← Sundaram Mutual Fund

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

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
42
May 2026
Equity Holdings
₹22.05 Cr
Equity only, excl. debt & cash
Top 5 Weight
26.7%
Moderate
Top 10 Weight
44.5%
Moderate
Changes
39
0 new · 0 exits
Top Sector
Industrial Products
14.1% of portfolio
📋 What Happened This Month Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 7.29% of the portfolio. KSB Limited was trimmed the most, now at 3.79%. MTAR Technologies Limited remains the top holding with Industrial Products the dominant sector at 14.1%. ↓ 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
Industrial Products 13.1% 14.2% +1.1%
Banks 11.3% 11.2% 0.0%
Finance 10.2% 9.9% -0.4%
Consumer Durables 9.7% 9.3% -0.4%
Pharmaceuticals & Biotechnology 7.5% 6.8% -0.7%
Healthcare Services 7.4% 6.6% -0.8%
Aerospace & Defense 3.8% 6.0% +2.2%
IT - Services 5.8% 5.0% -0.8%
IT - Software 3.5% 3.8% +0.3%
Leisure Services 3.6% 3.8% +0.2%
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 14.2% 14.1% -0.1%
Banks 11.2% 10.8% -0.4%
Finance 9.9% 9.5% -0.4%
Consumer Durables 9.3% 8.9% -0.4%
Aerospace & Defense 6.0% 7.3% +1.3%
Pharmaceuticals & Biotechnology 6.8% 7.2% +0.4%
Healthcare Services 6.6% 6.8% +0.2%
IT - Services 5.0% 5.1% +0.1%
IT - Software 3.8% 4.2% +0.4%
Leisure Services 3.8% 3.4% -0.4%
Biggest Add
MTAR Technologies Limited
+1.26% · now 7.29%
Biggest Trim
KSB Limited
-0.95% · now 3.79%

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
↑ 19 Increased ↓ 20 Decreased
#StockSectorApr 2026May 2026Change
1
MTAR Technologies Limited
₹1.67 Cr
Aerospace & Defense 6.03% 7.29% +1.26%
2
Rategain Travel Technologies Limited
₹72.64 L
IT - Software 2.59% 3.18% +0.59%
3
Procter & Gamble Health Limited
₹74.97 L
Pharmaceuticals & Biotechnology 2.85% 3.28% +0.43%
4
Shivalik Bimetal Controls Ltd
₹46.43 L
Industrial Products 1.65% 2.03% +0.38%
5
SIS Ltd.
₹53.12 L
Other Consumer Services 2.07% 2.32% +0.25%
6
KEI Industries Limited
₹80.96 L
Industrial Products 3.30% 3.54% +0.24%
7
Angel One Limited
₹67.06 L
Capital Markets 2.71% 2.93% +0.22%
8
Safari Industries India Ltd
₹84.78 L
Consumer Durables 3.52% 3.71% +0.19%
9
Aster DM Healthcare Limited
₹1.55 Cr
Healthcare Services 6.61% 6.79% +0.18%
10
Neogen Chemicals Limited
₹37.96 L
Chemicals & Petrochemicals 1.48% 1.66% +0.18%
#StockSectorApr 2026May 2026Change
1
KSB Limited
₹86.53 L
Industrial Products 4.74% 3.79% -0.95%
2
Greenpanel Industries Limited
₹51.77 L
Consumer Durables 2.82% 2.26% -0.56%
3
Sapphire Foods India Limited
₹54.44 L
Leisure Services 2.73% 2.38% -0.35%
4
CSB Bank Limited
₹78.70 L
Banks 3.76% 3.44% -0.32%
5
Brigade Enterprises Limited
₹28.55 L
Realty 1.53% 1.25% -0.28%
6
TVS HOLDINGS LIMTED
₹94.89 L
Finance 4.41% 4.15% -0.26%
7
Ujjivan Small Finance Bank Limited
₹97.26 L
Banks 4.49% 4.26% -0.23%
8
PVR INOX Limited
₹42.95 L
Entertainment 2.11% 1.88% -0.23%
9
Birlasoft Limited
₹24.20 L
IT - Software 1.24% 1.06% -0.18%
10
Natco Pharma Limited
₹38.07 L
Pharmaceuticals & Biotechnology 1.81% 1.67% -0.14%

What Stocks Does This Fund Hold?

42 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹1.67 Cr
Aerospace & Defense
7.29%
2
₹1.55 Cr
Healthcare Services
6.79%
3
₹97.26 L
Banks
4.26%
4
₹96.09 L
IT - Services
4.20%
5
₹94.89 L
Finance
4.15%
6
₹86.53 L
Industrial Products
3.79%
7
₹84.78 L
Consumer Durables
3.71%
8
₹80.96 L
Industrial Products
3.54%
9
₹78.70 L
Banks
3.44%
10
₹74.97 L
Pharmaceuticals & Biotechnology
3.28%
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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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