← Sundaram Mutual Fund

Sundaram Multi-Factor Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
68
Aug 2026
Equity Holdings
₹853.24 Cr
Equity only, excl. debt & cash
AAUM
₹936.35 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.2%
Diversified
Top 10 Weight
26.0%
Diversified
Changes
99
26 new · 32 exits
Top Sector
Banks
13.7% 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 Sundaram Multi-Factor Fund made 26 new additions and exited 32 stocks this month. The biggest new buy was APL Apollo Tubes Limited (Industrial Products) at 1.49% weight. Oil India Limited was the biggest exit (Oil), which was held at 2.16%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 3.05% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.84%. Multi Commodity Exchange of India Limited remains the top holding with Banks the dominant sector at 13.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
APL Apollo Tubes Limited
1.49% weight · Industrial Products
🔴
Biggest Exit
Oil India Limited
2.16% was held · Oil
Biggest Add
Multi Commodity Exchange of India Limited
+1.99% · now 3.05%
Biggest Trim
HDFC Bank Limited
-1.65% · now 2.84%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Mahindra & Mahindra Limited 48 funds
Mahindra & Mahindra Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Mirae Asset BSE India Defence ETF
BANDHAN BSE Sensex ETF + more
Axis Bank Limited 42 funds
Axis Bank Limited
Mirae Asset Nifty Bank ETF
ICICI Prudential Focused Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Hindalco Industries Limited 40 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Kotak Mahindra Bank Limited 40 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Invesco India Financial Services Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
👋 Other funds also exited
BSE Limited 53 funds
BSE Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH
Kotak Nifty Midcap 50 ETF + more
UltraTech Cement Limited 52 funds
UltraTech Cement Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option + more
Cummins India Limited 51 funds
Cummins India Limited
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
GE Vernova T&D India Limited 47 funds
GE Vernova T&D India Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Solar Industries India Limited 40 funds
Solar Industries India Limited
Kotak Nifty Chemicals ETF
ITI Focused Equity Fund
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 26 New Entries 🔴 32 Exits ↑ 27 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
APL Apollo Tubes Limited
₹13.01 Cr
Industrial Products 1.49%
2
MRF Limited
₹12.24 Cr
Auto Components 1.41%
3
Life Insurance Corporation Of India
₹12.20 Cr
Insurance 1.40%
4
Eternal Limited
₹12.19 Cr
Retailing 1.40%
5
Lodha Developers Limited
₹11.65 Cr
Realty 1.34%
6
Jio Financial Services Limited
₹11.43 Cr
Finance 1.31%
7
Hindalco Industries Limited
₹11.07 Cr
Non - Ferrous Metals 1.27%
8
Divi's Laboratories Limited
₹10.87 Cr
Pharmaceuticals & Biotechnology 1.25%
9
Punjab National Bank
₹10.81 Cr
Banks 1.24%
10
One 97 Communications Limited
₹10.37 Cr
Financial Technology (Fintech) 1.19%
#StockSectorLast Weight (Jul 2026)
1
Oil India Limited
₹19.48 Cr
Oil 2.16%
2
Steel Authority of India Limited
₹17.97 Cr
Ferrous Metals 1.99%
3
Bharat Forge Limited
₹12.80 Cr
Auto Components 1.42%
4
Adani Energy Solutions Limited
₹12.23 Cr
Power 1.36%
5
Piramal Finance Ltd
₹11.91 Cr
Finance 1.32%
6
Billionbrains Garage Ventures Ltd
₹11.57 Cr
Capital Markets 1.28%
7
Bank of Maharashtra
₹11.44 Cr
Banks 1.27%
8
Laurus Labs Limited
₹10.62 Cr
Pharmaceuticals & Biotechnology 1.18%
9
Housing & Urban Development Corporation Limited
₹10.08 Cr
Finance 1.12%
10
Bank of India
₹9.93 Cr
Banks 1.10%
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹26.54 Cr
Capital Markets 1.06% 3.05% +1.99%
2
Bosch Limited
₹23.31 Cr
Auto Components 0.86% 2.68% +1.82%
3
Oracle Financial Services Software Limited
₹24.03 Cr
IT - Software 1.01% 2.76% +1.75%
4
Titan Company Limited
₹21.86 Cr
Consumer Durables 0.92% 2.51% +1.59%
5
Lupin Limited
₹24.36 Cr
Pharmaceuticals & Biotechnology 1.24% 2.80% +1.56%
6
Wipro Limited
₹11.08 Cr
IT - Software 0.39% 1.27% +0.88%
7
Suzlon Energy Limited
₹12.05 Cr
Electrical Equipment 0.59% 1.38% +0.79%
8
Bharat Heavy Electricals Limited
₹13.75 Cr
Electrical Equipment 0.81% 1.58% +0.77%
9
Siemens Energy India Limited
₹10.76 Cr
Electrical Equipment 0.66% 1.24% +0.58%
10
CG Power and Industrial Solutions Limited
₹12.42 Cr
Electrical Equipment 0.86% 1.43% +0.57%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹24.73 Cr
Banks 4.49% 2.84% -1.65%
2
ICICI Bank Limited
₹23.60 Cr
Banks 3.91% 2.71% -1.20%
3
Hero MotoCorp Limited
₹12.28 Cr
Automobiles 2.50% 1.41% -1.09%
4
Reliance Industries Limited
₹20.30 Cr
Petroleum Products 3.41% 2.33% -1.08%
5
Petronet LNG Limited
₹12.03 Cr
Gas 2.31% 1.38% -0.93%
6
Oil & Natural Gas Corporation Limited
₹10.90 Cr
Oil 2.07% 1.25% -0.82%
7
Power Finance Corporation Limited
₹4.05 Cr
Finance 1.23% 0.47% -0.76%
8
Bharti Airtel Limited
₹12.78 Cr
Telecom - Services 2.17% 1.47% -0.70%
9
Indus Towers Limited
₹11.46 Cr
Telecom - Services 1.99% 1.32% -0.67%
10
Coal India Limited
₹12.88 Cr
Consumable Fuels 2.01% 1.48% -0.53%

What Stocks Does This Fund Hold?

68 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹26.54 Cr
Capital Markets
3.05%
2
₹24.73 Cr
Banks
2.84%
3
₹24.36 Cr
Pharmaceuticals & Biotechnology
2.80%
4
₹24.03 Cr
IT - Software
2.76%
5
₹23.60 Cr
Banks
2.71%
6
₹23.31 Cr
Auto Components
2.68%
7
₹21.86 Cr
Consumer Durables
2.51%
8
₹20.30 Cr
Petroleum Products
2.33%
9
₹18.69 Cr
Finance
2.15%
10
₹18.52 Cr
IT - Software
2.13%
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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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