📊 AMC Portfolio · RightAdvise

Sundaram Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Apr 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

₹74,883.0 Cr
Avg AUM — Jan–Mar 2026 · -2.2%
25
Active Funds
1
Index / ETF Funds
280
Unique Stocks
15
Fresh Entries
17
Complete Exits
✓ Copied!
🏆 Conviction 🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (25) 📊 Index/ETF (1)

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: 25 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 Apr 2026, Amber Enterprises India Limited is the most widely held stock, present in 17 active funds. The dominant sector exposure is Banks, followed by Finance.

This page compares portfolio holdings month on month to surface active decisions. Between Mar 2026 and Apr 2026, Sundaram Mutual Fund's active equity funds made 15 fresh stock entries and fully exited 17 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

High Conviction

🏆 Stocks Held in 5 or More Funds

Stocks held across multiple Sundaram Mutual Fund funds simultaneously.

#StockSectorNo. of FundsCombined ValueHeld By
1
Amber Enterprises India Limited
Consumer Durables
Consumer Durables 17 funds ₹648.5 Cr Mid Cap, Multi Cap, Small Cap, Aggressive Hybrid, Equity, Multi Asset, Balanced Advantage, ELSS, Flexi Cap
2
Affle 3i Limited
IT - Services
IT - Services 17 funds ₹520.2 Cr Equity, Mid Cap, Small Cap, Multi Cap, ELSS, Flexi Cap, Aggressive Hybrid, Balanced Advantage, Multi Asset
3
Bharti Airtel Limited
Telecom - Services
Telecom - Services 16 funds ₹1,726.2 Cr Focused, Large Cap, ELSS, Flexi Cap, Multi Asset, Balanced Advantage, Aggressive Hybrid, Value/Contra, Multi Cap, Mid Cap, Equity
4
ICICI Bank Limited
Banks
Banks 15 funds ₹1,840.9 Cr Large Cap, Focused, Balanced Advantage, ELSS, Flexi Cap, Value/Contra, Aggressive Hybrid, Multi Asset, Multi Cap, Mid Cap, Equity
5
State Bank of India
Banks
Banks 15 funds ₹1,080.2 Cr Large Cap, Value/Contra, ELSS, Flexi Cap, Mid Cap, Focused, Aggressive Hybrid, Multi Asset, Balanced Advantage, Multi Cap, Equity
6
Eternal Limited
Retailing
Retailing 14 funds ₹743.6 Cr Equity, Mid Cap, Small Cap, ELSS, Flexi Cap, Balanced Advantage
7
Jubilant Foodworks Limited
Leisure Services
Leisure Services 14 funds ₹707.2 Cr Equity, Mid Cap, Multi Cap, Large Cap, Flexi Cap, Value/Contra, ELSS, Focused, Aggressive Hybrid, Multi Asset, Balanced Advantage
8
JK Cement Limited
Cement & Cement Products
Cement & Cement Products 14 funds ₹416.2 Cr Equity, Mid Cap, Multi Cap, Aggressive Hybrid, Multi Asset, Balanced Advantage
9
Elecon Engineering Company Limited
Electrical Equipment
Electrical Equipment 14 funds ₹178.0 Cr Small Cap, ELSS, Multi Cap, Flexi Cap, Equity, Aggressive Hybrid, Multi Asset, Balanced Advantage
10
HDFC Bank Limited
Banks
Banks 13 funds ₹2,156.1 Cr Equity, Large Cap, Focused, ELSS, Flexi Cap, Value/Contra, Aggressive Hybrid, Multi Asset, Balanced Advantage, Multi Cap
Portfolio Changes — Active Funds Only

Monthly Portfolio Changes — Entries & Exits

Mar 2026 Apr 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
Vedanta Aluminium Metal Limited
Metals & Minerals Trading
NEW 4 funds 0.20% ₹25.6 Cr
2
Vedanta Iron And Steel Limited
Metals & Minerals Trading
NEW 4 funds 0.20% ₹25.6 Cr
3
Talwandi Sabo Power Limited
Power
NEW 4 funds 0.20% ₹25.6 Cr
4
Malco Energy Limited
Power
NEW 4 funds 0.20% ₹25.6 Cr
5
Oracle Financial Services Software Limited
IT - Software
NEW 2 funds 3.73% ₹283.7 Cr
6
Five Star Business Finance Limited
Finance
NEW 2 funds 2.52% ₹201.7 Cr
7
Nippon Life India Asset Management Limited
Capital Markets
NEW 2 funds 1.64% ₹134.2 Cr
8
Patanjali Foods Limited
Agricultural Food & other Products
NEW 2 funds 0.52% ₹19.7 Cr
9
OnEMI Technology Solutions Limited
N.A.
NEW 2 funds 0.47% ₹26.1 Cr
10
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
NEW 1 fund 1.49% ₹14.1 Cr
#StockSectorFundsWas WeightValue
1
CESC Limited
Power
EXITED 1 fund 1.53% ₹12.4 Cr
2
Aditya Birla Capital Limited
Finance
EXITED 1 fund 1.47% ₹12.7 Cr
3
L&T Finance Limited
Finance
EXITED 1 fund 1.43% ₹12.4 Cr
4
Castrol India Limited
Petroleum Products
EXITED 1 fund 1.23% ₹10.0 Cr
5
Hero MotoCorp Limited
Automobiles
EXITED 1 fund 1.13% ₹9.1 Cr
6
Indian Oil Corporation Limited
Petroleum Products
EXITED 1 fund 1.05% ₹8.5 Cr
7
Godrej Consumer Products Limited
Personal Products
EXITED 1 fund 0.91% ₹7.4 Cr
8
KPIT Technologies Limited
IT - Software
EXITED 1 fund 0.79% ₹11.0 Cr
9
Vardhman Textiles Limited
Textiles & Apparels
EXITED 1 fund 0.65% ₹5.2 Cr
10
Bayer Cropscience Limited
Fertilizers & Agrochemicals
EXITED 1 fund 0.57% ₹4.6 Cr
#StockSectorFundsMar 2026Apr 2026ChangeValue
1
MTAR Technologies Limited
Aerospace & Defense
Aerospace & Defense 9 3.38% 5.12% +1.74% ₹327.9 Cr
2
Bharat Forge Limited
Auto Components
Auto Components 1 0.87% 2.39% +1.52% ₹22.7 Cr
3
TIPS MUSIC LIMITED
Entertainment
Entertainment 1 1.43% 2.92% +1.49% ₹46.0 Cr
4
Trent Limited
Retailing
Retailing 3 1.12% 2.60% +1.48% ₹134.4 Cr
5
Bank of India
Banks
Banks 1 1.05% 2.34% +1.29% ₹22.2 Cr
6
The Indian Hotels Company Limited
Leisure Services
Leisure Services 1 0.40% 1.51% +1.11% ₹46.1 Cr
7
Varun Beverages Limited
Beverages
Beverages 3 1.36% 2.27% +0.91% ₹204.4 Cr
8
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 1 1.31% 2.20% +0.89% ₹20.8 Cr
9
BSE Limited
Capital Markets
Capital Markets 1 1.78% 2.57% +0.79% ₹344.1 Cr
10
JSW Energy Limited
Power
Power 2 0.69% 1.40% +0.71% ₹238.8 Cr
#StockSectorFundsMar 2026Apr 2026ChangeValue
1
Wipro Limited
IT - Software
IT - Software 1 2.20% 0.00% -2.20% ₹4.1 L
2
Bajaj Holdings & Investment Limited
Finance
Finance 1 2.93% 0.97% -1.96% ₹13.8 Cr
3
Aster DM Healthcare Limited
Healthcare Services
Healthcare Services 11 5.85% 4.23% -1.62% ₹284.8 Cr
4
Muthoot Finance Limited
Finance
Finance 1 2.67% 1.21% -1.46% ₹11.4 Cr
5
Canara Bank
Banks
Banks 1 2.55% 1.10% -1.45% ₹10.5 Cr
6
Vedanta Limited
Diversified Metals
Diversified Metals 4 1.68% 0.44% -1.24% ₹57.4 Cr
7
Oil & Natural Gas Corporation Limited
Oil
Oil 7 2.54% 1.46% -1.08% ₹211.0 Cr
8
Persistent Systems Limited
IT - Software
IT - Software 3 1.59% 0.54% -1.05% ₹184.0 Cr
9
Affle 3i Limited
IT - Services
IT - Services 17 3.20% 2.28% -0.92% ₹520.2 Cr
10
Coal India Limited
Consumable Fuels
Consumable Fuels 4 2.42% 1.56% -0.86% ₹75.3 Cr
Sector Exposure

Top Sectors — Apr 2026

Average sector allocation across all active funds. Index/ETF excluded.

Banks
17.6%
24 funds
Finance
7.7%
20 funds
Industrial Products
6.5%
22 funds
IT - Software
5.2%
22 funds
Consumer Durables
4.8%
22 funds
Telecom - Services
4.6%
17 funds
Petroleum Products
4.3%
15 funds
Retailing
4.1%
20 funds
Active Funds

25 Active Equity Funds — Apr 2026

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option Sundaram Business Cycle Fund Direct Plan Growth Sundaram Conservative Hybrid Fund Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Flexicap Fund Direct Growth Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option Sundaram Infrastructure Advantage Fund Direct Plan - Growth Sundaram Large and Midcap Fund Direct Plan - Growth Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth Sundaram Mid Cap Fund Direct Plan - Growth Sundaram Multi Asset Allocation Fund Direct Plan Growth Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Sundaram Multi-Factor Fund - Direct - Growth Sundaram Services Fund Direct Plan - Growth Sundaram Small Cap Fund Direct Plan - Growth Sundaram Value Fund Direct Plan - Growth
Passive Funds

Index Funds & ETFs — 1 Funds

These funds passively track a benchmark index and do not reflect active fund manager decisions. Portfolio analysis above covers active funds only.

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
Stock Search

🔍 Search Any Stock

Search any stock to see which Sundaram Mutual Fund active funds hold it.

Frequently Asked Questions

About Sundaram Mutual Fund — FAQs

How many equity funds does Sundaram Mutual Fund have?

Sundaram Mutual Fund manages 25 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.

What stocks does Sundaram Mutual Fund hold across its funds?

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.

Which stocks did Sundaram Mutual Fund buy or sell recently?

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.

How often does Sundaram Mutual Fund disclose its portfolio?

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.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.