← Sundaram Mutual Fund

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

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
40
May 2026
Equity Holdings
₹72.97 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.3%
Moderate
Top 10 Weight
44.9%
Moderate
Changes
38
0 new · 0 exits
Top Sector
Industrial Products
13.9% of portfolio
📋 What Happened This Month Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 7.36% of the portfolio. KSB Limited was trimmed the most, now at 4.07%. MTAR Technologies Limited remains the top holding with Industrial Products the dominant sector at 13.9%. ↓ 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 13.2% 14.2% +1.0%
Banks 10.9% 10.8% -0.1%
Consumer Durables 9.8% 9.4% -0.5%
Finance 8.6% 8.0% -0.6%
Healthcare Services 7.6% 6.7% -0.9%
Aerospace & Defense 3.9% 6.1% +2.2%
IT - Services 5.9% 5.0% -0.9%
IT - Software 4.3% 4.6% +0.2%
Capital Markets 4.7% 4.4% -0.3%
Pharmaceuticals & Biotechnology 4.8% 4.4% -0.3%
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 14.2% 13.9% -0.2%
Banks 10.8% 10.4% -0.4%
Consumer Durables 9.4% 8.9% -0.4%
Finance 8.0% 7.7% -0.3%
Aerospace & Defense 6.1% 7.4% +1.3%
Healthcare Services 6.7% 6.9% +0.2%
IT - Services 5.0% 5.1% +0.1%
IT - Software 4.6% 4.9% +0.3%
Capital Markets 4.4% 4.8% +0.4%
Pharmaceuticals & Biotechnology 4.4% 4.7% +0.2%
Biggest Add
MTAR Technologies Limited
+1.27% · now 7.36%
Biggest Trim
KSB Limited
-1.02% · now 4.07%

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
↑ 18 Increased ↓ 20 Decreased
#StockSectorApr 2026May 2026Change
1
MTAR Technologies Limited
₹5.58 Cr
Aerospace & Defense 6.09% 7.36% +1.27%
2
Rategain Travel Technologies Limited
₹2.47 Cr
IT - Software 2.65% 3.26% +0.61%
3
Shivalik Bimetal Controls Ltd
₹1.55 Cr
Industrial Products 1.66% 2.05% +0.39%
4
Procter & Gamble Health Limited
₹2.21 Cr
Pharmaceuticals & Biotechnology 2.54% 2.92% +0.38%
5
Angel One Limited
₹3.64 Cr
Capital Markets 4.44% 4.81% +0.37%
6
Grindwell Norton Limited
₹1.86 Cr
Industrial Products 2.12% 2.46% +0.34%
7
SIS Ltd.
₹1.96 Cr
Other Consumer Services 2.31% 2.59% +0.28%
8
Safari Industries India Ltd
₹2.98 Cr
Consumer Durables 3.73% 3.94% +0.21%
9
Aster DM Healthcare Limited
₹5.24 Cr
Healthcare Services 6.73% 6.92% +0.19%
10
Neogen Chemicals Limited
₹1.28 Cr
Chemicals & Petrochemicals 1.50% 1.69% +0.19%
#StockSectorApr 2026May 2026Change
1
KSB Limited
₹3.08 Cr
Industrial Products 5.09% 4.07% -1.02%
2
Greenpanel Industries Limited
₹1.79 Cr
Consumer Durables 2.95% 2.37% -0.58%
3
Sapphire Foods India Limited
₹1.92 Cr
Leisure Services 2.91% 2.54% -0.37%
4
CSB Bank Limited
₹2.69 Cr
Banks 3.88% 3.55% -0.33%
5
Brigade Enterprises Limited
₹1.06 Cr
Realty 1.72% 1.40% -0.32%
6
Birlasoft Limited
₹1.24 Cr
IT - Software 1.90% 1.63% -0.27%
7
PVR INOX Limited
₹1.24 Cr
Entertainment 1.84% 1.64% -0.20%
8
Ujjivan Small Finance Bank Limited
₹2.51 Cr
Banks 3.51% 3.32% -0.19%
9
TVS HOLDINGS LIMTED
₹1.91 Cr
Finance 2.68% 2.53% -0.15%
10
Natco Pharma Limited
₹1.32 Cr
Pharmaceuticals & Biotechnology 1.89% 1.74% -0.15%

What Stocks Does This Fund Hold?

40 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹5.58 Cr
Aerospace & Defense
7.36%
2
₹5.24 Cr
Healthcare Services
6.92%
3
₹3.64 Cr
Capital Markets
4.81%
4
₹3.13 Cr
IT - Services
4.13%
5
₹3.08 Cr
Industrial Products
4.07%
6
₹2.98 Cr
Consumer Durables
3.94%
7
₹2.69 Cr
Banks
3.55%
8
₹2.69 Cr
Banks
3.55%
9
₹2.51 Cr
Banks
3.32%
10
₹2.47 Cr
IT - Software
3.26%
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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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