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 Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹901.95 Cr

Equity only, excl. debt & cash

Top 5 Weight

21.6%

Diversified

Top 10 Weight

34.7%

Diversified

Changes

7 new · 4 exits

Top Sector

Banks

21.3% of portfolio

📋 What Happened This Month Sundaram Multi-Factor Fund made 7 new additions and exited 4 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.49% weight. Aditya Birla Capital Limited was the biggest exit (Finance), which was held at 1.47%. Among existing holdings, Coal India Limited saw the biggest increase — now at 4.21% of the portfolio. Wipro Limited was trimmed the most, now at 0.00%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 21.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

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

-2.08%

-1.30%

-5.58%

—

Latest NAV

₹9.93

04 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 ₹9.93 04 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: ₹9.93

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	23.3%	22.3%	▼ -0.9%
Finance	15.9%	15.7%	▼ -0.2%
IT - Software	8.4%	9.1%	▲ +0.8%
Oil	4.5%	6.7%	▲ +2.2%
Pharmaceuticals & Biotechnology	4.4%	5.0%	▲ +0.6%
Petroleum Products	4.1%	4.5%	▲ +0.5%
Gas	4.7%	4.3%	▼ -0.4%
Non - Ferrous Metals	2.2%	3.8%	▲ +1.6%
Telecom - Services	3.0%	3.3%	▲ +0.3%
Consumable Fuels	2.2%	2.7%	▲ +0.5%

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%

🟢

Biggest New Buy

Torrent Pharmaceuticals Limited

1.49% weight · Pharmaceuticals & Biotechnology

🔴

Biggest Exit

Aditya Birla Capital Limited

1.47% was held · Finance

↑

Biggest Add

Coal India Limited

+1.53% · now 4.21%

↓

Biggest Trim

Wipro Limited

-2.20% · now 0.00%

🤝 Other funds also bought this month

Talwandi Sabo Power Limited 183 funds

Vedanta Aluminium Metal Limited 183 funds

Vedanta Iron And Steel Limited 183 funds

Malco Energy Limited 176 funds

Lupin Limited 34 funds

Torrent Pharmaceuticals Limited 27 funds

👋 Other funds also exited

BSE Limited 18 funds

Mahindra & Mahindra Financial Services Limited 11 funds

Aditya Birla Capital Limited 5 funds

L&T Finance Limited 5 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 7 New Entries 🔴 4 Exits ↑ 21 Increased ↓ 33 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	Torrent Pharmaceuticals Limited ₹14.11 Cr	Pharmaceuticals & Biotechnology	1.49%
2	Lupin Limited ₹13.92 Cr	Pharmaceuticals & Biotechnology	1.47%
3	Indus Towers Limited ₹13.77 Cr	Telecom - Services	1.45%
4	Talwandi Sabo Power Limited ₹2.64 Cr	Power	0.28%
5	Malco Energy Limited ₹2.64 Cr	Power	0.28%
6	Vedanta Aluminium Metal Limited ₹2.64 Cr	Metals & Minerals Trading	0.28%
7	Vedanta Iron And Steel Limited ₹2.64 Cr	Metals & Minerals Trading	0.28%

#	Stock	Sector	Last Weight (Mar 2026)
1	Aditya Birla Capital Limited ₹12.73 Cr	Finance	1.47%
2	BSE Limited ₹12.37 Cr	Capital Markets	1.43%
3	L&T Finance Limited ₹12.37 Cr	Finance	1.43%
4	Mahindra & Mahindra Financial Services Limited ₹11.70 Cr	Finance	1.35%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Coal India Limited ₹39.96 Cr	Consumable Fuels	2.68%	4.21%	+1.53%
2	Bharat Forge Limited ₹22.65 Cr	Auto Components	0.87%	2.39%	+1.52%
3	Bank of India ₹22.20 Cr	Banks	1.05%	2.34%	+1.29%
4	Housing & Urban Development Corporation Limited ₹12.07 Cr	Finance	1.02%	1.27%	+0.25%
5	Steel Authority of India Limited ₹17.16 Cr	Ferrous Metals	1.65%	1.81%	+0.16%
6	Godrej Industries Limited ₹10.52 Cr	Diversified	0.96%	1.11%	+0.15%
7	GAIL (India) Limited ₹21.29 Cr	Gas	2.11%	2.24%	+0.13%
8	AU Small Finance Bank Limited ₹14.94 Cr	Banks	1.45%	1.58%	+0.13%
9	Hindustan Aeronautics Limited ₹11.04 Cr	Aerospace & Defense	1.04%	1.16%	+0.12%
10	Siemens Energy India Limited ₹8.96 Cr	Electrical Equipment	0.82%	0.94%	+0.12%
11	Lodha Developers Limited ₹6.36 Cr	Realty	0.56%	0.67%	+0.11%
12	REC Limited ₹21.71 Cr	Finance	2.19%	2.29%	+0.10%
13	Bosch Limited ₹7.81 Cr	Auto Components	0.73%	0.82%	+0.09%
14	Power Finance Corporation Limited ₹11.71 Cr	Finance	1.16%	1.23%	+0.07%
15	Hindustan Zinc Limited ₹10.77 Cr	Non - Ferrous Metals	1.07%	1.14%	+0.07%
16	Hindalco Industries Limited ₹12.19 Cr	Non - Ferrous Metals	1.22%	1.28%	+0.06%
17	Polycab India Limited ₹8.15 Cr	Industrial Products	0.81%	0.86%	+0.05%
18	Cholamandalam Financial Holdings Limited ₹19.38 Cr	Finance	2.00%	2.04%	+0.04%
19	Vishal Mega Mart Limited ₹7.83 Cr	Retailing	0.79%	0.83%	+0.04%
20	ITC Hotels Limited ₹6.95 Cr	Leisure Services	0.70%	0.73%	+0.03%
21	UPL Limited ₹9.38 Cr	Fertilizers & Agrochemicals	0.97%	0.99%	+0.02%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Wipro Limited ₹4.12 L	IT - Software	2.20%	0.00%	-2.20%
2	Muthoot Finance Limited ₹11.44 Cr	Finance	2.67%	1.21%	-1.46%
3	Canara Bank ₹10.47 Cr	Banks	2.55%	1.10%	-1.45%
4	HCL Technologies Limited ₹37.65 L	IT - Software	1.15%	0.04%	-1.11%
5	Vedanta Limited ₹5.92 Cr	Diversified Metals	1.68%	0.62%	-1.06%
6	Infosys Limited ₹31.41 Cr	IT - Software	3.90%	3.31%	-0.59%
7	HDFC Bank Limited ₹50.98 Cr	Banks	5.67%	5.37%	-0.30%
8	Oil India Limited ₹35.83 Cr	Oil	4.07%	3.78%	-0.29%
9	Union Bank of India ₹23.73 Cr	Banks	2.76%	2.50%	-0.26%
10	ICICI Bank Limited ₹37.49 Cr	Banks	4.20%	3.95%	-0.25%
11	Reliance Industries Limited ₹40.97 Cr	Petroleum Products	4.52%	4.32%	-0.20%
12	Zydus Lifesciences Limited ₹20.84 Cr	Pharmaceuticals & Biotechnology	2.39%	2.20%	-0.19%
13	Indian Bank ₹14.29 Cr	Banks	1.66%	1.51%	-0.15%
14	Oil & Natural Gas Corporation Limited ₹23.53 Cr	Oil	2.62%	2.48%	-0.14%
15	Bharti Airtel Limited ₹22.29 Cr	Telecom - Services	2.47%	2.35%	-0.12%
16	Ashok Leyland Limited ₹20.01 Cr	Agricultural, Commercial & Construction Vehicles	2.23%	2.11%	-0.12%
17	National Aluminium Company Limited ₹13.14 Cr	Non - Ferrous Metals	1.49%	1.39%	-0.10%
18	Bharti Hexacom Limited ₹7.12 Cr	Telecom - Services	0.83%	0.75%	-0.08%
19	Dr. Reddy's Laboratories Limited ₹11.11 Cr	Pharmaceuticals & Biotechnology	1.24%	1.17%	-0.07%
20	Tata Consultancy Services Limited ₹9.81 Cr	IT - Software	1.10%	1.03%	-0.07%
21	Apollo Hospitals Enterprise Limited ₹7.82 Cr	Healthcare Services	0.89%	0.82%	-0.07%
22	Aurobindo Pharma Limited ₹12.64 Cr	Pharmaceuticals & Biotechnology	1.39%	1.33%	-0.06%
23	Max Healthcare Institute Limited ₹7.20 Cr	Healthcare Services	0.82%	0.76%	-0.06%
24	Shriram Finance Limited ₹12.83 Cr	Finance	1.40%	1.35%	-0.05%
25	JK Cement Limited ₹7.30 Cr	Cement & Cement Products	0.82%	0.77%	-0.05%
26	TVS Motor Company Limited ₹6.99 Cr	Automobiles	0.79%	0.74%	-0.05%
27	Coromandel International Limited ₹6.76 Cr	Fertilizers & Agrochemicals	0.76%	0.71%	-0.05%
28	Power Grid Corporation of India Limited ₹11.36 Cr	Power	1.24%	1.20%	-0.04%
29	Bajaj Finserv Limited ₹9.12 Cr	Finance	1.00%	0.96%	-0.04%
30	State Bank of India ₹13.23 Cr	Banks	1.42%	1.39%	-0.03%
31	Coforge Limited ₹6.84 Cr	IT - Software	0.75%	0.72%	-0.03%
32	ITC Limited ₹10.55 Cr	Diversified FMCG	1.13%	1.11%	-0.02%
33	The Federal Bank Limited ₹14.72 Cr	Banks	1.56%	1.55%	-0.01%

Full Portfolio

63 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	HDFC Bank Limited ₹50.98 Cr	Banks	5.37%
2	Reliance Industries Limited ₹40.97 Cr	Petroleum Products	4.32%
3	Coal India Limited ₹39.96 Cr	Consumable Fuels	4.21%
4	ICICI Bank Limited ₹37.49 Cr	Banks	3.95%
5	Oil India Limited ₹35.83 Cr	Oil	3.78%
6	Infosys Limited ₹31.41 Cr	IT - Software	3.31%
7	Union Bank of India ₹23.73 Cr	Banks	2.50%
8	Oil & Natural Gas Corporation Limited ₹23.53 Cr	Oil	2.48%
9	Bharat Forge Limited ₹22.65 Cr	Auto Components	2.39%
10	Bharti Airtel Limited ₹22.29 Cr	Telecom - Services	2.35%
11	Bank of India ₹22.20 Cr	Banks	2.34%
12	REC Limited ₹21.71 Cr	Finance	2.29%
13	GAIL (India) Limited ₹21.29 Cr	Gas	2.24%
14	Zydus Lifesciences Limited ₹20.84 Cr	Pharmaceuticals & Biotechnology	2.20%
15	Petronet LNG Limited ₹20.27 Cr	Gas	2.14%
16	Ashok Leyland Limited ₹20.01 Cr	Agricultural, Commercial & Construction Vehicles	2.11%
17	Cholamandalam Financial Holdings Limited ₹19.38 Cr	Finance	2.04%
18	Steel Authority of India Limited ₹17.16 Cr	Ferrous Metals	1.81%
19	AU Small Finance Bank Limited ₹14.94 Cr	Banks	1.58%
20	The Federal Bank Limited ₹14.72 Cr	Banks	1.55%
21	Indian Bank ₹14.29 Cr	Banks	1.51%
22	Torrent Pharmaceuticals Limited ₹14.11 Cr	Pharmaceuticals & Biotechnology	1.49%
23	Lupin Limited ₹13.92 Cr	Pharmaceuticals & Biotechnology	1.47%
24	Indus Towers Limited ₹13.77 Cr	Telecom - Services	1.45%
25	State Bank of India ₹13.23 Cr	Banks	1.39%
26	National Aluminium Company Limited ₹13.14 Cr	Non - Ferrous Metals	1.39%
27	Shriram Finance Limited ₹12.83 Cr	Finance	1.35%
28	Aurobindo Pharma Limited ₹12.64 Cr	Pharmaceuticals & Biotechnology	1.33%
29	Hindalco Industries Limited ₹12.19 Cr	Non - Ferrous Metals	1.28%
30	Housing & Urban Development Corporation Limited ₹12.07 Cr	Finance	1.27%
31	Power Finance Corporation Limited ₹11.71 Cr	Finance	1.23%
32	Muthoot Finance Limited ₹11.44 Cr	Finance	1.21%
33	Power Grid Corporation of India Limited ₹11.36 Cr	Power	1.20%
34	Dr. Reddy's Laboratories Limited ₹11.11 Cr	Pharmaceuticals & Biotechnology	1.17%
35	Hindustan Aeronautics Limited ₹11.04 Cr	Aerospace & Defense	1.16%
36	Hindustan Zinc Limited ₹10.77 Cr	Non - Ferrous Metals	1.14%
37	ITC Limited ₹10.55 Cr	Diversified FMCG	1.11%
38	Godrej Industries Limited ₹10.52 Cr	Diversified	1.11%
39	Canara Bank ₹10.47 Cr	Banks	1.10%
40	Tata Consultancy Services Limited ₹9.81 Cr	IT - Software	1.03%
41	UPL Limited ₹9.38 Cr	Fertilizers & Agrochemicals	0.99%
42	Bajaj Finserv Limited ₹9.12 Cr	Finance	0.96%
43	Siemens Energy India Limited ₹8.96 Cr	Electrical Equipment	0.94%
44	Polycab India Limited ₹8.15 Cr	Industrial Products	0.86%
45	Titan Company Limited ₹8.11 Cr	Consumer Durables	0.86%
46	Vishal Mega Mart Limited ₹7.83 Cr	Retailing	0.83%
47	Bosch Limited ₹7.81 Cr	Auto Components	0.82%
48	Apollo Hospitals Enterprise Limited ₹7.82 Cr	Healthcare Services	0.82%
49	JK Cement Limited ₹7.30 Cr	Cement & Cement Products	0.77%
50	Max Healthcare Institute Limited ₹7.20 Cr	Healthcare Services	0.76%
51	Bharti Hexacom Limited ₹7.12 Cr	Telecom - Services	0.75%
52	TVS Motor Company Limited ₹6.99 Cr	Automobiles	0.74%
53	ITC Hotels Limited ₹6.95 Cr	Leisure Services	0.73%
54	Coforge Limited ₹6.84 Cr	IT - Software	0.72%
55	Coromandel International Limited ₹6.76 Cr	Fertilizers & Agrochemicals	0.71%
56	Lodha Developers Limited ₹6.36 Cr	Realty	0.67%
57	Vedanta Limited ₹5.92 Cr	Diversified Metals	0.62%
58	Talwandi Sabo Power Limited ₹2.64 Cr	Power	0.28%
59	Malco Energy Limited ₹2.64 Cr	Power	0.28%
60	Vedanta Aluminium Metal Limited ₹2.64 Cr	Metals & Minerals Trading	0.28%
61	Vedanta Iron And Steel Limited ₹2.64 Cr	Metals & Minerals Trading	0.28%
62	HCL Technologies Limited ₹37.65 L	IT - Software	0.04%
63	Wipro Limited ₹4.12 L	IT - Software	0.00%