• Home
  • Mutual Funds
  • Sundaram Multi-Factor Fund Growth

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)

₹948 Cr

Lock In Period

N/A

Expense Ratio

2.62

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.290.8510.13
6M-7.052.3489.99
1Y0.004.87157.07
3Y0.0014.50299.60

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 2.62. 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
PGIM India Healthcare Fund Growth095.49 CR2.53
ICICI Prudential Energy Opportunities Fund Growth08581.1 CR2.2
Sundaram Multi-Factor Fund Growth0948.12 CR2.62
HDFC Defence Fund Growth510529.25 CR1.8
Nippon India Taiwan Equity Fund Growth31256.27 CR2.6
Fund Name1Y3Y
This FundPGIM India Healthcare Fund Growth150
This FundICICI Prudential Energy Opportunities Fund Growth9.51920
This FundSundaram Multi-Factor Fund Growth00
This FundHDFC Defence Fund Growth13.5039183.2066
This FundNippon India Taiwan Equity Fund Growth153.5861283.3494

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 2.62. 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 : -0.29%
  • 6 Months : -7.05%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Multi-Factor Fund Growth are updated daily based on NAV of ₹ 9.7614 as on Jul 10,2026. 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.