August 14, 2025
RA Jainee
Sundaram Multi-Factor Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.0349
NAV IDCW: Rs 10.0349
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
2) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
3) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
4) Sandeep Agarwal
Education: Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Sundaram Multi-Factor Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 22-Jul-25 |
| Return Since Launch | 0.35% |
| Benchmark | BSE 200 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 820 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.56% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Sundaram Multi-Factor Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Multi-Factor Dir | — | 0.01 | — | — | — | — | — | — | — | — |
| BSE 500 TRI | — | 0.55 | — | — | — | — | — | — | — | — |
Peer Comparison of Sundaram Multi-Factor Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Multi-Factor Dir | Unrated | — | — | — | 0.56 | 820 | 0.35 | 1.00 (365) | 23D | — |
| ICICI Pru India Opportunities Dir | Unrated | 5.53 | 24.09 | 31.56 | 0.63 | 29,718 | 22.66 | 1.00 (365) | 6Y 6M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 8.66 | 23.08 | — | 0.72 | 13,479 | 22.96 | 1.00 (30) | 4Y 6M | 31.00 |
| HDFC Manufacturing Dir | Unrated | -0.49 | — | — | 0.73 | 11,818 | 6.39 | 1.00 (30) | 1Y 2M | 26.19 |
| Franklin India Opportunities Dir | Unrated | 3.39 | 30.38 | 30.05 | 0.52 | 7,376 | 18.18 | 1.00 (365) | 12Y 7M | 56.93 |
Portfolio Analysis of Sundaram Multi-Factor Fund
| No. of Stocks | 5 |
| Top 10 Stocks | 18.57% |
| Top 5 Stocks | 18.57% |
| Top 3 Sectors | –% |
| Portfolio P/B Ratio | 3.19 |
| Portfolio P/E Ratio | 22.71 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 12,85,738 | 1,32,089 |
| Giant (%) | 100.00 | 41.98 |
| Large (%) | — | 24.09 |
| Mid (%) | — | 27.65 |
| Small (%) | — | 9.93 |
| Tiny (%) | — | 0.79 |
Chanakya’s Mutual Fund Guidance For Sundaram Multi-Factor Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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