← Sundaram Mutual Fund

Sundaram Conservative Hybrid Fund

Equity Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
22
Aug 2026
Equity Holdings
₹3.76 Cr
Equity only, excl. debt & cash
AAUM
₹16.06 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
8.8%
Diversified
Top 10 Weight
13.3%
Diversified
Changes
22
0 new · 0 exits
Top Sector
Banks
6.0% of portfolio
Launch Date
21 Jan 2010
10+ year track record

AAUM (Average Assets Under Management) of ₹16.06 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, HCL Technologies Limited saw the biggest increase — now at 0.97% of the portfolio. HDFC Bank Limited was trimmed the most, now at 1.87%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 6.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 6.2% 6.0% -0.2%
IT - Software 2.5% 2.9% +0.4%
Telecom - Services 2.4% 2.3% -0.1%
Petroleum Products 2.1% 2.0% -0.1%
Automobiles 1.4% 1.5% +0.1%
Pharmaceuticals & Biotechnology 1.0% 0.9% -0.1%
Cement & Cement Products 0.8% 0.8% +0.0%
Aerospace & Defense 0.6% 0.6% +0.0%
Construction 0.6% 0.5% 0.0%
Leisure Services 0.5% 0.5% +0.1%
Biggest Add
HCL Technologies Limited
+0.17% · now 0.97%
Biggest Trim
HDFC Bank Limited
-0.27% · now 1.87%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
↑ 12 Increased ↓ 10 Decreased
#StockSectorJun 2026Aug 2026Change
1
HCL Technologies Limited
₹18.37 L
IT - Software 0.80% 0.97% +0.17%
2
Infosys Limited
₹19.35 L
IT - Software 0.91% 1.02% +0.11%
3
Tech Mahindra Limited
₹16.28 L
IT - Software 0.75% 0.86% +0.11%
4
Jubilant Foodworks Limited
₹9.92 L
Leisure Services 0.45% 0.52% +0.07%
5
ICICI Bank Limited
₹23.26 L
Banks 1.18% 1.23% +0.05%
6
Bajaj Auto Limited
₹16.62 L
Automobiles 0.83% 0.88% +0.05%
7
Tata Motors Ltd
₹9.42 L
Agricultural, Commercial & Construction Vehicles 0.45% 0.50% +0.05%
8
Kotak Mahindra Bank Limited
₹14.15 L
Banks 0.71% 0.75% +0.04%
9
Hindustan Aeronautics Limited
₹12.00 L
Aerospace & Defense 0.59% 0.63% +0.04%
10
Mahindra & Mahindra Limited
₹11.49 L
Automobiles 0.57% 0.61% +0.04%
#StockSectorJun 2026Aug 2026Change
1
HDFC Bank Limited
₹35.45 L
Banks 2.14% 1.87% -0.27%
2
Bharti Airtel Limited
₹43.49 L
Telecom - Services 2.38% 2.30% -0.08%
3
Reliance Industries Limited
₹38.31 L
Petroleum Products 2.08% 2.03% -0.05%
4
Alkem Laboratories Limited
₹13.32 L
Pharmaceuticals & Biotechnology 0.75% 0.70% -0.05%
5
Cummins India Limited
₹7.66 L
Industrial Products 0.45% 0.40% -0.05%
6
Axis Bank Limited
₹15.60 L
Banks 0.86% 0.82% -0.04%
7
PI Industries Limited
₹7.58 L
Fertilizers & Agrochemicals 0.44% 0.40% -0.04%
8
Lupin Limited
₹4.38 L
Pharmaceuticals & Biotechnology 0.26% 0.23% -0.03%
9
Larsen & Toubro Limited
₹10.11 L
Construction 0.55% 0.53% -0.02%
10
Marico Limited
₹9.02 L
Agricultural Food & other Products 0.49% 0.48% -0.01%

What Stocks Does This Fund Hold?

22 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹43.49 L
Telecom - Services
2.30%
2
₹38.31 L
Petroleum Products
2.03%
3
₹35.45 L
Banks
1.87%
4
₹25.44 L
Banks
1.34%
5
₹23.26 L
Banks
1.23%
6
₹19.35 L
IT - Software
1.02%
7
₹18.37 L
IT - Software
0.97%
8
₹16.62 L
Automobiles
0.88%
9
₹16.28 L
IT - Software
0.86%
10
₹15.60 L
Banks
0.82%
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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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