Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Jun 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.
Sundaram Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 27 actively managed equity funds and 1 passive index funds and ETFs, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.
Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within Sundaram Mutual Fund. As of Jun 2026, Affle 3i Limited is the most widely held stock, present in 18 active funds. The dominant sector exposure is Banks, followed by Finance.
This page compares portfolio holdings month on month to surface active decisions. Between May 2026 and Jun 2026, Sundaram Mutual Fund's active equity funds made 28 fresh stock entries and fully exited 13 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.
Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.
| # | Stock | Sector | Funds | Avg Weight | Value |
|---|---|---|---|---|---|
| 1 | Poonawalla Fincorp Limited Finance |
NEW | 4 funds | 0.55% | ₹93.0 Cr |
| 2 | Granules India Limited Pharmaceuticals & Biotechnology |
NEW | 4 funds | 0.52% | ₹86.9 Cr |
| 3 | JSW Steel Limited Ferrous Metals |
NEW | 2 funds | 1.06% | ₹20.6 Cr |
| 4 | NMDC Limited Minerals & Mining |
NEW | 2 funds | 1.04% | ₹16.4 Cr |
| 5 | Hero MotoCorp Limited Automobiles |
NEW | 1 fund | 2.26% | ₹20.7 Cr |
| 6 | Apar Industries Limited Electrical Equipment |
NEW | 1 fund | 1.52% | ₹14.0 Cr |
| 7 | Bank of Maharashtra Banks |
NEW | 1 fund | 1.46% | ₹13.4 Cr |
| 8 | Piramal Finance Ltd Finance |
NEW | 1 fund | 1.41% | ₹12.9 Cr |
| 9 | Adani Energy Solutions Limited Power |
NEW | 1 fund | 1.25% | ₹11.4 Cr |
| 10 | Adani Power Limited Power |
NEW | 1 fund | 1.18% | ₹10.8 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | Talwandi Sabo Power Limited Power |
EXITED | 4 funds | 0.08% | ₹9.9 Cr |
| 2 | Malco Energy Limited Power |
EXITED | 4 funds | 0.06% | ₹8.4 Cr |
| 3 | Vedanta Iron And Steel Limited Metals & Minerals Trading |
EXITED | 4 funds | 0.05% | ₹6.4 Cr |
| 4 | Praj Industries Limited Industrial Manufacturing |
EXITED | 3 funds | 0.57% | ₹24.9 Cr |
| 5 | Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 1.57% | ₹14.9 Cr |
| 6 | Godrej Industries Limited Diversified |
EXITED | 1 fund | 1.28% | ₹12.1 Cr |
| 7 | Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 1.15% | ₹10.9 Cr |
| 8 | Supreme Industries Limited Industrial Products |
EXITED | 1 fund | 0.88% | ₹120.7 Cr |
| 9 | ITC Hotels Limited Leisure Services |
EXITED | 1 fund | 0.71% | ₹6.7 Cr |
| 10 | Lodha Developers Limited Realty |
EXITED | 1 fund | 0.70% | ₹6.6 Cr |
| # | Stock | Sector | Funds | May 2026 | Jun 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | ICICI Prudential Asset Management Company Limited Capital Markets |
Capital Markets | 1 | 0.21% | 1.48% | +1.27% | ₹103.2 Cr |
| 2 | Bajaj Finance Limited Finance |
Finance | 5 | 1.98% | 2.91% | +0.93% | ₹365.4 Cr |
| 3 | Patanjali Foods Limited Agricultural Food & other Products |
Agricultural Food & other Products | 4 | 0.52% | 1.33% | +0.81% | ₹55.0 Cr |
| 4 | Bajaj Auto Limited Automobiles |
Automobiles | 6 | 0.25% | 0.99% | +0.74% | ₹139.4 Cr |
| 5 | Grasim Industries Limited Cement & Cement Products |
Cement & Cement Products | 1 | 0.84% | 1.56% | +0.72% | ₹20.2 Cr |
| 6 | SEDEMAC MECHATRONICS LTD Auto Components |
Auto Components | 2 | 2.29% | 3.00% | +0.71% | ₹114.8 Cr |
| 7 | The Federal Bank Limited Banks |
Banks | 1 | 1.88% | 2.58% | +0.70% | ₹361.8 Cr |
| 8 | Prestige Estates Projects Limited Realty |
Realty | 2 | 0.81% | 1.49% | +0.68% | ₹280.0 Cr |
| 9 | Kirloskar Oil Engines Limited Industrial Products |
Industrial Products | 8 | 2.40% | 3.03% | +0.63% | ₹663.5 Cr |
| 10 | Kalyan Jewellers India Limited Consumer Durables |
Consumer Durables | 4 | 1.43% | 1.99% | +0.56% | ₹522.5 Cr |
| # | Stock | Sector | Funds | May 2026 | Jun 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Oracle Financial Services Software Limited IT - Software |
IT - Software | 7 | 3.77% | 1.87% | -1.90% | ₹525.7 Cr |
| 2 | Neogen Chemicals Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 1 | 1.62% | 0.24% | -1.38% | ₹9.2 Cr |
| 3 | National Aluminium Company Limited Non - Ferrous Metals |
Non - Ferrous Metals | 3 | 2.53% | 1.41% | -1.12% | ₹303.4 Cr |
| 4 | Bharat Forge Limited Auto Components |
Auto Components | 1 | 2.49% | 1.40% | -1.09% | ₹12.9 Cr |
| 5 | Coal India Limited Consumable Fuels |
Consumable Fuels | 4 | 2.15% | 1.10% | -1.05% | ₹54.7 Cr |
| 6 | BSE Limited Capital Markets |
Capital Markets | 2 | 2.86% | 1.89% | -0.97% | ₹376.2 Cr |
| 7 | Hitachi Energy India Limited Electrical Equipment |
Electrical Equipment | 2 | 2.70% | 1.82% | -0.88% | ₹35.3 Cr |
| 8 | JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 1.69% | 0.86% | -0.83% | ₹17.0 Cr |
| 9 | Hindustan Unilever Limited Diversified FMCG |
Diversified FMCG | 5 | 1.49% | 0.71% | -0.78% | ₹72.3 Cr |
| 10 | Bajaj Finserv Limited Finance |
Finance | 6 | 2.34% | 1.62% | -0.72% | ₹232.1 Cr |
Average sector allocation across all active funds. Index/ETF excluded.
Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.
These funds passively track a benchmark index and do not reflect active fund manager decisions. Portfolio analysis above covers active funds only.
Search any stock to see which Sundaram Mutual Fund active funds hold it.
Sundaram Mutual Fund manages 27 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.
You can search any stock in the search box above to see which Sundaram Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.
The Monthly Portfolio Changes section on this page shows stocks that Sundaram Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.
SEBI requires all AMCs including Sundaram Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.