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Home Mf Research Sundaram Multi Factor Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Multi-Factor Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.13 +3.01%
Two Week 2026-10-19 ₹1,000.00 ₹1,021.53 +2.15%
One Month 2026-10-05 ₹1,000.00 ₹1,019.24 +1.92%
Three Months 2026-08-05 ₹3,000.00 ₹2,941.17 -1.96%
Six Months 2026-05-07 ₹6,000.00 ₹5,825.31 -2.91%
One Year 2025-11-03 ₹12,000.00 ₹11,411.11 -4.91%
Since Inception 2025-07-22 ₹16,000.00 ₹15,138.38 -5.39%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 13.99%
Electrical Equipment 8.91%
Pharmaceuticals & Biotechnology 8.90%
Finance 8.03%
It - Software 7.65%
Auto Components 6.57%
Automobiles 4.75%
Capital Markets 3.18%
Ferrous Metals 3.00%
Non - Ferrous Metals 2.90%
Telecom - Services 2.88%
Gas 2.76%
Power 2.65%
Retailing 2.64%
Consumer Durables 2.42%
Healthcare Services 2.40%
Petroleum Products 2.33%
Consumable Fuels 1.68%
Industrial Products 1.58%
Insurance 1.42%
Agricultural, Commercial & Construction Vehicles 1.40%
Realty 1.36%
Diversified Fmcg 1.31%
Oil 1.31%
Financial Technology (Fintech) 1.25%
Construction 1.24%
Beverages 1.15%
Other 0.33%

Top Holdings

Company-wise portfolio exposure

Multi Commodity Exchange of India Ltd 3.18%
HDFC Bank Ltd 3.05%
Lupin Ltd 2.79%
Bosch Ltd 2.71%
ICICI Bank Ltd 2.65%
Oracle Financial Services Software Ltd 2.51%
Titan Company Ltd 2.42%
Reliance Industries Ltd 2.33%
REC Ltd 2.13%
Infosys Ltd 2.00%
Wipro Ltd 1.94%
Coal India Ltd 1.68%
Hindustan Zinc Ltd 1.64%
Tata Steel Ltd 1.63%
Bharat Heavy Electricals Ltd 1.59%
APL Apollo Tubes Ltd 1.58%
Muthoot Finance Ltd 1.55%
Bharti Airtel Ltd 1.53%
Eternal Ltd (Previously Zomato Ltd) 1.47%
Hero MotoCorp Ltd 1.46%
CG Power and Industrial Solutions Ltd 1.43%
LIC of India Ltd 1.42%
MRF Ltd 1.41%
TVS Motor Company Ltd 1.41%
Petronet LNG Ltd 1.40%
Ashok Leyland Ltd 1.40%
Bajaj Finserv Ltd 1.39%
Max Healthcare Institute Ltd 1.37%
JSW Steel Ltd 1.37%
Lodha Developers Ltd 1.36%
Indus Towers Ltd (Prev Bharti Infratel Ltd) 1.36%
GAIL (India) Ltd 1.36%
Power Grid Corporation of India Ltd 1.35%
Punjab National Bank 1.32%
Divis Laboratories Ltd 1.32%
Siemens Energy India Limited 1.32%
ITC Ltd 1.31%
Oil & Natural Gas Corporation Ltd 1.31%
NTPC LTD 1.30%
Bank of Baroda 1.27%
Jio Financial Services Ltd 1.27%
Hindalco Industries Ltd 1.27%
Sona BLW Precision Forgings Ltd 1.26%
Union Bank of India 1.26%
Canara Bank 1.26%
One 97 Communications Ltd 1.25%
Apar Industries Ltd 1.24%
Larsen & Toubro Ltd 1.24%
Suzlon Energy Ltd 1.23%
Aurobindo Pharma Ltd 1.21%
Zydus Lifesciences Ltd 1.21%
Ajanta Pharmaceuticals Ltd 1.20%
Tata Consultancy Services Ltd 1.19%
Samvardhana Motherson International Ltd 1.18%
Anthem Biosciences Ltd 1.18%
FSN E–Commerce Ventures Ltd(NYKAA) 1.17%
Radico Khaitan Ltd 1.15%
AU Small Finance Bank Ltd 1.13%
Bajaj Auto Ltd 1.13%
Axis Bank Ltd 1.12%
ABB India Ltd 1.07%
Thermax Ltd 1.04%
Aster DM Healthcare Ltd 1.03%
Kotak Mahindra Bank Ltd 0.93%
Mahindra & Mahindra Ltd 0.76%
Bajaj Finance Ltd 0.73%
Shriram Finance Ltd 0.49%
Power Finance Corporation Ltd 0.48%
TREPS 0.54%
Cash and Other Net Current Assets -0.21%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy. There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
3.26%
Expense Ratio (Direct)
1.79%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 200 TRI

Exit Load

Charges that may apply when you redeem units

1%, if redeemed within 365 days from the date of allotment. Nil if redeemed after one year
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