| Launch date | 02 Jul 2025 |
| Allotment date | 22 Jul 2025 |
| End date | 16 Jul 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.48%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Dwijendra SrivastavaJul 2025 - PresentView details
Bharath S.Jul 2025 - PresentView details
Sandeep AgarwalJul 2025 - PresentView details
Rohit SeksariaJul 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹76,948.12Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Multi Factor Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Multi Factor Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 12 Dec 2025 is ₹10.50. The Sundaram Multi Factor Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 365 days ;
Investment Objective
The scheme seeks to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy. ;
| Fund benchmark | BSE 200 Total Return Index |
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