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

Equity Data as of Feb 2026 Comparing Jan 2026 → Feb 2026
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Stocks Held
30
Feb 2026
Equity Holdings
₹12.35 Cr
Equity only, excl. debt & cash
Top 5 Weight
39.7%
Moderate
Top 10 Weight
61.8%
High concentration
Changes
31
0 new · 2 exits
Top Sector
Banks
34.1% of portfolio
📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series II Direct Plan exited 2 stocks from its portfolio this month. Navin Fluorine International Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 0.83%. Among existing holdings, Larsen & Toubro Limited saw the biggest increase — now at 5.79% of the portfolio. State Bank of India was trimmed the most, now at 8.32%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 34.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Jan 2026 Feb 2026
Sector Prev Curr Delta
Banks 35.4% 34.1% -1.3%
Petroleum Products 12.5% 12.7% +0.2%
IT - Software 10.3% 8.3% -2.0%
Telecom - Services 6.5% 6.2% -0.3%
Construction 5.3% 5.8% +0.5%
Cement & Cement Products 5.1% 5.0% -0.1%
Ferrous Metals 3.1% 3.4% +0.3%
Consumer Durables 2.7% 3.0% +0.2%
Fertilizers & Agrochemicals 2.9% 2.8% -0.1%
Diversified FMCG 2.7% 2.7% -0.1%
🔴
Biggest Exit
Navin Fluorine International Limited
0.83% was held · Chemicals & Petrochemicals
Biggest Add
Larsen & Toubro Limited
+0.47% · now 5.79%
Biggest Trim
State Bank of India
-1.33% · now 8.32%
👋 Other funds also exited
Kwality Walls (India) Limited 168 funds
Kwality Walls (India) Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential FMCG Fund - Direct Plan - Growth
ICICI Prudential Nifty FMCG ETF + more
Navin Fluorine International Limited 10 funds
Navin Fluorine International Limited
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth + more

What Changed?

Comparing Jan 2026 → Feb 2026

Jan 2026 Feb 2026
🔴 2 Exits ↑ 16 Increased ↓ 13 Decreased
#StockSectorLast Weight (Jan 2026)
1
Navin Fluorine International Limited
₹10.92 L
Chemicals & Petrochemicals 0.83%
2
Kwality Walls (India) Limited
₹0.21 L
Food Products 0.02%
#StockSectorJan 2026Feb 2026Change
1
Larsen & Toubro Limited
₹75.81 L
Construction 5.32% 5.79% +0.47%
2
Schaeffler India Limited
₹25.58 L
Auto Components 1.62% 1.95% +0.33%
3
Jindal Steel Limited
₹44.54 L
Ferrous Metals 3.09% 3.40% +0.31%
4
Titan Company Limited
₹38.99 L
Consumer Durables 2.74% 2.98% +0.24%
5
Tata Motors Ltd
₹24.67 L
Agricultural, Commercial & Construction Vehicles 1.71% 1.89% +0.18%
6
Bank of Baroda
₹30.57 L
Banks 2.17% 2.34% +0.17%
7
ICICI Bank Limited
₹1.20 Cr
Banks 9.04% 9.20% +0.16%
8
Bharat Petroleum Corporation Limited
₹28.89 L
Petroleum Products 2.09% 2.21% +0.12%
9
Tata Motors Passenger Vehicles Limited
₹18.68 L
Automobiles 1.31% 1.43% +0.12%
10
Hindustan Petroleum Corporation Limited
₹40.03 L
Petroleum Products 2.97% 3.06% +0.09%
#StockSectorJan 2026Feb 2026Change
1
State Bank of India
₹1.09 Cr
Banks 9.65% 8.32% -1.33%
2
Infosys Limited
₹64.89 L
IT - Software 6.25% 4.96% -1.29%
3
HDFC Bank Limited
₹1.12 Cr
Banks 8.95% 8.55% -0.40%
4
HCL Technologies Limited
₹21.60 L
IT - Software 2.01% 1.65% -0.36%
5
Bharti Airtel Limited
₹80.70 L
Telecom - Services 6.46% 6.17% -0.29%
6
Tata Consultancy Services Limited
₹16.27 L
IT - Software 1.47% 1.24% -0.23%
7
Wipro Limited
₹6.26 L
IT - Software 0.56% 0.48% -0.08%
8
Coromandel International Limited
₹36.34 L
Fertilizers & Agrochemicals 2.85% 2.78% -0.07%
9
Birla Corporation Limited
₹11.91 L
Cement & Cement Products 0.96% 0.91% -0.05%
10
ITC Limited
₹22.85 L
Diversified FMCG 1.79% 1.75% -0.04%

Full Portfolio

30 stocks — Feb 2026

# Stock Sector Cap Weight & Value
1
₹1.20 Cr
Banks
9.20%
2
₹1.12 Cr
Banks
8.55%
3
₹1.09 Cr
Banks
8.32%
4
₹97.27 L
Petroleum Products
7.43%
5
₹80.70 L
Telecom - Services
6.17%
6
₹75.81 L
Construction
5.79%
7
₹64.89 L
IT - Software
4.96%
8
₹53.75 L
Cement & Cement Products
4.11%
9
₹50.11 L
Banks
3.83%
10
₹44.54 L
Ferrous Metals
3.40%
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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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