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Fund Overview of Sundaram Multi-factor Fund Regular-growth
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₹917.2 CrAUM
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₹9.74NAV
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3.11%Expense Ratio
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 | -2.44% | NA | NA |
| 6 Months | -6.90% | NA | NA |
Asset Allocation
equities
98.91%other assets or cash equivalents
1.09%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 ₹917.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 3.11%. 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 98.91% in equities, 1.09% 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 -2.78%.
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 |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -1.47% | 0.26% | -1.73% | 12.99% | 11.45% |
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.18% | 4.32% | -0.20% | 11.84% | 11.32% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.55% | 2.11% | -0.39% | 11.31% | 11.02% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -1.51% | 0.15% | -2.18% | 12.45% | 10.91% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | -0.06% | 0.25% | -3.41% | 8.71% | 9.17% |
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 |
|---|---|---|---|---|---|---|
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Sundaram Multi-factor Fund Direct-growth
|
₹917 | -0.72% | -2.06% | -6.19% | - | - |
|
Sundaram Multi-factor Fund Regular-idcw
|
₹917 | -0.85% | -2.44% | -6.90% | - | - |
|
Sundaram Multi-factor Fund Direct-idcw
|
₹917 | -0.72% | -2.06% | -6.19% | - | - |
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 |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.70 | 12.45% | 10.91% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹21.25 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.06 | 11.31% | 11.02% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 73.62% | ₹603.41 Cr |
| Cash Margin | Unspecified | 18.62% | ₹152.62 Cr |
| Others Emm | Unspecified | 9.26% | ₹75.89 Cr |
| Hdfc Bank Ltd | Financial | 6.44% | ₹65.39 Cr |
| Hdfc Bank Ltd | Financial | 6.54% | ₹65.11 Cr |
| Hdfc Bank Ltd | Financial | 6.12% | ₹61.30 Cr |
| Hdfc Bank Ltd | Financial | 5.97% | ₹60.53 Cr |
| Hdfc Bank Ltd | Financial | 6.16% | ₹58.85 Cr |
| Hdfc Bank Ltd | Financial | 6.16% | ₹58.85 Cr |
| Hdfc Bank Ltd | Financial | 6.17% | ₹55.73 Cr |
| Hdfc Bank Ltd | Financial | 6.17% | ₹55.73 Cr |
| Hdfc Bank Ltd | Financial | 5.37% | ₹50.98 Cr |
| Hdfc Bank Ltd | Financial | 6.20% | ₹50.84 Cr |
| Hdfc Bank Ltd | Financial | 5.19% | ₹49.19 Cr |
| Hdfc Bank Ltd | Financial | 5.67% | ₹49.09 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.45% | ₹45.23 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.44% | ₹44.23 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
| Hdfc Bank Ltd | Financial | 4.78% | ₹43.86 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹21.25 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.64 | 11.84% | 11.32% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.06 | 11.31% | 11.02% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.70 | 12.45% | 10.91% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.43 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.43 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.00 | 10.67% | 10.24% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.00 | 10.67% | 10.24% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹217.47 | 8.71% | 9.17% | - |
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 Tue Jun 30, 2026, Sundaram Multi-factor Fund Regular-growth manages assets worth ₹917.2 crore
What is the portfolio composition of Sundaram Multi-factor Fund Regular-growth?
Equity: 98.91%, Others: 1.09%.
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: 59.29%, Mid Cap: 39.49%, Small Cap: 1.22%.
Which are the top companies Sundaram Multi-factor Fund Regular-growth has invested in?
- Repo – 73.62% of the fund's portfolio
- Cash Margin – 18.62% of the fund's portfolio
- Others EMM – 9.26% of the fund's portfolio
- HDFC Bank Ltd – 6.44% of the fund's portfolio
- HDFC Bank Ltd – 6.54% of the fund's portfolio
Which are the major sectors Sundaram Multi-factor Fund Regular-growth focuses on?
- Unspecified – 101.50% of the fund's portfolio
- Financial – 86.50% of the fund's portfolio
- Energy & Utilities – 8.90% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
