Sundaram Multi-Factor Fund · Regular · Growth
NAV
₹9.7168
as of 14 Jul 2026
Expense Ratio
2.19%
AUM
₹984 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.83%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.50%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks17.96%
- Finance10.14%
- Pharmaceuticals & Biotechnology8.11%
- IT - Software5.97%
- Non - Ferrous Metals4.92%
- Electrical Equipment4.58%
- Oil4.54%
- Gas4.36%
- Consumable Fuels4.01%
- Petroleum Products3.99%
- Agricultural, Commercial & Construction Vehicles3.51%
- Auto Components3.32%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Multi-Factor Fund - Direct - IDCW Payout
- 1Hdfc Bank Ltd5.19%
- 2Coal India Ltd4.01%
- 3Reliance Industries Ltd3.99%
- 4Icici Bank Ltd3.93%
- 5Infosys Ltd3.25%
- 6Zydus Lifesciences Ltd2.66%
- 7Union Bank Of India2.53%
- 8Bharat Forge Ltd2.49%
- 9Oil India Ltd2.34%
- 10Bharti Airtel Ltd2.28%
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 0 years. It manages assets worth ₹984 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