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Fund Overview of Sundaram Multi-factor Fund Regular-growth
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₹948.1 CrAUM
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₹9.87NAV
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2.21%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Multi-factor Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.84% | NA | 4.02% |
| 6 Months | -4.21% | NA | 14.62% |
Compare Sundaram Multi-factor Fund Regular-growth with other mutual funds in the same category
Sundaram Multi-factor Fund Regular-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
98.11%other assets or cash equivalents
1.89%Sundaram Multi-factor Fund Regular-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 22 Jul 2025, the fund aims Long term capital growth, investment in equity and equity related instruments selected based on Multi-Factor Model. It manages assets worth ₹948.1 crore as on Sun May 31, 2026. The expense ratio stands at 2.21%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Multi-factor Fund Regular-growth
The portfolio allocation consists of 98.11% in equities, 1.89% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 0.00% in the last year, a total return since inception of -1.35%.
As evaluating long-term investments many investors often look at best sip plans depending on performance consistency.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Services Fund Regular-growth
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₹4,718 | 3.58% | 10.65% | -2.63% | -0.24% | 14.60% |
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Sundaram Services Fund Direct-growth
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₹4,718 | 3.68% | 10.97% | -2.06% | 0.91% | 15.93% |
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Sundaram Services Fund Regular-idcw
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₹4,718 | 3.58% | 10.65% | -2.63% | -0.24% | 14.60% |
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Sundaram Services Fund Direct-idcw
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₹4,718 | 3.68% | 10.97% | -2.06% | 0.91% | 15.93% |
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Sundaram Multi-factor Fund Direct-growth
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₹948 | 0.25% | 3.23% | -3.46% | - | - |
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Sundaram Multi-factor Fund Direct-idcw
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₹948 | 0.25% | 3.23% | -3.46% | - | - |
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Sundaram Multi-factor Fund Regular-idcw
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₹948 | 0.11% | 2.84% | -4.21% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 5.19% | ₹49.19 Cr |
| Coal India Ltd | Materials | 4.01% | ₹38.01 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.99% | ₹37.83 Cr |
| Icici Bank Ltd | Financial | 3.93% | ₹37.28 Cr |
| Infosys Ltd | Technology | 3.25% | ₹30.85 Cr |
| Zydus Lifesciences Ltd | Healthcare | 2.66% | ₹25.19 Cr |
| Repo | Unspecified | 2.65% | ₹25.15 Cr |
| Union Bank Of India | Financial | 2.53% | ₹24.01 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.49% | ₹23.56 Cr |
| Oil India Ltd | Energy & Utilities | 2.34% | ₹22.20 Cr |
| Bharti Airtel Ltd | Technology | 2.28% | ₹21.61 Cr |
| Gail (india) Ltd | Energy & Utilities | 2.26% | ₹21.45 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 2.20% | ₹20.85 Cr |
| Rec Ltd | Financial | 2.18% | ₹20.69 Cr |
| Petronet Lng Ltd | Energy & Utilities | 2.09% | ₹19.85 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.08% | ₹19.71 Cr |
| Ashok Leyland Ltd | Industrials | 2.02% | ₹19.19 Cr |
| Steel Authority Of India Ltd | Materials | 2.00% | ₹18.99 Cr |
| Wipro Limited June 2026 Future | Technology | 1.99% | ₹18.87 Cr |
| Ge T&d India Ltd | Industrials | 1.71% | ₹16.26 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Multi-factor Fund Regular-growth
What is the current AUM of Sundaram Multi-factor Fund Regular-growth?
As of Sun May 31, 2026, Sundaram Multi-factor Fund Regular-growth manages assets worth ₹948.1 crore
How has Sundaram Multi-factor Fund Regular-growth performed recently?
- 3 Months: 2.84%
- 6 Months: -4.21%
What is the portfolio composition of Sundaram Multi-factor Fund Regular-growth?
Equity: 98.11%, Others: 1.89%.
Who manages Sundaram Multi-factor Fund Regular-growth?
Sundaram Multi-factor Fund Regular-growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Multi-factor Fund Regular-growth?
Large Cap: 60.91%, Mid Cap: 39.09%.
Which are the top companies Sundaram Multi-factor Fund Regular-growth has invested in?
- HDFC Bank Ltd – 5.19% of the fund's portfolio
- Coal India Ltd – 4.01% of the fund's portfolio
- Reliance Industries Ltd – 3.99% of the fund's portfolio
- ICICI Bank Ltd – 3.93% of the fund's portfolio
- Infosys Ltd – 3.25% of the fund's portfolio
Which are the major sectors Sundaram Multi-factor Fund Regular-growth focuses on?
- Financial – 15.91% of the fund's portfolio
- Energy & Utilities – 12.89% of the fund's portfolio
- Technology – 7.52% of the fund's portfolio
- Materials – 6.01% of the fund's portfolio
- Industrials – 3.74% of the fund's portfolio
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