Sundaram Multi-Factor Fund Growth Return

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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)

948 Cr

Lock In Period

N/A

Expense Ratio

2.21

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

Summary

Sundaram Multi-Factor Fund Growth NAV is ₹9.8713 as of 23 Jun, 2026. Sundaram Multi-Factor Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Multi-Factor Fund Growth is ₹100. The AUM of Sundaram Multi-Factor Fund Growth is ₹948 Cr. The expense ratio of the fund is 2.21%, and its benchmark is BSE 200 Total Return. The current exit load of the fund is 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.. In the last 1M months, Sundaram Multi-Factor Fund Growth has delivered 0.76% returns.

Sundaram Multi-Factor Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.760.2413.06
6M-4.131.77125.97
1Y0.004.54202.92
3Y0.0013.01342.40

Portfolio Analysis

  • Equity: 96.07%
  • Debt: 3.88%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd5.19%
2. ICICI Bank Ltd3.93%
3. The Federal Bank Ltd1.56%
4. AU Small Finance Bank Ltd1.53%

1. Zydus Lifesciences Ltd2.66%
2. Torrent Pharmaceuticals Ltd1.57%
3. Lupin Ltd1.44%
4. Aurobindo Pharma Ltd1.29%
5. Dr. Reddys Laboratories Ltd1.15%

1. Infosys Ltd3.25%
2. Billionbrains Garage Ventures Ltd1.42%
3. Tata Consultancy Services Ltd0.94%
4. HCL Technologies Ltd0.91%
5. Coforge Ltd0.86%
6. Wipro Ltd0.00%

1. Union Bank of India2.53%
2. State Bank of India1.26%
3. Canara Bank1.07%
4. Bank of India0.88%

1. Coal India Ltd4.01%
2. Vedanta Ltd0.81%

1. Oil India Ltd2.34%
2. Oil & Natural Gas Corporation Ltd2.20%
3. Malco Energy Ltd0.09%

1. REC Ltd2.18%
2. Power Finance Corporation Ltd1.18%
3. Housing & Urban Development Corporation Ltd1.17%

1. Reliance Industries Ltd3.99%

1. National Aluminium Company Ltd1.47%
2. Hindalco Industries Ltd1.40%
3. Vedanta Aluminium Metal Ltd0.84%

1. Ashok Leyland Ltd2.02%
2. TATA Motors Ltd1.48%

1. Bharti Airtel Ltd2.28%
2. Bharti Hexacom Ltd0.74%

1. GE Vernova T and D India Ltd1.71%
2. Power Grid Corporation of India Ltd1.09%

1. ABB India Ltd1.66%
2. Siemens Energy India Limited1.12%

1. Shriram Finance Ltd1.37%
2. Muthoot Finance Ltd1.18%

1. Bharat Forge Ltd2.49%

1. GAIL (IndiLtd2.26%

1. Petronet LNG Ltd2.09%

1. Cholamandalam Financial Holdings Ltd2.08%

1. Steel Authority of India Ltd2.00%
2. Vedanta Iron and Steel Ltd0.07%

1. Apollo Hospitals Enterprise Ltd0.88%
2. Max Healthcare Institute Ltd0.74%

1. Godrej Industries Ltd1.28%

1. Hindustan Zinc Ltd1.21%

1. Hindustan Aeronautics Ltd1.16%

1. ITC Ltd1.01%

About Fund Sundaram Multi-Factor Fund Growth

Sundaram Multi-Factor Fund Growth managed by Sundaram Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹948 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.21. 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 Name1Y3Y
This FundMotilal Oswal Manufacturing Fund Growth2.08910
This FundMotilal Oswal Consumption Fund Growth00
This FundSundaram Multi-Factor Fund Growth00
This FundHDFC Defence Fund Growth14.9064189.4226
This FundNippon India Taiwan Equity Fund Growth198.7903324.3981

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 2.21. 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 : 0.76%
  • 6 Months : -4.13%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.8713 as on Jun 19,2026. 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 ₹948 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.