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Mutual Funds

Sundaram Multi-Factor Fund

Su

Sundaram Multi-Factor Fund

Thematic-Factor-basedRank #100
Not Rated

NAV (2026-07-14)

9.72

AUM

₹917.22 Cr

Exp. Ratio: 3.1%

RISK LEVEL

Very High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch-2.83%--

Fund vs Category Average

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period

Cons

3Y returns below category average
Higher expense ratio (3.1%)
Overall rank #100 in category
ISININF903JA1LY0
NAV₹9.72
NAV Date2026-07-14
AUM₹917.22 Cr
Expense Ratio3.1%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Top Holdings

Holdings data not available for this scheme