ReviewDirect · Growth
Sundaram Multi-Factor Fund
Sundaram Mutual FundEquity Scheme - Sectoral/ Thematic1.2 years
The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
- NAV
- 9.6243
- 15 Sept 2026
- 1Y
- -5.2%
- Trailing CAGR
- AUM
- ₹901.6 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-5.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-3.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-9.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -3.4%
- Calendar-day CAGR
- Excess 1Y
- -11.6%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 13 recovered episodes
- Longest recovery
- 19 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-14.9%
21 Aug 2025 – 12 Sept 2025
Trough 29 Aug 2025 · recovered in 14 days
-3.3%
19 Sept 2025 – 15 Oct 2025
Trough 26 Sept 2025 · recovered in 19 days
-3.2%
26 Nov 2025 – 22 Dec 2025
Trough 10 Dec 2025 · recovered in 12 days
-2.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
11
Vs category
0
Consistency
0
Risk-adjusted
0
Drawdown
63
Mean
15
Portfolio
31 Aug 2026 · 71 holdings · top 10 are 26.0%.
- Top 5
- 14.2%
- Top 10
- 26.0%
- Largest holding
- 3.0%
- Effective holdings
- 61.6
Multi Commodity Exchange Of India Ltd
Financial
3.0%
HDFC Bank Ltd
Financial
2.8%
Lupin Ltd
Healthcare
2.8%
Oracle Financial Services Software Ltd
Technology
2.8%
ICICI Bank Ltd
Financial
2.7%
What changed
DECISION
Status moved from REVIEW to HEALTHY.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +10.4%
- 3Y
- +15.8%
- Vol
- 18.5%
- Max DD
- -53.5%
- Sharpe
- 0.60
- 3Y win
- +66%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown