RS
Rohit SeksariaLead
Since Jul 2025
AUM managed
₹24,015.49Cr
Tenure
Since Jul 2025
Funds
20
Sundaram Multi-Factor Reg Gr
Index FundsSundaram Mutual Fund
NAV
₹9.62
-0.37% today
AUM
₹901.60 Cr
Fund size
Expense
1.96%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkBSE 200 India TR INR (100%)
Number of holdings76
Inception23 Jul 2025
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.16
Standard deviation16.76%
Sortino ratio-0.21
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Sundaram Multi-Factor Reg Gr
Sundaram Multi-Factor Reg Gr is an open-ended Index Funds mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.62 per unit and the scheme manages ₹901.60 Cr in assets under management. The fund charges an expense ratio of 1.96% and is benchmarked against BSE 200 India TR INR (100%). Over the trailing 1 year, Sundaram Multi-Factor Reg Gr has delivered -4.22% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 11 Sept 2026
Sundaram Multi-Factor Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -2.71% |
| 3 months | +1.60% |
| 6 months | -1.36% |
| 1 year | -4.22% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +0.04% |
| 6 months | -3.83% |
| 1 year | +1.45% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Multi-Factor Reg Gr — frequently asked questions
What is the NAV of Sundaram Multi-Factor Reg Gr?
The latest net asset value (NAV) of Sundaram Multi-Factor Reg Gr is ₹9.62 per unit, -0.37% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Multi-Factor Reg Gr delivered?
Sundaram Multi-Factor Reg Gr has returned -4.22% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Multi-Factor Reg Gr?
Sundaram Multi-Factor Reg Gr charges an expense ratio of 1.96% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Multi-Factor Reg Gr?
SEBI's riskometer classifies Sundaram Multi-Factor Reg Gr as Very High Risk, which is typical for a Index Funds scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Multi-Factor Reg Gr?
You can start a SIP in Sundaram Multi-Factor Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Multi-Factor Reg Gr?
Sundaram Multi-Factor Reg Gr is managed by Sundaram Mutual Fund, holds ₹901.60 Cr in assets under management and invests across 76 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Index Funds
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF903JA1LY0
- Scheme code
- FS0000JS2U
Frequently asked questions
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