Sundaram Multi-Factor Fund · Regular · Growth
NAV
₹9.9125
as of 13 Nov 2026
Expense Ratio
3.24%
AUM
₹874 Cr
Lumpsum returns (CAGR)
- 1Y
- -5.03%
- 3Y
- —
- 5Y
- —
- Since Inception
- -0.67%
SIP returns (XIRR)
- 1Y
- +0.83%
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.24%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.45
Sharpe Ratio
-0.03
Alpha
0.92
Beta
-0.41
Sortino
13.57%
Std Dev
-15.86%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks13.99%
- Electrical Equipment8.91%
- Pharmaceuticals & Biotechnology8.90%
- Finance8.03%
- IT - Software7.65%
- Auto Components6.57%
- Automobiles4.75%
- Capital Markets3.18%
- Ferrous Metals3.00%
- Non - Ferrous Metals2.90%
- Telecom - Services2.88%
- Gas2.76%
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 Ltd3.18%
- 2Hdfc Bank Ltd3.05%
- 3Lupin Ltd2.79%
- 4Bosch Ltd2.71%
- 5Icici Bank Ltd2.65%
- 6Oracle Financial Services Software Ltd2.51%
- 7Titan Company Ltd2.42%
- 8Reliance Industries Ltd2.33%
- 9Rec Ltd2.13%
- 10Infosys Ltd2.00%
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 ₹874 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.24%.