Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Aug 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: 24 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 Aug 2026, Eternal 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 Jul 2026 and Aug 2026, Sundaram Mutual Fund's active equity funds made 18 fresh stock entries and fully exited 33 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 | TD Power Systems Limited Electrical Equipment |
NEW | 7 funds | 1.61% | ₹421.0 Cr |
| 2 | Dhoot Transmission Ltd Automobile and Auto Components |
NEW | 5 funds | 1.69% | ₹265.1 Cr |
| 3 | Hindalco Industries Limited Non - Ferrous Metals |
NEW | 4 funds | 1.45% | ₹235.2 Cr |
| 4 | Life Insurance Corporation Of India Insurance |
NEW | 4 funds | 1.16% | ₹113.6 Cr |
| 5 | Clean Science and Technology Limited Chemicals & Petrochemicals |
NEW | 4 funds | 0.51% | ₹93.7 Cr |
| 6 | Horizon Industrial Parks Ltd. Realty |
NEW | 3 funds | 0.86% | ₹131.5 Cr |
| 7 | Cochin Shipyard Limited Industrial Manufacturing |
NEW | 3 funds | 0.33% | ₹49.3 Cr |
| 8 | Kirloskar Pneumatic Company Limited Industrial Products |
NEW | 2 funds | 1.52% | ₹46.1 Cr |
| 9 | MRF Limited Auto Components |
NEW | 1 fund | 1.41% | ₹12.2 Cr |
| 10 | Lodha Developers Limited Realty |
NEW | 1 fund | 1.34% | ₹11.7 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | PVR INOX Limited Entertainment |
EXITED | 8 funds | 1.75% | ₹73.1 Cr |
| 2 | TD Power Systems Limited Electrical Equipment |
EXITED | 6 funds | 1.77% | ₹406.7 Cr |
| 3 | Ambuja Cements Limited Cement & Cement Products |
EXITED | 3 funds | 1.10% | ₹50.5 Cr |
| 4 | BSE Limited Capital Markets |
EXITED | 2 funds | 1.74% | ₹354.5 Cr |
| 5 | Kirloskar Pneumatic Co Ltd Industrial Products |
EXITED | 2 funds | 1.63% | ₹47.8 Cr |
| 6 | Persistent Systems Limited IT - Software |
EXITED | 2 funds | 0.93% | ₹161.7 Cr |
| 7 | HDFC Asset Management Company Limited Capital Markets |
EXITED | 2 funds | 0.65% | ₹32.5 Cr |
| 8 | Patanjali Foods Limited Agricultural Food & other Products |
EXITED | 2 funds | 0.38% | ₹14.0 Cr |
| 9 | The Federal Bank Limited Banks |
EXITED | 1 fund | 2.71% | ₹393.4 Cr |
| 10 | Steel Authority of India Limited Ferrous Metals |
EXITED | 1 fund | 1.99% | ₹18.0 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Happy Forgings Limited Industrial Products |
Industrial Products | 1 | 5.68% | 8.08% | +2.40% | ₹88.6 Cr |
| 2 | Bosch Limited Auto Components |
Auto Components | 1 | 0.86% | 2.68% | +1.82% | ₹23.3 Cr |
| 3 | Nippon Life India Asset Management Limited Capital Markets |
Capital Markets | 1 | 1.60% | 2.93% | +1.33% | ₹51.2 Cr |
| 4 | Page Industries Limited Textiles & Apparels |
Textiles & Apparels | 1 | 0.46% | 1.44% | +0.98% | ₹21.8 Cr |
| 5 | Wipro Limited IT - Software |
IT - Software | 1 | 0.39% | 1.27% | +0.88% | ₹11.1 Cr |
| 6 | Brigade Enterprises Limited Realty |
Realty | 8 | 1.89% | 2.71% | +0.82% | ₹138.4 Cr |
| 7 | Lenskart Solutions Limited Retailing |
Retailing | 2 | 2.84% | 3.63% | +0.79% | ₹374.4 Cr |
| 8 | Bharat Electronics Limited Aerospace & Defense |
Aerospace & Defense | 2 | 1.53% | 2.31% | +0.78% | ₹81.0 Cr |
| 9 | Hitachi Energy India Limited Electrical Equipment |
Electrical Equipment | 1 | 1.69% | 2.43% | +0.74% | ₹23.6 Cr |
| 10 | Polycab India Limited Industrial Products |
Industrial Products | 2 | 1.97% | 2.68% | +0.71% | ₹216.0 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Marico Limited Agricultural Food & other Products |
Agricultural Food & other Products | 1 | 2.32% | 0.48% | -1.84% | ₹9.0 L |
| 2 | HDFC Bank Limited Banks |
Banks | 13 | 5.56% | 3.93% | -1.63% | ₹1,180.7 Cr |
| 3 | Tech Mahindra Limited IT - Software |
IT - Software | 3 | 2.60% | 1.16% | -1.44% | ₹59.8 Cr |
| 4 | Varun Beverages Limited Beverages |
Beverages | 2 | 3.39% | 2.01% | -1.38% | ₹75.8 Cr |
| 5 | Hero MotoCorp Limited Automobiles |
Automobiles | 1 | 2.50% | 1.41% | -1.09% | ₹12.3 Cr |
| 6 | Aster DM Healthcare Limited Healthcare Services |
Healthcare Services | 12 | 5.35% | 4.31% | -1.04% | ₹440.9 Cr |
| 7 | Petronet LNG Limited Gas |
Gas | 1 | 2.31% | 1.38% | -0.93% | ₹12.0 Cr |
| 8 | Shivalik Bimetal Controls Ltd Industrial Products |
Industrial Products | 7 | 1.87% | 1.05% | -0.82% | ₹12.0 Cr |
| 9 | Bharti Airtel Limited Telecom - Services |
Telecom - Services | 15 | 4.73% | 3.98% | -0.75% | ₹1,533.2 Cr |
| 10 | Sona BLW Precision Forgings Limited Auto Components |
Auto Components | 1 | 1.81% | 1.15% | -0.66% | ₹10.0 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 24 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.