In a market full of mutual fund choices, selecting the right one can feel overwhelming. Active or passive? Value or growth? Large-cap or mid-cap? Factor-based or traditional? Most investors find themselves constantly switching, rebalancing, or second-guessing their decisions.
But what if one fund could simplify all that while still delivering the potential for superior, risk-adjusted returns?
Introducing the Sundaram Multi-Factor Fund
This newly launched fund is designed to bring together the best of both worlds:
- The efficiency and structure of passive investing, and
- The flexibility and judgment of active management.
It does this by using a multi-factor strategy, combining four time-tested investment styles:
- Value – Undervalued stocks with strong fundamentals
- Quality – Financially sound companies with stable performance
- Momentum – Stocks showing strong recent price trends
- Growth – Businesses with robust future potential
An additional overlay of Size ensures diversification among India’s top 250 stocks.
Why This Matters for You
Different styles work at different times. Value may shine in recovery phases, while momentum might lead during bull runs. The Sundaram Multi-Factor Fund blends these approaches so you’re not relying on just one.
It’s not just theory back-tested data shows the fund’s model outperformed the BSE 200 TRI consistently on a 3- and 5-year rolling basis. It offers:
- A more balanced risk-return profile
- Lower volatility over market cycles
- Regular rebalancing based on data, not emotion
Less Juggling. More Stability.
With its structured, algorithm-led design and active oversight, this fund reduces the need for investors to switch frequently or time the market. It’s a long-term strategy that helps you stay invested with confidence.
Is It the Right Fund for You?
While the Sundaram Multi-Factor Fund sounds promising, the key question is: Does it align with your unique financial goals and risk profile?
That’s where we come in.
At Pragati Funds, we don’t just recommend trending products we help you make informed decisions tailored to your journey.
Let’s talk.
Want to know if this is the ideal fund for your portfolio? Get in touch with us today call : +91 97254 10042
We’re here to help you invest smarter, not harder.
