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(%)
1M0.530.7215.55
6M-5.162.9965.47
1Y-2.695.56148.38
3Y0.0015.56303.80

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
WhiteOak Capital Special Opportunities Fund Growth01,800 CR2.88
Shriram Multi Sector Rotation Fund Growth0166 CR2.79
Sundaram Multi-Factor Fund Growth0901 CR3.11
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundWhiteOak Capital Special Opportunities Fund Growth13.33590
This FundShriram Multi Sector Rotation Fund Growth5.64780
This FundSundaram Multi-Factor Fund Growth-2.69320
This FundHDFC Defence Fund Growth31.4041174.9166
This FundNippon India Taiwan Equity Fund Growth145.0432287.4234

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 : 0.53%
  • 6 Months : -5.16%
  • 1 Year : -2.69%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.8202 as on Aug 20,2026. 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.