Sundaram Multi-Factor Fund
Sundaram Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
65
Well diversified
Top 10 weight
33%
Concentration
Active share
71%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
30Sectors
17High-conviction bets
18%Top sector wt.
-Cash
Market-cap allocation
Large cap58%
Mid cap37%
Asset allocation
Asset mix not available.
Top holdings
HDFC Bank LtdEQUITY
5.2%Coal India LtdEQUITY
4.0%Reliance Industries LtdEQUITY
4.0%ICICI Bank LtdEQUITY
3.9%Infosys LtdEQUITY
3.3%Zydus Lifesciences LtdEQUITY
2.7%TREPSCASH_EQUIVALENT
2.7%Union Bank of IndiaEQUITY
2.5%Bharat Forge LtdEQUITY
2.5%Oil India LtdEQUITY
2.3%Bharti Airtel LtdEQUITY
2.3%GAIL (India) LtdEQUITY
2.3%2.2%
REC LtdEQUITY
2.2%Petronet LNG LtdEQUITY
2.1%2.1%
Ashok Leyland LtdEQUITY
2.0%2.0%
Wipro Ltd JUN-2026Stock Future
2.0%1.7%
ABB India LtdEQUITY
1.7%1.6%
The Federal Bank LtdEQUITY
1.6%1.5%
TATA Motors LtdEQUITY
1.5%1.5%
Lupin LtdEQUITY
1.4%1.4%
Hindalco Industries LtdEQUITY
1.4%Shriram Finance LtdEQUITY
1.4%Aurobindo Pharma LtdEQUITY
1.3%Godrej Industries LtdEQUITY
1.3%Margin Money For DerivativesCASH_EQUIVALENT
1.3%State Bank of IndiaEQUITY
1.3%Hindustan Zinc LtdEQUITY
1.2%1.2%
Muthoot Finance LtdEQUITY
1.2%1.2%
1.2%
1.1%
1.1%
Canara BankEQUITY
1.1%ITC LtdEQUITY
1.0%Polycab India LtdEQUITY
1.0%UPL LtdEQUITY
1.0%Bajaj Finserv LtdEQUITY
1.0%0.9%
HCL Technologies LtdEQUITY
0.9%0.9%
AI Smart summary
Pros
- Well-diversified across 65 holdings.
- Low top-10 concentration (33%).
Cons
- Concentrated in Banks - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.0%
10.1%
8.1%
6.0%
4.9%
4.6%
4.5%
4.4%
4.0%
4.0%
3.5%
3.3%
3.0%
2.1%