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Sundaram Financial Services Opportunities Fund Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
28
Apr 2026
Equity Holdings
₹1,545.23 Cr
Equity only, excl. debt & cash
Top 5 Weight
46.8%
High concentration
Top 10 Weight
66.1%
High concentration
Changes
28
1 new · 1 exits
Top Sector
Banks
64.5% of portfolio
📋 What Happened This Month Sundaram Financial Services Opportunities Fund Direct Plan made 1 new addition and exited 1 stock this month. The biggest new buy was OnEMI Technology Solutions Limited (N.A.) at 0.38% weight. IndusInd Bank Limited was the biggest exit (Banks), which was held at 0.71%. Among existing holdings, Kotak Mahindra Bank Limited saw the biggest increase — now at 3.25% of the portfolio. HDFC Bank Limited was trimmed the most, now at 14.90%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 64.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 66.4% 65.3% -1.2%
Finance 22.6% 23.4% +0.8%
Financial Technology (Fintech) 2.7% 2.9% +0.2%
Capital Markets 2.4% 2.7% +0.3%
Insurance 1.2% 1.1% -0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 65.3% 64.5% -0.8%
Finance 23.4% 24.0% +0.6%
Financial Technology (Fintech) 2.9% 3.0% +0.1%
Capital Markets 2.7% 2.9% +0.3%
Insurance 1.1% 1.0% -0.1%
N.A. 0.0% 0.4% +0.4%
🟢
Biggest New Buy
OnEMI Technology Solutions Limited
0.38% weight · N.A.
🔴
Biggest Exit
IndusInd Bank Limited
0.71% was held · Banks
Biggest Add
Kotak Mahindra Bank Limited
+1.46% · now 3.25%
Biggest Trim
HDFC Bank Limited
-0.94% · now 14.90%
🤝 Other funds also bought this month
OnEMI Technology Solutions Limited 11 funds
OnEMI Technology Solutions Limited
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential Quant Fund Direct Plan Growth
WhiteOak Capital Banking & Financial Services Fund - Direct Growth + more
👋 Other funds also exited
IndusInd Bank Limited 26 funds
IndusInd Bank Limited
ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry 🔴 1 Exit ↑ 14 Increased ↓ 12 Decreased
#StockSectorWeight (Apr 2026)
1
OnEMI Technology Solutions Limited
₹6.11 Cr
N.A. 0.38%
#StockSectorLast Weight (Mar 2026)
1
IndusInd Bank Limited
₹10.17 Cr
Banks 0.71%
#StockSectorMar 2026Apr 2026Change
1
Kotak Mahindra Bank Limited
₹52.48 Cr
Banks 1.79% 3.25% +1.46%
2
PNB Housing Finance Limited
₹66.01 Cr
Finance 3.49% 4.09% +0.60%
3
Bandhan Bank Limited
₹39.75 Cr
Banks 1.96% 2.46% +0.50%
4
Aavas Financiers Limited
₹51.25 Cr
Finance 2.78% 3.18% +0.40%
5
Equitas Small Finance Bank Limited
₹43.35 Cr
Banks 2.33% 2.69% +0.36%
6
Angel One Limited
₹16.74 Cr
Capital Markets 0.86% 1.04% +0.18%
7
Motilal Oswal Financial Services Limited
₹16.01 Cr
Capital Markets 0.88% 0.99% +0.11%
8
REC Limited
₹40.09 Cr
Finance 2.40% 2.49% +0.09%
9
Cholamandalam Financial Holdings Limited
₹52.08 Cr
Finance 3.18% 3.23% +0.05%
10
PB Fintech Limited
₹23.63 Cr
Financial Technology (Fintech) 1.41% 1.46% +0.05%
#StockSectorMar 2026Apr 2026Change
1
HDFC Bank Limited
₹240.33 Cr
Banks 15.84% 14.90% -0.94%
2
ICICI Bank Limited
₹178.90 Cr
Banks 11.87% 11.09% -0.78%
3
Power Finance Corporation Limited
₹22.17 Cr
Finance 1.77% 1.37% -0.40%
4
Axis Bank Limited
₹154.42 Cr
Banks 9.83% 9.58% -0.25%
5
Bank of Baroda
₹58.19 Cr
Banks 3.80% 3.61% -0.19%
6
State Bank of India
₹107.22 Cr
Banks 6.83% 6.65% -0.18%
7
Shriram Finance Limited
₹63.04 Cr
Finance 4.08% 3.91% -0.17%
8
ICICI Prudential Life Insurance Company Limited
₹16.23 Cr
Insurance 1.12% 1.01% -0.11%
9
DCB Bank Limited
₹70.56 Cr
Banks 4.44% 4.38% -0.06%
10
UTI Asset Management Company Limited
₹8.93 Cr
Capital Markets 0.61% 0.55% -0.06%

Full Portfolio

28 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹240.33 Cr
Banks
14.90%
2
₹178.90 Cr
Banks
11.09%
3
₹154.42 Cr
Banks
9.58%
4
₹107.22 Cr
Banks
6.65%
5
₹74.19 Cr
Finance
4.60%
6
₹70.56 Cr
Banks
4.38%
7
₹66.01 Cr
Finance
4.09%
8
₹63.04 Cr
Finance
3.91%
9
₹58.19 Cr
Banks
3.61%
10
₹52.48 Cr
Banks
3.25%
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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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