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Equity: Thematic-Others
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Thematic-Others

Sundaram Multi-Factor Fund - Regular - Growth

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.

EquityBenchmark · BSE 200 TRITER · 2.21%Inception · 02-07-2024
NAV
9.91
+1.01% · as of 14-05-2026
Since inception
-1.00%
CAGR
Benchmark (inception)
13.85%
CAGR
Fund size
₹9 Cr
AUM
Expense ratio
2.21%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +-1.00% CAGR vs benchmark +13.85%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-5.67%
RELIANCE INDUSTRIES LIMITED EQ4.52%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.20%
OIL INDIA LTD. EQ4.07%
INFOSYS LIMITED EQ FV RS 53.90%
Union Bank of India2.76%
COAL INDIA LTD EQ2.68%
MUTHOOT FINANCE LIMITED EQ2.67%
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-2.62%
Canara Bank2.55%

Sector allocation

Financial Services39.44%
Oil, Gas & Consumable Fuels18.14%
Information Technology9.10%
Metals & Mining7.11%
Healthcare6.73%
Capital Goods4.90%
Telecommunication3.30%
Automobile and Auto Components2.39%
Chemicals1.73%
Consumer Services1.49%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -1.0% p.a.
₹10,000
10 years
Projected value
₹11,41,452
Invested: ₹12,00,000
Gained: -₹58,548
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Rohit Seksaria, Mr. Bharath S, Mr. Dwijendra Srivastava, Mr. Sandeep Agarwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153667
ISIN (Growth)
INF903JA1LY0
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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