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)
₹1,002 Cr
Lock In Period
N/A
Expense Ratio
2.19
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 ₹9.8865 NAV as of Mar 10,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Multi-Factor Fund Growth AUM is ₹1,002 Cr, with a lock-in of N/A years, expense ratio of 2.19%, 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 -7.03% returns, against a category average of -1.75% and a category best of 5.47%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.03 | -1.75 | 5.47 |
| 6M | -1.98 | 0.06 | 31.14 |
| 1Y | 0.00 | 3.05 | 94.42 |
| 3Y | 0.00 | 8.25 | 191.33 |
Portfolio Analysis
- Equity: 96.45%
- Debt: 3.54%
- Others
As on: 2026-01-31
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 ₹1,002 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.19. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 422.7 CR | 2.36 |
| This FundQuant Consumption Fund Growth | 0 | 188.21 CR | 2.43 |
| This FundSundaram Multi-Factor Fund Growth | 0 | 1001.85 CR | 2.19 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1924.01 CR | 2.09 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 448.04 CR | 2.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 0 |
| This FundQuant Consumption Fund Growth | -8.3447 | 0 |
| This FundSundaram Multi-Factor Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 18.0729 | 103.8534 |
| This FundNippon India Taiwan Equity Fund Growth | 91.722 | 179.4686 |
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 2.19. 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 : -7.03%
- 6 Months : -1.98%
- 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 ₹1,002 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