Sundaram Multi Factor Fund Growth

Sundaram Multi Factor Fund Growth

1M
6M
All
NAV: 16 Jul '26
₹9.72
Min. for SIP
₹100
Fund size (AUM)
₹917.22 Cr
Expense ratio
3.11%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,913
-0.58%
6 months₹30,000₹29,768
-0.77%
1 year₹60,000₹58,379
-2.70%

Holdings (78)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity4.78%
ICICI Bank LtdFinancialEquity3.80%
Reliance Industries LtdEnergy & UtilitiesEquity3.42%
RepoUnspecifiedRepo2.83%
REC LtdFinancialEquity2.47%
Petronet LNG LtdEnergy & UtilitiesEquity2.35%
Hero Motocorp LtdConsumer DiscretionaryEquity2.26%
Coal India LtdMaterialsEquity2.16%
Steel Authority Of India LtdMaterialsEquity2.08%
Bharti Airtel LtdTechnologyEquity2.07%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity2.04%
Indus Towers LtdTechnologyEquity2.02%
Oil India LtdEnergy & UtilitiesEquity1.99%
Infosys LtdTechnologyEquity1.91%
Wipro Limited June 2026 FutureTechnologyFutures1.84%
Larsen & Toubro LtdIndustrialsEquity1.79%
Hindustan Zinc LtdMaterialsEquity1.61%
Apar Industries LtdDiversifiedEquity1.52%
Bank of MaharashtraFinancialEquity1.46%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity1.41%
Bharat Forge LtdConsumer DiscretionaryEquity1.40%
Billionbrains Garage Ventures Ltd.FinancialEquity1.35%
Thermax LtdIndustrialsEquity1.32%
Lupin LtdHealthcareEquity1.26%
Power Finance Corporation LtdFinancialEquity1.25%
Adani Transmission LtdEnergy & UtilitiesEquity1.25%
ABB India LtdIndustrialsEquity1.24%
GE T&D India LtdIndustrialsEquity1.24%
Ashok Leyland LtdIndustrialsEquity1.21%
Housing & Urban Development Corporation LtdFinancialEquity1.19%
Cholamandalam Financial Holdings LtdFinancialEquity1.19%
GAIL (India) LtdEnergy & UtilitiesEquity1.18%
Adani Power LtdEnergy & UtilitiesEquity1.18%
Hitachi Energy India LtdIndustrialsEquity1.18%
BSE LtdFinancialEquity1.18%
Bajaj Finserv LtdFinancialEquity1.16%
Union Bank of IndiaFinancialEquity1.16%
Bank Of BarodaFinancialEquity1.14%
Multi Commodity Exchange Of India LtdFinancialEquity1.13%
Bank of IndiaFinancialEquity1.12%
ITC LtdConsumer StaplesEquity1.12%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.11%
Tata Steel LtdMaterialsEquity1.10%
Canara BankFinancialEquity1.08%
Muthoot Finance LtdFinancialEquity1.08%
NMDC LtdMaterialsEquity1.07%
Vedanta Aluminium Metal LtdMaterialsEquity1.07%
JSW Steel LtdMaterialsEquity1.06%
NTPC LtdEnergy & UtilitiesEquity1.04%
UPL LtdMaterialsEquity1.04%
Laurus Labs LtdHealthcareEquity1.00%
Adani Enterprises LtdMaterialsEquity1.00%
Tata Consultancy Services LtdTechnologyEquity0.98%
Oracle Financial Services Software LtdTechnologyEquity0.98%
Nippon Life India Asset Management LtdFinancialEquity0.98%
CG Power & Industrial Solutions LtdIndustrialsEquity0.97%
Max Healthcare Institute LtdHealthcareEquity0.92%
Ipca Laboratories LtdHealthcareEquity0.87%
Bosch LtdConsumer DiscretionaryEquity0.85%
Titan Company LtdConsumer DiscretionaryEquity0.84%
Godrej Properties LtdReal EstateEquity0.83%
Polycab India LtdIndustrialsEquity0.82%
Bharat Heavy Electricals LtdIndustrialsEquity0.81%
TVS Motor Company LtdConsumer DiscretionaryEquity0.80%
Cummins India LtdIndustrialsEquity0.80%
Solar Industries India LtdMaterialsEquity0.79%
SRF LtdMaterialsEquity0.79%
Siemens Energy India LtdEnergy & UtilitiesEquity0.76%
Cash MarginUnspecifiedCash Margin0.76%
Ultratech Cement LtdMaterialsEquity0.76%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.76%
Info Edge (India) LtdTechnologyEquity0.76%
Siemens LtdDiversifiedEquity0.75%
Suzlon Energy LtdIndustrialsEquity0.71%
Vedanta LtdMaterialsEquity0.67%
Persistent Systems LtdTechnologyEquity0.62%
Wipro LtdTechnologyEquity0.04%
Net PayablesUnspecifiedNet Payables-2.51%
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+2.3%-1.2%-5.9%-2.4%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--10499--

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 Growth

Sundaram Multi Factor Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹9.72. The Sundaram Multi Factor Fund 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₹76,991.28 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,