Mutual fund

Sundaram Multi-Factor Fund

Sundaram Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Not rated

Sector and thematic funds are not rated against diversified peers.

Increasing Capital Goods exposure while reducing Financial Services.

Sector allocation, Feb 2026 → Aug 2026

68Holdings
25Increased
17Reduced
26New
32Exited

AUM ₹871 cr · 31 Aug 202614 historical disclosures

Fund Quality

Not rated

Sector and thematic funds are not rated against diversified peers.

How Fund Quality works

Each diversified active fund is compared with its current category peers over identical five- and three-year windows, using its Direct Growth plan. Index funds, ETFs and sector or thematic funds are not rated.
Six dimensions are scored 0–100 against peers. Returns, consistency and downside protection carry most of the weight; value for money, portfolio risk and manager stability support them. A dimension without evidence is left out and the rest re-weighted; it is never scored as zero or average.
Great is 85+, Good 70–85, Average 50–70, Poor 30–50 and Awful below 30. Great also needs strong returns, consistency and downside protection and five years of history; weak downside protection caps a fund at Average.
A rating with all three core dimensions and only one supporting dimension is provisional and lower confidence. Without all three core dimensions there is no rating.
Fund Quality is not a return ranking and not a recommendation. Past performance does not predict future returns.
Peers are the plan's current AMFI category; dated category history is not loaded, so a fund that changed category is compared with its current peers throughout.
Closed and merged schemes are not loaded, so peer groups contain survivors only.
No fund-to-benchmark mapping is loaded, so nothing here measures performance against the fund's benchmark.
Manager & process stability is not assessed: its data is not loaded. Mandate discipline is not part of the rating.
Fund Quality describes past evidence. In a 2019–2023 test, funds with higher return, consistency and downside scores did not go on to beat their peers over the next three years.
Past performance and risk do not predict future results. Fund Quality is not a recommendation to buy, sell or switch.
Methodology fund_quality_v1, NAV as of 1 Oct 2026.

Latest changes

Current range: July 2026 → August 2026

Added

Largest addition

Multi Commodity Exchange of India Ltd.

shares +120.6% · Financial Services

+₹17.0 cr

What changed?

Current range: July 2026 → August 2026

StockSharesPortfolio weight

Multi Commodity Exchange of India Ltd.MCX

Financial Services

Shares+₹17.0 cr35.39K → 78.07K+42.68K+120.6% shares

Portfolio weight1.1% → 3.0%+2.0 pp weight

Bosch Ltd.BOSCHLTD

Automobile and Auto Components

Shares+₹15.6 cr1.89K → 4.66K+2.78K+147.3% shares

Portfolio weight0.9% → 2.7%+1.8 pp weight

Oracle Financial Services Software Ltd.OFSS

Information Technology

Shares+₹15.0 cr8.10K → 19.16K+11.06K+136.5% shares

Portfolio weight1.0% → 2.8%+1.8 pp weight

Titan Company Ltd.TITAN

Consumer Durables

Shares+₹13.5 cr17.04K → 42.83K+25.79K+151.4% shares

Portfolio weight0.9% → 2.5%+1.6 pp weight

Lupin Ltd.LUPIN

Healthcare

Shares+₹13.1 cr46.47K → 111.32K+64.85K+139.6% shares

Portfolio weight1.2% → 2.8%+1.6 pp weight

Wipro Ltd.WIPRO

Information Technology

Shares+₹7.5 cr193.75K → 600.77K+407.03K+210.1% shares

Portfolio weight0.4% → 1.3%+0.9 pp weight

Suzlon Energy Ltd.SUZLON

Capital Goods

Shares+₹6.8 cr1.10M → 2.54M+1.44M+130.3% shares

Portfolio weight0.6% → 1.4%+0.8 pp weight

Bharat Heavy Electricals Ltd.BHEL

Capital Goods

Shares+₹6.5 cr179.19K → 310.57K+131.38K+73.3% shares

Portfolio weight0.8% → 1.6%+0.8 pp weight

Siemens Energy India Ltd.ENRIN

Capital Goods

Shares+₹4.8 cr18.44K → 33.33K+14.89K+80.7% shares

Portfolio weight0.7% → 1.2%+0.6 pp weight

CG Power and Industrial Solutions Ltd.CGPOWER

Capital Goods

Shares+₹4.6 cr90.26K → 135.58K+45.32K+50.2% shares

Portfolio weight0.9% → 1.4%+0.6 pp weight

Max Healthcare Institute Ltd.MAXHEALTH

Healthcare

Shares+₹4.5 cr72.17K → 119.59K+47.42K+65.7% shares

Portfolio weight0.9% → 1.4%+0.6 pp weight

Muthoot Finance Ltd.MUTHOOTFIN

Financial Services

Shares+₹3.7 cr31.90K → 45.91K+14.01K+43.9% shares

Portfolio weight1.1% → 1.6%+0.5 pp weight

Tata Steel Ltd.TATASTEEL

Metals & Mining

Shares+₹3.4 cr519.54K → 719.37K+199.83K+38.5% shares

Portfolio weight1.1% → 1.5%+0.4 pp weight

TVS Motor Company Ltd.TVSMOTOR

Automobile and Auto Components

Shares+₹3.2 cr20.65K → 27.78K+7.13K+34.5% shares

Portfolio weight1.0% → 1.4%+0.4 pp weight

JSW Steel Ltd.JSWSTEEL

Metals & Mining

Shares+₹1.9 cr76.59K → 88.55K+11.97K+15.6% shares

Portfolio weight1.1% → 1.3%+0.3 pp weight

NTPC Ltd.NTPC

Power

Shares+₹1.7 cr259.15K → 327.37K+68.22K+26.3% shares

Portfolio weight1.0% → 1.2%+0.2 pp weight

Bank of BarodaBANKBARODA

Financial Services

Shares+₹1.5 cr378.25K → 448.46K+70.21K+18.6% shares

Portfolio weight1.0% → 1.2%+0.2 pp weight

Ashok Leyland Ltd.ASHOKLEY

Capital Goods

Shares+₹1.5 cr690.59K → 737.93K+47.34K+6.9% shares

Portfolio weight1.3% → 1.5%+0.2 pp weight

Power Grid Corporation of India Ltd.POWERGRID

Power

Shares+₹1.3 cr344.04K → 420.32K+76.28K+22.2% shares

Portfolio weight1.1% → 1.3%+0.2 pp weight

Canara BankCANBK

Financial Services

Shares+₹1.3 cr765.26K → 853.29K+88.03K+11.5% shares

Portfolio weight1.1% → 1.2%+0.2 pp weight

Bajaj Finserv Ltd.BAJAJFINSV

Financial Services

Shares+₹1.2 cr58.88K → 65.02K+6.14K+10.4% shares

Portfolio weight1.3% → 1.5%+0.2 pp weight

Tata Consultancy Services Ltd.TCS

Information Technology

Shares+₹1.1 cr43.09K → 47.23K+4.15K+9.6% shares

Portfolio weight1.1% → 1.3%+0.2 pp weight

ITC Ltd.ITC

Fast Moving Consumer Goods

Shares+₹61.9 L346.26K → 405.04K+58.78K+17.0% shares

Portfolio weight1.1% → 1.2%+0.1 pp weight

GAIL (India) Ltd.GAIL

Oil Gas & Consumable Fuels

Shares+₹45.0 L606.12K → 644.90K+38.78K+6.4% shares

Portfolio weight1.2% → 1.3%+0.1 pp weight

Thermax Ltd.THERMAX

Capital Goods

Shares−₹28.4 L23.13K → 24.80K+1.67K+7.2% shares

Portfolio weight1.1% → 1.1%+0.0 pp weight

Current portfolio

Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.

Current range: Change columns compare with July 2026


Multi Commodity Exchange of India Ltd.MCX	Financial Services	+₹17.0 cr+120.6% shares	78.07K	3.0%	+₹26.5 cr	Increased
HDFC Bank Ltd.HDFCBANK	Financial Services	−₹15.7 cr−35.5% shares	348.79K	2.8%	+₹24.7 cr	Reduced
Lupin Ltd.LUPIN	Healthcare	+₹13.1 cr+139.6% shares	111.32K	2.8%	+₹24.4 cr	Increased
Oracle Financial Services Software Ltd.OFSS	Information Technology	+₹15.0 cr+136.5% shares	19.16K	2.8%	+₹24.0 cr	Increased
ICICI Bank Ltd.ICICIBANK	Financial Services	−₹11.6 cr−33.8% shares	162.33K	2.7%	+₹23.6 cr	Reduced
Bosch Ltd.BOSCHLTD	Automobile and Auto Components	+₹15.6 cr+147.3% shares	4.66K	2.7%	+₹23.3 cr	Increased
Titan Company Ltd.TITAN	Consumer Durables	+₹13.5 cr+151.4% shares	42.83K	2.5%	+₹21.9 cr	Increased
Reliance Industries Ltd.RELIANCE	Oil Gas & Consumable Fuels	−₹10.4 cr−32.4% shares	158.94K	2.3%	+₹20.3 cr	Reduced
REC Ltd.RECLTD	Financial Services	−₹3.8 cr−4.1% shares	578.13K	2.1%	+₹18.7 cr	Reduced
Infosys Ltd.INFY	Information Technology	−₹63.9 L−3.7% shares	163.31K	2.1%	+₹18.5 cr	Reduced
Hindustan Zinc Ltd.HINDZINC	Metals & Mining	−₹47.1 L−12.4% shares	234.55K	1.6%	+₹14.0 cr	Reduced
Bharat Heavy Electricals Ltd.BHEL	Capital Goods	+₹6.5 cr+73.3% shares	310.57K	1.6%	+₹13.7 cr	Increased
Muthoot Finance Ltd.MUTHOOTFIN	Financial Services	+₹3.7 cr+43.9% shares	45.91K	1.6%	+₹13.7 cr	Increased
Tata Steel Ltd.TATASTEEL	Metals & Mining	+₹3.4 cr+38.5% shares	719.37K	1.5%	+₹13.3 cr	Increased
Bajaj Finserv Ltd.BAJAJFINSV	Financial Services	+₹1.2 cr+10.4% shares	65.02K	1.5%	+₹13.1 cr	Increased
APL Apollo Tubes Ltd.APLAPOLLO	Capital Goods	+₹13.0 cr—	58.51K	1.5%	+₹13.0 cr	New
Ashok Leyland Ltd.ASHOKLEY	Capital Goods	+₹1.5 cr+6.9% shares	737.93K	1.5%	+₹13.0 cr	Increased
Coal India Ltd.COALINDIA	Oil Gas & Consumable Fuels	−₹5.2 cr−26.7% shares	320.66K	1.5%	+₹12.9 cr	Reduced
Bharti Airtel Ltd.BHARTIARTL	Telecommunication	−₹6.8 cr−28.9% shares	70.53K	1.5%	+₹12.8 cr	Reduced
Max Healthcare Institute Ltd.MAXHEALTH	Healthcare	+₹4.5 cr+65.7% shares	119.59K	1.4%	+₹12.5 cr	Increased
CG Power and Industrial Solutions Ltd.CGPOWER	Capital Goods	+₹4.6 cr+50.2% shares	135.58K	1.4%	+₹12.4 cr	Increased
Hero MotoCorp Ltd.HEROMOTOCO	Automobile and Auto Components	−₹10.2 cr−46.1% shares	22.54K	1.4%	+₹12.3 cr	Reduced
MRF Ltd.MRF	Automobile and Auto Components	+₹12.2 cr—	915	1.4%	+₹12.2 cr	New
Life Insurance Corporation of IndiaLICI	Financial Services	+₹12.2 cr—	291.90K	1.4%	+₹12.2 cr	New
Eternal Ltd.ETERNAL	Consumer Services	+₹12.2 cr—	371.63K	1.4%	+₹12.2 cr	New
TVS Motor Company Ltd.TVSMOTOR	Automobile and Auto Components	+₹3.2 cr+34.5% shares	27.78K	1.4%	+₹12.1 cr	Increased
Suzlon Energy Ltd.SUZLON	Capital Goods	+₹6.8 cr+130.3% shares	2.54M	1.4%	+₹12.1 cr	Increased
Petronet LNG Ltd.PETRONET	Oil Gas & Consumable Fuels	−₹8.8 cr−46.1% shares	400.19K	1.4%	+₹12.0 cr	Reduced
Lodha Developers Ltd.LODHA	Realty	+₹11.7 cr—	97.23K	1.3%	+₹11.7 cr	New
JSW Steel Ltd.JSWSTEEL	Metals & Mining	+₹1.9 cr+15.6% shares	88.55K	1.3%	+₹11.6 cr	Increased
Indus Towers Ltd.INDUSTOWER	Telecommunication	−₹6.5 cr−35.7% shares	294.84K	1.3%	+₹11.5 cr	Reduced
GAIL (India) Ltd.GAIL	Oil Gas & Consumable Fuels	+₹45.0 L+6.4% shares	644.90K	1.3%	+₹11.4 cr	Increased
Jio Financial Services Ltd.JIOFIN	Financial Services	+₹11.4 cr—	473.67K	1.3%	+₹11.4 cr	New
Tata Consultancy Services Ltd.TCS	Information Technology	+₹1.1 cr+9.6% shares	47.23K	1.3%	+₹11.3 cr	Increased
Union Bank of IndiaUNIONBANK	Financial Services	+₹1.0 cr−0.0% shares	598.58K	1.3%	+₹11.3 cr	Reduced
Wipro Ltd.WIPRO	Information Technology	+₹7.5 cr+210.1% shares	600.77K	1.3%	+₹11.1 cr	Increased
Power Grid Corporation of India Ltd.POWERGRID	Power	+₹1.3 cr+22.2% shares	420.32K	1.3%	+₹11.1 cr	Increased
Hindalco Industries Ltd.HINDALCO	Metals & Mining	+₹11.1 cr—	109.01K	1.3%	+₹11.1 cr	New
Oil & Natural Gas Corporation Ltd.ONGC	Oil Gas & Consumable Fuels	−₹7.8 cr−39.0% shares	470.03K	1.3%	+₹10.9 cr	Reduced
Divi's Laboratories Ltd.DIVISLAB	Healthcare	+₹10.9 cr—	11.48K	1.2%	+₹10.9 cr	New
Canara BankCANBK	Financial Services	+₹1.3 cr+11.5% shares	853.29K	1.2%	+₹10.8 cr	Increased
Larsen & Toubro Ltd.LT	Construction	−₹4.3 cr−30.3% shares	26.75K	1.2%	+₹10.8 cr	Reduced
Punjab National BankPNB	Financial Services	+₹10.8 cr—	946.29K	1.2%	+₹10.8 cr	New
Siemens Energy India Ltd.ENRIN	Capital Goods	+₹4.8 cr+80.7% shares	33.33K	1.2%	+₹10.8 cr	Increased
NTPC Ltd.NTPC	Power	+₹1.7 cr+26.3% shares	327.37K	1.2%	+₹10.7 cr	Increased
Bank of BarodaBANKBARODA	Financial Services	+₹1.5 cr+18.6% shares	448.46K	1.2%	+₹10.7 cr	Increased
One 97 Communications Ltd.PAYTM	Financial Services	+₹10.4 cr—	60.40K	1.2%	+₹10.4 cr	New
FSN E-Commerce Ventures Ltd.NYKAA	Consumer Services	+₹10.4 cr—	296.68K	1.2%	+₹10.4 cr	New
ITC Ltd.ITC	Fast Moving Consumer Goods	+₹61.9 L+17.0% shares	405.04K	1.2%	+₹10.3 cr	Increased
Apar Industries Ltd.APARINDS	Capital Goods	−₹2.1 cr−32.8% shares	5.80K	1.2%	+₹10.3 cr	Reduced
Bajaj Auto Ltd.BAJAJ-AUTO	Automobile and Auto Components	+₹10.2 cr—	8.40K	1.2%	+₹10.2 cr	New
Aurobindo Pharma Ltd.AUROPHARMA	Healthcare	+₹10.1 cr—	58.79K	1.2%	+₹10.1 cr	New
Sona BLW Precision Forgings Ltd.SONACOMS	Automobile and Auto Components	+₹10.0 cr—	123.56K	1.2%	+₹10.0 cr	New
Samvardhana Motherson International Ltd.MOTHERSON	Automobile and Auto Components	+₹10.0 cr—	586.19K	1.1%	+₹10.0 cr	New
Anthem Biosciences Ltd.ANTHEM	Healthcare	+₹9.9 cr—	111.36K	1.1%	+₹9.9 cr	New
AU Small Finance Bank Ltd.AUBANK	Financial Services	+₹9.8 cr—	90.60K	1.1%	+₹9.8 cr	New
Zydus Lifesciences Ltd.ZYDUSLIFE	Healthcare	+₹9.8 cr—	84.39K	1.1%	+₹9.8 cr	New
ABB India Ltd.ABB	Capital Goods	−₹1.7 cr−18.6% shares	12.76K	1.1%	+₹9.7 cr	Reduced
Ajanta Pharmaceuticals Ltd.AJANTPHARM	Healthcare	+₹9.7 cr—	26.88K	1.1%	+₹9.7 cr	New
Thermax Ltd.THERMAX	Capital Goods	−₹28.4 L+7.2% shares	24.80K	1.1%	+₹9.7 cr	Increased
Axis Bank Ltd.AXISBANK	Financial Services	+₹9.6 cr—	74.22K	1.1%	+₹9.6 cr	New
Radico Khaitan LtdRADICO	Fast Moving Consumer Goods	+₹9.6 cr—	21.43K	1.1%	+₹9.6 cr	New
Aster DM Quality Care Ltd.ASTERDM	Healthcare	+₹9.0 cr—	119.31K	1.0%	+₹9.0 cr	New
Kotak Mahindra Bank Ltd.KOTAKBANK	Financial Services	+₹7.6 cr—	181.38K	0.9%	+₹7.6 cr	New
Mahindra & Mahindra Ltd.M&M	Automobile and Auto Components	+₹6.9 cr—	20.89K	0.8%	+₹6.9 cr	New
Bajaj Finance Ltd.BAJFINANCE	Financial Services	+₹6.5 cr—	61.32K	0.7%	+₹6.5 cr	New
Shriram Finance Ltd.SHRIRAMFIN	Financial Services	+₹4.4 cr—	40.09K	0.5%	+₹4.4 cr	New
Power Finance Corporation Ltd.PFC	Financial Services	−₹7.1 cr−54.0% shares	120.52K	0.5%	+₹4.1 cr	Reduced
Adani Energy Solutions Ltd.ADANIENSOL	Power	−₹12.2 cr−100.0% shares	0	—	₹0	Exited
Adani Enterprises Ltd.ADANIENT	Metals & Mining	−₹8.8 cr−100.0% shares	0	—	₹0	Exited
Adani Power Ltd.ADANIPOWER	Power	−₹9.9 cr−100.0% shares	0	—	₹0	Exited
Bank of IndiaBANKINDIA	Financial Services	−₹9.9 cr−100.0% shares	0	—	₹0	Exited
Bank of MaharashtraMAHABANK	Financial Services	−₹11.4 cr−100.0% shares	0	—	₹0	Exited
Bharat Forge Ltd.BHARATFORG	Automobile and Auto Components	−₹12.8 cr−100.0% shares	0	—	₹0	Exited
Billionbrains Garage Ventures Ltd.GROWW	Financial Services	−₹11.6 cr−100.0% shares	0	—	₹0	Exited
BSE Ltd.BSE	Financial Services	−₹9.9 cr−100.0% shares	0	—	₹0	Exited
Cholamandalam Financial Holdings Ltd.CHOLAHLDNG	Financial Services	−₹9.8 cr−100.0% shares	0	—	₹0	Exited
Cummins India Ltd.CUMMINSIND	Capital Goods	−₹8.6 cr−100.0% shares	0	—	₹0	Exited
GE Vernova T&D India Ltd.GVT&D	Capital Goods	−₹9.6 cr−100.0% shares	0	—	₹0	Exited
Godrej Properties Ltd.GODREJPROP	Realty	−₹8.3 cr−100.0% shares	0	—	₹0	Exited
Hitachi Energy India Ltd.POWERINDIA	Capital Goods	−₹9.7 cr−100.0% shares	0	—	₹0	Exited
Housing & Urban Development Corporation Ltd.HUDCO	Financial Services	−₹10.1 cr−100.0% shares	0	—	₹0	Exited
Info Edge (India) Ltd.NAUKRI	Consumer Services	−₹8.6 cr−100.0% shares	0	—	₹0	Exited
Ipca Laboratories Ltd.IPCALAB	Healthcare	−₹8.0 cr−100.0% shares	0	—	₹0	Exited
Laurus Labs Ltd.LAURUSLABS	Healthcare	−₹10.6 cr−100.0% shares	0	—	₹0	Exited
Nippon Life India Asset Management Ltd.NAM-INDIA	Financial Services	−₹8.3 cr−100.0% shares	0	—	₹0	Exited
NMDC Ltd.NMDC	Metals & Mining	−₹9.5 cr−100.0% shares	0	—	₹0	Exited
Oil India Ltd.OIL	Oil Gas & Consumable Fuels	−₹19.5 cr−100.0% shares	0	—	₹0	Exited
Persistent Systems Ltd.PERSISTENT	Information Technology	−₹7.0 cr−100.0% shares	0	—	₹0	Exited
Piramal Finance Ltd.PIRAMALFIN	Financial Services	−₹11.9 cr−100.0% shares	0	—	₹0	Exited
Polycab India Ltd.POLYCAB	Capital Goods	−₹6.7 cr−100.0% shares	0	—	₹0	Exited
Siemens Ltd.SIEMENS	Capital Goods	−₹6.9 cr−100.0% shares	0	—	₹0	Exited
Solar Industries India Ltd.SOLARINDS	Chemicals	−₹6.9 cr−100.0% shares	0	—	₹0	Exited
SRF Ltd.SRF	Chemicals	−₹6.7 cr−100.0% shares	0	—	₹0	Exited
Steel Authority of India Ltd.SAIL	Metals & Mining	−₹18.0 cr−100.0% shares	0	—	₹0	Exited
UltraTech Cement Ltd.ULTRACEMCO	Construction Materials	−₹7.2 cr−100.0% shares	0	—	₹0	Exited
UPL Ltd.UPL	Chemicals	−₹9.7 cr−100.0% shares	0	—	₹0	Exited
Vedanta Aluminium Metal LimitedVAML	Metals & Mining	−₹9.6 cr−100.0% shares	0	—	₹0	Exited
Vedanta Ltd.VEDL	Metals & Mining	−₹5.6 cr−100.0% shares	0	—	₹0	Exited
Vishal Mega Mart Ltd.VMM	Consumer Services	−₹6.1 cr−100.0% shares	0	—	₹0	Exited

Sundaram Multi-Factor Fund

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Intersector Rotation

Intrasector Rotation — Financial Services

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Current portfolio

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Capital Rotation

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Intersector Rotation

Intrasector Rotation — Financial Services

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