Sundaram Multi-Factor Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Multi-Factor Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹871 Cr

Lock In Period

N/A

Expense Ratio

2.92

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-6.14-1.718.60
6M-0.541.2840.03
1Y-8.502.65121.55
3Y0.0010.14332.84

Portfolio Analysis

  • Equity: 97.98%
  • Debt: 2.01%
  • Others
As on: 2026-08-31
View allocation % by

1. HDFC Bank Ltd2.84%
2. ICICI Bank Ltd2.71%
3. AU Small Finance Bank Ltd1.13%
4. Axis Bank Ltd1.11%
5. Kotak Mahindra Bank Ltd0.87%

1. Lupin Ltd2.80%
2. Divis Laboratories Ltd1.25%
3. Aurobindo Pharma Ltd1.16%
4. Anthem Biosciences Ltd1.14%
5. Zydus Lifesciences Ltd1.13%
6. Ajanta Pharmaceuticals Ltd1.11%

1. Oracle Financial Services Software Ltd2.76%
2. Infosys Ltd2.13%
3. Tata Consultancy Services Ltd1.30%
4. Wipro Ltd1.27%

1. Union Bank of India1.30%
2. Canara Bank1.24%
3. Punjab National Bank1.24%
4. Bank of Baroda1.23%

1. Hero MotoCorp Ltd1.41%
2. TVS Motor Company Ltd1.38%
3. Bajaj Auto Ltd1.17%

1. CG Power and Industrial Solutions Ltd1.43%
2. Siemens Energy India Limited1.24%
3. ABB India Ltd1.12%

1. Multi Commodity Exchange of India Ltd3.05%

1. Bharat Heavy Electricals Ltd1.58%
2. Suzlon Energy Ltd1.38%

1. Tata Steel Ltd1.52%
2. JSW Steel Ltd1.33%

1. Muthoot Finance Ltd1.57%
2. Bajaj Finance Ltd0.74%
3. Shriram Finance Ltd0.51%

1. Bosch Ltd2.68%

1. REC Ltd2.15%
2. Power Finance Corporation Ltd0.47%

1. Eternal Ltd (Previously Zomato Ltd)1.40%
2. FSN E�Commerce Ventures Ltd(NYKAA)1.19%

1. Titan Company Ltd2.51%

1. Max Healthcare Institute Ltd1.43%
2. Aster DM Healthcare Ltd1.04%

1. Reliance Industries Ltd2.33%

1. Hindustan Zinc Ltd1.60%

1. Bajaj Finserv Ltd1.51%

1. Ashok Leyland Ltd1.49%

1. APL Apollo Tubes Ltd1.49%

1. Coal India Ltd1.48%

1. Bharti Airtel Ltd1.47%

1. MRF Ltd1.41%

1. LIC of India Ltd1.40%

1. Petronet LNG Ltd1.38%

1. Lodha Developers Ltd1.34%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.32%

1. GAIL (IndiLtd1.31%

1. Jio Financial Services Ltd1.31%

1. Power Grid Corporation of India Ltd1.27%

1. Hindalco Industries Ltd1.27%

1. Oil & Natural Gas Corporation Ltd1.25%

1. Larsen & Toubro Ltd1.24%

1. NTPC LTD1.23%

1. ITC Ltd1.19%

1. One 97 Communications Ltd1.19%

1. Apar Industries Ltd1.18%

1. Sona BLW Precision Forgings Ltd1.15%

1. Samvardhana Motherson International Ltd1.15%

1. Thermax Ltd1.11%

1. Radico Khaitan Ltd1.10%
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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 ₹871 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.92. 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
SBI Quality Fund Growth02,658 CR2.36
Bank of India Business Cycle Fund Growth0463 CR2.64
Sundaram Multi-Factor Fund Growth0870 CR2.92
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundSBI Quality Fund Growth00
This FundBank of India Business Cycle Fund Growth1.95440
This FundSundaram Multi-Factor Fund Growth-8.50380
This FundUTI Gold Exchange Traded Fund Growth25.5918151.4874
This FundNippon India Taiwan Equity Fund Growth118.5978315.3149

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 2.92. 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 : -6.14%
  • 6 Months : -0.54%
  • 1 Year : -8.50%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.1896 as on Oct 01,2026. 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 ₹871 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.
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