← Sundaram Mutual Fund

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

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
29
Jul 2026
Equity Holdings
₹1,033.55 Cr
Equity only, excl. debt & cash
AAUM
₹975.13 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.4%
Moderate
Top 10 Weight
54.4%
Moderate
Changes
29
1 new · 0 exits
Top Sector
Banks
26.4% of portfolio
Launch Date
23 Sep 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹975.13 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 Focused Fund (Formerly Known as Principal Focused Multicap Fund) added 1 new stock to its portfolio this month. The biggest new buy was Dalmia Bharat Limited (Cement & Cement Products) at 2.03% weight. Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 6.77% of the portfolio. HDFC Bank Limited was trimmed the most, now at 7.36%. 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
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 26.4% 27.2% +0.8%
Auto Components 8.0% 8.9% +0.8%
Retailing 7.9% 8.3% +0.3%
IT - Software 8.0% 6.9% -1.0%
Telecom - Services 6.2% 6.1% -0.1%
Automobiles 5.5% 5.5% 0.0%
Industrial Products 5.0% 5.4% +0.3%
Insurance 5.1% 4.9% -0.2%
Electrical Equipment 4.3% 3.9% -0.4%
Healthcare Services 3.6% 3.7% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 27.2% 26.4% -0.8%
Auto Components 8.9% 8.7% -0.1%
IT - Software 6.9% 8.0% +1.1%
Retailing 8.3% 8.0% -0.3%
Automobiles 5.5% 6.8% +1.3%
Telecom - Services 6.1% 6.4% +0.3%
Industrial Products 5.4% 5.7% +0.3%
Insurance 4.9% 4.9% -0.1%
Healthcare Services 3.7% 3.8% +0.1%
Electrical Equipment 3.9% 3.3% -0.5%
🟢
Biggest New Buy
Dalmia Bharat Limited
2.03% weight · Cement & Cement Products
Biggest Add
TVS Motor Company Limited
+1.26% · now 6.77%
Biggest Trim
HDFC Bank Limited
-0.60% · now 7.36%
🤝 Other funds also bought this month
Dalmia Bharat Limited 13 funds
Dalmia Bharat Limited
Groww Nifty Cements ETF
TRUSTMF MID CAP FUND -DIRECT -GROWTH
TRUSTMF Flexi Cap Fund-Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry ↑ 14 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
Dalmia Bharat Limited
₹21.68 Cr
Cement & Cement Products 2.03%
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹72.29 Cr
Automobiles 5.51% 6.77% +1.26%
2
Tech Mahindra Limited
₹37.15 Cr
IT - Software 3.00% 3.48% +0.48%
3
Info Edge (India) Limited
₹24.76 Cr
Retailing 1.88% 2.32% +0.44%
4
Infosys Limited
₹34.67 Cr
IT - Software 2.91% 3.25% +0.34%
5
Happy Forgings Limited
₹60.72 Cr
Industrial Products 5.36% 5.68% +0.32%
6
Bharti Airtel Limited
₹68.03 Cr
Telecom - Services 6.07% 6.37% +0.30%
7
HCL Technologies Limited
₹13.69 Cr
IT - Software 1.03% 1.28% +0.25%
8
ICICI Bank Limited
₹76.91 Cr
Banks 7.00% 7.20% +0.20%
9
Craftsman Automation Limited
₹59.91 Cr
Auto Components 5.45% 5.61% +0.16%
10
SBI Life Insurance Company Limited
₹33.88 Cr
Insurance 3.02% 3.17% +0.15%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹78.62 Cr
Banks 7.96% 7.36% -0.60%
2
Triveni Turbine Limited
₹35.66 Cr
Electrical Equipment 3.88% 3.34% -0.54%
3
Avenue Supermarts Limited
₹35.79 Cr
Retailing 3.80% 3.35% -0.45%
4
SEDEMAC MECHATRONICS LTD
₹33.26 Cr
Auto Components 3.41% 3.11% -0.30%
5
Trent Limited
₹24.90 Cr
Retailing 2.58% 2.33% -0.25%
6
Go Digit General Insurance Limited
₹17.99 Cr
Insurance 1.92% 1.68% -0.24%
7
Axis Bank Limited
₹21.19 Cr
Banks 2.20% 1.98% -0.22%
8
InterGlobe Aviation Limited
₹34.27 Cr
Transport Services 3.38% 3.21% -0.17%
9
Aavas Financiers Limited
₹9.92 Cr
Finance 1.05% 0.93% -0.12%
10
KEC International Limited
₹8.27 Cr
Construction 0.87% 0.77% -0.10%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹78.62 Cr
Banks
7.36%
2
₹76.91 Cr
Banks
7.20%
3
₹72.29 Cr
Automobiles
6.77%
4
₹68.03 Cr
Telecom - Services
6.37%
5
₹60.72 Cr
Industrial Products
5.68%
6
₹59.91 Cr
Auto Components
5.61%
7
₹51.47 Cr
Banks
4.82%
8
₹40.23 Cr
Healthcare Services
3.77%
9
₹37.15 Cr
IT - Software
3.48%
10
₹35.79 Cr
Retailing
3.35%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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.