Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of May 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: 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 May 2026, Affle 3i 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 Apr 2026 and May 2026, Sundaram Mutual Fund's active equity funds made 5 fresh stock entries and fully exited 8 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 | CCL Products (India) Limited Agricultural Food & other Products |
NEW | 3 funds | 0.50% | ₹70.6 Cr |
| 2 | Mrs. Bectors Food Specialities Limited Food Products |
NEW | 3 funds | 0.24% | ₹34.3 Cr |
| 3 | Gujarat Gas Limited Gas |
NEW | 1 fund | 1.20% | ₹44.2 Cr |
| 4 | Karur Vysya Bank Limited Banks |
NEW | 1 fund | 1.01% | ₹28.2 Cr |
| 5 | Tata Capital Limited Finance |
NEW | 1 fund | 0.98% | ₹27.5 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | Gujarat State Petronet Limited Gas |
EXITED | 2 funds | 0.92% | ₹132.0 Cr |
| 2 | United Breweries Limited Beverages |
EXITED | 2 funds | 0.55% | ₹69.7 Cr |
| 3 | Tata Motors Passenger Vehicles Limited Automobiles |
EXITED | 1 fund | 1.12% | ₹14.8 Cr |
| 4 | Urban Company Ltd. Retailing |
EXITED | 1 fund | 1.10% | ₹17.4 Cr |
| 5 | Bajaj Holdings & Investment Limited Finance |
EXITED | 1 fund | 0.97% | ₹13.8 Cr |
| 6 | Kansai Nerolac Paints Limited Consumer Durables |
EXITED | 1 fund | 0.91% | ₹12.1 Cr |
| 7 | Bata India Limited Consumer Durables |
EXITED | 1 fund | 0.60% | ₹7.9 Cr |
| 8 | PG Electroplast Limited Consumer Durables |
EXITED | 1 fund | 0.24% | ₹4.0 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Radico Khaitan Limited Beverages |
Beverages | 3 | 2.38% | 3.18% | +0.80% | ₹450.0 Cr |
| 2 | Rategain Travel Technologies Limited IT - Software |
IT - Software | 11 | 2.22% | 2.89% | +0.67% | ₹482.2 Cr |
| 3 | Kirloskar Ferrous Industries Ltd. Industrial Products |
Industrial Products | 1 | 1.07% | 1.74% | +0.67% | ₹22.4 Cr |
| 4 | Coal India Limited Consumable Fuels |
Consumable Fuels | 3 | 1.56% | 2.15% | +0.59% | ₹80.7 Cr |
| 5 | National Aluminium Company Limited Non - Ferrous Metals |
Non - Ferrous Metals | 4 | 1.96% | 2.53% | +0.57% | ₹443.4 Cr |
| 6 | OnEMI Technology Solutions Limited N.A. |
N.A. | 3 | 0.47% | 0.97% | +0.50% | ₹92.1 Cr |
| 7 | Britannia Industries Limited Food Products |
Food Products | 1 | 1.67% | 2.16% | +0.49% | ₹30.0 Cr |
| 8 | Coforge Limited IT - Software |
IT - Software | 9 | 1.36% | 1.81% | +0.45% | ₹830.8 Cr |
| 9 | Hindustan Petroleum Corporation Limited Petroleum Products |
Petroleum Products | 5 | 1.18% | 1.61% | +0.43% | ₹417.1 Cr |
| 10 | Procter & Gamble Health Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 6 | 2.64% | 3.06% | +0.42% | ₹7.1 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Bank of India Banks |
Banks | 2 | 2.34% | 0.93% | -1.41% | ₹36.0 Cr |
| 2 | Indian Bank Banks |
Banks | 2 | 1.63% | 0.64% | -0.99% | ₹168.2 Cr |
| 3 | KSB Limited Industrial Products |
Industrial Products | 8 | 4.26% | 3.43% | -0.83% | ₹78.7 Cr |
| 4 | KEI Industries Limited Industrial Products |
Industrial Products | 6 | 1.84% | 1.06% | -0.78% | ₹78.2 Cr |
| 5 | Bajaj Auto Limited Automobiles |
Automobiles | 5 | 1.01% | 0.25% | -0.76% | ₹12.8 Cr |
| 6 | Oil India Limited Oil |
Oil | 2 | 2.40% | 1.68% | -0.72% | ₹35.2 Cr |
| 7 | Five Star Business Finance Limited Finance |
Finance | 5 | 2.52% | 1.89% | -0.63% | ₹322.7 Cr |
| 8 | Mahindra & Mahindra Financial Services Limited Finance |
Finance | 5 | 1.77% | 1.19% | -0.58% | ₹416.1 Cr |
| 9 | ITC Limited Diversified FMCG |
Diversified FMCG | 6 | 3.28% | 2.71% | -0.57% | ₹240.0 Cr |
| 10 | Greenpanel Industries Limited Consumer Durables |
Consumer Durables | 7 | 2.72% | 2.19% | -0.53% | ₹48.6 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 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.
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.