Sundaram Multi-Factor Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Multi-Factor Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹902 Cr

Lock In Period

N/A

Expense Ratio

3.11

Exit Load

1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment.NIL - if the units are redeemed after 365 days from the date of allotment of units.

Benchmark

BSE 200 Total Return

Sundaram Multi-Factor Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.33-1.327.57
6M-2.325.6961.74
1Y-3.765.92119.76
3Y0.0027.61311.47

Portfolio Analysis

  • Equity: 96.91%
  • Debt: 3.08%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd4.49%
2. ICICI Bank Ltd3.91%

1. Infosys Ltd2.12%
2. Billionbrains Garage Ventures Ltd1.28%
3. Tata Consultancy Services Ltd1.13%
4. Oracle Financial Services Software Ltd1.01%
5. Persistent Systems Ltd0.78%
6. Wipro Ltd0.39%

1. Bank of Maharashtra1.27%
2. Union Bank of India1.14%
3. Bank of India1.10%
4. Canara Bank1.06%
5. Bank of Baroda1.02%

1. REC Ltd2.49%
2. Power Finance Corporation Ltd1.23%
3. Housing & Urban Development Corporation Ltd1.12%

1. Oil India Ltd2.16%
2. Oil & Natural Gas Corporation Ltd2.07%

1. Steel Authority of India Ltd1.99%
2. Tata Steel Ltd1.09%
3. JSW Steel Ltd1.08%

1. Coal India Ltd2.01%
2. NMDC Ltd1.06%
3. Vedanta Ltd0.62%

1. Adani Energy Solutions Ltd1.36%
2. Power Grid Corporation of India Ltd1.08%
3. GE Vernova T and D India Ltd1.07%

1. Hero MotoCorp Ltd2.50%
2. TVS Motor Company Ltd0.99%

1. Reliance Industries Ltd3.41%

1. Lupin Ltd1.24%
2. Laurus Labs Ltd1.18%
3. IPCA Laboratories Ltd0.88%

1. ABB India Ltd1.27%
2. CG Power and Industrial Solutions Ltd0.86%
3. Siemens Energy India Limited0.66%

1. Piramal Finance Ltd1.32%
2. Muthoot Finance Ltd1.10%

1. Petronet LNG Ltd2.31%

1. Bharti Airtel Ltd2.17%

1. BSE Ltd1.09%
2. Multi Commodity Exchange of India Ltd1.06%

1. Adani Power Ltd1.10%
2. NTPC LTD1.00%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.99%

1. Larsen & Toubro Ltd1.68%

1. Hindustan Zinc Ltd1.60%

1. Bharat Forge Ltd1.42%

1. Bharat Heavy Electricals Ltd0.81%
2. Suzlon Energy Ltd0.59%

1. Apar Industries Ltd1.37%

1. Bajaj Finserv Ltd1.33%

1. Ashok Leyland Ltd1.27%

1. GAIL (IndiLtd1.22%

1. Thermax Ltd1.10%

1. Cholamandalam Financial Holdings Ltd1.08%

1. UPL Ltd1.08%

1. ITC Ltd1.08%

1. Hitachi Energy India Ltd1.07%

1. Vedanta Aluminium Metal Ltd1.06%
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About Fund Sundaram Multi-Factor Fund Growth

Sundaram Multi-Factor Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹902 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 3.11. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Multi-Factor Fund Growth0686 CR4.39
Motilal Oswal Business Cycle Fund Growth01,534 CR2.43
Sundaram Multi-Factor Fund Growth0901 CR3.11
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundBandhan Multi-Factor Fund Growth-3.84890
This FundMotilal Oswal Business Cycle Fund Growth-0.7780
This FundSundaram Multi-Factor Fund Growth-3.76210
This FundUTI Gold Exchange Traded Fund Growth39.0309152.567
This FundNippon India Taiwan Equity Fund Growth116.8216294.8098

Sundaram Multi-Factor Fund Growth FAQs

Sundaram Multi-Factor Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Multi-Factor Fund Growth is 3.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Multi-Factor Fund Growth’s fund performance is as follows:
  • 1 Month : -2.33%
  • 6 Months : -2.32%
  • 1 Year : -3.76%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.6216 as on Sep 11,2026. Since inception, the return has been 0.00%.

You can invest in Sundaram Multi-Factor Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Multi-Factor Fund Growth is ₹902 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Multi-Factor Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.