Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
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 ₹9.8938 NAV as of Apr 24,2026 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 9.88% returns, against a category average of 1.70% and a category best of 26.98%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 9.88 | 1.70 | 26.98 |
| 6M | -2.93 | 1.25 | 96.54 |
| 1Y | 0.00 | 4.55 | 251.54 |
| 3Y | 0.00 | 13.61 | 332.92 |
Portfolio Analysis
- Equity: 99.90%
- Debt: 0.10%
- Others
As on: 2026-03-31
View allocation % by
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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundWhiteOak Capital Digital Bharat Fund Growth | 0 | 363.91 CR | 2.39 |
| This FundNippon India Innovation Fund Growth | 0 | 2445.95 CR | 2 |
| This FundSundaram Multi-Factor Fund Growth | 0 | 865.54 CR | 2.28 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1798.21 CR | 2.1 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 599.16 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Digital Bharat Fund Growth | -3.7554 | 0 |
| This FundNippon India Innovation Fund Growth | 4.521 | 0 |
| This FundSundaram Multi-Factor Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 10.9367 | 112.3944 |
| This FundNippon India Taiwan Equity Fund Growth | 246.7021 | 315.2486 |
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 : 9.88%
- 6 Months : -2.93%
- 1 Year : 0.00%
- 3 Years : 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