Sundaram Mutual announces the launch of The Sundaram Multi Factor Fund

July 1, 2025, MUMBAI: Sundaram Mutual Fund has announced the launch of their New Fund Offer (NFO), the Sundaram Multi-Factor Fund, an open-ended equity scheme that follows a multi-factor based investment strategy. The Sundaram Multi-Factor Fund would follow a rules-based strategy with a multi-factor approach comprising of Quality, Growth, Momentum, Value and Size based stock selection factors. The Sundaram Multi-Factor Fund's structured investing approach, to capture market opportunities, would offer diversification across multiple factors and capture returns efficiently while offering superior risk-adjusted returns across market cycles to the investors. The New Fund Offer would open for subscription on July 2, 2025, and close on July 16, 2025. The scheme reopens for ongoing subscription or redemption from 28th July 2025.

Commenting on the launch of the Sundaram Multi-Factor Fund, Mr. Anand Radhakrishnan, Managing Director, Sundaram Asset Management Company Limited said, "The Sundaram MultiFactor Fund, by converting decision making rules of a good active manager into a set of repeatable rules, aims to be consistent in its performance. Further, the diversification across multiple Factors and intuitive logic of rules followed by the Sundaram Multi-Factor fund makes it efficient and transparent for investors"

The Fund Managers' strategy will be to invest in top twenty-five (25) stocks selected within each factor - Momentum, Value, Quality and Growth. 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.

Mr. Rohit Seksaria will be the Fund Manager for Sundaram Multi-Factor fund. The performance of the scheme will be benchmarked against the BSE 200 TRI.

About Sundaram Asset Management Company:

Sundaram Asset Management Company, a major player in the fund management space with retail focus has assets under management (AUM) of INR.73,998crores and along with its subsidiary Sundaram Alternate Assets Ltd (SAAL) the AUM stood at INR.80,880.87crores as on June 24, 2025.

For more information on Sundaram Mutual and its products, please visit www.sundarammutual.com.

For Media Enquiries:

Harit S. Tank

Phone: 022 - 30100215 | Mobile: +91 98194 55607

Email: harittank@sundarammutual.comm or harit.smf@gmail.com

Fund Synopsis:

Scheme Name: Sundaram Multi-Factor Fund

Scheme Type: An open-ended equity scheme that follows multi factor-based investment strategy

Category of the Scheme: Equity – Thematic Fund Category

Investment Objective: The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multifactor-based investment strategy No Guarantee: 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 bythe mutual fund or by thesponsor or by the Asset management Company or by the Trustees.

Asset Allocation:

Benchmark: BSE 200 TRI

Fund Managers: Mr Rohit Seksaria & Mr Bharath S (Equity Portion) – Mr Dwijendra Srivastava & Mr Sandeep Agarwal (Fixed Income)

Minimum Application Amount: Regular Plan & Direct Plan Options: Lumpsum: First Investment: INR 100 and any amount thereafter; Subsequent Purchase: INR100 and any amount thereafter. SIP: INR1,000 per week, INR100 per month, INR750 per quarter, Weekly SIP will be processed on Wednesdays.

Load Structure

Entry Load: N/A

Exit Load: 1% of the applicable NAV - Any redemptions, switch or withdrawals by way of SWP would be subject to an exit load within 365 days from the date of allotment NIL - if the units are redeemed after 365 days from the date of allotment of units.

New Fund Offer Period: NFO Opens: July 02, 2025, and NFO Closes: July 16, 2025

Sundaram Multi Asset Allocation Fund is suitable for investors who are seeking*

• Long term capital growth


• Investing in equity and equity related instruments selected based on Multi-Factor Model.