What are Multi-Factor Funds?

Multi-Factor Funds invest based on a blend of proven investment factors, instead of just market cap or sector. The goal is to achieve better diversification and smarter risk-adjusted returns in the long term. Here are the key factors they combine:

Value

Undervalued stocks with solid fundamentals

Momentum

Stocks trending upward in price

Quality

Financially sound companies with stable earnings

Growth

Firms with strong earnings potential

Size

Captures return potential based on market capitalization

Low Volatility

Stocks with more stable price movement

Our Legacy and Reach

80+

Branches
Across India

73,000^*Cr.

Assets Under Managment

Global Presence

Expanding internationally with offices in:

Dubai

Singapore

Sundaram Mutual, a part of Sundaram Finance Ltd.—one of India’s most trusted financial institutions with a legacy dating back to 1954—was established in 1996. With over ₹73,000 crore* in assets under management, we offer a comprehensive range of investment products, including equity, debt, hybrid, and liquid funds, tailored to meet the diverse needs of investors.

*As of June 30, 2025.

Why Consider Multi-Factor Funds?

Built-In Diversification

Reduces dependence on any one style
or trend

Smoother Ride

Aims to deliver more consistent, risk-adjusted performance

Adaptive Strategy

Adjusts to market cycles as different factors shine at different time

Traditional Investing and Factor Based Investing Comparison