← Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
27
Aug 2026
Equity Holdings
₹1,680.60 Cr
Equity only, excl. debt & cash
AAUM
₹1,584.22 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.1%
High concentration
Top 10 Weight
65.3%
High concentration
Changes
30
2 new · 3 exits
Top Sector
Banks
61.7% of portfolio
Launch Date
10 May 2008
10+ year track record

AAUM (Average Assets Under Management) of ₹1,584.22 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 Sundaram Financial Services Opportunities Fund Direct Plan made 2 new additions and exited 3 stocks this month. The biggest new buy was Piramal Finance Ltd (Finance) at 1.44% weight. Mahindra & Mahindra Financial Services Limited was the biggest exit (Finance), which was held at 0.62%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.09% of the portfolio. ICICI Bank Limited was trimmed the most, now at 11.46%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 61.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 63.5% 62.7% -0.9%
Finance 24.3% 25.6% +1.4%
Financial Technology (Fintech) 3.3% 3.9% +0.6%
Capital Markets 3.1% 2.4% -0.7%
N.A. 1.1% 1.2% +0.2%
Insurance 0.9% 1.0% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 62.7% 61.7% -1.0%
Finance 25.6% 25.4% -0.2%
Financial Technology (Fintech) 3.9% 5.2% +1.3%
Capital Markets 2.4% 2.1% -0.3%
Insurance 1.0% 2.0% +1.0%
N.A. 1.2% 1.1% -0.1%
🟢
Biggest New Buy
Piramal Finance Ltd
1.44% weight · Finance
🔴
Biggest Exit
Mahindra & Mahindra Financial Services Limited
0.62% was held · Finance
Biggest Add
One 97 Communications Limited
+1.04% · now 3.09%
Biggest Trim
ICICI Bank Limited
-0.65% · now 11.46%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 90 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Piramal Finance Ltd 42 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
👋 Other funds also exited
Mahindra & Mahindra Financial Services Limited 9 funds
Mahindra & Mahindra Financial Services Limited
Sundaram Mid Cap Fund Direct Plan - Growth
JM Large and Midcap Fund
ITI Mid Cap Fund - Direct Plan - Growth Option + more
Prudent Corporate Advisory Services Limited 9 funds
Prudent Corporate Advisory Services Limited
Bank of India Business Cycle Fund - Direct Plan - Growth
BANK OF INDIA Small Cap Fund Direct Plan Growth
Bank of India Multi Asset Allocation Fund-Direct Plan-Growth + more
UTI Asset Management Company Limited 4 funds
UTI Asset Management Company Limited
DSP Multicap Fund - Direct - Growth
IB52-Groww Nifty Smallcap 250 ETF
HDFC Multi-Asset Allocation Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 3 Exits ↑ 10 Increased ↓ 15 Decreased
#StockSectorWeight (Aug 2026)
1
Piramal Finance Ltd
₹24.86 Cr
Finance 1.44%
2
Life Insurance Corporation Of India
₹18.31 Cr
Insurance 1.06%
#StockSectorLast Weight (Jul 2026)
1
Mahindra & Mahindra Financial Services Limited
₹10.37 Cr
Finance 0.62%
2
Prudent Corporate Advisory Services Limited
₹6.71 Cr
Capital Markets 0.40%
3
UTI Asset Management Company Limited
₹60.66 L
Capital Markets 0.04%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹53.24 Cr
Financial Technology (Fintech) 2.05% 3.09% +1.04%
2
Axis Bank Limited
₹173.06 Cr
Banks 9.41% 10.05% +0.64%
3
DCB Bank Limited
₹82.44 Cr
Banks 4.19% 4.79% +0.60%
4
PB Fintech Limited
₹37.05 Cr
Financial Technology (Fintech) 1.89% 2.15% +0.26%
5
PNB Housing Finance Limited
₹72.52 Cr
Finance 3.96% 4.21% +0.25%
6
Motilal Oswal Financial Services Limited
₹20.86 Cr
Capital Markets 1.02% 1.21% +0.19%
7
Shriram Finance Limited
₹74.65 Cr
Finance 4.19% 4.33% +0.14%
8
State Bank of India
₹140.74 Cr
Banks 8.13% 8.17% +0.04%
9
CSB Bank Limited
₹43.96 Cr
Banks 2.51% 2.55% +0.04%
10
Kotak Mahindra Bank Limited
₹95.36 Cr
Banks 5.53% 5.54% +0.01%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹197.31 Cr
Banks 12.11% 11.46% -0.65%
2
HDFC Bank Limited
₹135.72 Cr
Banks 8.53% 7.88% -0.65%
3
Ujjivan Small Finance Bank Limited
₹37.39 Cr
Banks 2.66% 2.17% -0.49%
4
Bajaj Finserv Limited
₹89.11 Cr
Finance 5.59% 5.17% -0.42%
5
Aavas Financiers Limited
₹46.82 Cr
Finance 3.01% 2.72% -0.29%
6
Bandhan Bank Limited
₹49.53 Cr
Banks 3.14% 2.88% -0.26%
7
Power Finance Corporation Limited
₹14.26 Cr
Finance 1.07% 0.83% -0.24%
8
Cholamandalam Financial Holdings Limited
₹62.00 Cr
Finance 3.81% 3.60% -0.21%
9
REC Limited
₹15.74 Cr
Finance 1.08% 0.91% -0.17%
10
Bank of Baroda
₹64.06 Cr
Banks 3.88% 3.72% -0.16%

What Stocks Does This Fund Hold?

27 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹197.31 Cr
Banks
11.46%
2
₹173.06 Cr
Banks
10.05%
3
₹140.74 Cr
Banks
8.17%
4
₹135.72 Cr
Banks
7.88%
5
₹95.36 Cr
Banks
5.54%
6
₹89.11 Cr
Finance
5.17%
7
₹82.44 Cr
Banks
4.79%
8
₹74.65 Cr
Finance
4.33%
9
₹72.52 Cr
Finance
4.21%
10
₹64.06 Cr
Banks
3.72%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.