April 30, 2026
RA Jainee
Sundaram Multi-Factor Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.01 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.01 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 200 TRI |
| AUM Rs. | 866 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.81% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 0.17% |
⚖️ Sahifund Review – Sundaram Multi-Factor Fund ✔
PLUS:
• Innovative multi-factor strategy combining value, quality and momentum factors
• Attractive valuation comfort with low portfolio P/E (~14.38)
• Diversified portfolio of ~60 stocks reduces single-stock risk
• Balanced exposure across large and mid caps improves stability
• Low minimum investment (Rs.100) makes it accessible for retail investors
• Backed by established fund house Sundaram Mutual Fund
• Suitable for SIP investors aiming to benefit from factor-based investing
• Potential to outperform across cycles if factor rotation works well
MINUS:
• Extremely short track record (launched July 2025) – no performance history
• Return since launch just 0.17%, indicating weak initial traction
• High turnover (~87.7%) increases execution risk and cost inefficiency
• Strategy complexity may not deliver consistent alpha
• Sector concentration (Top 3 sectors ~69%) raises risk
• Lacks proven benchmark outperformance
• Multi-factor approach may lag in trending markets
• Volatility risk remains high due to dynamic factor shifts
Sahifund View (Decisive Line):
An interesting concept-driven fund, but with no proven track record and high complexity, best suited only for experimental SIP allocation—not core investing.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
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 | 0.17% |
| Benchmark | BSE 200 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 866 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.81% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 87.70% |
Sundaram Multi-Factor Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Multi-Factor Dir | -5.58 | -1.03 | 6.95 | -1.18 | -2.91 | — | — | — | — | — |
| BSE 500 TRI | -5.46 | -1.05 | 7.12 | -0.60 | -4.62 | — | — | — | — | — |
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 | — | — | — | 0.81 | 866 | 0.17 | 1.00 (365) | 9M | 87.70 |
| ICICI Pru India Opportunities Dir | Unrated | 4.40 | 22.58 | 23.58 | 0.67 | 32,925 | 20.52 | 1.00 (365) | 7Y 3M | 61.00 |
| Franklin India Opportunities Dir | Unrated | 5.07 | 28.09 | 21.34 | 0.58 | 7,578 | 17.15 | 1.00 (365) | 13Y 3M | 57.81 |
| HDFC Defence Dir | Unrated | 26.99 | — | — | 0.83 | 7,305 | 40.97 | 1.00 (365) | 2Y 10M | 16.68 |
| Sundaram Services Dir | Unrated | 1.29 | 17.87 | 18.5 | 0.69 | 4,146 | 18.59 | 1.00 (365) | 7Y 7M | 26.90 |
Sundaram Multi-Factor Fund Portfolio
| No. of Stocks | 60 |
| Top 10 Stocks | 35.64% |
| Top 5 Stocks | 22.36% |
| Top 3 Sectors | 69.39% |
| Portfolio P/B Ratio | 2.12 |
| Portfolio P/E Ratio | 14.38 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,75,208 | 1,27,961 |
| Giant (%) | — | — |
| Large (%) | 60.52 | 53.51 |
| Mid (%) | 39.48 | 29.35 |
| Small (%) | — | 19.84 |
| Tiny (%) | — | — |
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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