Sundaram Multi-Factor Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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-5.15-1.478.60
6M-6.102.2037.55
1Y-9.863.30127.68
3Y0.0013.88328.47

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.

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 : -5.15%
  • 6 Months : -6.10%
  • 1 Year : -9.86%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.1650 as on Oct 12,2026. 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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