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Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 153666Sundaram Multi-Factor Fund
Disclosed for 10 months, Sep 2025 to Sep 2026.
Portfolio value
₹1,002 Cr
up ₹98.4 Cr vs Sep 2025
- Stocks held
- 70
- up 3 vs Sep 2025
- Top 10 weight
- 30.9%
- of the portfolio in its ten largest
- Cash & debt
- 2.6%
- cash, money market and debt
- Moves this month
- 22 in · 19 out
- added to 10, trimmed 16
Sundaram Multi-Factor Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In January 2026 it disclosed 70 stocks worth ₹1,002 Cr, up ₹98.4 Cr from Sep 2025. Its largest positions were HDFC Bank Limited (6.1%), ICICI Bank Limited (4.1%), Reliance Industries Limited (4.0%); the ten largest together made up 30.9% of the portfolio, and Banks was the biggest sector at 14.7% of its equity. Cash and debt stood at 2.6%. Compared with Sep 2025 the fund entered 22 new stocks and exited 19.
Against 229 other Sectoral / Thematic funds
Concentration
9%
Top-10 weight is higher than 9% of peers
Breadth
91%
Holds more stocks than 91% of peers
Cash
35%
Holds more cash than 35% of peers
What these mean: concentration · cash
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against Sep 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| HDFC Bank Limited | 6.12% | down 0.05 pts | ₹61.3 Cr | up ₹5.6 Cr | Added |
| ICICI Bank Limited | 4.12% | down 0.12 pts | ₹41.3 Cr | up ₹2.9 Cr | Added |
| Reliance Industries Limited | 4.01% | up 0.04 pts | ₹40.2 Cr | up ₹4.3 Cr | Added |
| Infosys Limited | 3.39% | up 0.26 pts | ₹33.9 Cr | up ₹5.6 Cr | Added |
| Cash, TREPS & receivables | 2.57% | down 0.13 pts | ₹25.8 Cr | up ₹1.3 Cr | Added |
| TVS Motor Company Limited | 2.52% | up 2.52 pts | ₹25.2 Cr | up ₹25.2 Cr | New |
| Muthoot Finance Limited | 2.29% | up 1.33 pts | ₹23 Cr | up ₹14.3 Cr | Added |
| Bharti Airtel Limited | 2.23% | up 0.10 pts | ₹22.4 Cr | up ₹3.1 Cr | Added |
| Polycab India Limited | 2.14% | up 2.14 pts | ₹21.5 Cr | up ₹21.5 Cr | New |
| Fortis Healthcare Limited | 2.10% | up 2.10 pts | ₹21.1 Cr | up ₹21.1 Cr | New |
| Hindustan Zinc Limited | 2.00% | up 0.14 pts | ₹20 Cr | up ₹3.3 Cr | Added |
| Multi Commodity Exchange of India Limited | 1.88% | up 0.57 pts | ₹18.9 Cr | up ₹7 Cr | Added |
| Oil India Limited | 1.80% | up 1.00 pts | ₹18 Cr | up ₹10.8 Cr | Added |
| Coal India Limited | 1.76% | up 0.10 pts | ₹17.6 Cr | up ₹2.6 Cr | Added |
| Oil & Natural Gas Corporation Limited | 1.68% | up 0.01 pts | ₹16.8 Cr | up ₹1.8 Cr | Added |
| Indus Towers Limited | 1.67% | down 0.01 pts | ₹16.7 Cr | up ₹1.6 Cr | Added |
| NLC India Limited | 1.66% | up 0.72 pts | ₹16.7 Cr | up ₹8.1 Cr | Added |
| Petronet LNG Limited | 1.63% | down 0.02 pts | ₹16.3 Cr | up ₹1.5 Cr | Added |
| Glenmark Pharmaceuticals Limited | 1.57% | up 0.19 pts | ₹15.7 Cr | up ₹3.3 Cr | Added |
| REC Limited | 1.56% | down 0.06 pts | ₹15.6 Cr | up ₹97 L | Added |
| Eicher Motors Limited | 1.52% | up 1.52 pts | ₹15.2 Cr | up ₹15.2 Cr | New |
| Wipro Limited | 1.50% | down 0.11 pts | ₹15 Cr | up ₹51 L | Added |
| GE Vernova T&D India Limited | 1.49% | up 0.04 pts | ₹14.9 Cr | up ₹1.9 Cr | Added |
| Indian Bank | 1.49% | up 1.49 pts | ₹14.9 Cr | up ₹14.9 Cr | New |
| One 97 Communications Limited | 1.47% | up 1.47 pts | ₹14.7 Cr | up ₹14.7 Cr | New |
| Aditya Birla Capital Limited | 1.46% | up 0.03 pts | ₹14.7 Cr | up ₹1.7 Cr | Added |
| Zydus Lifesciences Limited | 1.45% | up 0.60 pts | ₹14.5 Cr | up ₹6.9 Cr | Added |
| GAIL (India) Limited | 1.40% | down 0.26 pts | ₹14.1 Cr | down ₹100 L | Trimmed |
| Hero MotoCorp Limited | 1.40% | up 0.47 pts | ₹14 Cr | up ₹5.7 Cr | Added |
| KEI Industries Limited | 1.40% | up 1.40 pts | ₹14 Cr | up ₹14 Cr | New |
| L&T Finance Limited | 1.39% | down 0.24 pts | ₹14 Cr | down ₹83 L | Trimmed |
| Laurus Labs Limited | 1.38% | up 1.38 pts | ₹13.8 Cr | up ₹13.8 Cr | New |
| Cummins India Limited | 1.37% | up 1.37 pts | ₹13.8 Cr | up ₹13.8 Cr | New |
| Hyundai Motor India Ltd | 1.33% | up 1.33 pts | ₹13.4 Cr | up ₹13.4 Cr | New |
| FSN E-Commerce Ventures Limited | 1.32% | up 1.32 pts | ₹13.2 Cr | up ₹13.2 Cr | New |
| Eternal Limited | 1.31% | up 1.31 pts | ₹13.1 Cr | up ₹13.1 Cr | New |
| Endurance Technologies Limited | 1.29% | up 1.29 pts | ₹12.9 Cr | up ₹12.9 Cr | New |
| Swiggy Limited | 1.14% | up 1.14 pts | ₹11.4 Cr | up ₹11.4 Cr | New |
| Motilal Oswal Financial Services Limited | 1.09% | down 0.22 pts | ₹10.9 Cr | down ₹90 L | Trimmed |
| Tech Mahindra Limited | 1.07% | up 1.07 pts | ₹10.8 Cr | up ₹10.8 Cr | New |
| Unidentified holdings | 0.97% | up 0.97 pts | ₹9.7 Cr | up ₹9.7 Cr | New |
| Dalmia Bharat Limited | 0.90% | up 0.90 pts | ₹9 Cr | up ₹9 Cr | New |
| Union Bank of India | 0.88% | down 0.87 pts | ₹8.8 Cr | down ₹7 Cr | Trimmed |
| SRF Limited | 0.88% | up 0.88 pts | ₹8.8 Cr | up ₹8.8 Cr | New |
| Persistent Systems Limited | 0.88% | up 0.88 pts | ₹8.8 Cr | up ₹8.8 Cr | New |
| GlaxoSmithKline Pharmaceuticals Limited | 0.85% | down 1.35 pts | ₹8.5 Cr | down ₹11.4 Cr | Trimmed |
| HCL Technologies Limited | 0.84% | up 0.03 pts | ₹8.4 Cr | up ₹1.1 Cr | Added |
| Bank of India | 0.83% | down 0.99 pts | ₹8.3 Cr | down ₹8.1 Cr | Trimmed |
| Apollo Hospitals Enterprise Limited | 0.83% | down 0.04 pts | ₹8.3 Cr | up ₹48 L | Added |
| Gujarat Gas Limited | 0.83% | up 0.83 pts | ₹8.3 Cr | up ₹8.3 Cr | New |
What changed, Sep 2025 to Jan 2026
New New positions (22)
- TVS Motor Company Limited2.5% · ₹25.2 Cr
- Polycab India Limited2.1% · ₹21.5 Cr
- Fortis Healthcare Limited2.1% · ₹21.1 Cr
- Eicher Motors Limited1.5% · ₹15.2 Cr
- Indian Bank1.5% · ₹14.9 Cr
- One 97 Communications Limited1.5% · ₹14.7 Cr
- KEI Industries Limited1.4% · ₹14 Cr
- Laurus Labs Limited1.4% · ₹13.8 Cr
- Cummins India Limited1.4% · ₹13.8 Cr
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 Sep 2025, the weight rose most in Automobiles (+6.1 pts) and Industrial Products (+5.1 pts), and fell most in Aerospace & Defense (−4.0 pts) and Capital Markets (−3.7 pts).
- Automobiles1.0% → 7.0%+6.1 pts
- Industrial Products0.0% → 5.1%new+5.1 pts
- Retailing0.0% → 3.9%new+3.9 pts
- IT - Software7.5% → 9.6%+2.2 pts
- Power1.8% → 3.3%+1.6 pts
- Financial Technology (fintech)0.0% → 1.5%new+1.5 pts
- Aerospace & Defense4.8% → 0.8%−4.0 pts
- Capital Markets6.7% → 3.1%−3.7 pts
- Industrial Manufacturing4.1% → 0.5%−3.6 pts
- Banks17.5% → 14.7%−2.8 pts
- Insurance2.3% → 0.0%exited−2.3 pts
- Pharmaceuticals & Biotechnology9.7% → 7.8%−1.9 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 | Jan 2026 |
|---|---|---|---|
| Banks | 17.5% | 17.5% | 14.7% |
| Finance | 10.5% | 10.5% | 10.6% |
| IT - Software | 7.5% | 7.5% | 9.6% |
| Pharmaceuticals & Biotechnology | 9.7% | 9.7% | 7.8% |
| Automobiles | 1.0% | 1.0% | 7.0% |
| Industrial Products | — | — | 5.1% |
| Petroleum Products | 4.1% | 4.1% | 4.2% |
| Telecom - Services | 3.9% | 3.9% | 4.0% |
| Gas | 3.4% | 3.4% | 4.0% |
| Retailing | — | — | 3.9% |
Allocation in Jan 2026change vs Sep 2025
- Banks (6)14.7%▼ 2.8 pts
- Finance (9)10.6%▲ 0.1 pts
- IT - Software (7)9.6%
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. More on reading cash.
Cash & debt, Jan 2026
2.6%
▼ 0.1 pts vs Sep 2025
- Cash alone
- 2.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.6% – 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.