NFO opens : 2nd July 2025

NFO closes : 16th July 2025

Established factor-based strategies

Best of both worlds Each factor targets stocks with specific traits
Factor Investing
Momentum: Stocks showing strong recent performance.
1. Rule-based
2. Free from emotional bias
3. Differentiated Portfolio Growth: Consistent increase in sales, profits, or assets.

Quality: Low debt, stable earnings, strong cash flows.

Passive Active
Investing Investing Value: Stocks trading at low Price-to-Earnings or Price-to-Book.

Size: A layer for stability and enhanced risk-adjusted return

Individual Factors have outperformed the Index

Annual Factor Rankings (2016-2024) Annual Factor Rankings (2016-2024)
2016 2017 2018 2019 2020 2021 2022 2023 2024 BSE 200 TRI 22% 11% 67%
Rank-1 V M I M Q V V V M
Quality 33% 22% 44%
Rank-2 M G Q I G G Q M V
Growth 33% 33% 33%
Rank-3 Q V G G I M M Q G
Value 56% 11% 33%
Rank-4 G Q M Q V I I G Q
Momentum 56% 22% 22%
Rank-5 I I V V M Q G I I
Rank 1&2 3 4&5

1. All factors have individually outperformed Index. Momentum and Value topped amongst all factors.
2. Relying on a single factor is risky - markets move in cycles.
3. Multi-Factor investing can mitigate cyclicity.

Source: Bloomberg, Sundaram Asset Management, Data as of December 31, 2024.

*Q = Quality G = Growth V = Value M = Momentum I = Index. BSE Enhanced Value TRI, BSE Quality TRI, BSE Momentum TRI, Internal Index of 50 top stocks for Growth

Sundaram Multi-Factor Portfolio Creation Sundaram Model Portfolio Market Cap Allocation
1. Investment Universe: Top 250 companies
7.5%
2. Stock Selection: Stocks are ranked within each factor — Large Cap: 52.8%
Momentum, Value, Quality, Growth and Size Mid Cap: 39.7%
39.7%
3. Portfolio Construction: Portfolio consists of the top 25 stocks Small Cap: 7.5%
52.8%
selected within each factors. Stocks are equally weighted
allowing for repetitions.
4. Monitoring & Rebalancing: Quarterly Source: Bloomberg, Sundaram Asset Management,
Data as of CY’2024

It’s Not just Return, It’s Risk Adjusted Return that matters
21.5%
21.0% Model Por�olio Value VALUE provided higher return with higher volatility
20.5%
Momentum
20.0%
GROWTH has least volatility with lowest return
Return

19.5%
19.0% Quality
18.5% ALL FACTORS are cyclical
18.0% Growth
17.5%
15.0 16.0 17.0 18.0 19.0 20.0 21.0 22.0 23.0 24.0 MULTI FACTOR FUND
Vola�lity has the highest Risk-adjusted Return
Source: Bloomberg, Sundaram Asset Management, Data as of March 31, 2025.
*Q = Quality G = Growth V = Value M = Momentum I = Index, BSE Enhanced Value TRI, BSE Quality TRI, BSE Momentum TRI, Internal Index of 50 top stocks for Growth,
 Multi-Factor Model Portfolio – Calendar Year Returns vs Index
45.6 46.2
36.1
32.5 32.5
27.6
22.8 24.3
16.3 13.4
7.5 7.8 9.1
4.0 5.6 4.2
0.0

-4.6
CY16 CY17 CY18 CY19 CY20 CY21 CY22 CY23 CY24

Source: Bloomberg, Sundaram Asset Management, Returns are in %. Model Portfolio Index

Multi-Factor Model Portfolio vs BSE 200 TRI – Historical Performance Comparison

Rolling Returns 3 Years Rolling Returns 5 Years Rolling Returns
Analysis BSE 200 TRI Sundaram Model Portfolio BSE 200 TRI Sundaram Model Portfolio
Average Return 13.5% 20.2% 14.0% 21.5%
Maximum Return 27.6% 37.5% 22.9% 32.9%
Minimum Return -4.1% -2.9% 4.1% 9.1%
% of times outperformed
100% 100%
BSE 200 TRI
On a 3-year and 5-year basis the fund has outperformed benchmark at all times. Source: Bloomberg, Sundaram Asset Management, Data since 2015, as of March 31, 2025.

Strong Performance - During Recent Volatility

35.0%

30.0% Model BSE200 TRI

25.0%

20.0% 23.9%

15.0% 16.6%
10.0%

5.0%

0.0%
May-24
Mar-24

Mar-25
Nov-24
Aug-24

Dec-24
Feb-24

Apr-24

Sep-24

Feb-25

Apr-25
Jun-24

Oct-24
Jan-24

May-25
Jan-25
Jul-24

Source: Bloomberg, Sundaram Asset Management. Data as of May 31, 2025.

Fund Facts & Features

An open ended equity scheme that follows a multi-factor based
investment strategy. Any redemptions, switch or withdrawals by way of SWP
Objective
within 365 days from the date of allotment. – exit load of 1%
of the applicable NAV will be charged.
Fund Managers Rohit Seksaria, Bharath S, Dwijendra Srivastava, Sandeep Agarwal Load Structure For redemption or transfer via STP or withdrawal via SWP
after 365 days from the date of allotment – Nil.
Benchmark BSE 200 TRI
Further, exit load will be waived on Intra-scheme Switch-outs
Lumpsum: First Investment: INR 100 and any amount thereafter;
/ STP.
Minimum Subsequent Purchase: INR 100 and any amount thereafter
Subscription SIP: INR 1000 per week, INR 100 per month, INR 750 per quarter, Regular and Direct.
Plan / Option
Amount Weekly SIP will be processed on Wednesdays Growth & IDCW (Payout, Re-investment, Transfer)

This document is issued by Sundaram Asset Management; an investment manager registered with the Securities and Exchange Board of India and is produced for information purposes only. It is not a prospectus, scheme
information document, offer document, offer and solicitation, to name a few, to buy any securities or other investment. Information and opinion contained in this document are published for the assistance of the recipient only;
they are not to be relied upon as authoritative or taken as a substitution for exercise of judgment by any recipient. They are subject to change without any notice and not intended to provide the sole basis of any evaluation of the
instrument discussed or offer to buy. It is neither a solicitation to sell nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or be taken as investment advice. The information
and opinions contained in this communication have been obtained from sources that Sundaram Asset Management believes to be reliable; no representation or warranty, express or implied, is made that such information is
accurate or complete and it should not be relied upon as such. Sundaram Asset Management neither guarantees its accuracy and/or completeness nor does it guarantee to update the information from time to time. This
communication is for private circulation only and for the exclusive and confidential use of the intended recipient(s) only. Any other distribution, use or reproduction of this communication in its entirety or any part thereof is
unauthorized and strictly prohibited. By accepting this document, you agree to be bound by the foregoing limitations. This communication is for general information only without regard to specific objectives, financial situations
and needs of any person who may receive it, and Sundaram Asset Management is not soliciting any action based on this document. Sundaram Asset Management in the discharge of its functions, may use any of the data presented
in this document for its decision-making purpose and is not bound to disclose the same. Copies of the Statement of Additional Information, Scheme Information Document and application form with key information memorandum
may be obtained from the offices of Sundaram Mutual offices and its authorized distributors or downloaded from www.sundarammutual.com.

RISKOMETER Moderate Risk

Moderately High
Risk
Moderate Risk
Moderately High
Risk

Low to Low to
This product is suitable for investors who are seeking* Moderate Risk
High Risk
Moderate Risk
High Risk

• Long term capital growth

Very High Very High
• Investment in Equity and Equity related instruments selected based on Multi Low Risk
Risk
Low Risk
Risk

Factor Model
RISKOMETER RISKOMETER
*Investors should consult their financial advisers if in doubt about whether the The risk of the scheme is Very High The risk of the benchmark is Very High
product is suitable for them. Sundaram Multi-Factor Fund Benchmark: BSE 200 TRI

Distribution
Partner

Mutual fund investments are subject to market risks, read all scheme related documents carefully.