Loading…
Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 153666Sundaram Multi-Factor Fund
Disclosed for 10 months, Sep 2025 to Sep 2026.
Portfolio value
₹865 Cr
down ₹149 Cr vs Feb 2026
- Stocks held
- 60
- down 1 vs Feb 2026
- Top 10 weight
- 35.7%
- of the portfolio in its ten largest
- Cash & debt
- 0.0%
- cash, money market and debt
- Moves this month
- 2 in · 3 out
- added to 3, trimmed 54
Sundaram Multi-Factor Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In March 2026 it disclosed 60 stocks worth ₹865 Cr, down ₹149 Cr from Feb 2026. Its largest positions were HDFC Bank Limited (5.7%), Reliance Industries Limited (4.5%), ICICI Bank Limited (4.2%); the ten largest together made up 35.7% of the portfolio, and Banks was the biggest sector at 22.4% of its equity. Cash and debt stood at 0.0%. Compared with Feb 2026 the fund entered 2 new stocks and exited 3.
Against 226 other Sectoral / Thematic funds
Concentration
19%
Top-10 weight is higher than 19% of peers
Breadth
85%
Holds more stocks than 85% of peers
Cash
1%
Holds more cash than 1% of peers
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 5.68%
- Δ weight
- down 0.29 pts
- Value
- ₹49.1 Cr
- Δ value
- down ₹11.4 Cr
- Status
- Trimmed
- Weight
- 4.52%
- Δ weight
- up 0.46 pts
- Value
- ₹39.1 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 4.20%
- Δ weight
- up 0.04 pts
- Value
- ₹36.4 Cr
- Δ value
- down ₹5.9 Cr
- Status
- Trimmed
- Weight
- 4.08%
- Δ weight
- up 1.81 pts
- Value
- ₹35.3 Cr
- Δ value
- up ₹12.3 Cr
- Status
- Added
- Weight
- 3.90%
- Δ weight
- up 0.39 pts
- Value
- ₹33.8 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 2.76%
- Δ weight
- down 0.19 pts
- Value
- ₹23.9 Cr
- Δ value
- down ₹6 Cr
- Status
- Trimmed
- Weight
- 2.68%
- Δ weight
- up 0.46 pts
- Value
- ₹23.2 Cr
- Δ value
- up ₹66 L
- Status
- Added
- Weight
- 2.67%
- Δ weight
- up 0.22 pts
- Value
- ₹23.1 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 2.63%
- Δ weight
- up 0.39 pts
- Value
- ₹22.7 Cr
- Δ value
- up ₹4 L
- Status
- Held
- Weight
- 2.56%
- Δ weight
- down 0.27 pts
- Value
- ₹22.1 Cr
- Δ value
- down ₹6.5 Cr
- Status
- Trimmed
- Weight
- 2.47%
- Δ weight
- up 0.21 pts
- Value
- ₹21.4 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 2.39%
- Δ weight
- up 0.20 pts
- Value
- ₹20.7 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 2.23%
- Δ weight
- down 0.42 pts
- Value
- ₹19.3 Cr
- Δ value
- down ₹7.6 Cr
- Status
- Trimmed
- Weight
- 2.21%
- Δ weight
- up 0.16 pts
- Value
- ₹19.1 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 2.20%
- Δ weight
- up 0.01 pts
- Value
- ₹19 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 2.14%
- Δ weight
- down 0.27 pts
- Value
- ₹18.5 Cr
- Δ value
- down ₹6 Cr
- Status
- Trimmed
- Weight
- 2.11%
- Δ weight
- down 0.14 pts
- Value
- ₹18.2 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 2.00%
- Δ weight
- down 0.07 pts
- Value
- ₹17.3 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 1.68%
- Δ weight
- up 0.08 pts
- Value
- ₹14.5 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.67%
- Δ weight
- down 0.02 pts
- Value
- ₹14.4 Cr
- Δ value
- down ₹2.7 Cr
- Status
- Trimmed
- Weight
- 1.65%
- Δ weight
- up 0.09 pts
- Value
- ₹14.3 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 1.56%
- Δ weight
- down <0.01 pts
- Value
- ₹13.5 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 1.49%
- Δ weight
- up 1.49 pts
- Value
- ₹12.9 Cr
- Δ value
- up ₹12.9 Cr
- Status
- New
- Weight
- 1.47%
- Δ weight
- down 0.03 pts
- Value
- ₹12.7 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- up 0.02 pts
- Value
- ₹12.6 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.43%
- Δ weight
- up 1.43 pts
- Value
- ₹12.4 Cr
- Δ value
- up ₹12.4 Cr
- Status
- New
- Weight
- 1.43%
- Δ weight
- down 0.03 pts
- Value
- ₹12.4 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 1.42%
- Δ weight
- down 0.09 pts
- Value
- ₹12.3 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 1.40%
- Δ weight
- down 0.10 pts
- Value
- ₹12.1 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 1.39%
- Δ weight
- up 0.26 pts
- Value
- ₹12.1 Cr
- Δ value
- up ₹60 L
- Status
- Added
- Weight
- 1.35%
- Δ weight
- down 0.18 pts
- Value
- ₹11.7 Cr
- Δ value
- down ₹3.9 Cr
- Status
- Trimmed
- Weight
- 1.24%
- Δ weight
- up 0.16 pts
- Value
- ₹10.7 Cr
- Δ value
- down ₹27 L
- Status
- Trimmed
- Weight
- 1.24%
- Δ weight
- up 0.14 pts
- Value
- ₹10.7 Cr
- Δ value
- down ₹44 L
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- up 0.11 pts
- Value
- ₹10.5 Cr
- Δ value
- down ₹66 L
- Status
- Trimmed
- Weight
- 1.16%
- Δ weight
- up 0.06 pts
- Value
- ₹10.1 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 1.15%
- Δ weight
- up 0.12 pts
- Value
- ₹10 Cr
- Δ value
- down ₹52 L
- Status
- Trimmed
- Weight
- 1.13%
- Δ weight
- up 0.06 pts
- Value
- ₹9.8 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 1.10%
- Δ weight
- up 0.03 pts
- Value
- ₹9.5 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.04 pts
- Value
- ₹9.2 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- down 0.12 pts
- Value
- ₹9.1 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- up 0.03 pts
- Value
- ₹9 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down 0.01 pts
- Value
- ₹8.9 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- down 0.06 pts
- Value
- ₹8.6 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- up 0.03 pts
- Value
- ₹8.4 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down 0.14 pts
- Value
- ₹8.3 Cr
- Δ value
- down ₹2.9 Cr
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- up 0.08 pts
- Value
- ₹7.7 Cr
- Δ value
- down ₹55 L
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.01 pts
- Value
- ₹7.5 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- up 0.04 pts
- Value
- ₹7.4 Cr
- Δ value
- down ₹84 L
- Status
- Trimmed
- Weight
- 0.83%
- Δ weight
- up 0.06 pts
- Value
- ₹7.2 Cr
- Δ value
- down ₹59 L
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- up 0.03 pts
- Value
- ₹7.1 Cr
- Δ value
- down ₹94 L
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- up 0.01 pts
- Value
- ₹7.1 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- up 0.01 pts
- Value
- ₹7.1 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.81%
- Δ weight
- down 0.07 pts
- Value
- ₹7 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 0.79%
- Δ weight
- up 0.02 pts
- Value
- ₹6.9 Cr
- Δ value
- down ₹94 L
- Status
- Trimmed
- Weight
- 0.79%
- Δ weight
- up <0.01 pts
- Value
- ₹6.8 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.76%
- Δ weight
- down 0.01 pts
- Value
- ₹6.6 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- up 0.06 pts
- Value
- ₹6.5 Cr
- Δ value
- down ₹52 L
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.07 pts
- Value
- ₹6.3 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.07 pts
- Value
- ₹6.1 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.56%
- Δ weight
- down 0.15 pts
- Value
- ₹4.9 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
What changed, Feb 2026 to Mar 2026
New New positions (2)
- National Aluminium Company Limited1.5% · ₹12.9 Cr
- BSE Limited1.4% · ₹12.4 Cr
Exited Exited (3)
- Eicher Motors Limitedwas 1.5% · ₹15.1 Cr
- Maruti Suzuki India Limitedwas 1.5% · ₹15.1 Cr
- The Phoenix Mills Limitedwas 1.4% · ₹14.5 Cr
Added Biggest additions
- Oil India Limitedup ₹12.3 Cr (+1.81% pts)
- Coal India Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Feb 2026, the weight rose most in Oil (+2.1 pts) and Non - Ferrous Metals (+1.5 pts), and fell most in Automobiles (−3.0 pts) and Realty (−1.6 pts).
- Oil4.6% → 6.7%+2.1 pts
- Non - Ferrous Metals2.2% → 3.8%+1.5 pts
- Capital Markets0.0% → 1.4%new+1.4 pts
- IT - Software8.5% → 9.1%+0.6 pts
- Pharmaceuticals & Biotechnology4.5% → 5.0%+0.5 pts
- Consumable Fuels2.3% → 2.7%+0.4 pts
- Automobiles3.8% → 0.8%−3.0 pts
- Realty2.2% → 0.6%−1.6 pts
- Banks23.6% → 22.4%−1.3 pts
- Gas4.7% → 4.2%−0.5 pts
- Agricultural, Commercial & Construction Vehicles2.7% → 2.2%−0.5 pts
- Finance16.2% → 15.7%−0.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2025 | Sep 2025 | Feb 2026 | Mar 2026 |
|---|---|---|---|---|
| Banks | 17.5% | 17.5% | 23.6% | 22.4% |
| Finance | 10.5% | 10.5% | 16.2% | 15.7% |
| IT - Software | 7.5% | 7.5% | 8.5% | 9.1% |
| Oil | 2.5% | 2.5% | 4.6% | 6.7% |
| Pharmaceuticals & Biotechnology | 9.7% | 9.7% | 4.5% | 5.0% |
| Petroleum Products | 4.1% | 4.1% | 4.1% | 4.5% |
| Gas | 3.4% | 3.4% | 4.7% | 4.2% |
| Non - Ferrous Metals | 1.9% | 1.9% | 2.2% | 3.8% |
| Telecom - Services | 3.9% | 3.9% | 3.1% | 3.3% |
| Consumable Fuels | 1.7% | 1.7% | 2.3% | 2.7% |
Allocation in Mar 2026change vs Feb 2026
- Banks (9)22.4%▼ 1.3 pts
- Finance (10)15.7%▼ 0.4 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Mar 2026
0.0%
▼ 1.5 pts vs Feb 2026
- Cash alone
- —
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 0.0% – 2.7%
- lowest to highest · record 2.7% in Sep 2025
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.