Sundaram Multi-Factor Fund - Growth - Regular Plan

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  • (-0.02%)Nav, as on 14-08-2025

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  • Net Change on 14-08-2025

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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

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 4.76 22.79 30.22 1.58 29,718.06
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.63 28.99 29.09 1.76 7,375.63
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.98 24.42 27.38 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 0.75 12.37 17.59 1.94 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -9.08 28.29 29.71 1.80 5,418.32

Fund Holdings as on 31-July-2025

  • TREPS

  • Margin Money For Derivatives

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

View More

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 ₹819.65 crore. Sundaram Multi-Factor Fund is benchmarked against BSE 200 - TRI as primary index.

The NAV of Sundaram Multi-Factor Fund ended down ₹0(-0.02%)yesterday to ₹10.0227.

Among its top 3 holdings the fund has exposure to TREPS, 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