Sundaram Multi-Factor Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.97%)Nav, as on 27-03-2026

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  • Net Change on 27-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.18 21.48 22.19 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 4.52 20.61 17.76 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.15 25.41 19.06 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.49 24.15 20.61 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 12.88 31.88 26.77 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Union Bank of India

  • Canara Bank

  • Ashok Leyland Ltd

  • Muthoot Finance Ltd

  • Petronet LNG Ltd

  • Oil India Ltd

  • Bharti Airtel Ltd

  • GAIL (India) Ltd

  • Oil & Natural Gas Corporation Ltd

  • Coal India Ltd

  • Zydus Lifesciences Ltd

  • REC Ltd

  • Cholamandalam Financial Holdings Ltd

  • Wipro Ltd

  • Indian Bank

  • Vedanta Ltd

  • Steel Authority of India Ltd

  • The Federal Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • State Bank of India

  • Shriram Finance Ltd

  • Aditya Birla Capital Ltd

  • Eicher Motors Ltd

  • Maruti Suzuki India Ltd

  • L & T Finance Ltd

  • AU Small Finance Bank Ltd

  • The Phoenix Mills Ltd

  • Bank of India

  • Aurobindo Pharma Ltd

  • Hindustan Zinc Ltd

  • Godrej Industries Ltd

  • Hindalco Industries Ltd

  • Power Finance Corporation Ltd

  • Dr. Reddys Laboratories Ltd

  • Power Grid Corporation of India Ltd

  • ITC Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Finserv Ltd

  • TREPS

  • Housing & Urban Development Corporation Ltd

  • HCL Technologies Ltd

  • Hindustan Aeronautics Ltd

  • UPL Ltd

  • Polycab India Ltd

  • Bharat Forge Ltd

  • Apollo Hospitals Enterprise Ltd

  • Siemens Energy India Limited

  • Titan Company Ltd

  • Max Healthcare Institute Ltd

  • Bosch Ltd

  • JK Cement Ltd

  • TVS Motor Company Ltd

  • ITC Hotels Ltd

  • Coromandel International Ltd

  • Vishal Mega Mart Ltd

  • Bharti Hexacom Ltd

  • Lodha Developers Ltd

  • Coforge Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • IT - Software

  • Oil Exploration

  • Pharmaceuticals & Drugs

  • Refineries

  • Metal - Non Ferrous

  • Finance Term Lending

  • Finance - Investment

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Gas Transmission/Marketing

  • Mining & Minerals

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Chemicals

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • Finance - Housing

  • Defence

  • Pesticides & Agrochemicals

  • Cable

  • Forgings

  • Diamond & Jewellery

  • Electric Equipment

  • Auto Ancillary

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Retailing

  • Fertilizers

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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 ₹1,014.49 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 ₹-0.19(-1.97%)yesterday to ₹9.2575.

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