What stocks does Sundaram Multi-Factor Fund hold?

Sundaram Multi-Factor Fund holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Multi-Factor Fund?

Sundaram Multi-Factor Fund is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Multi-Factor Fund?

Sundaram Multi-Factor Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Multi-Factor Fund portfolio data updated?

Portfolio holdings for Sundaram Multi-Factor Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Multi-Factor Fund - Direct - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹911.38 Cr

Equity only, excl. debt & cash

Top 5 Weight

20.4%

Diversified

Top 10 Weight

32.7%

Diversified

Changes

4 new · 2 exits

Top Sector

Banks

18.0% of portfolio

📋 What Happened This Month Sundaram Multi-Factor Fund made 4 new additions and exited 2 stocks this month. The biggest new buy was GE Vernova T&D India Limited (Electrical Equipment) at 1.71% weight. Indian Bank was the biggest exit (Banks), which was held at 1.51%. Among existing holdings, HCL Technologies Limited saw the biggest increase — now at 0.91% of the portfolio. Bank of India was trimmed the most, now at 0.88%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 18.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Sundaram Multi-Factor Fund - Direct - Growth

-2.01%

+5.96%

-6.14%

—

Latest NAV

₹9.92

24 Jun 2026

52W High

₹10.76

-8% from High

52W Low

₹9.16

+8% from Low

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

Pre-inception

Rec: N/A

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹9.92 24 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Multi-Factor Fund - Direct - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹9.92

Sector Shift Industry allocation month-over-month

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	22.3%	21.3%	▼ -1.0%
Finance	15.7%	10.4%	▼ -5.3%
Pharmaceuticals & Biotechnology	5.0%	7.7%	▲ +2.6%
Oil	6.7%	6.3%	▼ -0.4%
IT - Software	9.1%	5.1%	▼ -4.0%
Telecom - Services	3.3%	4.6%	▲ +1.3%
Gas	4.3%	4.4%	▲ +0.1%
Petroleum Products	4.5%	4.3%	▼ -0.2%
Consumable Fuels	2.7%	4.2%	▲ +1.5%
Non - Ferrous Metals	3.8%	3.8%	● +0.0%

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Banks	21.3%	18.0%	▼ -3.3%
Finance	10.4%	10.1%	▼ -0.2%
Pharmaceuticals & Biotechnology	7.7%	8.1%	▲ +0.5%
IT - Software	5.1%	6.0%	▲ +0.9%
Oil	6.3%	4.5%	▼ -1.7%
Electrical Equipment	0.9%	4.5%	▲ +3.6%
Gas	4.4%	4.4%	● 0.0%
Non - Ferrous Metals	3.8%	4.1%	▲ +0.3%
Consumable Fuels	4.2%	4.0%	▼ -0.2%
Petroleum Products	4.3%	4.0%	▼ -0.3%

🟢

Biggest New Buy

GE Vernova T&D India Limited

1.71% weight · Electrical Equipment

🔴

Biggest Exit

Indian Bank

1.51% was held · Banks

↑

Biggest Add

HCL Technologies Limited

+0.87% · now 0.91%

↓

Biggest Trim

Bank of India

-1.46% · now 0.88%

🤝 Other funds also bought this month

Billionbrains Garage Ventures Ltd 66 funds

ABB India Limited 39 funds

Tata Motors Ltd 24 funds

GE Vernova T&D India Limited 22 funds

👋 Other funds also exited

Indian Bank 13 funds

Indus Towers Limited 9 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 4 New Entries 🔴 2 Exits ↑ 23 Increased ↓ 35 Decreased

#	Stock	Sector	Weight (May 2026)
1	GE Vernova T&D India Limited ₹16.26 Cr	Electrical Equipment	1.71%
2	ABB India Limited ₹15.71 Cr	Electrical Equipment	1.66%
3	Tata Motors Ltd ₹14.07 Cr	Agricultural, Commercial & Construction Vehicles	1.48%
4	Billionbrains Garage Ventures Ltd ₹13.49 Cr	Capital Markets	1.42%

#	Stock	Sector	Last Weight (Apr 2026)
1	Indian Bank ₹14.29 Cr	Banks	1.51%
2	Indus Towers Limited ₹13.77 Cr	Telecom - Services	1.45%

#	Stock	Sector	Apr 2026	May 2026	Change
1	HCL Technologies Limited ₹8.66 Cr	IT - Software	0.04%	0.91%	+0.87%
2	Vedanta Aluminium Metal Limited ₹8.01 Cr	Metals & Minerals Trading	0.28%	0.84%	+0.56%
3	Zydus Lifesciences Limited ₹25.19 Cr	Pharmaceuticals & Biotechnology	2.20%	2.66%	+0.46%
4	Steel Authority of India Limited ₹18.99 Cr	Ferrous Metals	1.81%	2.00%	+0.19%
5	Vedanta Limited ₹7.69 Cr	Diversified Metals	0.62%	0.81%	+0.19%
6	Siemens Energy India Limited ₹10.58 Cr	Electrical Equipment	0.94%	1.12%	+0.18%
7	Godrej Industries Limited ₹12.15 Cr	Diversified	1.11%	1.28%	+0.17%
8	Polycab India Limited ₹9.53 Cr	Industrial Products	0.86%	1.00%	+0.14%
9	Coforge Limited ₹8.13 Cr	IT - Software	0.72%	0.86%	+0.14%
10	Hindalco Industries Limited ₹13.23 Cr	Non - Ferrous Metals	1.28%	1.40%	+0.12%
11	Bharat Forge Limited ₹23.56 Cr	Auto Components	2.39%	2.49%	+0.10%
12	Torrent Pharmaceuticals Limited ₹14.87 Cr	Pharmaceuticals & Biotechnology	1.49%	1.57%	+0.08%
13	National Aluminium Company Limited ₹13.97 Cr	Non - Ferrous Metals	1.39%	1.47%	+0.08%
14	Hindustan Zinc Limited ₹11.44 Cr	Non - Ferrous Metals	1.14%	1.21%	+0.07%
15	Apollo Hospitals Enterprise Limited ₹8.37 Cr	Healthcare Services	0.82%	0.88%	+0.06%
16	Cholamandalam Financial Holdings Limited ₹19.71 Cr	Finance	2.04%	2.08%	+0.04%
17	Union Bank of India ₹24.01 Cr	Banks	2.50%	2.53%	+0.03%
18	Lodha Developers Limited ₹6.65 Cr	Realty	0.67%	0.70%	+0.03%
19	GAIL (India) Limited ₹21.45 Cr	Gas	2.24%	2.26%	+0.02%
20	Shriram Finance Limited ₹12.96 Cr	Finance	1.35%	1.37%	+0.02%
21	Bajaj Finserv Limited ₹9.31 Cr	Finance	0.96%	0.98%	+0.02%
22	Bosch Limited ₹7.95 Cr	Auto Components	0.82%	0.84%	+0.02%
23	The Federal Bank Limited ₹14.83 Cr	Banks	1.55%	1.56%	+0.01%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Bank of India ₹8.36 Cr	Banks	2.34%	0.88%	-1.46%
2	Oil India Limited ₹22.20 Cr	Oil	3.78%	2.34%	-1.44%
3	Reliance Industries Limited ₹37.83 Cr	Petroleum Products	4.32%	3.99%	-0.33%
4	Oil & Natural Gas Corporation Limited ₹20.85 Cr	Oil	2.48%	2.20%	-0.28%
5	Vedanta Iron And Steel Limited ₹66.17 L	Metals & Minerals Trading	0.28%	0.07%	-0.21%
6	Coal India Limited ₹38.01 Cr	Consumable Fuels	4.21%	4.01%	-0.20%
7	Malco Energy Limited ₹86.75 L	Power	0.28%	0.09%	-0.19%
8	HDFC Bank Limited ₹49.19 Cr	Banks	5.37%	5.19%	-0.18%
9	Talwandi Sabo Power Limited ₹1.02 Cr	Power	0.28%	0.11%	-0.17%
10	State Bank of India ₹11.94 Cr	Banks	1.39%	1.26%	-0.13%
11	REC Limited ₹20.69 Cr	Finance	2.29%	2.18%	-0.11%
12	Power Grid Corporation of India Limited ₹10.37 Cr	Power	1.20%	1.09%	-0.11%
13	Housing & Urban Development Corporation Limited ₹11.12 Cr	Finance	1.27%	1.17%	-0.10%
14	ITC Limited ₹9.61 Cr	Diversified FMCG	1.11%	1.01%	-0.10%
15	Ashok Leyland Limited ₹19.19 Cr	Agricultural, Commercial & Construction Vehicles	2.11%	2.02%	-0.09%
16	Tata Consultancy Services Limited ₹8.96 Cr	IT - Software	1.03%	0.94%	-0.09%
17	Coromandel International Limited ₹5.98 Cr	Fertilizers & Agrochemicals	0.71%	0.63%	-0.08%
18	Bharti Airtel Limited ₹21.61 Cr	Telecom - Services	2.35%	2.28%	-0.07%
19	Titan Company Limited ₹7.54 Cr	Consumer Durables	0.86%	0.79%	-0.07%
20	Infosys Limited ₹30.85 Cr	IT - Software	3.31%	3.25%	-0.06%
21	Petronet LNG Limited ₹19.85 Cr	Gas	2.14%	2.09%	-0.05%
22	AU Small Finance Bank Limited ₹14.48 Cr	Banks	1.58%	1.53%	-0.05%
23	Power Finance Corporation Limited ₹11.20 Cr	Finance	1.23%	1.18%	-0.05%
24	Aurobindo Pharma Limited ₹12.21 Cr	Pharmaceuticals & Biotechnology	1.33%	1.29%	-0.04%
25	Lupin Limited ₹13.69 Cr	Pharmaceuticals & Biotechnology	1.47%	1.44%	-0.03%
26	Muthoot Finance Limited ₹11.17 Cr	Finance	1.21%	1.18%	-0.03%
27	Canara Bank ₹10.17 Cr	Banks	1.10%	1.07%	-0.03%
28	TVS Motor Company Limited ₹6.72 Cr	Automobiles	0.74%	0.71%	-0.03%
29	ICICI Bank Limited ₹37.28 Cr	Banks	3.95%	3.93%	-0.02%
30	Dr. Reddy's Laboratories Limited ₹10.94 Cr	Pharmaceuticals & Biotechnology	1.17%	1.15%	-0.02%
31	JK Cement Limited ₹7.14 Cr	Cement & Cement Products	0.77%	0.75%	-0.02%
32	Max Healthcare Institute Limited ₹6.99 Cr	Healthcare Services	0.76%	0.74%	-0.02%
33	ITC Hotels Limited ₹6.71 Cr	Leisure Services	0.73%	0.71%	-0.02%
34	Vishal Mega Mart Limited ₹7.80 Cr	Retailing	0.83%	0.82%	-0.01%
35	Bharti Hexacom Limited ₹7.02 Cr	Telecom - Services	0.75%	0.74%	-0.01%

What Stocks Does This Fund Hold?

65 stocks — May 2026

#	Stock	Sector	Weight & Value
1	HDFC Bank Limited ₹49.19 Cr	Banks	5.19%
2	Coal India Limited ₹38.01 Cr	Consumable Fuels	4.01%
3	Reliance Industries Limited ₹37.83 Cr	Petroleum Products	3.99%
4	ICICI Bank Limited ₹37.28 Cr	Banks	3.93%
5	Infosys Limited ₹30.85 Cr	IT - Software	3.25%
6	Zydus Lifesciences Limited ₹25.19 Cr	Pharmaceuticals & Biotechnology	2.66%
7	Union Bank of India ₹24.01 Cr	Banks	2.53%
8	Bharat Forge Limited ₹23.56 Cr	Auto Components	2.49%
9	Oil India Limited ₹22.20 Cr	Oil	2.34%
10	Bharti Airtel Limited ₹21.61 Cr	Telecom - Services	2.28%
11	GAIL (India) Limited ₹21.45 Cr	Gas	2.26%
12	Oil & Natural Gas Corporation Limited ₹20.85 Cr	Oil	2.20%
13	REC Limited ₹20.69 Cr	Finance	2.18%
14	Petronet LNG Limited ₹19.85 Cr	Gas	2.09%
15	Cholamandalam Financial Holdings Limited ₹19.71 Cr	Finance	2.08%
16	Ashok Leyland Limited ₹19.19 Cr	Agricultural, Commercial & Construction Vehicles	2.02%
17	Steel Authority of India Limited ₹18.99 Cr	Ferrous Metals	2.00%
18	GE Vernova T&D India Limited ₹16.26 Cr	Electrical Equipment	1.71%
19	ABB India Limited ₹15.71 Cr	Electrical Equipment	1.66%
20	Torrent Pharmaceuticals Limited ₹14.87 Cr	Pharmaceuticals & Biotechnology	1.57%
21	The Federal Bank Limited ₹14.83 Cr	Banks	1.56%
22	AU Small Finance Bank Limited ₹14.48 Cr	Banks	1.53%
23	Tata Motors Ltd ₹14.07 Cr	Agricultural, Commercial & Construction Vehicles	1.48%
24	National Aluminium Company Limited ₹13.97 Cr	Non - Ferrous Metals	1.47%
25	Lupin Limited ₹13.69 Cr	Pharmaceuticals & Biotechnology	1.44%
26	Billionbrains Garage Ventures Ltd ₹13.49 Cr	Capital Markets	1.42%
27	Hindalco Industries Limited ₹13.23 Cr	Non - Ferrous Metals	1.40%
28	Shriram Finance Limited ₹12.96 Cr	Finance	1.37%
29	Aurobindo Pharma Limited ₹12.21 Cr	Pharmaceuticals & Biotechnology	1.29%
30	Godrej Industries Limited ₹12.15 Cr	Diversified	1.28%
31	State Bank of India ₹11.94 Cr	Banks	1.26%
32	Hindustan Zinc Limited ₹11.44 Cr	Non - Ferrous Metals	1.21%
33	Power Finance Corporation Limited ₹11.20 Cr	Finance	1.18%
34	Muthoot Finance Limited ₹11.17 Cr	Finance	1.18%
35	Housing & Urban Development Corporation Limited ₹11.12 Cr	Finance	1.17%
36	Hindustan Aeronautics Limited ₹10.95 Cr	Aerospace & Defense	1.16%
37	Dr. Reddy's Laboratories Limited ₹10.94 Cr	Pharmaceuticals & Biotechnology	1.15%
38	Siemens Energy India Limited ₹10.58 Cr	Electrical Equipment	1.12%
39	Power Grid Corporation of India Limited ₹10.37 Cr	Power	1.09%
40	Canara Bank ₹10.17 Cr	Banks	1.07%
41	ITC Limited ₹9.61 Cr	Diversified FMCG	1.01%
42	Polycab India Limited ₹9.53 Cr	Industrial Products	1.00%
43	UPL Limited ₹9.42 Cr	Fertilizers & Agrochemicals	0.99%
44	Bajaj Finserv Limited ₹9.31 Cr	Finance	0.98%
45	Tata Consultancy Services Limited ₹8.96 Cr	IT - Software	0.94%
46	HCL Technologies Limited ₹8.66 Cr	IT - Software	0.91%
47	Apollo Hospitals Enterprise Limited ₹8.37 Cr	Healthcare Services	0.88%
48	Bank of India ₹8.36 Cr	Banks	0.88%
49	Coforge Limited ₹8.13 Cr	IT - Software	0.86%
50	Vedanta Aluminium Metal Limited ₹8.01 Cr	Metals & Minerals Trading	0.84%
51	Bosch Limited ₹7.95 Cr	Auto Components	0.84%
52	Vishal Mega Mart Limited ₹7.80 Cr	Retailing	0.82%
53	Vedanta Limited ₹7.69 Cr	Diversified Metals	0.81%
54	Titan Company Limited ₹7.54 Cr	Consumer Durables	0.79%
55	JK Cement Limited ₹7.14 Cr	Cement & Cement Products	0.75%
56	Bharti Hexacom Limited ₹7.02 Cr	Telecom - Services	0.74%
57	Max Healthcare Institute Limited ₹6.99 Cr	Healthcare Services	0.74%
58	TVS Motor Company Limited ₹6.72 Cr	Automobiles	0.71%
59	ITC Hotels Limited ₹6.71 Cr	Leisure Services	0.71%
60	Lodha Developers Limited ₹6.65 Cr	Realty	0.70%
61	Coromandel International Limited ₹5.98 Cr	Fertilizers & Agrochemicals	0.63%
62	Talwandi Sabo Power Limited ₹1.02 Cr	Power	0.11%
63	Malco Energy Limited ₹86.75 L	Power	0.09%
64	Vedanta Iron And Steel Limited ₹66.17 L	Metals & Minerals Trading	0.07%
65	Wipro Limited ₹4.20 L	IT - Software	0.00%