SUNDARAM MULTI FACTOR FUND REGULAR PLAN GROWTH

SUNDARAM MULTI FACTOR FUND REGULAR PLAN GROWTH - Portfolio Analysis

Portfolio Overview

As of September 30, 2025

Asset Allocation

Equity: 97.30%Others: 2.70%

Market Cap

Large Cap: 45.14%Mid Cap: 45.36%Small Cap: 5.91%Equity: 0.88%

Number of stocks

67

Top 10 Holdings

62.91% of portfolio

Market Cap of Equity

Large Cap
45.1445%
Mid Cap
45.3627%
Small Cap
5.9067%
Equity
0.8814%

Companies Allocation of Equity

HDFC Bank Ltd12.34%
ICICI Bank Ltd8.48%
Reliance Industries Ltd7.94%
Infosys Ltd6.26%
Kaynes Technology India Ltd5.16%
Bharat Electronics Ltd4.89%
Godfrey Phillips India Ltd4.73%
AU Small Finance Bank Ltd4.43%
GlaxoSmithKline Pharmaceuticals Ltd4.41%
Bharti Airtel Ltd4.28%

Sector Allocation of Equity

Financial Services36.06%
Energy9.74%
Technology9.84%
Industrials9.73%
Consumer Defensive3.29%
Healthcare11.63%
Communication Services3.82%
Basic Materials8.06%
Utilities3.37%
Consumer Cyclical0.93%
Real Estate0.84%

SIP Amount

Monthly SIP Date

SUNDARAM MULTI FACTOR FUND REGULAR PLAN GROWTH

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.