← Sundaram Mutual Fund

Sundaram Multi-Factor Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
74
Jul 2026
Equity Holdings
₹873.84 Cr
Equity only, excl. debt & cash
AAUM
₹936.35 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.8%
Diversified
Top 10 Weight
27.6%
Diversified
Changes
73
0 new · 0 exits
Top Sector
Banks
14.0% of portfolio
Launch Date
02 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹936.35 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Wipro Limited saw the biggest increase — now at 0.39% of the portfolio. HDFC Bank Limited was trimmed the most, now at 4.49%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 14.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 18.0% 14.5% -3.4%
Electrical Equipment 4.5% 10.5% +6.0%
Finance 10.1% 9.8% -0.4%
Capital Markets 1.4% 4.6% +3.2%
Power 1.3% 4.6% +3.3%
IT - Software 6.0% 4.5% -1.4%
Ferrous Metals 2.0% 4.2% +2.2%
Telecom - Services 3.0% 4.1% +1.1%
Oil 4.5% 4.0% -0.5%
Gas 4.4% 3.5% -0.8%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 14.5% 14.0% -0.6%
Finance 9.8% 9.7% -0.1%
Electrical Equipment 10.5% 9.6% -0.9%
IT - Software 4.5% 5.4% +0.9%
Power 4.6% 4.5% 0.0%
Capital Markets 4.6% 4.4% -0.3%
Oil 4.0% 4.2% +0.2%
Ferrous Metals 4.2% 4.2% -0.1%
Telecom - Services 4.1% 4.2% +0.1%
Gas 3.5% 3.5% 0.0%
Biggest Add
Wipro Limited
+0.35% · now 0.39%
Biggest Trim
HDFC Bank Limited
-0.29% · now 4.49%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 30 Increased ↓ 43 Decreased
#StockSectorJun 2026Jul 2026Change
1
Wipro Limited
₹3.56 Cr
IT - Software 0.04% 0.39% +0.35%
2
Hero MotoCorp Limited
₹22.53 Cr
Automobiles 2.26% 2.50% +0.24%
3
Infosys Limited
₹19.16 Cr
IT - Software 1.91% 2.12% +0.21%
4
TVS Motor Company Limited
₹8.91 Cr
Automobiles 0.80% 0.99% +0.19%
5
Info Edge (India) Limited
₹8.57 Cr
Retailing 0.76% 0.95% +0.19%
6
Laurus Labs Limited
₹10.62 Cr
Pharmaceuticals & Biotechnology 1.00% 1.18% +0.18%
7
Oil India Limited
₹19.48 Cr
Oil 1.99% 2.16% +0.17%
8
Bajaj Finserv Limited
₹11.95 Cr
Finance 1.16% 1.33% +0.17%
9
Cummins India Limited
₹8.64 Cr
Industrial Products 0.80% 0.96% +0.16%
10
Persistent Systems Limited
₹7.03 Cr
IT - Software 0.62% 0.78% +0.16%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹40.45 Cr
Banks 4.78% 4.49% -0.29%
2
Thermax Limited
₹9.96 Cr
Electrical Equipment 1.32% 1.10% -0.22%
3
Bank of Maharashtra
₹11.44 Cr
Banks 1.46% 1.27% -0.19%
4
GE Vernova T&D India Limited
₹9.61 Cr
Electrical Equipment 1.24% 1.07% -0.17%
5
Coal India Limited
₹18.12 Cr
Consumable Fuels 2.16% 2.01% -0.15%
6
Apar Industries Limited
₹12.37 Cr
Electrical Equipment 1.52% 1.37% -0.15%
7
Bank of Baroda
₹9.18 Cr
Banks 1.14% 1.02% -0.12%
8
Suzlon Energy Limited
₹5.29 Cr
Electrical Equipment 0.71% 0.59% -0.12%
9
Larsen & Toubro Limited
₹15.11 Cr
Construction 1.79% 1.68% -0.11%
10
Cholamandalam Financial Holdings Limited
₹9.77 Cr
Finance 1.19% 1.08% -0.11%

What Stocks Does This Fund Hold?

74 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹40.45 Cr
Banks
4.49%
2
₹35.21 Cr
Banks
3.91%
3
₹30.74 Cr
Petroleum Products
3.41%
4
₹22.53 Cr
Automobiles
2.50%
5
₹22.48 Cr
Finance
2.49%
6
₹20.85 Cr
Gas
2.31%
7
₹19.58 Cr
Telecom - Services
2.17%
8
₹19.48 Cr
Oil
2.16%
9
₹19.16 Cr
IT - Software
2.12%
10
₹18.70 Cr
Oil
2.07%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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