Sundaram Multi Factor Fund Growth

Sundaram Multi Factor Fund Growth

Equity
Thematic
Very High Risk
1M
6M
All
NAV: 20 Feb '26
₹10.35
Min. for SIP
Not Supported
Fund size
₹1,001.85 Cr
Expense ratio
2.19%

Holdings (71)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.12%
ICICI Bank Ltd.FinancialEquity4.12%
Reliance Industries Ltd.EnergyEquity4.01%
Infosys Ltd.TechnologyEquity3.39%
TVS Motor Company Ltd.AutomobileEquity2.52%
Muthoot Finance Ltd.FinancialEquity2.29%
Bharti Airtel Ltd.CommunicationEquity2.23%
Polycab India Ltd.Capital GoodsEquity2.14%
Fortis Healthcare Ltd.HealthcareEquity2.10%
Hindustan Zinc Ltd.Metals & MiningEquity2.00%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.88%
Oil India Ltd.EnergyEquity1.80%
Coal India Ltd.EnergyEquity1.76%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.68%
Indus Towers Ltd.CommunicationEquity1.67%
NLC India Ltd.EnergyEquity1.66%
Petronet LNG Ltd.EnergyEquity1.63%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.57%
REC Ltd.FinancialEquity1.56%
Eicher Motors Ltd.AutomobileEquity1.52%
Wipro Ltd.TechnologyEquity1.50%
GE Vernova T&D India LtdCapital GoodsEquity1.49%
Indian BankFinancialEquity1.49%
One97 Communications Ltd.ServicesEquity1.47%
Aditya Birla Capital Ltd.FinancialEquity1.46%
Zydus Lifesciences Ltd.HealthcareEquity1.45%
GAIL (India) Ltd.EnergyEquity1.40%
Hero Motocorp Ltd.AutomobileEquity1.40%
Kei Industries Ltd.Capital GoodsEquity1.40%
L&T Finance Ltd.FinancialEquity1.39%
Laurus Labs Ltd.HealthcareEquity1.38%
Cummins India Ltd.Capital GoodsEquity1.37%
Hyundai Motor India Ltd.AutomobileEquity1.33%
FSN E-Commerce Ventures Ltd.ServicesEquity1.32%
Eternal Ltd.ServicesEquity1.31%
Endurance Technologies Ltd.AutomobileEquity1.29%
Swiggy Ltd.ServicesEquity1.14%
Motilal Oswal Financial Services Ltd.FinancialEquity1.09%
Tech Mahindra Ltd.TechnologyEquity1.07%
Ashok Leyland Ltd.AutomobileFutures0.97%
Dalmia Bharat Ltd.ConstructionEquity0.90%
Union Bank of IndiaFinancialEquity0.88%
SRF Ltd.ChemicalsEquity0.88%
Persistent Systems Ltd.TechnologyEquity0.88%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.85%
HCL Technologies Ltd.TechnologyEquity0.84%
Bank of IndiaFinancialEquity0.83%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.83%
Gujarat Gas Ltd.EnergyEquity0.83%
Divi's Laboratories Ltd.HealthcareEquity0.82%
NTPC Ltd.EnergyEquity0.82%
Coforge Ltd.TechnologyEquity0.81%
Tata Consultancy Services Ltd.TechnologyEquity0.80%
NMDC Ltd.Metals & MiningEquity0.79%
Radico Khaitan Ltd.Consumer StaplesEquity0.77%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.77%
Power Finance Corporation Ltd.FinancialEquity0.76%
Canara BankFinancialEquity0.75%
Bajaj Finserv Ltd.FinancialEquity0.74%
Aurobindo Pharma Ltd.HealthcareEquity0.74%
Dr. Reddy's Laboratories Ltd.HealthcareEquity0.74%
UPL Ltd.ChemicalsEquity0.73%
Power Grid Corporation Of India Ltd.EnergyEquity0.71%
Lodha Developers Ltd.ConstructionEquity0.71%
LIC Housing Finance Ltd.FinancialEquity0.70%
ACC Ltd.ConstructionEquity0.67%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.67%
Housing & Urban Development Corporation Ltd.FinancialEquity0.66%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.62%
Kaynes Technology India Ltd.Capital GoodsEquity0.49%
Ashok Leyland Ltd.AutomobileEquity0.06%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns-1.3%-1.6%+2.5%+2.7%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--2429--

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

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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹10.35. The Sundaram Multi Factor Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹75,674.20 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,