Sundaram Multi-Factor Fund - Growth - Regular Plan

Other Plans and Options
  • 0.13 %Nav, as on 16-10-2025

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  • Net Change on 16-10-2025

  • 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 4.35 23.83 32.88 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 1.52 30.68 28.14 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.39 27.28 29.87 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 0.37 15.06 17.63 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -4.18 30.02 33.60 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • Infosys Ltd

  • Kaynes Technology India Ltd

  • Bharat Electronics Ltd

  • Godfrey Phillips India Ltd

  • AU Small Finance Bank Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • Bharti Airtel Ltd

  • Solar Industries India Ltd

  • Hindustan Zinc Ltd

  • Bank of India

  • Union Bank of India

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • GAIL (India) Ltd

  • Oil & Natural Gas Corporation Ltd

  • Coal India Ltd

  • Petronet LNG Ltd

  • L & T Finance Ltd

  • REC Ltd

  • Wipro Ltd

  • Nippon Life India Asset Management Ltd

  • GE Vernova T and D India Ltd

  • Cochin Shipyard Ltd

  • Aditya Birla Capital Ltd

  • GlenMark Pharmaceuticals Ltd

  • HDFC Asset Management Company Ltd

  • Max Financial Services Ltd

  • Multi Commodity Exchange of India Ltd

  • Bharat Dynamics Ltd

  • Motilal Oswal Financial Services Ltd

  • Narayana Hrudayalaya Ltd

  • Hitachi Energy India Ltd

  • Jio Financial Services Ltd

  • BSE Ltd

  • Muthoot Finance Ltd

  • Neyveli Lignite Corporation Ltd

  • Hero MotoCorp Ltd

  • Radico Khaitan Ltd

  • Hindustan Aeronautics Ltd

  • Housing & Urban Development Corporation Ltd

  • JSW Infrastructure Ltd

  • Lupin Ltd

  • IPCA Laboratories Ltd

  • Canara Bank

  • Coforge Ltd

  • Cipla Ltd

  • Bajaj Finserv Ltd

  • Apollo Hospitals Enterprise Ltd

  • Steel Authority of India Ltd

  • Coromandel International Ltd

  • NMDC Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Zydus Lifesciences Ltd

  • Divis Laboratories Ltd

  • Macrotech Developers Ltd

  • Tata Consultancy Services Ltd

  • UPL Ltd

  • HCL Technologies Ltd

  • Oil India Ltd

  • Power Finance Corporation Ltd

  • Aurobindo Pharma Ltd

  • LIC Housing Finance Ltd

  • ACC Ltd

  • Dr. Reddys Laboratories Ltd

  • Power Grid Corporation of India Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Defence

  • Bank - Public

  • Refineries

  • Telecommunication - Service Provider

  • Finance - Asset Management

  • Electric Equipment

  • Miscellaneous

  • Finance - Stock Broking

  • Electronics - Components

  • Mining & Minerals

  • Finance - Others

  • Oil Exploration

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Chemicals

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Finance - Housing

  • Gas Transmission/Marketing

  • Industrial Gases & Fuels

  • Ship Building

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Port

  • Finance - Investment

  • Fertilizers

  • Steel & Iron Products

  • Insurance

  • Construction - Real Estate

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

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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 ₹903.43 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 up ₹0.01(0.13%)yesterday to ₹10.2496.

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