Sundaram Multi Factor Fund Growth

Sundaram Multi Factor Fund Growth

1M
6M
1Y
All
NAV: 26 Aug '26
₹9.88
Min. for SIP
₹100
Fund size (AUM)
₹901.60 Cr
Expense ratio
2.92%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,072
+0.48%
6 months₹30,000₹30,245
+0.82%
1 year₹60,000₹59,350
-1.08%

Holdings (79)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity4.49%
ICICI Bank LtdFinancialEquity3.91%
Reliance Industries LtdEnergy & UtilitiesEquity3.41%
Hero Motocorp LtdConsumer DiscretionaryEquity2.50%
REC LtdFinancialEquity2.49%
RepoUnspecifiedRepo2.32%
Petronet LNG LtdEnergy & UtilitiesEquity2.31%
Bharti Airtel LtdTechnologyEquity2.17%
Oil India LtdEnergy & UtilitiesEquity2.16%
Infosys LtdTechnologyEquity2.12%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity2.07%
Coal India LtdMaterialsEquity2.01%
Steel Authority Of India LtdMaterialsEquity1.99%
Indus Towers LtdTechnologyEquity1.99%
Larsen & Toubro LtdIndustrialsEquity1.68%
Wipro Limited 182.5 Call August 2026 OptionTechnologyFutures1.62%
Hindustan Zinc LtdMaterialsEquity1.60%
Bharat Forge LtdConsumer DiscretionaryEquity1.42%
Apar Industries LtdDiversifiedEquity1.37%
Adani Transmission LtdEnergy & UtilitiesEquity1.36%
Bajaj Finserv LtdFinancialEquity1.33%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity1.32%
Billionbrains Garage Ventures Ltd.FinancialEquity1.28%
Ashok Leyland LtdIndustrialsEquity1.27%
Bank of MaharashtraFinancialEquity1.27%
ABB India LtdIndustrialsEquity1.27%
Lupin LtdHealthcareEquity1.24%
Power Finance Corporation LtdFinancialEquity1.23%
GAIL (India) LtdEnergy & UtilitiesEquity1.22%
Laurus Labs LtdHealthcareEquity1.18%
Union Bank of IndiaFinancialEquity1.14%
Tata Consultancy Services LtdTechnologyEquity1.13%
Housing & Urban Development Corporation LtdFinancialEquity1.12%
Thermax LtdIndustrialsEquity1.10%
Muthoot Finance LtdFinancialEquity1.10%
Bank of IndiaFinancialEquity1.10%
Adani Power LtdEnergy & UtilitiesEquity1.10%
BSE LtdFinancialEquity1.09%
Tata Steel LtdMaterialsEquity1.09%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.08%
Cholamandalam Financial Holdings LtdFinancialEquity1.08%
UPL LtdMaterialsEquity1.08%
ITC LtdConsumer StaplesEquity1.08%
JSW Steel LtdMaterialsEquity1.08%
Hitachi Energy India LtdIndustrialsEquity1.07%
GE T&D India LtdIndustrialsEquity1.07%
Vedanta Aluminium Metal LtdMaterialsEquity1.06%
Canara BankFinancialEquity1.06%
Multi Commodity Exchange Of India LtdFinancialEquity1.06%
NMDC LtdMaterialsEquity1.06%
Bank Of BarodaFinancialEquity1.02%
Oracle Financial Services Software LtdTechnologyEquity1.01%
NTPC LtdEnergy & UtilitiesEquity1.00%
TVS Motor Company LtdConsumer DiscretionaryEquity0.99%
Adani Enterprises LtdMaterialsEquity0.98%
Cummins India LtdIndustrialsEquity0.96%
Info Edge (India) LtdTechnologyEquity0.95%
Nippon Life India Asset Management LtdFinancialEquity0.92%
Titan Company LtdConsumer DiscretionaryEquity0.92%
Godrej Properties LtdReal EstateEquity0.92%
Ipca Laboratories LtdHealthcareEquity0.88%
Max Healthcare Institute LtdHealthcareEquity0.88%
CG Power & Industrial Solutions LtdIndustrialsEquity0.86%
Bosch LtdConsumer DiscretionaryEquity0.86%
Bharat Heavy Electricals LtdIndustrialsEquity0.81%
Cash MarginUnspecifiedCash Margin0.81%
Ultratech Cement LtdMaterialsEquity0.79%
Persistent Systems LtdTechnologyEquity0.78%
Siemens LtdDiversifiedEquity0.77%
Solar Industries India LtdMaterialsEquity0.77%
SRF LtdMaterialsEquity0.75%
Polycab India LtdIndustrialsEquity0.74%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.68%
Siemens Energy India LtdEnergy & UtilitiesEquity0.66%
Vedanta LtdMaterialsEquity0.62%
Suzlon Energy LtdIndustrialsEquity0.59%
Wipro LtdTechnologyEquity0.39%
Nippon Life India Asset Management Ltd (Prev Reliance) AUG-2026FinancialFutures0.04%
Net PayablesUnspecifiedNet Payables-1.71%
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
Name3M6M1YAll
Fund returns-0.4%-5.0%-2.6%-1.7%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)1029788--

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 ₹84,418 Cr and the Latest NAV as of 26 Aug 2026 is ₹9.88. 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₹84,417.82 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,