← Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
22
May 2026
Equity Holdings
₹3.68 Cr
Equity only, excl. debt & cash
Top 5 Weight
8.8%
Diversified
Top 10 Weight
13.3%
Diversified
Changes
17
0 new · 0 exits
Top Sector
Banks
5.9% of portfolio
📋 What Happened This Month Among existing holdings, Bajaj Auto Limited saw the biggest increase — now at 0.90% of the portfolio. Reliance Industries Limited was trimmed the most, now at 2.14%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 5.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
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%
Biggest Add
Bajaj Auto Limited
+0.06% · now 0.90%
Biggest Trim
Reliance Industries Limited
-0.13% · now 2.14%

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
↑ 10 Increased ↓ 7 Decreased
#StockSectorApr 2026May 2026Change
1
Bajaj Auto Limited
₹16.74 L
Automobiles 0.84% 0.90% +0.06%
2
Cummins India Limited
₹8.82 L
Industrial Products 0.42% 0.48% +0.06%
3
Marico Limited
₹9.04 L
Agricultural Food & other Products 0.45% 0.49% +0.04%
4
Axis Bank Limited
₹15.44 L
Banks 0.80% 0.83% +0.03%
5
Alkem Laboratories Limited
₹13.75 L
Pharmaceuticals & Biotechnology 0.71% 0.74% +0.03%
6
Tech Mahindra Limited
₹14.84 L
IT - Software 0.78% 0.80% +0.02%
7
Kotak Mahindra Bank Limited
₹12.97 L
Banks 0.68% 0.70% +0.02%
8
Larsen & Toubro Limited
₹10.19 L
Construction 0.53% 0.55% +0.02%
9
ICICI Bank Limited
₹20.10 L
Banks 1.07% 1.08% +0.01%
10
Hindustan Aeronautics Limited
₹10.76 L
Aerospace & Defense 0.57% 0.58% +0.01%
#StockSectorApr 2026May 2026Change
1
Reliance Industries Limited
₹39.64 L
Petroleum Products 2.27% 2.14% -0.13%
2
State Bank of India
₹23.15 L
Banks 1.35% 1.25% -0.10%
3
Jubilant Foodworks Limited
₹8.55 L
Leisure Services 0.51% 0.46% -0.05%
4
PI Industries Limited
₹8.88 L
Fertilizers & Agrochemicals 0.52% 0.48% -0.04%
5
Bharti Airtel Limited
₹43.90 L
Telecom - Services 2.39% 2.36% -0.03%
6
HDFC Bank Limited
₹37.23 L
Banks 2.04% 2.01% -0.03%
7
Tata Motors Ltd
₹7.59 L
Agricultural, Commercial & Construction Vehicles 0.43% 0.41% -0.02%

What Stocks Does This Fund Hold?

22 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹43.90 L
Telecom - Services
2.36%
2
₹39.64 L
Petroleum Products
2.14%
3
₹37.23 L
Banks
2.01%
4
₹23.15 L
Banks
1.25%
5
₹20.10 L
Banks
1.08%
6
₹19.82 L
IT - Software
1.07%
7
₹16.74 L
Automobiles
0.90%
8
₹16.57 L
IT - Software
0.89%
9
₹15.44 L
Banks
0.83%
10
₹14.84 L
IT - Software
0.80%
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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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