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Sundaram Multi-Factor Fund - Regular - Growth is an equity scheme managed by Sundaram Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.21% on assets of ₹948Cr. The fund is currently managed by Mr. Sandeep Agarwal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Union Bank of India | Financial Services | 2.50% |
| Bank of India | Financial Services | 2.34% |
| Indian Bank | Financial Services | 1.51% |
| Shriram Finance Limited | Financial Services | 1.35% |
| Hindustan Aeronautics Ltd | Industrials | 1.16% |
| Canara Bank | Financial Services | 1.10% |
| Siemens Energy India Limited | Utilities | 0.94% |
| Bharti Hexacom Limited | Communication Services | 0.75% |
| ITC Hotels Ltd. | Consumer Cyclical | 0.73% |
| Coforge Limited | Technology | 0.72% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 4 | 21.29% |
| Finance | 1 | 10.35% |
| Pharmaceuticals & Biotechnology | 5 | 7.66% |
| Oil | 2 | 6.26% |
| It - Software | 1 | 5.10% |
| Telecom - Services | 1 | 4.55% |
| Gas | 2 | 4.38% |
| Petroleum Products | 1 | 4.32% |
| Consumable Fuels | 1 | 4.21% |
| Non - Ferrous Metals | 4 | 4.09% |
| Auto Components | 2 | 3.21% |
| Agricultural, Commercial & Construction Vehicles | 1 | 2.11% |
| Ferrous Metals | 2 | 2.09% |
| Power | 3 | 1.76% |
| Fertilizers & Agrochemicals | 2 | 1.70% |
| Healthcare Services | 2 | 1.58% |
| Aerospace & Defense | 1 | 1.16% |
| Diversified FMCG | 1 | 1.11% |
| Diversified | 1 | 1.11% |
| Electrical Equipment | 1 | 0.94% |
| Consumer Durables | 1 | 0.86% |
| Industrial Products | 1 | 0.86% |
| Retailing | 1 | 0.83% |
| Cement & Cement Products | 1 | 0.77% |
| Automobiles | 1 | 0.74% |
| Leisure Services | 1 | 0.73% |
| Realty | 1 | 0.67% |
| Diversified Metals | 1 | 0.62% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 13.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| Sundaram Services Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 1.85% | +14.19% | +14.23% | 3★ |
| Taurus Ethical Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 2.77% | +13.30% | +10.29% | 3★ |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.75% | +10.03% | +10.36% | 3★ |
| Tata Housing Opportunities Fund - Regular Plan - Growth | Tata Mutual Fund | ₹476 Cr | 2.48% | +8.87% | — | 3★ |
| Tata Ethical Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹3,704 Cr | 1.94% | +6.53% | +8.61% | 2★ |
| quant Commodities Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹344 Cr | 2.68% | — | — | 3★ |
| HSBC India Export Opportunities Fund - Regular Growth | HSBC Mutual Fund | ₹1,176 Cr | 2.20% | — | — | 2★ |
| Axis Momentum Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹1,028 Cr | 2.31% | — | — | 1★ |