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 Sep 2026 Comparing Aug 2026 → Sep 2026

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Stocks Held

Sep 2026

Equity Holdings

₹787.23 Cr

Equity only, excl. debt & cash

AAUM

₹936.35 Cr

Apr-Jun 2026 · Direct + Regular

Top 5 Weight

14.4%

Diversified

Top 10 Weight

25.8%

Diversified

Changes

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 1.94% of the portfolio. Oracle Financial Services Software Limited was trimmed the most, now at 2.51%. Multi Commodity Exchange of India 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.

How Has the NAV Performed?

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

-4.54%

-5.71%

-5.78%

-8.57%

Latest NAV

₹9.35

09 Oct 2026

52W High

₹10.76

-13% from High

52W Low

₹9.16

+2% from Low

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

-0.9%

+ve in 32% windows

1.2% / -4.9%

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 ₹9.35 09 Oct 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: ₹9.35

Sector Shift Industry allocation month-over-month

Jul 2026 → Aug 2026

Sector	Prev	Curr ▼	Delta
Banks	14.0%	13.7%	▼ -0.3%
Electrical Equipment	9.6%	9.0%	▼ -0.5%
Pharmaceuticals & Biotechnology	3.3%	8.6%	▲ +5.3%
Finance	9.7%	8.3%	▼ -1.4%
IT - Software	5.4%	7.5%	▲ +2.0%
Auto Components	2.3%	6.4%	▲ +4.1%
Automobiles	3.5%	4.8%	▲ +1.3%
Capital Markets	4.4%	3.1%	▼ -1.3%
Non - Ferrous Metals	1.6%	2.9%	▲ +1.3%
Ferrous Metals	4.2%	2.9%	▼ -1.3%

Aug 2026 → Sep 2026

Sector	Prev	Curr ▼	Delta
Banks	13.7%	14.0%	▲ +0.3%
Electrical Equipment	9.0%	8.9%	▼ -0.1%
Pharmaceuticals & Biotechnology	8.6%	8.9%	▲ +0.3%
Finance	8.3%	8.0%	▼ -0.2%
IT - Software	7.5%	7.6%	▲ +0.2%
Auto Components	6.4%	6.6%	▲ +0.2%
Automobiles	4.8%	4.8%	● +0.0%
Capital Markets	3.1%	3.2%	▲ +0.1%
Ferrous Metals	2.9%	3.0%	▲ +0.2%
Non - Ferrous Metals	2.9%	2.9%	● +0.0%

↑

Biggest Add

Wipro Limited

+0.67% · now 1.94%

↓

Biggest Trim

Oracle Financial Services Software Limited

-0.25% · now 2.51%

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026

↑ 40 Increased ↓ 22 Decreased

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	Wipro Limited ₹15.34 Cr	IT - Software	1.27%	1.94%	+0.67%
2	HDFC Bank Limited ₹24.07 Cr	Banks	2.84%	3.05%	+0.21%
3	Coal India Limited ₹13.27 Cr	Consumable Fuels	1.48%	1.68%	+0.20%
4	Multi Commodity Exchange of India Limited ₹25.09 Cr	Capital Markets	3.05%	3.18%	+0.13%
5	ITC Limited ₹10.36 Cr	Diversified FMCG	1.19%	1.31%	+0.12%
6	Tata Steel Limited ₹12.91 Cr	Ferrous Metals	1.52%	1.63%	+0.11%
7	Sona BLW Precision Forgings Limited ₹9.99 Cr	Auto Components	1.15%	1.26%	+0.11%
8	APL Apollo Tubes Limited ₹12.48 Cr	Industrial Products	1.49%	1.58%	+0.09%
9	Ajanta Pharma Limited ₹9.48 Cr	Pharmaceuticals & Biotechnology	1.11%	1.20%	+0.09%
10	Power Grid Corporation of India Limited ₹10.66 Cr	Power	1.27%	1.35%	+0.08%
11	Punjab National Bank ₹10.42 Cr	Banks	1.24%	1.32%	+0.08%
12	Zydus Lifesciences Limited ₹9.55 Cr	Pharmaceuticals & Biotechnology	1.13%	1.21%	+0.08%
13	Siemens Energy India Limited ₹10.39 Cr	Electrical Equipment	1.24%	1.32%	+0.08%
14	Eternal Limited ₹11.58 Cr	Retailing	1.40%	1.47%	+0.07%
15	NTPC Limited ₹10.29 Cr	Power	1.23%	1.30%	+0.07%
16	Divi's Laboratories Limited ₹10.39 Cr	Pharmaceuticals & Biotechnology	1.25%	1.32%	+0.07%
17	Bharti Airtel Limited ₹12.07 Cr	Telecom - Services	1.47%	1.53%	+0.06%
18	Kotak Mahindra Bank Limited ₹7.37 Cr	Banks	0.87%	0.93%	+0.06%
19	Oil & Natural Gas Corporation Limited ₹10.34 Cr	Oil	1.25%	1.31%	+0.06%
20	One 97 Communications Limited ₹9.87 Cr	Financial Technology (Fintech)	1.19%	1.25%	+0.06%
21	Apar Industries Limited ₹9.82 Cr	Electrical Equipment	1.18%	1.24%	+0.06%
22	Hero MotoCorp Limited ₹11.50 Cr	Automobiles	1.41%	1.46%	+0.05%
23	GAIL (India) Limited ₹10.71 Cr	Gas	1.31%	1.36%	+0.05%
24	Aurobindo Pharma Limited ₹9.57 Cr	Pharmaceuticals & Biotechnology	1.16%	1.21%	+0.05%
25	Radico Khaitan Limited ₹9.11 Cr	Beverages	1.10%	1.15%	+0.05%
26	JSW Steel Limited ₹10.81 Cr	Ferrous Metals	1.33%	1.37%	+0.04%
27	Indus Towers Limited ₹10.72 Cr	Telecom - Services	1.32%	1.36%	+0.04%
28	Bank of Baroda ₹10.07 Cr	Banks	1.23%	1.27%	+0.04%
29	Hindustan Zinc Limited ₹12.93 Cr	Non - Ferrous Metals	1.60%	1.64%	+0.04%
30	Anthem Biosciences Limited ₹9.31 Cr	Pharmaceuticals & Biotechnology	1.14%	1.18%	+0.04%
31	TVS Motor Company Limited ₹11.11 Cr	Automobiles	1.38%	1.41%	+0.03%
32	Samvardhana Motherson International Limited ₹9.32 Cr	Auto Components	1.15%	1.18%	+0.03%
33	Bosch Limited ₹21.38 Cr	Auto Components	2.68%	2.71%	+0.03%
34	Canara Bank ₹9.92 Cr	Banks	1.24%	1.26%	+0.02%
35	Lodha Developers Limited ₹10.75 Cr	Realty	1.34%	1.36%	+0.02%
36	Petronet LNG Limited ₹11.09 Cr	Gas	1.38%	1.40%	+0.02%
37	Life Insurance Corporation Of India ₹11.23 Cr	Insurance	1.40%	1.42%	+0.02%
38	Axis Bank Limited ₹8.86 Cr	Banks	1.11%	1.12%	+0.01%
39	Power Finance Corporation Limited ₹3.82 Cr	Finance	0.47%	0.48%	+0.01%
40	Bharat Heavy Electricals Limited ₹12.57 Cr	Electrical Equipment	1.58%	1.59%	+0.01%

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	Oracle Financial Services Software Limited ₹19.84 Cr	IT - Software	2.76%	2.51%	-0.25%
2	Suzlon Energy Limited ₹9.75 Cr	Electrical Equipment	1.38%	1.23%	-0.15%
3	Infosys Limited ₹15.81 Cr	IT - Software	2.13%	2.00%	-0.13%
4	Bajaj Finserv Limited ₹10.96 Cr	Finance	1.51%	1.39%	-0.12%
5	Tata Consultancy Services Limited ₹9.43 Cr	IT - Software	1.30%	1.19%	-0.11%
6	Titan Company Limited ₹19.13 Cr	Consumer Durables	2.51%	2.42%	-0.09%
7	Ashok Leyland Limited ₹11.08 Cr	Agricultural, Commercial & Construction Vehicles	1.49%	1.40%	-0.09%
8	Thermax Limited ₹8.19 Cr	Electrical Equipment	1.11%	1.04%	-0.07%
9	ICICI Bank Limited ₹20.89 Cr	Banks	2.71%	2.65%	-0.06%
10	Max Healthcare Institute Limited ₹10.83 Cr	Healthcare Services	1.43%	1.37%	-0.06%
11	ABB India Limited ₹8.42 Cr	Electrical Equipment	1.12%	1.07%	-0.05%
12	Bajaj Auto Limited ₹8.90 Cr	Automobiles	1.17%	1.13%	-0.04%
13	Jio Financial Services Limited ₹10.00 Cr	Finance	1.31%	1.27%	-0.04%
14	Union Bank of India ₹9.97 Cr	Banks	1.30%	1.26%	-0.04%
15	Mahindra & Mahindra Limited ₹6.00 Cr	Automobiles	0.79%	0.76%	-0.03%
16	Shriram Finance Limited ₹3.84 Cr	Finance	0.51%	0.49%	-0.02%
17	REC Limited ₹16.83 Cr	Finance	2.15%	2.13%	-0.02%
18	Muthoot Finance Limited ₹12.24 Cr	Finance	1.57%	1.55%	-0.02%
19	FSN E-Commerce Ventures Limited ₹9.25 Cr	Retailing	1.19%	1.17%	-0.02%
20	Bajaj Finance Limited ₹5.73 Cr	Finance	0.74%	0.73%	-0.01%
21	Lupin Limited ₹22.01 Cr	Pharmaceuticals & Biotechnology	2.80%	2.79%	-0.01%
22	Aster DM Healthcare Limited ₹8.10 Cr	Healthcare Services	1.04%	1.03%	-0.01%

What Stocks Does This Fund Hold?

68 stocks — Sep 2026

#	Stock	Sector	Weight & Value
1	Multi Commodity Exchange of India Limited ₹25.09 Cr	Capital Markets	3.18%
2	HDFC Bank Limited ₹24.07 Cr	Banks	3.05%
3	Lupin Limited ₹22.01 Cr	Pharmaceuticals & Biotechnology	2.79%
4	Bosch Limited ₹21.38 Cr	Auto Components	2.71%
5	ICICI Bank Limited ₹20.89 Cr	Banks	2.65%
6	Oracle Financial Services Software Limited ₹19.84 Cr	IT - Software	2.51%
7	Titan Company Limited ₹19.13 Cr	Consumer Durables	2.42%
8	Reliance Industries Limited ₹18.37 Cr	Petroleum Products	2.33%
9	REC Limited ₹16.83 Cr	Finance	2.13%
10	Infosys Limited ₹15.81 Cr	IT - Software	2.00%
11	Wipro Limited ₹15.34 Cr	IT - Software	1.94%
12	Coal India Limited ₹13.27 Cr	Consumable Fuels	1.68%
13	Hindustan Zinc Limited ₹12.93 Cr	Non - Ferrous Metals	1.64%
14	Tata Steel Limited ₹12.91 Cr	Ferrous Metals	1.63%
15	Bharat Heavy Electricals Limited ₹12.57 Cr	Electrical Equipment	1.59%
16	APL Apollo Tubes Limited ₹12.48 Cr	Industrial Products	1.58%
17	Muthoot Finance Limited ₹12.24 Cr	Finance	1.55%
18	Bharti Airtel Limited ₹12.07 Cr	Telecom - Services	1.53%
19	Eternal Limited ₹11.58 Cr	Retailing	1.47%
20	Hero MotoCorp Limited ₹11.50 Cr	Automobiles	1.46%
21	CG Power and Industrial Solutions Limited ₹11.28 Cr	Electrical Equipment	1.43%
22	Life Insurance Corporation Of India ₹11.23 Cr	Insurance	1.42%
23	MRF Limited ₹11.18 Cr	Auto Components	1.41%
24	TVS Motor Company Limited ₹11.11 Cr	Automobiles	1.41%
25	Ashok Leyland Limited ₹11.08 Cr	Agricultural, Commercial & Construction Vehicles	1.40%
26	Petronet LNG Limited ₹11.09 Cr	Gas	1.40%
27	Bajaj Finserv Limited ₹10.96 Cr	Finance	1.39%
28	Max Healthcare Institute Limited ₹10.83 Cr	Healthcare Services	1.37%
29	JSW Steel Limited ₹10.81 Cr	Ferrous Metals	1.37%
30	GAIL (India) Limited ₹10.71 Cr	Gas	1.36%
31	Indus Towers Limited ₹10.72 Cr	Telecom - Services	1.36%
32	Lodha Developers Limited ₹10.75 Cr	Realty	1.36%
33	Power Grid Corporation of India Limited ₹10.66 Cr	Power	1.35%
34	Siemens Energy India Limited ₹10.39 Cr	Electrical Equipment	1.32%
35	Punjab National Bank ₹10.42 Cr	Banks	1.32%
36	Divi's Laboratories Limited ₹10.39 Cr	Pharmaceuticals & Biotechnology	1.32%
37	Oil & Natural Gas Corporation Limited ₹10.34 Cr	Oil	1.31%
38	ITC Limited ₹10.36 Cr	Diversified FMCG	1.31%
39	NTPC Limited ₹10.29 Cr	Power	1.30%
40	Hindalco Industries Limited ₹10.00 Cr	Non - Ferrous Metals	1.27%
41	Bank of Baroda ₹10.07 Cr	Banks	1.27%
42	Jio Financial Services Limited ₹10.00 Cr	Finance	1.27%
43	Union Bank of India ₹9.97 Cr	Banks	1.26%
44	Canara Bank ₹9.92 Cr	Banks	1.26%
45	Sona BLW Precision Forgings Limited ₹9.99 Cr	Auto Components	1.26%
46	One 97 Communications Limited ₹9.87 Cr	Financial Technology (Fintech)	1.25%
47	Larsen & Toubro Limited ₹9.79 Cr	Construction	1.24%
48	Apar Industries Limited ₹9.82 Cr	Electrical Equipment	1.24%
49	Suzlon Energy Limited ₹9.75 Cr	Electrical Equipment	1.23%
50	Aurobindo Pharma Limited ₹9.57 Cr	Pharmaceuticals & Biotechnology	1.21%
51	Zydus Lifesciences Limited ₹9.55 Cr	Pharmaceuticals & Biotechnology	1.21%
52	Ajanta Pharma Limited ₹9.48 Cr	Pharmaceuticals & Biotechnology	1.20%
53	Tata Consultancy Services Limited ₹9.43 Cr	IT - Software	1.19%
54	Samvardhana Motherson International Limited ₹9.32 Cr	Auto Components	1.18%
55	Anthem Biosciences Limited ₹9.31 Cr	Pharmaceuticals & Biotechnology	1.18%
56	FSN E-Commerce Ventures Limited ₹9.25 Cr	Retailing	1.17%
57	Radico Khaitan Limited ₹9.11 Cr	Beverages	1.15%
58	AU Small Finance Bank Limited ₹8.91 Cr	Banks	1.13%
59	Bajaj Auto Limited ₹8.90 Cr	Automobiles	1.13%
60	Axis Bank Limited ₹8.86 Cr	Banks	1.12%
61	ABB India Limited ₹8.42 Cr	Electrical Equipment	1.07%
62	Thermax Limited ₹8.19 Cr	Electrical Equipment	1.04%
63	Aster DM Healthcare Limited ₹8.10 Cr	Healthcare Services	1.03%
64	Kotak Mahindra Bank Limited ₹7.37 Cr	Banks	0.93%
65	Mahindra & Mahindra Limited ₹6.00 Cr	Automobiles	0.76%
66	Bajaj Finance Limited ₹5.73 Cr	Finance	0.73%
67	Shriram Finance Limited ₹3.84 Cr	Finance	0.49%
68	Power Finance Corporation Limited ₹3.82 Cr	Finance	0.48%