Request Callback Locate Us WhatsApp Download App Goal Planning

Home

All Funds

Sundaram Multi-Factor Fund

Sundaram Multi-Factor Fund

An open ended equity scheme that follows a multi-factor based investment strategy.

INVEST NOW

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

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.

Invest Now

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

Why Sundaram Multi-Factor Fund?

Superior Risk-Adjusted Returns

Uses analytics and historical data to target better risk-adjusted returns, aiming for growth in up markets and resilience in downturns.

4 Proven Factors

Systematic, data-driven selection based on Growth, Quality, Value, Momentum, and Size as an overlay.

Diversified Selection

Top 25 stocks per factor from 250 companies, with additional picks based on size, for broad diversification.

Disciplined Rebalancing

Portfolio of ~85 stocks, rebalanced quarterly to reflect factor trends and market changes.

Performance

of ₹10000 for

Total Investment of ₹ would have become ₹

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 switch-outs/STP.

Period	Performance			₹ Invested
Period	Fund (%)	TIER I (%)	Addl. Benchmark (%)	Fund (₹)	TIER I (₹)	Addl. Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Expand All Collapse All

Market Capitalization

Current Asset Allocation

Portfolio data as on

Fund Managers

Fund Related Documents

Portfolio

One Sheeter

Application Form

SIP - NACH

SID

KIM

Product Label

This product is suitable for investors who are seeking*

Long term capital growth.
Investment in Equity and Equity related instruments selected based on Multi-Factor Model

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mid cap stock prices are subject to more volatility than other stock prices.

Past performance may or may not be sustained in future.

Other Funds For You To Consider

Name*

Email Address*

+91

Phone Number*

Select State*

Select City*

Enter Feedback/Query

Enter OTP*

Subscribe to our Blog - Wise Investor

By submitting my details, I override my NDNC registration and authorize Sundaram Mutual and its representatives to contact me.

I would like to get the latest brand, fund, and market updates on WhatsApp.