Sundaram Multi-Factor Fund · Regular · Growth
NAV
₹9.2826
as of 29 Sept 2026
Expense Ratio
3.25%
AUM
₹941 Cr
Lumpsum returns (CAGR)
- 1Y
- -6.90%
- 3Y
- —
- 5Y
- —
- Since Inception
- -6.07%
SIP returns (XIRR)
- 1Y
- -11.97%
- 3Y
- —
- 5Y
- —
- Since Inception
- -10.59%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.88
Sharpe Ratio
-0.10
Alpha
0.24
Beta
-0.81
Sortino
13.40%
Std Dev
-15.22%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks13.67%
- Electrical Equipment9.03%
- Pharmaceuticals & Biotechnology8.58%
- Finance8.26%
- IT - Software7.46%
- Auto Components6.38%
- Automobiles4.75%
- Capital Markets3.05%
- Non - Ferrous Metals2.88%
- Ferrous Metals2.85%
- Telecom - Services2.78%
- Gas2.70%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Multi Commodity Exchange Of India Ltd3.05%
- 2Hdfc Bank Ltd2.84%
- 3Lupin Ltd2.80%
- 4Oracle Financial Services Software Ltd2.76%
- 5Icici Bank Ltd2.71%
- 6Bosch Ltd2.68%
- 7Titan Company Ltd2.51%
- 8Reliance Industries Ltd2.33%
- 9Rec Ltd2.15%
- 10Infosys Ltd2.13%
What this fund does
Sundaram Multi-Factor Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Multi-Factor Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹941 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.25%.