Sundaram Multi Factor Fund
The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Growthvine rating: 2/5 — ranked #101 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.19 (as of 2026-10-01) |
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| AUM | ₹871 Cr |
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| Expense ratio | 1.97% |
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| Riskometer | Very High |
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| Fund manager | Bharath S |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −15.22% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 38.6% of NIFTY Alpha 50's upside and 65.9% of its downside.
Market cap allocation
| Large cap | 59.0% |
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| Mid cap | 40.1% |
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| Small cap | 0.8% |
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Concentration
| Top 5 holdings | 14.2% |
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| Top 10 holdings | 26.0% |
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| Total holdings | 69 |
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Top holdings
- Multi Commodity Exchange of India Ltd — 3.0%
- HDFC Bank Ltd. — 2.8%
- Lupin Ltd — 2.8%
- Oracle Financial Services Software Limited — 2.8%
- ICICI Bank Ltd. — 2.7%
- Bosch Ltd — 2.7%
- Titan Company Limited — 2.5%
- Reliance Industries Ltd — 2.3%
- REC LIMITED — 2.2%
- Infosys Ltd — 2.1%
Top sectors
- Banking & Financial — 16.7%
- Automobile — 11.1%
- Electricals — 9.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −12.7% | Q4 (Bottom) | #161 of 167 |