Sundaram Multi Factor Fund Growth

Sundaram Multi Factor Fund Growth

1M
6M
All
NAV: 23 Apr '26
₹10.00
Min. for SIP
₹100
Fund size (AUM)
₹865.54 Cr
Expense ratio
2.20%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,162
+1.08%
6 months₹30,000₹29,667
-1.11%

Holdings (60)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.67%
Reliance Industries Ltd.EnergyEquity4.52%
ICICI Bank Ltd.FinancialEquity4.20%
Oil India Ltd.EnergyEquity4.07%
Infosys Ltd.TechnologyEquity3.90%
Union Bank of IndiaFinancialEquity2.76%
Coal India Ltd.EnergyEquity2.68%
Muthoot Finance Ltd.FinancialEquity2.67%
Oil And Natural Gas Corporation Ltd.EnergyEquity2.62%
Canara BankFinancialEquity2.55%
Bharti Airtel Ltd.CommunicationEquity2.47%
Zydus Lifesciences Ltd.HealthcareEquity2.39%
Ashok Leyland Ltd.AutomobileEquity2.23%
Wipro Ltd.TechnologyEquity2.20%
REC Ltd.FinancialEquity2.19%
Petronet LNG Ltd.EnergyEquity2.14%
GAIL (India) Ltd.EnergyEquity2.11%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.00%
Vedanta Ltd.Metals & MiningEquity1.68%
Indian BankFinancialEquity1.66%
Steel Authority Of India Ltd.Metals & MiningEquity1.65%
The Federal Bank Ltd.FinancialEquity1.56%
National Aluminium Company Ltd.Metals & MiningEquity1.49%
Aditya Birla Capital Ltd.FinancialEquity1.47%
AU Small Finance Bank Ltd.FinancialEquity1.45%
BSE Ltd.ServicesEquity1.43%
L&T Finance Ltd.FinancialEquity1.43%
State Bank of IndiaFinancialEquity1.42%
Shriram Finance LtdFinancialEquity1.40%
Aurobindo Pharma Ltd.HealthcareEquity1.39%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.35%
Power Grid Corporation Of India Ltd.EnergyEquity1.24%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.24%
Hindalco Industries Ltd.Metals & MiningEquity1.22%
Power Finance Corporation Ltd.FinancialEquity1.16%
HCL Technologies Ltd.TechnologyEquity1.15%
ITC Ltd.Consumer StaplesEquity1.13%
Tata Consultancy Services Ltd.TechnologyEquity1.10%
Hindustan Zinc Ltd.Metals & MiningEquity1.07%
Bank of IndiaFinancialEquity1.05%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.04%
Housing & Urban Development Corporation Ltd.FinancialEquity1.02%
Bajaj Finserv Ltd.FinancialEquity1.00%
UPL Ltd.ChemicalsEquity0.97%
Godrej Industries Ltd.Consumer StaplesEquity0.96%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.89%
Bharat Forge Ltd.AutomobileEquity0.87%
Titan Company Ltd.Consumer DiscretionaryEquity0.86%
Bharti Hexacom Ltd.CommunicationEquity0.83%
JK Cement Ltd.ConstructionEquity0.82%
Siemens Energy India Ltd.EnergyEquity0.82%
Max Healthcare Institute Ltd.HealthcareEquity0.82%
Polycab India Ltd.Capital GoodsEquity0.81%
Vishal Mega Mart Ltd.ServicesEquity0.79%
TVS Motor Company Ltd.AutomobileEquity0.79%
Coromandel International Ltd.ChemicalsEquity0.76%
Coforge Ltd.TechnologyEquity0.75%
Bosch Ltd.AutomobileEquity0.73%
ITC Hotels Ltd.ServicesEquity0.70%
Lodha Developers Ltd.ConstructionEquity0.56%
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+4.6%-3.9%-2.0%+0.3%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--6940--

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

BS
Bharath S.
Jul 2025 - Present
View details

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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Multi Factor Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹10.00. 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₹67,021.82 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,