Sundaram Multi-Factor Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.91%)Nav, as on 13-02-2026

  • Previous Nav

  • Net Change on 13-02-2026

  • 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 14.52 23.37 24.10 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 18.09 22.57 19.11 1.68 15,808.40
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 13.20 29.73 19.79 1.75 8,271.28
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 19.49 25.64 22.33 1.83 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 28.78 33.64 28.45 1.86 5,979.80

Fund Holdings as on 31-January-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • TVS Motor Company Ltd

  • Muthoot Finance Ltd

  • Bharti Airtel Ltd

  • TREPS

  • Polycab India Ltd

  • Fortis Health Care Ltd

  • Hindustan Zinc Ltd

  • Multi Commodity Exchange of India Ltd

  • Oil India Ltd

  • Coal India Ltd

  • Oil & Natural Gas Corporation Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Neyveli Lignite Corporation Ltd

  • Petronet LNG Ltd

  • GlenMark Pharmaceuticals Ltd

  • REC Ltd

  • Eicher Motors Ltd

  • Wipro Ltd

  • GE Vernova T and D India Ltd

  • Indian Bank

  • One 97 Communications Ltd

  • Aditya Birla Capital Ltd

  • Zydus Lifesciences Ltd

  • GAIL (India) Ltd

  • Hero MotoCorp Ltd

  • KEI Industries Ltd

  • L & T Finance Ltd

  • Laurus Labs Ltd

  • Cummins India Ltd

  • Hyundai Motor India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Zomato Ltd

  • Endurance Technologies Ltd

  • Swiggy Ltd

  • Motilal Oswal Financial Services Ltd

  • Tech Mahindra Ltd

  • Ashok Leyland Ltd FEB-2026

  • Dalmia Cement (Bharat) Ltd.

  • Union Bank of India

  • SRF Ltd

  • Persistent Systems Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • HCL Technologies Ltd

  • Bank of India

  • Apollo Hospitals Enterprise Ltd

  • Gujarat Gas Co Ltd

  • Divis Laboratories Ltd

  • NTPC LTD

  • Coforge Ltd

  • Tata Consultancy Services Ltd

  • NMDC Ltd

  • Radico Khaitan Ltd

  • Hindustan Aeronautics Ltd

  • Power Finance Corporation Ltd

  • Canara Bank

  • Bajaj Finserv Ltd

  • Aurobindo Pharma Ltd

  • Dr. Reddys Laboratories Ltd

  • UPL Ltd

  • Power Grid Corporation of India Ltd

  • Lodha Developers Ltd

  • LIC Housing Finance Ltd

  • ACC Ltd

  • Cholamandalam Financial Holdings Ltd

  • Housing & Urban Development Corporation Ltd

  • Godfrey Phillips India Ltd

  • Margin Money For Derivatives

  • Kaynes Technology India Ltd

  • Ashok Leyland Ltd

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Refineries

  • Bank - Public

  • Telecommunication - Service Provider

  • e-Commerce

  • Cable

  • Oil Exploration

  • Power Generation/Distribution

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Miscellaneous

  • Mining & Minerals

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Electric Equipment

  • Fintech

  • Finance - Investment

  • Diesel Engines

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Chemicals

  • Breweries & Distilleries

  • Defence

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Cigarettes/Tobacco

  • Electronics - Components

  • Automobiles-Trucks/Lcv

View More

Fund Manager

  • Cash

  • Derivatives

  • Equity

View More

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 ₹1,001.85 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 ₹-0.2(-1.91%)yesterday to ₹10.2701.

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