Ltd.EnergyEquity1.48%
Cummins India Ltd.Capital GoodsEquity1.47%
FSN E-Commerce Ventures Ltd.ServicesEquity1.46%
GAIL (India) Ltd.EnergyEquity1.46%
Laurus Labs Ltd.HealthcareEquity1.46%
Oil India Ltd.EnergyEquity1.44%
One97 Communications Ltd.ServicesEquity1.43%
Kei Industries Ltd.Capital GoodsEquity1.42%
Eternal Ltd.ServicesEquity1.41%
Indian BankFinancialEquity1.40%
Hyundai Motor India Ltd.AutomobileEquity1.39%
Endurance Technologies Ltd.AutomobileEquity1.38%
Motilal Oswal Financial Services Ltd.FinancialEquity1.37%
Swiggy Ltd.ServicesEquity1.37%
GE Vernova T&D India LtdCapital GoodsEquity1.31%
Coforge Ltd.TechnologyEquity0.93%
Tech Mahindra Ltd.TechnologyEquity0.92%
Persistent Systems Ltd.TechnologyEquity0.91%
SRF Ltd.ChemicalsEquity0.90%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.89%
Divi's Laboratories Ltd.HealthcareEquity0.87%
Dalmia Bharat Ltd.ConstructionEquity0.86%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.86%
Radico Khaitan Ltd.Consumer StaplesEquity0.86%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.86%
Ashok Leyland Ltd.AutomobileEquity0.83%
Lodha Developers Ltd.ConstructionEquity0.83%
Housing & Urban Development Corporation Ltd.FinancialEquity0.81%
HCL Technologies Ltd.TechnologyEquity0.79%
Tata Consultancy Services Ltd.TechnologyEquity0.79%
Bajaj Finserv Ltd.FinancialEquity0.79%
UPL Ltd.ChemicalsEquity0.77%
Kaynes Technology India Ltd.Capital GoodsEquity0.77%
Canara BankFinancialEquity0.76%
Gujarat Gas Ltd.EnergyEquity0.76%
Dr. Reddy's Laboratories Ltd.HealthcareEquity0.75%
Aurobindo Pharma Ltd.HealthcareEquity0.74%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.74%
ACC Ltd.ConstructionEquity0.74%
Power Grid Corporation Of India Ltd.EnergyEquity0.74%
Union Bank of IndiaFinancialEquity0.74%
NTPC Ltd.EnergyEquity0.74%
Bank of IndiaFinancialEquity0.74%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.73%
LIC Housing Finance Ltd.FinancialEquity0.72%
Power Finance Corporation Ltd.FinancialEquity0.71%
NMDC Ltd.Metals & MiningEquity0.71%
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
Name3M3M6MAll
Fund returns+6.8%+6.8%--+7.6%
Category average (Equity Thematic)--------
Rank (Equity Thematic)1717----

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹76,948 Cr and the Latest NAV as of 07 Jan 2026 is ₹10.75. 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₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,