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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Multi-Factor Fund is ₹9.17 as of 2026-10-09.
Sundaram Multi-Factor Fund is classified as a Thematic-Factor-based fund.
Sundaram Multi-Factor Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Multi-Factor Fund is ₹789.86 Cr.
The expense ratio of Sundaram Multi-Factor Fund is 3.12%.
Sundaram Multi-Factor Fund is managed by Sandeep Agarwal.
The minimum SIP investment for Sundaram Multi-Factor Fund is ₹100.
As per the SEBI Riskometer, Sundaram Multi-Factor Fund carries a Very High risk level.
Sundaram Multi-Factor Fund has delivered -10.02% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-10-09.
Sundaram Multi-Factor Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
