← Sundaram Mutual Fund

Sundaram Multi-Factor Fund - Direct - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
74
Jun 2026
Equity Holdings
₹890.36 Cr
Equity only, excl. debt & cash
Top 5 Weight
16.8%
Diversified
Top 10 Weight
27.4%
Diversified
Changes
98
33 new · 24 exits
Top Sector
Banks
14.5% of portfolio
📋 What Happened This Month Sundaram Multi-Factor Fund made 33 new additions and exited 24 stocks this month. The biggest new buy was Hero MotoCorp Limited (Automobiles) at 2.26% weight. Zydus Lifesciences Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.66%. Among existing holdings, Hindustan Zinc Limited saw the biggest increase — now at 1.61% of the portfolio. Coal India Limited was trimmed the most, now at 2.16%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 14.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Hero MotoCorp Limited
2.26% weight · Automobiles
🔴
Biggest Exit
Zydus Lifesciences Limited
2.66% was held · Pharmaceuticals & Biotechnology
Biggest Add
Hindustan Zinc Limited
+0.40% · now 1.61%
Biggest Trim
Coal India Limited
-1.85% · now 2.16%
🤝 Other funds also bought this month
NTPC Limited 53 funds
NTPC Limited
IB45-Groww BSE Power ETF
IB61-Groww Nifty PSE ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Bharat Heavy Electricals Limited 52 funds
Bharat Heavy Electricals Limited
quant Focused Fund - Growth Option-Direct Plan
quant Manufacturing Fund - Growth Option - Direct Plan
IB45-Groww BSE Power ETF + more
Adani Energy Solutions Limited 44 funds
Adani Energy Solutions Limited
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth + more
CG Power and Industrial Solutions Limited 43 funds
CG Power and Industrial Solutions Limited
IB45-Groww BSE Power ETF
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth
Angel One Nifty Total Market Momentum Quality 50 ETF + more
Multi Commodity Exchange of India Limited 41 funds
Multi Commodity Exchange of India Limited
IB51-Groww Nifty Capital Markets ETF
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan + more
Tata Steel Limited 38 funds
Tata Steel Limited
SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Growth
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Kotak Nifty 200 Momentum 30 ETF + more
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
State Bank of India 40 funds
State Bank of India
Mirae Asset Nifty PSU Bank ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund + more
Hindalco Industries Limited 36 funds
Hindalco Industries Limited
Groww Nifty 500 Momentum 50 ETF
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
AU Small Finance Bank Limited 27 funds
AU Small Finance Bank Limited
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 33 New Entries 🔴 24 Exits ↑ 19 Increased ↓ 22 Decreased
#StockSectorWeight (Jun 2026)
1
Hero MotoCorp Limited
₹20.70 Cr
Automobiles 2.26%
2
Indus Towers Limited
₹18.54 Cr
Telecom - Services 2.02%
3
Larsen & Toubro Limited
₹16.41 Cr
Construction 1.79%
4
Apar Industries Limited
₹13.97 Cr
Electrical Equipment 1.52%
5
Bank of Maharashtra
₹13.40 Cr
Banks 1.46%
6
Piramal Finance Ltd
₹12.94 Cr
Finance 1.41%
7
Thermax Limited
₹12.13 Cr
Electrical Equipment 1.32%
8
Adani Energy Solutions Limited
₹11.44 Cr
Power 1.25%
9
Adani Power Limited
₹10.83 Cr
Power 1.18%
10
Hitachi Energy India Limited
₹10.82 Cr
Electrical Equipment 1.18%
#StockSectorLast Weight (May 2026)
1
Zydus Lifesciences Limited
₹25.19 Cr
Pharmaceuticals & Biotechnology 2.66%
2
Torrent Pharmaceuticals Limited
₹14.87 Cr
Pharmaceuticals & Biotechnology 1.57%
3
The Federal Bank Limited
₹14.83 Cr
Banks 1.56%
4
AU Small Finance Bank Limited
₹14.48 Cr
Banks 1.53%
5
Tata Motors Ltd
₹14.07 Cr
Agricultural, Commercial & Construction Vehicles 1.48%
6
National Aluminium Company Limited
₹13.97 Cr
Non - Ferrous Metals 1.47%
7
Hindalco Industries Limited
₹13.23 Cr
Non - Ferrous Metals 1.40%
8
Shriram Finance Limited
₹12.96 Cr
Finance 1.37%
9
Aurobindo Pharma Limited
₹12.21 Cr
Pharmaceuticals & Biotechnology 1.29%
10
Godrej Industries Limited
₹12.15 Cr
Diversified 1.28%
#StockSectorMay 2026Jun 2026Change
1
Hindustan Zinc Limited
₹14.73 Cr
Non - Ferrous Metals 1.21% 1.61% +0.40%
2
REC Limited
₹22.63 Cr
Finance 2.18% 2.47% +0.29%
3
Petronet LNG Limited
₹21.53 Cr
Gas 2.09% 2.35% +0.26%
4
Bank of India
₹10.27 Cr
Banks 0.88% 1.12% +0.24%
5
Vedanta Aluminium Metal Limited
₹9.78 Cr
Metals & Minerals Trading 0.84% 1.07% +0.23%
6
Bajaj Finserv Limited
₹10.66 Cr
Finance 0.98% 1.16% +0.18%
7
Max Healthcare Institute Limited
₹8.41 Cr
Healthcare Services 0.74% 0.92% +0.18%
8
ITC Limited
₹10.25 Cr
Diversified FMCG 1.01% 1.12% +0.11%
9
TVS Motor Company Limited
₹7.38 Cr
Automobiles 0.71% 0.80% +0.09%
10
Steel Authority of India Limited
₹19.03 Cr
Ferrous Metals 2.00% 2.08% +0.08%
#StockSectorMay 2026Jun 2026Change
1
Coal India Limited
₹19.82 Cr
Consumable Fuels 4.01% 2.16% -1.85%
2
Union Bank of India
₹10.66 Cr
Banks 2.53% 1.16% -1.37%
3
Infosys Limited
₹17.50 Cr
IT - Software 3.25% 1.91% -1.34%
4
Bharat Forge Limited
₹12.87 Cr
Auto Components 2.49% 1.40% -1.09%
5
GAIL (India) Limited
₹10.85 Cr
Gas 2.26% 1.18% -1.08%
6
Cholamandalam Financial Holdings Limited
₹10.89 Cr
Finance 2.08% 1.19% -0.89%
7
Ashok Leyland Limited
₹11.07 Cr
Agricultural, Commercial & Construction Vehicles 2.02% 1.21% -0.81%
8
Reliance Industries Limited
₹31.39 Cr
Petroleum Products 3.99% 3.42% -0.57%
9
GE Vernova T&D India Limited
₹11.34 Cr
Electrical Equipment 1.71% 1.24% -0.47%
10
ABB India Limited
₹11.38 Cr
Electrical Equipment 1.66% 1.24% -0.42%

What Stocks Does This Fund Hold?

74 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹43.86 Cr
Banks
4.78%
2
₹34.82 Cr
Banks
3.80%
3
₹31.39 Cr
Petroleum Products
3.42%
4
₹22.63 Cr
Finance
2.47%
5
₹21.53 Cr
Gas
2.35%
6
₹20.70 Cr
Automobiles
2.26%
7
₹19.82 Cr
Consumable Fuels
2.16%
8
₹19.03 Cr
Ferrous Metals
2.08%
9
₹18.97 Cr
Telecom - Services
2.07%
10
₹18.69 Cr
Oil
2.04%
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

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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