Sundaram Multi-Factor Fund · Regular · Growth
NAV
₹9.7797
as of 31 Jul 2026
Expense Ratio
2.19%
AUM
₹936 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.35%
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.15%
SIP returns (XIRR)
- 1Y
- -4.00%
- 3Y
- —
- 5Y
- —
- Since Inception
- -4.00%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.54
Sharpe Ratio
-0.07
Alpha
0.21
Beta
-0.50
Sortino
13.94%
Std Dev
-15.22%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Banks14.54%
- Electrical Equipment10.50%
- Finance9.74%
- Capital Markets4.64%
- Power4.58%
- IT - Software4.53%
- Ferrous Metals4.23%
- Telecom - Services4.09%
- Oil4.03%
- Gas3.53%
- Petroleum Products3.42%
- Pharmaceuticals & Biotechnology3.14%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Multi-Factor Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd4.78%
- 2Icici Bank Ltd3.80%
- 3Reliance Industries Ltd3.42%
- 4Rec Ltd2.47%
- 5Petronet Lng Ltd2.35%
- 6Hero Motocorp Ltd2.26%
- 7Coal India Ltd2.16%
- 8Steel Authority Of India Ltd2.08%
- 9Bharti Airtel Ltd2.07%
- 10Oil & Natural Gas Corporation Ltd2.04%
Investment Objective
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 ₹936 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.19%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations