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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
₹948 Cr
up ₹83.4 Cr vs Mar 2026
- Stocks held
- 63
- up 3 vs Mar 2026
- Top 10 weight
- 34.7%
- of the portfolio in its ten largest
- Cash & debt
- 1.9%
- cash, money market and debt
- Moves this month
- 7 in · 4 out
- added to 10, trimmed 9
Sundaram Multi-Factor Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In April 2026 it disclosed 63 stocks worth ₹948 Cr, up ₹83.4 Cr from Mar 2026. Its largest positions were HDFC Bank Limited (5.4%), Reliance Industries Limited (4.3%), Coal India Limited (4.2%); the ten largest together made up 34.7% of the portfolio, and Banks was the biggest sector at 22.4% of its equity. Cash and debt stood at 1.9%. Compared with Mar 2026 the fund entered 7 new stocks and exited 4.
Against 226 other Sectoral / Thematic funds
Concentration
17%
Top-10 weight is higher than 17% of peers
Breadth
86%
Holds more stocks than 86% of peers
Cash
29%
Holds more cash than 29% of peers
What these mean: concentration · cash
Holdings in April 2026
Download CSVEvery line the fund disclosed, with the change against Mar 2026. 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 | 5.37% | down 0.30 pts | ₹51 Cr | up ₹1.9 Cr | Added |
| Reliance Industries Limited | 4.32% | down 0.20 pts | ₹41 Cr | up ₹1.9 Cr | Added |
| Coal India Limited | 4.21% | up 1.53 pts | ₹40 Cr | up ₹16.8 Cr | Added |
| ICICI Bank Limited | 3.95% | down 0.25 pts | ₹37.5 Cr | up ₹1.1 Cr | Added |
| Oil India Limited | 3.78% | down 0.30 pts | ₹35.8 Cr | up ₹57 L | Added |
| Infosys Limited | 3.31% | down 0.59 pts | ₹31.4 Cr | down ₹2.4 Cr | Trimmed |
| Unidentified holdings | 2.96% | up 2.96 pts | ₹28.1 Cr | up ₹28.1 Cr | New |
| Union Bank of India | 2.50% | down 0.26 pts | ₹23.7 Cr | down ₹12 L | Trimmed |
| Oil & Natural Gas Corporation Limited | 2.48% | down 0.14 pts | ₹23.5 Cr | up ₹82 L | Added |
| Bharat Forge Limited | 2.39% | up 1.52 pts | ₹22.7 Cr | up ₹15.2 Cr | Added |
| Bharti Airtel Limited | 2.35% | down 0.12 pts | ₹22.3 Cr | up ₹90 L | Added |
| Bank of India | 2.34% | up 1.29 pts | ₹22.2 Cr | up ₹13.1 Cr | Added |
| REC Limited | 2.29% | up 0.09 pts | ₹21.7 Cr | up ₹2.7 Cr | Added |
| GAIL (India) Limited | 2.24% | up 0.14 pts | ₹21.3 Cr | up ₹3 Cr | Added |
| Zydus Lifesciences Limited | 2.20% | down 0.19 pts | ₹20.8 Cr | up ₹16 L | Added |
| Petronet LNG Limited | 2.14% | up <0.01 pts | ₹20.3 Cr | up ₹1.8 Cr | Added |
| Ashok Leyland Limited | 2.11% | down 0.12 pts | ₹20 Cr | up ₹68 L | Added |
| Cholamandalam Financial Holdings Limited | 2.04% | up 0.05 pts | ₹19.4 Cr | up ₹2.1 Cr | Added |
| Cash, TREPS & receivables | 1.95% | up 1.95 pts | ₹18.5 Cr | up ₹18.5 Cr | New |
| Steel Authority of India Limited | 1.81% | up 0.16 pts | ₹17.2 Cr | up ₹2.9 Cr | Added |
| AU Small Finance Bank Limited | 1.58% | up 0.12 pts | ₹14.9 Cr | up ₹2.4 Cr | Added |
| The Federal Bank Limited | 1.55% | down 0.01 pts | ₹14.7 Cr | up ₹1.2 Cr | Added |
| Indian Bank | 1.51% | down 0.16 pts | ₹14.3 Cr | down ₹12 L | Trimmed |
| Torrent Pharmaceuticals Limited | 1.49% | up 1.49 pts | ₹14.1 Cr | up ₹14.1 Cr | New |
| Lupin Limited | 1.47% | up 1.47 pts | ₹13.9 Cr | up ₹13.9 Cr | New |
| Indus Towers Limited | 1.45% | up 1.45 pts | ₹13.8 Cr | up ₹13.8 Cr | New |
| State Bank of India | 1.39% | down 0.03 pts | ₹13.2 Cr | up ₹91 L | Added |
| National Aluminium Company Limited | 1.39% | down 0.11 pts | ₹13.1 Cr | up ₹23 L | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 1.35% | down 0.05 pts | ₹12.8 Cr | up ₹70 L | Added |
| Aurobindo Pharma Limited | 1.33% | down 0.06 pts | ₹12.6 Cr | up ₹59 L | Added |
| Hindalco Industries Limited | 1.28% | up 0.07 pts | ₹12.2 Cr | up ₹1.6 Cr | Added |
| Housing & Urban Development Corporation Limited | 1.27% | up 0.25 pts | ₹12.1 Cr | up ₹3.2 Cr | Added |
| Power Finance Corporation Limited | 1.23% | up 0.07 pts | ₹11.7 Cr | up ₹1.6 Cr | Added |
| Muthoot Finance Limited | 1.21% | down 1.46 pts | ₹11.4 Cr | down ₹11.7 Cr | Trimmed |
| Power Grid Corporation of India Limited | 1.20% | down 0.04 pts | ₹11.4 Cr | up ₹63 L | Added |
| Dr. Reddy's Laboratories Limited | 1.17% | down 0.07 pts | ₹11.1 Cr | up ₹40 L | Added |
| Hindustan Aeronautics Limited | 1.16% | up 0.12 pts | ₹11 Cr | up ₹2 Cr | Added |
| Hindustan Zinc Limited | 1.14% | up 0.07 pts | ₹10.8 Cr | up ₹1.6 Cr | Added |
| ITC Limited | 1.11% | down 0.02 pts | ₹10.6 Cr | up ₹76 L | Added |
| Godrej Industries Limited | 1.11% | up 0.14 pts | ₹10.5 Cr | up ₹2.2 Cr | Added |
| Canara Bank | 1.10% | down 1.45 pts | ₹10.5 Cr | down ₹11.6 Cr | Trimmed |
| Tata Consultancy Services Limited | 1.03% | down 0.06 pts | ₹9.8 Cr | up ₹31 L | Added |
| UPL Limited | 0.99% | up 0.01 pts | ₹9.4 Cr | up ₹95 L | Added |
| Bajaj Finserv Limited | 0.96% | down 0.04 pts | ₹9.1 Cr | up ₹47 L | Added |
| Siemens Energy India Limited | 0.94% | up 0.12 pts | ₹9 Cr | up ₹1.8 Cr | Added |
| Polycab India Limited | 0.86% | up 0.05 pts | ₹8.2 Cr | up ₹1.2 Cr | Added |
| Titan Company Limited | 0.86% | down <0.01 pts | ₹8.1 Cr | up ₹69 L | Added |
| Vishal Mega Mart Limited | 0.83% | up 0.03 pts | ₹7.8 Cr | up ₹98 L | Added |
| Apollo Hospitals Enterprise Limited | 0.82% | down 0.07 pts | ₹7.8 Cr | up ₹10 L | Added |
| Bosch Limited | 0.82% | up 0.09 pts | ₹7.8 Cr | up ₹1.5 Cr | Added |
What changed, Mar 2026 to Apr 2026
New New positions (7)
- Torrent Pharmaceuticals Limited1.5% · ₹14.1 Cr
- Lupin Limited1.5% · ₹13.9 Cr
- Indus Towers Limited1.5% · ₹13.8 Cr
- Vedanta Aluminium Metal Limited0.3% · ₹2.6 Cr
- Malco Energy Limited0.3% · ₹2.6 Cr
- Vedanta Iron And Steel Limited0.3% · ₹2.6 Cr
- TALWANDI SABO POWER LIMITED0.3% · ₹2.6 Cr
Exited Exited (4)
- Aditya Birla Capital Limitedwas 1.5% · ₹12.7 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 Mar 2026, the weight rose most in Pharmaceuticals & Biotechnology (+3.0 pts) and Consumable Fuels (+1.7 pts), and fell most in Finance (−4.8 pts) and IT - Software (−3.7 pts).
- Pharmaceuticals & Biotechnology5.0% → 8.1%+3.0 pts
- Consumable Fuels2.7% → 4.4%+1.7 pts
- Industrial Products1.7% → 3.4%+1.7 pts
- Telecom - Services3.3% → 4.8%+1.5 pts
- Ferrous Metals1.7% → 2.2%+0.5 pts
- Non - Ferrous Metals3.8% → 4.3%+0.5 pts
- Finance15.7% → 10.9%−4.8 pts
- IT - Software9.1% → 5.4%−3.7 pts
- Capital Markets1.4% → 0.0%exited−1.4 pts
- Diversified Metals1.7% → 0.7%−1.0 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 | Jan 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|
| Banks | 17.5% | 14.7% | 22.4% | 22.4% |
| Finance | 10.5% | 10.6% | 15.7% | 10.9% |
| Pharmaceuticals & Biotechnology | 9.7% | 7.8% | 5.0% | 8.1% |
| Oil | 2.5% | 3.6% | 6.7% | 6.9% |
| IT - Software | 7.5% | 9.6% | 9.1% | 5.4% |
| Telecom - Services | 3.9% | 4.0% | 3.3% | 4.8% |
| Gas | 3.4% | 4.0% | 4.2% | 4.6% |
| Petroleum Products | 4.1% | 4.2% | 4.5% | 4.5% |
| Consumable Fuels | 1.7% | 1.8% | 2.7% | 4.4% |
| Non - Ferrous Metals | 1.9% | 2.1% | 3.8% | 4.3% |
Allocation in Apr 2026change vs Mar 2026
- Banks (9)22.4%
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, Apr 2026
1.9%
▲ 1.9 pts vs Mar 2026
- Cash alone
- 1.9%
- 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.