Sundaram Multi-Factor Fund - Growth - Regular Plan

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  • (-0.75%)Nav, as on 16-12-2025

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  • Net Change on 16-12-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi-factor based investment strategy. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 200 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 8.53 22.14 26.74 1.56 33,946.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.26 28.02 23.52 1.74 8,303.72
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 2.29 23.77 24.79 1.82 6,646.79
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.07 13.74 14.66 1.93 5,769.40
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 1.41 26.04 28.18 1.85 5,762.54

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • TVS Motor Company Ltd

  • Bharti Airtel Ltd

  • Polycab India Ltd

  • Fortis Health Care Ltd

  • Muthoot Finance Ltd

  • TREPS

  • Wipro Ltd

  • Hero MotoCorp Ltd

  • Neyveli Lignite Corporation Ltd

  • Zydus Lifesciences Ltd

  • Aditya Birla Capital Ltd

  • Hindustan Zinc Ltd

  • REC Ltd

  • Petronet LNG Ltd

  • L & T Finance Ltd

  • GlenMark Pharmaceuticals Ltd

  • Oil & Natural Gas Corporation Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Eicher Motors Ltd

  • Multi Commodity Exchange of India Ltd

  • Coal India Ltd

  • Cummins India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • GAIL (India) Ltd

  • Laurus Labs Ltd

  • Oil India Ltd

  • One 97 Communications Ltd

  • KEI Industries Ltd

  • Zomato Ltd

  • Indian Bank

  • Hyundai Motor India Ltd

  • Endurance Technologies Ltd

  • Motilal Oswal Financial Services Ltd

  • Swiggy Ltd

  • GE Vernova T and D India Ltd

  • Coforge Ltd

  • Tech Mahindra Ltd

  • Persistent Systems Ltd

  • SRF Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • Divis Laboratories Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Apollo Hospitals Enterprise Ltd

  • Radico Khaitan Ltd

  • Godfrey Phillips India Ltd

  • Ashok Leyland Ltd

  • Lodha Developers Ltd

  • Housing & Urban Development Corporation Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Finserv Ltd

  • UPL Ltd

  • Kaynes Technology India Ltd

  • Canara Bank

  • Gujarat Gas Co Ltd

  • Dr. Reddys Laboratories Ltd

  • Aurobindo Pharma Ltd

  • Hindustan Aeronautics Ltd

  • ACC Ltd

  • Power Grid Corporation of India Ltd

  • Union Bank of India

  • NTPC LTD

  • Bank of India

  • Cholamandalam Financial Holdings Ltd

  • LIC Housing Finance Ltd

  • Power Finance Corporation Ltd

  • NMDC Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Refineries

  • e-Commerce

  • Telecommunication - Service Provider

  • Cable

  • Bank - Public

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Oil Exploration

  • Finance - Stock Broking

  • Miscellaneous

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Mining & Minerals

  • Cement & Construction Materials

  • Finance - Housing

  • Finance - Investment

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

  • Diesel Engines

  • Fintech

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Electric Equipment

  • Chemicals

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • Electronics - Components

  • Pesticides & Agrochemicals

  • Defence

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Fund Manager

  • Cash

  • Equity

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About Sundaram Multi-Factor Fund

Scheme Analysis

Sundaram Multi-Factor Fund is a Equity - Thematic Fund - Other fund and belongs to Sundaram Mutual Fund. It was launched on 22-Jul-2025 and currently has an AUM of ₹995.68 crore. Sundaram Multi-Factor Fund is benchmarked against BSE 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Multi-Factor Fund ended down ₹-0.08(-0.75%)yesterday to ₹10.3299.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Multi-Factor Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156