Franklin India Multi-Factor Fund vs Sundaram Multi-Factor Fund
Direct Plan, Growth option · Data as on 30-10-2026
Franklin India Multi-Factor Fund is a Thematic fund and Sundaram Multi-Factor Fund is a Thematic fund. Franklin India Multi-Factor Fund charges 1.14% a year and Sundaram Multi-Factor Fund 1.68% (Direct plans). Their portfolios overlap 42.4%: they hold 37 of the same securities.
Franklin India Multi-Factor Fund
Thematic
- Expense ratio
- 1.14%
- NAV
- ₹9.02
Which is better, Franklin India Multi-Factor or Sundaram Multi-Factor? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Franklin India Multi-Factor costs less: 1.14% a year against 1.68% (Direct plans).
- Franklin India Multi-Factor fell less in its worst fall since 28-11-2025: −13.8% against −14.9%.
- Franklin India Multi-Factor holds more in large companies: 71.7% of the fund in large caps against 59.7%.
- Sundaram Multi-Factor is the larger fund: ₹790 Cr against ₹581 Cr.
- Their portfolios overlap 42.4%: 37 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Franklin India Multi-Factor Fund | Sundaram Multi-Factor Fund |
|---|---|---|
| Fund house | Franklin Templeton Mutual Fund | Sundaram Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹581 Cr (30-09-2026) | ₹790 Cr (30-09-2026) |
| NAV | ₹9.02 (Direct) | ₹9.40 (Direct) |
| Expense ratio (Direct) | 1.14% | 1.68% |
| Expense ratio (Regular) | 2.80% | 3.14% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | BSE 200 TRI |
| Launch date | Not available | 22-07-2025 |
| Minimum investment | Not available | ₹100 |
| Lock in | Not available | None |
| Fund managers | Not available | Rohit Seksaria, S. Bharath, Sandeep Agarwal |
| Exit load | Not available | 1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment. NIL - if the units are redeemed after 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
Franklin India Multi-Factor vs Sundaram Multi-Factor: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Franklin India Multi-Factor Fund (Direct) | −0.19% | −6.70% | −5.31% | -- | -- | -- | -- |
| Sundaram Multi-Factor Fund (Direct) | −0.69% | −4.81% | −5.99% | −9.32% | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | -- | -- | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Franklin India Multi-Factor vs Sundaram Multi-Factor: Year-wise Returns
| Year | Franklin IndiaFranklin India Multi-Factor | SundaramSundaram Multi-Factor | BSE 200 TRI |
|---|---|---|---|
| 2026to date | −10.63% | −11.37% | −8.98% |
Franklin India Multi-Factor vs Sundaram Multi-Factor: Rolling Returns
Every holding period of both funds, against BSE 200 TRI, the benchmark of both
Franklin India Multi-Factor vs Sundaram Multi-Factor: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Franklin India Multi-Factor Fund (Direct) | Sundaram Multi-Factor Fund (Direct) |
|---|---|---|
| Return (CAGR) | −10.62% | −4.83% |
| Standard deviation | 14.25% | 13.38% |
| Sharpe ratio | -1.11 | -0.76 |
| Sortino ratio | -1.45 | -1.00 |
| Maximum drawdown | −13.8% (31-03-2026) | −14.9% (31-03-2026) |
| Beta | 0.97 | 0.95 |
| Alpha | −1.09% | −0.73% |
From daily NAVs, 28-11-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Franklin India Multi-Factor Fund (Direct)
Sundaram Multi-Factor Fund (Direct)
BSE 200 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Franklin India Multi-Factor Fund (Direct) | −13.8% | 02-01-2026 | 31-03-2026 | Not yet | -- | −11.3% |
| Sundaram Multi-Factor Fund (Direct) | −14.9% | 02-01-2026 | 31-03-2026 | Not yet | -- | −12.6% |
| BSE 200 TRI | −14.7% | 02-01-2026 | 30-03-2026 | Not yet | -- | −9.9% |
From daily values since 28-11-2025, the first day every fund has.
Franklin India Multi-Factor vs Sundaram Multi-Factor: Portfolio Overlap
From each fund's latest monthly portfolio: Franklin India Multi-Factor Fund, September 2026; Sundaram Multi-Factor Fund, September 2026
Holdings in common
- Overlap
- 42.4%
- Held by both
- 37
- Only in Franklin India Multi-Factor
- 53
- Only in Sundaram Multi-Factor
- 31
| Security | % of Franklin India Multi-Factor | % of Sundaram Multi-Factor |
|---|---|---|
| HDFC Bank Ltd | 5.90% | 3.05% |
| ICICI Bank Ltd | 5.08% | 2.65% |
| Reliance Industries Ltd | 4.24% | 2.33% |
| Infosys Ltd | 2.32% | 2.00% |
| Titan Co Ltd | 1.92% | 2.42% |
| Bharti Airtel Ltd | 3.83% | 1.53% |
| Coal India Ltd | 1.42% | 1.68% |
| Hero MotoCorp Ltd | 1.33% | 1.46% |
| Divi's Laboratories Ltd | 1.33% | 1.32% |
| ITC Ltd | 2.30% | 1.31% |
| NTPC Ltd | 1.24% | 1.30% |
| Larsen & Toubro Ltd | 2.67% | 1.24% |
| Tata Consultancy Services Ltd | 1.21% | 1.19% |
| Lupin Ltd | 1.19% | 2.79% |
| Samvardhana Motherson International Ltd | 1.28% | 1.18% |
| Bajaj Auto Ltd | 1.37% | 1.13% |
| Axis Bank Ltd | 1.46% | 1.12% |
| Life Insurance Corporation Of India | 1.11% | 1.42% |
| FSN E-Commerce Ventures Ltd | 1.10% | 1.17% |
| Canara Bank | 1.09% | 1.26% |
| Aurobindo Pharma Ltd | 1.08% | 1.21% |
| REC Ltd | 1.00% | 2.13% |
| Kotak Mahindra Bank Ltd | 0.90% | 0.93% |
| Hindalco Industries Ltd | 0.79% | 1.27% |
| Radico Khaitan Ltd | 0.78% | 1.15% |
| Bank of Baroda | 0.76% | 1.27% |
| Mahindra & Mahindra Ltd | 1.01% | 0.76% |
| Indus Towers Ltd | 0.76% | 1.36% |
| Bajaj Finance Ltd | 1.58% | 0.73% |
| Eternal Ltd | 0.69% | 1.47% |
| Oracle Financial Services Software Ltd | 0.66% | 2.51% |
| Union Bank Of India | 0.62% | 1.26% |
| Tata Steel Ltd | 0.51% | 1.63% |
| Hindustan Zinc Ltd | 0.50% | 1.64% |
| Shriram Finance Ltd | 0.78% | 0.49% |
| Power Finance Corporation Ltd | 0.87% | 0.48% |
| One 97 Communications Ltd | 0.40% | 1.25% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 42.4% means 42.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Franklin India Multi-Factor Fund
| Security | % of fund |
|---|---|
| State Bank of India | 2.71% |
| Sun Pharmaceutical Industries Ltd | 1.97% |
| Nestle India Ltd | 1.34% |
| Apollo Hospitals Enterprise Ltd | 1.23% |
| HCL Technologies Ltd | 1.20% |
Largest holdings only in Sundaram Multi-Factor Fund
| Security | % of fund |
|---|---|
| Multi Commodity Exchange of India Ltd | 3.18% |
| Bosch Ltd | 2.71% |
| Wipro Ltd | 1.94% |
| Bharat Heavy Electricals Ltd | 1.59% |
| APL Apollo Tubes Ltd | 1.58% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Franklin India Multi-Factor | Sundaram Multi-Factor |
|---|---|---|
| Equity | 97.6% | 99.7% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.4% | 0.3% |
Market cap of stocks
| Market cap | Franklin India Multi-Factor | Sundaram Multi-Factor |
|---|---|---|
| Large Cap | 71.7% | 59.7% |
| Mid Cap | 18.2% | 39.9% |
| Small Cap | 7.4% | 0.0% |
| Not on AMFI's list | 0.4% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Franklin India Multi-Factor | Sundaram Multi-Factor |
|---|---|---|
| Banks | 19.4% | 14.0% |
| Electrical Equipment | 0.7% | 8.9% |
| Pharmaceuticals & Biotechnology | 6.4% | 8.9% |
| Finance | 7.5% | 8.0% |
| It - Software | 0.0% | 7.7% |
| Auto Components | 1.3% | 6.6% |
| IT - Software | 5.9% | 0.0% |
| Telecom - Services | 5.1% | 2.9% |
| Petroleum Products | 5.0% | 2.3% |
The six largest sectors of each fund's stocks, % of the fund.
Franklin India Multi-Factor vs Sundaram Multi-Factor: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Franklin India Multi-Factor Fund | Sundaram Multi-Factor Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.14% | 1.68% |
| Base expense ratio (Direct) | 0.62% | 0.72% |
| Total expense ratio (Regular) | 2.80% | 3.14% |
| Base expense ratio (Regular) | 2.07% | 2.03% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Franklin India Multi-Factor with
Franklin India Multi-Factor Fund vs Sundaram Multi-Factor Fund: Frequently Asked Questions
What is the difference between Franklin India Multi-Factor Fund and Sundaram Multi-Factor Fund?
Franklin India Multi-Factor Fund is a Thematic fund, Sundaram Multi-Factor Fund is a Thematic fund, run by Franklin Templeton Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 42.4%. Franklin India Multi-Factor Fund charges 1.14% a year and Sundaram Multi-Factor Fund 1.68%.
Which has the lower expense ratio, Franklin India Multi-Factor Fund or Sundaram Multi-Factor Fund?
Franklin India Multi-Factor Fund charges less: 1.14% a year against 1.68%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Franklin India Multi-Factor Fund and Sundaram Multi-Factor Fund overlap?
42.4%. They hold 37 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Can I invest in both Franklin India Multi-Factor Fund and Sundaram Multi-Factor Fund?
Yes. 42.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.