Sundaram Multi Factor Fund
Get the latest NAV of Sundaram Multi Factor Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.03
NAV as on 22 May 2026
/per year
Since Inception
▲▼
546 people have invested ₹ 15L in Sundaram Multi Factor Fund in the last three months
Peer comparison
Sundaram Multi Factor Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Multi Factor Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Sundaram Multi Factor Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Financial Services, Energy & Basic Materials
Financial Services
34%
Energy
18%
Health
10%
Financial Services
39%
Energy
16%
Basic Materials
10%
Sundaram Multi Factor Fund Holdings Details
as on (30-Apr-26)
Sundaram Multi Factor Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.81% |
Benchmark | BSE 200 India TR INR |
| AUM | ₹948 Cr |
| Inception Date | 23 July, 2025 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Sundaram Multi Factor Fund
Sundaram Multi Factor Fund is an equity fund. This fund was started on 23 July, 2025. The fund is managed by S. Bharath, Rohit Seksaria, Sandeep Agarwal, Dwijendra Srivastava. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Multi Factor Fund has ₹948 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Multi Factor Fund has given a CAGR return of -0.06% since inception.
Holdings
Sundaram Multi Factor Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Health, Basic Materials, Consumer Cyclical, Industrial, Tech, Communication, Utilities, Consumer Defensive, Real Estate. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, Coal India Ltd, ICICI Bank Ltd, Oil India Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Multi Factor Fund
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Multi Factor Fund has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Multi Factor Fund, since 23 July 2025
Rohit Seksaria
Fund Manager of Sundaram Multi Factor Fund, since 23 July 2025
Sandeep Agarwal
Fund Manager of Sundaram Multi Factor Fund, since 23 July 2025
Dwijendra Srivastava
Fund Manager of Sundaram Multi Factor Fund, since 23 July 2025
- AUM of the fund stands at 948.5 Cr as of Apr'26
- AUM increased by 82.9 Cr between Apr'26 and Mar'26
Frequently Asked Questions for Sundaram Multi Factor Fund
How do I invest in Sundaram Multi Factor Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Multi Factor Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.