← Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
39
Jul 2026
Equity Holdings
₹33.09 Cr
Equity only, excl. debt & cash
AAUM
₹23.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.6%
Moderate
Top 10 Weight
45.8%
Moderate
Changes
41
0 new · 2 exits
Top Sector
Banks
11.8% of portfolio
Launch Date
27 Dec 2017
9 years old

AAUM (Average Assets Under Management) of ₹23.49 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 Long Term Tax Advantage Fund Series III Direct Plan exited 2 stocks from its portfolio this month. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.28%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 5.50% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 5.23%. Aster DM Healthcare Limited remains the top holding with Banks the dominant sector at 11.8%. ↓ 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
Industrial Products 11.8% 12.4% +0.6%
Finance 11.4% 11.4% +0.0%
Banks 10.9% 11.0% +0.1%
Consumer Durables 8.3% 8.3% -0.1%
Healthcare Services 6.9% 7.2% +0.3%
Aerospace & Defense 7.5% 7.0% -0.5%
Pharmaceuticals & Biotechnology 7.1% 6.0% -1.1%
IT - Software 4.3% 4.7% +0.4%
IT - Services 5.1% 4.7% -0.4%
Capital Markets 3.7% 3.5% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 11.0% 11.8% +0.8%
Industrial Products 12.4% 11.6% -0.8%
Finance 11.4% 11.3% -0.1%
Healthcare Services 7.2% 7.5% +0.3%
Consumer Durables 8.3% 7.4% -0.8%
Aerospace & Defense 7.0% 5.2% -1.8%
IT - Services 4.7% 5.2% +0.5%
IT - Software 4.7% 4.8% +0.1%
Pharmaceuticals & Biotechnology 6.0% 4.8% -1.2%
Retailing 3.2% 3.6% +0.4%
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.28% was held · Pharmaceuticals & Biotechnology
Biggest Add
Ujjivan Small Finance Bank Limited
+0.94% · now 5.50%
Biggest Trim
MTAR Technologies Limited
-1.78% · now 5.23%
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Butterfly Gandhimathi Appliances Ltd 5 funds
Butterfly Gandhimathi Appliances Ltd
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 2 Exits ↑ 21 Increased ↓ 18 Decreased
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹44.43 L
Pharmaceuticals & Biotechnology 1.28%
2
Butterfly Gandhimathi Appliances Ltd
₹27.15 L
Consumer Durables 0.78%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹1.93 Cr
Banks 4.56% 5.50% +0.94%
2
Eternal Limited
₹1.26 Cr
Retailing 3.15% 3.58% +0.43%
3
Affle 3i Limited
₹1.52 Cr
IT - Services 3.90% 4.32% +0.42%
4
Brigade Enterprises Limited
₹92.16 L
Realty 2.28% 2.63% +0.35%
5
PVR INOX Limited
₹77.57 L
Entertainment 1.89% 2.21% +0.32%
6
Landmark Cars Limited
₹61.50 L
Automobiles 1.43% 1.75% +0.32%
7
TVS HOLDINGS LIMTED
₹1.69 Cr
Finance 4.52% 4.83% +0.31%
8
Aster DM Healthcare Limited
₹2.63 Cr
Healthcare Services 7.20% 7.49% +0.29%
9
Ganesha Ecosphere Limited
₹36.60 L
Textiles & Apparels 0.80% 1.04% +0.24%
10
Procter & Gamble Health Limited
₹1.15 Cr
Pharmaceuticals & Biotechnology 3.17% 3.29% +0.12%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹1.84 Cr
Aerospace & Defense 7.01% 5.23% -1.78%
2
KSB Limited
₹1.59 Cr
Industrial Products 5.10% 4.52% -0.58%
3
Angel One Limited
₹1.09 Cr
Capital Markets 3.48% 3.12% -0.36%
4
Elecon Engineering Company Limited
₹35.90 L
Electrical Equipment 1.31% 1.02% -0.29%
5
Can Fin Homes Limited
₹76.47 L
Finance 2.32% 2.18% -0.14%
6
Cholamandalam Financial Holdings Limited
₹56.38 L
Finance 1.75% 1.61% -0.14%
7
CSB Bank Limited
₹1.10 Cr
Banks 3.25% 3.13% -0.12%
8
Aavas Financiers Limited
₹34.28 L
Finance 1.10% 0.98% -0.12%
9
Safari Industries India Ltd
₹95.82 L
Consumer Durables 2.81% 2.73% -0.08%
10
VENUS PIPES & TUBES LTD
₹48.58 L
Industrial Products 1.45% 1.38% -0.07%

What Stocks Does This Fund Hold?

39 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2.63 Cr
Healthcare Services
7.49%
2
₹1.93 Cr
Banks
5.50%
3
₹1.84 Cr
Aerospace & Defense
5.23%
4
₹1.69 Cr
Finance
4.83%
5
₹1.59 Cr
Industrial Products
4.52%
6
₹1.52 Cr
IT - Services
4.32%
7
₹1.34 Cr
IT - Software
3.83%
8
₹1.26 Cr
Retailing
3.58%
9
₹1.15 Cr
Pharmaceuticals & Biotechnology
3.29%
10
₹1.12 Cr
Banks
3.20%
🏆 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.