NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.43
0.59%
NAV as on 04 Feb 26, 12:00 AM
risk
thematic business cycles
equity
NAV as on 04 Feb 26, 12:00 AM
risk
thematic business cycles
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
4.32%p.a.
Since Inception
About Sundaram Multi-Factor Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Multi-Factor Fund -Growth scheme from Sundaram Asset Management Company Limited. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Jul 2025, Sundaram Multi-Factor Fund -Growth is Thematic - Business Cycles fund of its category with 1,015.53 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.
- Sundaram Multi-Factor Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 4.3% average annual returns since the fund was launched.
- Sundaram Multi-Factor Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor 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 by the mutual fund/sponsor/AMC/Trustee
Top 10 Holdings
Bharti Airtel Ltd
2.36%
HDFC Bank Ltd
6.44%
ICICI Bank Ltd
4.03%
Infosys Ltd
3.29%
Reliance Industries Ltd
4.45%
Repo
1.86%
Net Payables
-0.74%
Others EMM
0.49%
Cash Margin
18.62%
Reliance Industries Limited August 2025 Future
-3.84%
Fund Managers
- Dwijendra Srivastava (Jul 2025 - Present)
- Bharath S. (Jul 2025 - Present)
- Sandeep Agarwal (Jul 2025 - Present)
- Rohit Seksaria (Jul 2025 - Present)
Key Information
View Scheme Document
Sundaram Multi-Factor Fund -Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Sundaram Multi-Factor Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Multi-Factor Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Multi-Factor Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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