Sundaram Multi-Factor Fund - Growth - Regular Plan

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  • 0.26 %Nav, as on 13-01-2026

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  • Net Change on 13-01-2026

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  • 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 13.64 22.90 25.06 1.56 34,778.96
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 5.73 29.64 20.83 1.74 8,380.36
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.28 23.92 23.37 1.82 6,549.15
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 16.14 28.51 27.88 1.85 5,816.55
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.79 14.56 12.52 1.93 5,706.67

Fund Holdings as on 31-December-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • TVS Motor Company Ltd

  • Bharti Airtel Ltd

  • Polycab India Ltd

  • Muthoot Finance Ltd

  • Fortis Health Care Ltd

  • Hindustan Zinc Ltd

  • TREPS

  • Wipro Ltd

  • Multi Commodity Exchange of India Ltd

  • Neyveli Lignite Corporation Ltd

  • Petronet LNG Ltd

  • Coal India Ltd

  • Laurus Labs Ltd

  • GlenMark Pharmaceuticals Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Eicher Motors Ltd

  • KEI Industries Ltd

  • Aditya Birla Capital Ltd

  • L & T Finance Ltd

  • REC Ltd

  • Oil & Natural Gas Corporation Ltd

  • Zydus Lifesciences Ltd

  • Oil India Ltd

  • Cummins India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Hero MotoCorp Ltd

  • GAIL (India) Ltd

  • GE Vernova T and D India Ltd

  • One 97 Communications Ltd

  • Swiggy Ltd

  • Hyundai Motor India Ltd

  • Endurance Technologies Ltd

  • Indian Bank

  • Zomato Ltd

  • Motilal Oswal Financial Services Ltd

  • Tech Mahindra Ltd

  • SRF Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Persistent Systems Ltd

  • Radico Khaitan Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • Divis Laboratories Ltd

  • Apollo Hospitals Enterprise Ltd

  • Godfrey Phillips India Ltd

  • UPL Ltd

  • Coforge Ltd

  • Tata Consultancy Services Ltd

  • NMDC Ltd

  • HCL Technologies Ltd

  • Gujarat Gas Co Ltd

  • Canara Bank

  • Housing & Urban Development Corporation Ltd

  • Bajaj Finserv Ltd

  • Lodha Developers Ltd

  • Dr. Reddys Laboratories Ltd

  • NTPC LTD

  • Union Bank of India

  • Power Grid Corporation of India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Bank of India

  • Hindustan Aeronautics Ltd

  • Aurobindo Pharma Ltd

  • LIC Housing Finance Ltd

  • Power Finance Corporation Ltd

  • ACC Ltd

  • ASHOKLEYNSEJAN2026FUT

  • Kaynes Technology India Ltd

  • Margin Money For Derivatives

  • Ashok Leyland 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

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Oil Exploration

  • Finance - Stock Broking

  • Mining & Minerals

  • Gas Transmission/Marketing

  • Finance Term Lending

  • Metal - Non Ferrous

  • Cement & Construction Materials

  • Miscellaneous

  • Industrial Gases & Fuels

  • Finance - Investment

  • Finance - Housing

  • Diesel Engines

  • Electric Equipment

  • Fintech

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Chemicals

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Defence

  • Electronics - Components

  • Automobiles-Trucks/Lcv

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Fund Manager

  • Cash

  • Derivatives

  • 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 ₹1,015.53 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 ₹0.03(0.26%)yesterday to ₹10.4062.

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