Sundaram Multi-Factor Fund - Regular - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Expense ratio (3.23%) is higher than category median (2.52%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +8.07% | +6.32% | +1.75% |
| 3 Months | +0.25% | -0.20% | +0.45% |
| 6 Months | +0.11% | +5.98% | -5.87% |
| 1 Year | -4.60% | +3.90% | -8.50% |
| Since Inception | -0.74% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -5.83% | +4.03% | -9.86% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -12.75% | -5.23% | -4.44% | +0.88% | 3.9% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-01-02 | 2026-10-23 | -15.9% | 10 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments selected based on a Multi-Factor quantitative model: 80 - 100%; Other Equity & Equity related instruments: 0 - 20%; Debt and Money Market Securities (including Tri Party Repo): 0 - 20%; Investment in REITs/InvITs: 0 - 10% | Per Scheme Mandate |
Investment Objective & Strategy
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy. There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 825 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI Quant Fund | 2.5 | - | 2.62% | 101.3% | Rs 2,723 cr | Compare → |
| THE WEALTH COMPANY ETHICAL FUND | 2.5 | - | - | 96.2% | Rs 40.1 cr | Compare → |
| WhiteOak Capital ESG Best In Class Strategy Fund | 2.5 | - | 2.65% | 108.6% | Rs 50.0 cr | Compare → |
| Nippon India MNC Fund | 2.9 | - | 2.53% | 110.7% | Rs 403 cr | Compare → |
| WhiteOak Capital Quality Equity Fund | 2.9 | - | 2.66% | 105.7% | Rs 579 cr | Compare → |
Frequently Asked Questions about Sundaram Multi Factor Fund
What is the expense ratio of Sundaram Multi Factor Fund?
Sundaram Multi Factor Fund has a total expense ratio (TER) of 3.23% with a base expense ratio of 1.99%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Sundaram Multi Factor Fund?
Sundaram Multi Factor Fund is managed by Rohit Seksaria.
What are the historical returns of Sundaram Multi Factor Fund?
Sundaram Multi Factor Fund has a 1-year return of -4.60%.
How large is Sundaram Multi Factor Fund?
Sundaram Multi Factor Fund manages assets of Rs 825 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Sundaram Multi Factor Fund scored on MFIQ?
Sundaram Multi Factor Fund holds an MFIQ Score of 2.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Multi Factor Fund?
Sundaram Multi Factor Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.81% with a maximum historical drawdown of -15.86%.