← Sundaram Mutual Fund

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option

Focused Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
29
May 2026
Equity Holdings
₹969.48 Cr
Equity only, excl. debt & cash
Top 5 Weight
31.5%
Moderate
Top 10 Weight
53.1%
Moderate
Changes
29
1 new · 0 exits
Top Sector
Banks
26.4% of portfolio
📋 What Happened This Month Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) added 1 new stock to its portfolio this month. The biggest new buy was Cholamandalam Investment and Finance Company Ltd (Finance) at 1.87% weight. Among existing holdings, Triveni Turbine Limited saw the biggest increase — now at 4.32% of the portfolio. KEC International Limited was trimmed the most, now at 0.87%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 26.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 27.1% 27.0% -0.1%
Retailing 8.0% 8.3% +0.3%
IT - Software 8.8% 8.0% -0.8%
Auto Components 7.6% 7.9% +0.4%
Telecom - Services 6.5% 6.4% -0.1%
Automobiles 6.0% 5.7% -0.2%
Insurance 5.5% 5.1% -0.4%
Industrial Products 4.6% 4.9% +0.3%
Healthcare Services 3.5% 3.4% -0.2%
Electrical Equipment 2.8% 3.3% +0.6%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 27.0% 26.4% -0.6%
Auto Components 7.9% 8.0% +0.1%
IT - Software 8.0% 8.0% 0.0%
Retailing 8.3% 7.9% -0.4%
Telecom - Services 6.4% 6.2% -0.2%
Automobiles 5.7% 5.5% -0.2%
Insurance 5.1% 5.1% +0.0%
Industrial Products 4.9% 5.0% +0.2%
Electrical Equipment 3.3% 4.3% +1.0%
Healthcare Services 3.4% 3.6% +0.3%
🟢
Biggest New Buy
Cholamandalam Investment and Finance Company Ltd
1.87% weight · Finance
Biggest Add
Triveni Turbine Limited
+0.99% · now 4.32%
Biggest Trim
KEC International Limited
-0.48% · now 0.87%
🤝 Other funds also bought this month
Cholamandalam Investment and Finance Company Ltd 26 funds
Cholamandalam Investment and Finance Company Ltd
Axis Quant Fund - Direct Plan - Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry ↑ 14 Increased ↓ 14 Decreased
#StockSectorWeight (May 2026)
1
Cholamandalam Investment and Finance Company Ltd
₹18.99 Cr
Finance 1.87%
#StockSectorApr 2026May 2026Change
1
Triveni Turbine Limited
₹43.94 Cr
Electrical Equipment 3.33% 4.32% +0.99%
2
Aavas Financiers Limited
₹9.80 Cr
Finance 0.21% 0.96% +0.75%
3
SEDEMAC MECHATRONICS LTD
₹26.57 Cr
Auto Components 2.24% 2.62% +0.38%
4
Apollo Hospitals Enterprise Limited
₹36.73 Cr
Healthcare Services 3.36% 3.61% +0.25%
5
Happy Forgings Limited
₹50.97 Cr
Industrial Products 4.86% 5.02% +0.16%
6
Mankind Pharma Limited
₹24.00 Cr
Pharmaceuticals & Biotechnology 2.22% 2.36% +0.14%
7
Tata Consumer Products Limited
₹28.82 Cr
Agricultural Food & other Products 2.74% 2.84% +0.10%
8
InterGlobe Aviation Limited
₹29.19 Cr
Transport Services 2.79% 2.87% +0.08%
9
Trent Limited
₹23.33 Cr
Retailing 2.24% 2.30% +0.06%
10
Info Edge (India) Limited
₹20.09 Cr
Retailing 1.93% 1.98% +0.05%
#StockSectorApr 2026May 2026Change
1
KEC International Limited
₹8.81 Cr
Construction 1.35% 0.87% -0.48%
2
Avenue Supermarts Limited
₹37.01 Cr
Retailing 4.10% 3.64% -0.46%
3
Craftsman Automation Limited
₹55.06 Cr
Auto Components 5.70% 5.42% -0.28%
4
HDFC Bank Limited
₹78.24 Cr
Banks 7.95% 7.70% -0.25%
5
PI Industries Limited
₹25.59 Cr
Fertilizers & Agrochemicals 2.76% 2.52% -0.24%
6
State Bank of India
₹20.31 Cr
Banks 2.21% 2.00% -0.21%
7
TVS Motor Company Limited
₹56.24 Cr
Automobiles 5.74% 5.54% -0.20%
8
Bharti Airtel Limited
₹63.10 Cr
Telecom - Services 6.38% 6.21% -0.17%
9
City Union Bank Limited
₹29.51 Cr
Banks 3.06% 2.90% -0.16%
10
Jubilant Foodworks Limited
₹9.88 Cr
Leisure Services 1.08% 0.97% -0.11%

What Stocks Does This Fund Hold?

29 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹78.24 Cr
Banks
7.70%
2
₹67.32 Cr
Banks
6.63%
3
₹63.10 Cr
Telecom - Services
6.21%
4
₹56.24 Cr
Automobiles
5.54%
5
₹55.06 Cr
Auto Components
5.42%
6
₹50.97 Cr
Industrial Products
5.02%
7
₹50.67 Cr
Banks
4.99%
8
₹43.94 Cr
Electrical Equipment
4.32%
9
₹37.01 Cr
Retailing
3.64%
10
₹36.73 Cr
Healthcare Services
3.61%
🏆 Top stocks held by Focused funds
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🏦 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.

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