Understanding the Sundaram Multi-Factor Fund

Sundaram Multi-Factor Fund brings together four proven factors - value, quality, momentum, growth, and size as on overlay into one well-diversified strategy.

This approach reduces reliance on any one factor and helps mitigate the risk of underperformance in specific market conditions.

Since different factors perform at different times in the market cycle, blending them supports more consistent and balanced performance over time.

Value

Undervalued stocks with strong fundamentals

Quality

Companies with strong business metrices

Momentum

Stocks with strong price trends

Growth

Fast-growing companies

Size - A layer for stability and enhanced risk-adjusted return

Our Legacy and Reach

80+

Branches
Across India

72,000^*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 ₹72,000 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 May 30, 2025.

Why Sundaram Multi-Factor Fund?

Higher Risk-Adjusted Returns

The fund uses historical data and statistical analysis to aim for higher risk-adjusted returns than individual factors/ broad index in up markets and greater resilience in downturns.

4 Proven Factors

Investment selection relies on systematic, data-driven strategies based on factors such as Growth, Quality, Value, Momentum along with Size as an overlay

Diversified Selection

From a universe of 250 companies by market cap, the top 25 stocks per factor are selected based on the rankings, with additional picks based on size.

Disciplined Rebalancing

After accounting for overlaps, the portfolio consists of ~ 85 stocks and will be rebalanced quarterly based on the factor trends and market dynamics.

Watch the Explainer Video

From the MD’s Desk

From the Fund Manager’s Desk

₹1 crore journey in
the Sundaram Multi-Factor Model Portfolio vs BSE 200 Index

₹1 crore invested in the Sundaram Multi-Factor Model Portfolio has approximately grown to ₹5.41 cr. vs ₹3.14 cr. in the Benchmark (BSE 200 Index)

Fund Details

Scheme Type

Equity Fund

Investment Objective

To provide long-term capital growth by following a multi-factor-based investment strategy.

Benchmark

Tier I BSE 200 TRI

Tier II NA

Special Facilities

SIP/SWP/STP

Options

Growth, Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Plans

Regular, Direct

Minimum Investment

₹100 and in multiples of ₹1 thereafter

Minimum Additional Purchase

₹100 and in multiples of ₹1 thereafter

Fund Managers

Mr. Rohit Seksaria Equity

Mr. Bharath S Equity

Mr. Dwĳendra Srivastava Fixed Income

Mr. Sandeep Agarwal Fixed Income

Entry Load : Nil

Exit Load

For redemption/ switch by way of SWP within 365 days from the date of allotment: 1% of the applicable NAV
For redemption by way of SWP after 365 days from the date of allotment: Nil
Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.