Investment Objective
The Investment Objective Of The Scheme Is To Provide Long-Term Capital Growth To Its Unitholders By Following A Multi-Factor Based Investment Strategy. However, There Is No Assurance Or Guarantee That…
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -4.62% | -4.70% | -1.76% | -12.07% | -9.18% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with BSE 200 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Sundaram Multi Factor Fund Regular Growth is a Thematic - Business Cycles equity fund from Sundaram Asset Management Company Limited, launched on 16 Jul 2025. Its benchmark is the BSE 200 Index. The expense ratio is 2.92% a year. It manages ₹871 crore. The NAV was ₹9.06 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -9.18% | 17.23% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2025 to 2026, the fund returned more than the BSE 200 Index in 0 of 2 calendar years. The 2026 figure is year to date.
| Year | 2025 | 2026 YTD |
|---|---|---|
| This fund | +5.29% | -12.07% |
| Benchmark | +8.03% | -6.28% |
Compare every business cycle fund on returns, volatility, worst fall and cost.
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