Sundaram Multi-Factor Fund

Sundaram Mutual FundEquityPortfolio as of 31 July 2026

Sundaram Multi-Factor Fund holds 79 instruments (96.91% equity), led by HDFC Bank Limited (4.49%), ICICI Bank Limited (3.91%) and Reliance Industries Limited (3.41%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
79
Equity Allocation
96.91%
AMC
Sundaram Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Sundaram Multi-Factor Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 79 instruments with an equity allocation of 96.91%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Multi-Factor Fund's top 10 holdings account for 27.63% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 28.01% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 0 positions, with Wipro Limited seeing the largest move (+0.35pp to 0.39%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Wipro Limited0.04% → 0.39%▲ +0.35
Hero MotoCorp Limited2.26% → 2.5%▲ +0.24
Infosys Limited1.91% → 2.12%▲ +0.21
TVS Motor Company Limited0.8% → 0.99%▲ +0.19
Info Edge (India) Limited0.76% → 0.95%▲ +0.19
Laurus Labs Limited1% → 1.18%▲ +0.18
Bajaj Finserv Limited1.16% → 1.33%▲ +0.17
Oil India Limited1.99% → 2.16%▲ +0.17
Cummins India Limited0.8% → 0.96%▲ +0.16
Persistent Systems Limited0.62% → 0.78%▲ +0.16

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited4.78% → 4.49%▼ -0.29
Thermax Limited1.32% → 1.1%▼ -0.22
Bank of Maharashtra1.46% → 1.27%▼ -0.19
GE Vernova T&D India Limited1.24% → 1.07%▼ -0.17
Apar Industries Limited1.52% → 1.37%▼ -0.15
Coal India Limited2.16% → 2.01%▼ -0.15
Bank of Baroda1.14% → 1.02%▼ -0.12
Suzlon Energy Limited0.71% → 0.59%▼ -0.12
Larsen & Toubro Limited1.79% → 1.68%▼ -0.11
Hitachi Energy India Limited1.18% → 1.07%▼ -0.11

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 5.97%, Mar: 5.67%, Apr: 5.38%, May: 5.19%, Jun: 4.78%, Jul: 4.49%
4.49%
Feb: 4.16%, Mar: 4.2%, Apr: 3.95%, May: 3.93%, Jun: 3.8%, Jul: 3.91%
3.91%
Feb: 4.06%, Mar: 4.52%, Apr: 4.32%, May: 3.99%, Jun: 3.42%, Jul: 3.41%
3.41%
Feb: –, Mar: –, Apr: –, May: –, Jun: 2.26%, Jul: 2.5%
2.5%
Feb: 2.18%, Mar: 2.19%, Apr: 2.29%, May: 2.18%, Jun: 2.47%, Jul: 2.49%
2.49%

Full Portfolio (79 holdings)

#HoldingSector% to NAV
1HDFC Bank LimitedFinancial Services4.49%
2ICICI Bank LimitedFinancial Services3.91%
3Reliance Industries LimitedEnergy3.41%
4Hero MotoCorp LimitedConsumer Discretionary2.5%
5REC LimitedFinancial Services2.49%
6TREPStreps2.32%
7Petronet LNG LimitedUtilities2.31%
8Bharti Airtel LimitedTelecommunication2.17%
9Oil India LimitedEnergy2.16%
10Infosys LimitedInformation Technology2.12%
11Oil & Natural Gas Corporation LimitedEnergy2.07%
12Coal India LimitedEnergy2.01%
13Steel Authority of India LimitedMaterials1.99%
14Indus Towers LimitedTelecommunication1.99%
15Larsen & Toubro LimitedIndustrials1.68%
16Wipro Ltdother1.62%
17Hindustan Zinc LimitedMaterials1.6%
18Bharat Forge LimitedConsumer Discretionary1.42%
19Apar Industries LimitedIndustrials1.37%
20Adani Energy Solutions LimitedUtilities1.36%
21Bajaj Finserv LimitedFinancial Services1.33%
22Piramal Finance LimitedFinancial Services1.32%
23Billionbrains Garage Ventures LimitedFinancial Services1.28%
24Ashok Leyland LimitedIndustrials1.27%
25Bank of MaharashtraFinancial Services1.27%
26ABB India LimitedIndustrials1.27%
27Lupin LimitedHealthcare1.24%
28Power Finance Corporation LimitedFinancial Services1.23%
29GAIL (India) LimitedUtilities1.22%
30Laurus Labs LimitedHealthcare1.18%
31Union Bank of IndiaFinancial Services1.14%
32Tata Consultancy Services LimitedInformation Technology1.13%
33Housing & Urban Development Corporation LimitedFinancial Services1.12%
34Thermax LimitedIndustrials1.1%
35Muthoot Finance LimitedFinancial Services1.1%
36Bank of IndiaFinancial Services1.1%
37Adani Power LimitedUtilities1.1%
38BSE LimitedFinancial Services1.09%
39Tata Steel LimitedMaterials1.09%
40Power Grid Corporation of India LimitedUtilities1.08%
41Cholamandalam Financial Holdings LimitedFinancial Services1.08%
42UPL LimitedMaterials1.08%
43ITC LimitedConsumer Staples1.08%
44JSW Steel LimitedMaterials1.08%
45Hitachi Energy India LimitedIndustrials1.07%
46GE Vernova T&D India LimitedIndustrials1.07%
47Vedanta Aluminium Metal LimitedDiversified1.06%
48Canara BankFinancial Services1.06%
49Multi Commodity Exchange of India LimitedFinancial Services1.06%
50NMDC LimitedMaterials1.06%
51Bank of BarodaFinancial Services1.02%
52Oracle Financial Services Software LimitedInformation Technology1.01%
53NTPC LimitedUtilities1%
54TVS Motor Company LimitedConsumer Discretionary0.99%
55Adani Enterprises LimitedMaterials0.98%
56Cummins India LimitedIndustrials0.96%
57Info Edge (India) LimitedConsumer Discretionary0.95%
58Nippon Life India Asset Management LimitedFinancial Services0.92%
59Titan Company LimitedConsumer Discretionary0.92%
60Godrej Properties LimitedReal Estate0.92%
61IPCA Laboratories LimitedHealthcare0.88%
62Max Healthcare Institute LimitedHealthcare0.88%
63CG Power and Industrial Solutions LimitedIndustrials0.86%
64Bosch LimitedConsumer Discretionary0.86%
65Bharat Heavy Electricals LimitedIndustrials0.81%
66Margin Money For Derivativesother0.81%
67UltraTech Cement LimitedMaterials0.79%
68Persistent Systems LimitedInformation Technology0.78%
69Siemens LimitedIndustrials0.77%
70Solar Industries India LimitedMaterials0.77%
71SRF LimitedMaterials0.75%
72Polycab India LimitedIndustrials0.74%
73Vishal Mega Mart LimitedConsumer Discretionary0.68%
74Siemens Energy India LimitedIndustrials0.66%
75Vedanta LimitedMaterials0.62%
76Suzlon Energy LimitedIndustrials0.59%
77Wipro LimitedInformation Technology0.39%
78Nippon Life India Asset Management Ltd (Prev Reliance)other0.04%
79Cash and Other Net Current Assetsother-1.71%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 4.49% of Sundaram Multi-Factor Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 3.91% of Sundaram Multi-Factor Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 3.41% of Sundaram Multi-Factor Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Hero MotoCorp Limited is 2.5% of Sundaram Multi-Factor Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, REC Limited is 2.49% of Sundaram Multi-Factor Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.