← Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
22
Jun 2026
Equity Holdings
₹3.68 Cr
Equity only, excl. debt & cash
Top 5 Weight
9.1%
Diversified
Top 10 Weight
13.3%
Diversified
Changes
19
0 new · 0 exits
Top Sector
Banks
6.2% of portfolio
📋 What Happened This Month Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 2.14% of the portfolio. Infosys Limited was trimmed the most, now at 0.91%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 6.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 5.9% 5.9% -0.1%
IT - Software 2.7% 2.8% +0.0%
Telecom - Services 2.4% 2.4% 0.0%
Petroleum Products 2.3% 2.1% -0.1%
Automobiles 1.4% 1.5% +0.1%
Pharmaceuticals & Biotechnology 1.0% 1.0% +0.0%
Cement & Cement Products 0.8% 0.8% 0.0%
Aerospace & Defense 0.6% 0.6% +0.0%
Construction 0.5% 0.6% +0.0%
Agricultural Food & other Products 0.5% 0.5% +0.0%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 5.9% 6.2% +0.3%
IT - Software 2.8% 2.5% -0.3%
Telecom - Services 2.4% 2.4% +0.0%
Petroleum Products 2.1% 2.1% -0.1%
Automobiles 1.5% 1.4% -0.1%
Pharmaceuticals & Biotechnology 1.0% 1.0% +0.0%
Cement & Cement Products 0.8% 0.8% 0.0%
Aerospace & Defense 0.6% 0.6% +0.0%
Construction 0.6% 0.6% 0.0%
Agricultural Food & other Products 0.5% 0.5% 0.0%
Biggest Add
HDFC Bank Limited
+0.13% · now 2.14%
Biggest Trim
Infosys Limited
-0.16% · now 0.91%

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
↑ 10 Increased ↓ 9 Decreased
#StockSectorMay 2026Jun 2026Change
1
HDFC Bank Limited
₹39.90 L
Banks 2.01% 2.14% +0.13%
2
ICICI Bank Limited
₹22.00 L
Banks 1.08% 1.18% +0.10%
3
State Bank of India
₹24.65 L
Banks 1.25% 1.32% +0.07%
4
Tata Motors Ltd
₹8.46 L
Agricultural, Commercial & Construction Vehicles 0.41% 0.45% +0.04%
5
Axis Bank Limited
₹16.15 L
Banks 0.83% 0.86% +0.03%
6
Bharti Airtel Limited
₹44.45 L
Telecom - Services 2.36% 2.38% +0.02%
7
Lupin Limited
₹4.84 L
Pharmaceuticals & Biotechnology 0.24% 0.26% +0.02%
8
Alkem Laboratories Limited
₹13.93 L
Pharmaceuticals & Biotechnology 0.74% 0.75% +0.01%
9
Kotak Mahindra Bank Limited
₹13.24 L
Banks 0.70% 0.71% +0.01%
10
Hindustan Aeronautics Limited
₹10.95 L
Aerospace & Defense 0.58% 0.59% +0.01%
#StockSectorMay 2026Jun 2026Change
1
Infosys Limited
₹17.08 L
IT - Software 1.07% 0.91% -0.16%
2
HCL Technologies Limited
₹15.01 L
IT - Software 0.89% 0.80% -0.09%
3
Bajaj Auto Limited
₹15.55 L
Automobiles 0.90% 0.83% -0.07%
4
Reliance Industries Limited
₹38.82 L
Petroleum Products 2.14% 2.08% -0.06%
5
Tech Mahindra Limited
₹14.05 L
IT - Software 0.80% 0.75% -0.05%
6
PI Industries Limited
₹8.18 L
Fertilizers & Agrochemicals 0.48% 0.44% -0.04%
7
Cummins India Limited
₹8.49 L
Industrial Products 0.48% 0.45% -0.03%
8
UltraTech Cement Limited
₹14.07 L
Cement & Cement Products 0.77% 0.75% -0.02%
9
Jubilant Foodworks Limited
₹8.35 L
Leisure Services 0.46% 0.45% -0.01%

What Stocks Does This Fund Hold?

22 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹44.45 L
Telecom - Services
2.38%
2
₹39.90 L
Banks
2.14%
3
₹38.82 L
Petroleum Products
2.08%
4
₹24.65 L
Banks
1.32%
5
₹22.00 L
Banks
1.18%
6
₹17.08 L
IT - Software
0.91%
7
₹16.15 L
Banks
0.86%
8
₹15.55 L
Automobiles
0.83%
9
₹15.01 L
IT - Software
0.80%
10
₹13.93 L
Pharmaceuticals & Biotechnology
0.75%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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