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Sundaram Multi Asset Allocation Fund Direct Plan Growth

Multi Asset Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
59
Apr 2026
Equity Holdings
₹2,260.92 Cr
Equity only, excl. debt & cash
Top 5 Weight
23.1%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
59
12 new · 5 exits
Top Sector
Banks
14.8% of portfolio
📋 What Happened This Month Sundaram Multi Asset Allocation Fund Direct Plan Growth made 12 new additions and exited 5 stocks this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 0.87% weight. Trent Limited was the biggest exit (Retailing), which was held at 0.43%. Among existing holdings, Billionbrains Garage Ventures Ltd saw the biggest increase — now at 1.05% of the portfolio. Infosys Limited was trimmed the most, now at 1.28%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 14.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 15.4% 14.9% -0.5%
IT - Software 5.3% 6.1% +0.8%
Automobiles 6.2% 6.0% -0.2%
Petroleum Products 4.6% 5.4% +0.8%
Finance 6.1% 4.6% -1.5%
Telecom - Services 3.7% 3.9% +0.2%
Construction 4.0% 3.7% -0.3%
Aerospace & Defense 1.9% 1.9% +0.0%
Cement & Cement Products 2.0% 1.9% -0.1%
Pharmaceuticals & Biotechnology 1.5% 1.5% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 14.9% 14.8% -0.1%
Automobiles 6.0% 5.8% -0.2%
IT - Software 6.1% 5.0% -1.1%
Finance 4.6% 5.0% +0.4%
Petroleum Products 5.4% 5.0% -0.4%
Construction 3.7% 4.0% +0.3%
Telecom - Services 3.9% 3.9% 0.0%
Financial Technology (Fintech) 1.3% 2.3% +1.0%
Capital Markets 1.3% 2.2% +1.0%
Power 1.3% 1.7% +0.5%
🟢
Biggest New Buy
One 97 Communications Limited
0.87% weight · Financial Technology (Fintech)
🔴
Biggest Exit
Trent Limited
0.43% was held · Retailing
Biggest Add
Billionbrains Garage Ventures Ltd
+0.27% · now 1.05%
Biggest Trim
Infosys Limited
-0.65% · now 1.28%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Multi Commodity Exchange of India Limited 52 funds
Multi Commodity Exchange of India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
ICICI Prudential MidCap Fund - Direct Plan - Growth
ICICI Prudential Nifty Financial Services Ex-BaNk ETF + more
Oil & Natural Gas Corporation Limited 43 funds
Oil & Natural Gas Corporation Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
SBI Quant Fund- Direct Plan- Growth + more
👋 Other funds also exited
Tech Mahindra Limited 30 funds
Tech Mahindra Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
Trent Limited 21 funds
Trent Limited
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
ICICI Prudential Long Term Bond Fund - Direct Plan - Growth + more
United Spirits Limited 17 funds
United Spirits Limited
ICICI Prudential Nifty Alpha Low- Volatility 30 ETF
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
The Indian Hotels Company Limited 16 funds
The Indian Hotels Company Limited
ICICI Prudential BSE Midcap Select ETF
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
Hindustan Aeronautics Limited 13 funds
Hindustan Aeronautics Limited
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth
ICICI Prudential MNC Fund - Direct Plan - Growth Option
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 12 New Entries 🔴 5 Exits ↑ 24 Increased ↓ 18 Decreased
#StockSectorWeight (Apr 2026)
1
One 97 Communications Limited
₹28.57 Cr
Financial Technology (Fintech) 0.87%
2
Oil & Natural Gas Corporation Limited
₹25.86 Cr
Oil 0.79%
3
Multi Commodity Exchange of India Limited
₹20.06 Cr
Capital Markets 0.61%
4
Vedanta Limited
₹11.89 Cr
Diversified Metals 0.36%
5
Affle 3i Limited
₹9.25 Cr
IT - Services 0.28%
6
Aster DM Healthcare Limited
₹8.40 Cr
Healthcare Services 0.26%
7
Talwandi Sabo Power Limited
₹5.30 Cr
Power 0.16%
8
Malco Energy Limited
₹5.30 Cr
Power 0.16%
9
Vedanta Aluminium Metal Limited
₹5.30 Cr
Metals & Minerals Trading 0.16%
10
Vedanta Iron And Steel Limited
₹5.30 Cr
Metals & Minerals Trading 0.16%
#StockSectorLast Weight (Mar 2026)
1
Trent Limited
₹13.25 Cr
Retailing 0.43%
2
Hindustan Aeronautics Limited
₹10.58 Cr
Aerospace & Defense 0.35%
3
Tech Mahindra Limited
₹9.24 Cr
IT - Software 0.30%
4
United Spirits Limited
₹9.08 Cr
Beverages 0.30%
5
The Indian Hotels Company Limited
₹6.22 Cr
Leisure Services 0.20%
#StockSectorMar 2026Apr 2026Change
1
Billionbrains Garage Ventures Ltd
₹34.37 Cr
Capital Markets 0.78% 1.05% +0.27%
2
Larsen & Toubro Limited
₹129.46 Cr
Construction 3.69% 3.95% +0.26%
3
Bajaj Finance Limited
₹65.70 Cr
Finance 1.84% 2.01% +0.17%
4
Tata Steel Limited
₹44.00 Cr
Ferrous Metals 1.18% 1.34% +0.16%
5
Fractal Analytics Ltd
₹39.73 Cr
IT - Software 1.05% 1.21% +0.16%
6
Amara Raja Energy & Mobility Ltd
₹28.79 Cr
Auto Components 0.72% 0.88% +0.16%
7
Home First Finance Company India Limited
₹29.14 Cr
Finance 0.74% 0.89% +0.15%
8
Amber Enterprises India Limited
₹38.62 Cr
Consumer Durables 1.04% 1.18% +0.14%
9
Tata Power Company Limited
₹45.71 Cr
Power 1.27% 1.40% +0.13%
10
PB Fintech Limited
₹46.45 Cr
Financial Technology (Fintech) 1.30% 1.42% +0.12%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹41.79 Cr
IT - Software 1.93% 1.28% -0.65%
2
Bharat Petroleum Corporation Limited
₹7.60 Cr
Petroleum Products 0.61% 0.23% -0.38%
3
HCL Technologies Limited
₹45.79 Cr
IT - Software 1.67% 1.40% -0.27%
4
Mahindra & Mahindra Limited
₹105.99 Cr
Automobiles 3.41% 3.23% -0.18%
5
UltraTech Cement Limited
₹30.56 Cr
Cement & Cement Products 1.09% 0.93% -0.16%
6
InterGlobe Aviation Limited
₹25.55 Cr
Transport Services 0.91% 0.78% -0.13%
7
ICICI Bank Limited
₹149.96 Cr
Banks 4.68% 4.58% -0.10%
8
HDFC Bank Limited
₹194.66 Cr
Banks 6.03% 5.94% -0.09%
9
Hindustan Unilever Limited
₹43.39 Cr
Diversified FMCG 1.41% 1.32% -0.09%
10
Cummins India Limited
₹43.47 Cr
Industrial Products 1.38% 1.33% -0.05%

Full Portfolio

59 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹194.66 Cr
Banks
5.94%
2
₹154.42 Cr
Petroleum Products
4.71%
3
₹149.96 Cr
Banks
4.58%
4
₹129.46 Cr
Construction
3.95%
5
₹127.02 Cr
Telecom - Services
3.88%
6
₹105.99 Cr
Automobiles
3.23%
7
₹74.11 Cr
Banks
2.26%
8
₹65.70 Cr
Finance
2.01%
9
₹50.59 Cr
Banks
1.54%
10
₹50.36 Cr
Aerospace & Defense
1.54%
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🏦 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.

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