What stocks does Sundaram Equity Savings Fund hold?

Sundaram Equity Savings Fund holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Equity Savings Fund?

Sundaram Equity Savings Fund is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Equity Savings Fund?

Sundaram Equity Savings Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Equity Savings Fund portfolio data updated?

Portfolio holdings for Sundaram Equity Savings Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Equity Savings Fund

Equity Data as of Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹824.97 Cr

Equity only, excl. debt & cash

Top 5 Weight

36.2%

Moderate

Top 10 Weight

49.7%

Moderate

Top Sector

Banks

24.8% of portfolio

How Has the NAV Performed?

1 year history · Sundaram Equity Savings Fund

+0.85%

+1.18%

-0.23%

+1.66%

Latest NAV

₹83.57

14 Jul 2026

52W High

₹84.62

-1% from High

52W Low

₹75.90

+10% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+8.0%

2024

+14.5%

2023

+17.3%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

12.4%

+ve in 100% windows

26.1% / 0.7%

3Y Rolling Avg

13.0% p.a.

+ve in 100% windows

15.8% / 10.9%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-4.0%

Rec: Apr 2025 (2 mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

-5.9%

Rec: Aug 2022 (7 mo)

2018 IL&FS

Pre-inception

Rec: N/A

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.87

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.25

Penalises downside volatility only.

Std Deviation (3Y)

5.4%

Lower = more consistent returns.

NAV Chart ₹83.57 14 Jul 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Equity Savings Fund

Chart shows indexed performance (base = 100). Actual NAV: ₹83.57

What Changed in the Portfolio This Month?

Comparing — → Jun 2026

Only one month available

Upload a second month to see changes.

What Stocks Does This Fund Hold?

66 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Bharti Airtel Limited ₹98.80 Cr	Telecom - Services	9.46%
2	ICICI Bank Limited ₹80.78 Cr	Banks	7.74%
3	Reliance Industries Limited ₹75.30 Cr	Petroleum Products	7.21%
4	HDFC Bank Limited ₹72.93 Cr	Banks	6.99%
5	Axis Bank Limited ₹50.38 Cr	Banks	4.83%
6	Larsen & Toubro Limited ₹37.32 Cr	Construction	3.57%
7	Kotak Mahindra Bank Limited ₹29.65 Cr	Banks	2.84%
8	Bajaj Finance Limited ₹24.97 Cr	Finance	2.39%
9	State Bank of India ₹24.65 Cr	Banks	2.36%
10	Mahindra & Mahindra Limited ₹24.34 Cr	Automobiles	2.33%
11	Patanjali Foods Limited ₹23.07 Cr	Agricultural Food & other Products	2.21%
12	Hindalco Industries Limited ₹14.33 Cr	Non - Ferrous Metals	1.37%
13	JSW Steel Limited ₹10.93 Cr	Ferrous Metals	1.05%
14	NTPC Limited ₹9.15 Cr	Power	0.88%
15	Cholamandalam Investment and Finance Company Ltd ₹8.67 Cr	Finance	0.83%
16	Fractal Analytics Ltd ₹8.34 Cr	IT - Software	0.80%
17	Coforge Limited ₹8.10 Cr	IT - Software	0.78%
18	Bharat Electronics Limited ₹8.02 Cr	Aerospace & Defense	0.77%
19	Tata Steel Limited ₹7.97 Cr	Ferrous Metals	0.76%
20	PB Fintech Limited ₹7.69 Cr	Financial Technology (Fintech)	0.74%
21	Cummins India Limited ₹7.66 Cr	Industrial Products	0.73%
22	Amber Enterprises India Limited ₹7.16 Cr	Consumer Durables	0.69%
23	Billionbrains Garage Ventures Ltd ₹7.10 Cr	Capital Markets	0.68%
24	Coromandel International Limited ₹6.95 Cr	Fertilizers & Agrochemicals	0.67%
25	Eternal Limited ₹6.67 Cr	Retailing	0.64%
26	Aurobindo Pharma Limited ₹6.51 Cr	Pharmaceuticals & Biotechnology	0.62%
27	Muthoot Finance Limited ₹6.48 Cr	Finance	0.62%
28	One 97 Communications Limited ₹6.32 Cr	Financial Technology (Fintech)	0.61%
29	Sun Pharmaceutical Industries Limited ₹6.40 Cr	Pharmaceuticals & Biotechnology	0.61%
30	TVS Motor Company Limited ₹6.18 Cr	Automobiles	0.59%
31	Tata Power Company Limited ₹5.84 Cr	Power	0.56%
32	Oracle Financial Services Software Limited ₹5.60 Cr	IT - Software	0.54%
33	UNO Minda Limited ₹5.10 Cr	Auto Components	0.49%
34	Multi Commodity Exchange of India Limited ₹4.96 Cr	Capital Markets	0.48%
35	Mankind Pharma Limited ₹4.81 Cr	Pharmaceuticals & Biotechnology	0.46%
36	Home First Finance Company India Limited ₹4.77 Cr	Finance	0.46%
37	Amara Raja Energy & Mobility Ltd ₹4.72 Cr	Auto Components	0.45%
38	UltraTech Cement Limited ₹4.70 Cr	Cement & Cement Products	0.45%
39	Ambuja Cements Limited ₹4.45 Cr	Cement & Cement Products	0.43%
40	InterGlobe Aviation Limited ₹4.51 Cr	Transport Services	0.43%
41	MTAR Technologies Limited ₹4.42 Cr	Aerospace & Defense	0.42%
42	Tata Consumer Products Limited ₹4.44 Cr	Agricultural Food & other Products	0.42%
43	Aster DM Healthcare Limited ₹4.33 Cr	Healthcare Services	0.41%
44	CRISIL Limited ₹3.90 Cr	Finance	0.37%
45	Mrs. Bectors Food Specialities Limited ₹3.83 Cr	Food Products	0.37%
46	JK Cement Limited ₹3.85 Cr	Cement & Cement Products	0.37%
47	Vedanta Aluminium Metal Limited ₹3.72 Cr	Metals & Minerals Trading	0.36%
48	HCL Technologies Limited ₹3.81 Cr	IT - Software	0.36%
49	Delhivery Limited ₹3.62 Cr	Transport Services	0.35%
50	KEI Industries Limited ₹3.66 Cr	Industrial Products	0.35%
51	Prudent Corporate Advisory Services Limited ₹3.65 Cr	Capital Markets	0.35%
52	Affle 3i Limited ₹3.65 Cr	IT - Services	0.35%
53	Poonawalla Fincorp Limited ₹3.53 Cr	Finance	0.34%
54	CCL Products (India) Limited ₹3.43 Cr	Agricultural Food & other Products	0.33%
55	Bajaj Auto Limited ₹3.34 Cr	Automobiles	0.32%
56	Indegene Limited ₹3.33 Cr	Healthcare Services	0.32%
57	Granules India Limited ₹3.30 Cr	Pharmaceuticals & Biotechnology	0.32%
58	Bajaj Finserv Limited ₹2.94 Cr	Finance	0.28%
59	Maruti Suzuki India Limited ₹2.96 Cr	Automobiles	0.28%
60	Elecon Engineering Company Limited ₹2.55 Cr	Electrical Equipment	0.24%
61	GAIL (India) Limited ₹2.48 Cr	Gas	0.24%
62	Indraprastha Gas Limited ₹2.47 Cr	Gas	0.24%
63	Alkem Laboratories Limited ₹2.40 Cr	Pharmaceuticals & Biotechnology	0.23%
64	Vedanta Limited ₹2.05 Cr	Diversified Metals	0.20%
65	Hindustan Unilever Limited ₹90.45 L	Diversified FMCG	0.09%
66	Kwality Walls (India) Limited ₹15.03 L	Food Products	0.01%