The New Fund Offer would open for subscription on Wednesday and close on July 16.
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Blue Planet Studio
Sundaram Mutual Fund has launched a Multi-Factor new fund offer, which will invest based on various rule-based strategies, including Quality, Growth, Momentum and Value.
The Fund’s structured investment approach will capture market opportunities across multiple factors and capture returns efficiently while offering superior risk-adjusted returns across market cycles to the investors.
The fund will invest in the top 25 stocks across the four factors and will have a portfolio of 80 stocks after accounting for stocks that are eligible for investment in the four factors.
The New Fund Offer would open for subscription on Wednesday and close on July 16. The scheme reopens for ongoing subscription or redemption from July 28.
Anand Radhakrishnan, Managing Director, Sundaram AMC, said that by converting decision-making rules of a good active manager into a set of repeatable rules, the multi-factor fund aims to be consistent in its performance.
Further, the diversification across multiple factors and intuitive logic of rules followed by the fund house make it efficient and transparent for investors, he added.
The Sundaram Multi-Factor Fund’s investment universe would comprise of top 250 companies with stock selection ranked within each factor.
Through periodic quarterly rebalancing and consistent application of a rules- based approach, the fund aims to deliver superior risk-adjusted returns.
The performance of the scheme will be benchmarked against the BSE 200 TRI.
Published on July 1, 2025
