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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹866 Cr

Lock In Period

N/A

Expense Ratio

2.28

Benchmark

BSE 200 Total Return

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.

Summary

Latest details for Sundaram Multi-Factor Fund Growth include a ₹10.0709 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Multi-Factor Fund Growth AUM is ₹866 Cr, with a lock-in of N/A years, expense ratio of 2.28%, and benchmark BSE 200 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 7.08% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.081.3323.39
6M-2.271.7895.07
1Y0.005.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 99.90%
  • Debt: 0.10%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd5.67%
2. ICICI Bank Ltd4.20%
3. The Federal Bank Ltd1.56%
4. AU Small Finance Bank Ltd1.45%

1. Union Bank of India2.76%
2. Canara Bank2.55%
3. Indian Bank1.66%
4. State Bank of India1.42%
5. Bank of India1.05%

1. Infosys Ltd3.90%
2. Wipro Ltd2.20%
3. HCL Technologies Ltd1.15%
4. Tata Consultancy Services Ltd1.10%
5. Coforge Ltd0.75%

1. Muthoot Finance Ltd2.67%
2. L & T Finance Ltd1.43%
3. Shriram Finance Ltd1.40%
4. Mahindra & Mahindra Financial Services Ltd1.35%

1. Oil India Ltd4.07%
2. Oil & Natural Gas Corporation Ltd2.62%

1. Zydus Lifesciences Ltd2.39%
2. Aurobindo Pharma Ltd1.39%
3. Dr. Reddys Laboratories Ltd1.24%

1. Reliance Industries Ltd4.52%

1. REC Ltd2.19%
2. Power Finance Corporation Ltd1.16%
3. Housing & Urban Development Corporation Ltd1.02%

1. Coal India Ltd2.68%
2. Vedanta Ltd1.68%

1. Cholamandalam Financial Holdings Ltd2.00%
2. Aditya Birla Capital Ltd1.47%

1. Bharti Airtel Ltd2.47%
2. Bharti Hexacom Ltd0.83%

1. National Aluminium Company Ltd1.49%
2. Hindalco Industries Ltd1.22%

1. Ashok Leyland Ltd2.23%

1. Petronet LNG Ltd2.14%

1. GAIL (IndiLtd2.11%

1. Apollo Hospitals Enterprise Ltd0.89%
2. Max Healthcare Institute Ltd0.82%

1. Steel Authority of India Ltd1.65%

1. BSE Ltd1.43%

1. Power Grid Corporation of India Ltd1.24%

1. ITC Ltd1.13%

1. Hindustan Zinc Ltd1.07%

1. Hindustan Aeronautics Ltd1.04%

About Fund

Sundaram Multi-Factor Fund Growth managed by Sundaram Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹866 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.28. 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
This FundShriram Multi Sector Rotation Fund Growth0154.99 CR2.43
This FundICICI Prudential Equity Minimum Variance Fund Growth02919.84 CR1.98
This FundSundaram Multi-Factor Fund Growth0865.54 CR2.28
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundShriram Multi Sector Rotation Fund Growth-2.26230
This FundICICI Prudential Equity Minimum Variance Fund Growth3.94090
This FundSundaram Multi-Factor Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.28. 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 : 7.08%
  • 6 Months : -2.27%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 10.0709 as on Apr 22,2026. 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 ₹866 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.
Min Inv Amount: ₹500