← Sundaram Mutual Fund

Sundaram Multi Asset Allocation Fund Direct Plan Growth

Multi Asset Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
55
Jul 2026
Equity Holdings
₹2,318.28 Cr
Equity only, excl. debt & cash
AAUM
₹3,246.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.8%
Diversified
Top 10 Weight
31.8%
Diversified
Changes
64
6 new · 9 exits
Top Sector
Banks
11.9% of portfolio
Launch Date
05 Jan 2024
2 years old

AAUM (Average Assets Under Management) of ₹3,246.69 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 Multi Asset Allocation Fund Direct Plan Growth made 6 new additions and exited 9 stocks this month. The biggest new buy was Eternal Limited (Retailing) at 2.26% weight. Bajaj Finance Limited was the biggest exit (Finance), which was held at 2.07%. Among existing holdings, Vedanta Aluminium Metal Limited saw the biggest increase — now at 1.35% of the portfolio. Axis Bank Limited was trimmed the most, now at 0.02%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 11.9%. ↓ 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
Banks 12.3% 12.7% +0.4%
Finance 6.0% 6.9% +0.9%
Automobiles 4.8% 4.8% -0.1%
IT - Software 4.0% 4.5% +0.4%
Petroleum Products 4.6% 4.4% -0.2%
Construction 4.0% 4.0% -0.1%
Telecom - Services 3.6% 3.5% -0.1%
Pharmaceuticals & Biotechnology 1.6% 2.9% +1.3%
Capital Markets 2.5% 2.7% +0.1%
Financial Technology (Fintech) 2.5% 2.5% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 12.7% 11.9% -0.8%
Automobiles 4.8% 5.9% +1.1%
Finance 6.9% 5.5% -1.5%
IT - Software 4.5% 4.6% +0.1%
Petroleum Products 4.4% 3.9% -0.4%
Telecom - Services 3.5% 3.7% +0.2%
Construction 4.0% 3.7% -0.3%
Pharmaceuticals & Biotechnology 2.9% 3.3% +0.4%
Capital Markets 2.7% 3.2% +0.6%
Financial Technology (Fintech) 2.5% 2.7% +0.3%
🟢
Biggest New Buy
Eternal Limited
2.26% weight · Retailing
🔴
Biggest Exit
Bajaj Finance Limited
2.07% was held · Finance
Biggest Add
Vedanta Aluminium Metal Limited
+0.68% · now 1.35%
Biggest Trim
Axis Bank Limited
-0.47% · now 0.02%
🤝 Other funds also bought this month
Eternal Limited 32 funds
Eternal Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty Top 20 Equal Weight ETF
Motilal Oswal Asset Management Company Limited + more
HDFC Asset Management Company Limited 25 funds
HDFC Asset Management Company Limited
Edel BSE Capital Markets & Insurance ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Ashok Leyland Limited 17 funds
Ashok Leyland Limited
HDFC Nifty Auto Index Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Bajaj Finserv Limited 15 funds
Bajaj Finserv Limited
SBI Resurgent India Opportunities Scheme
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
Axis Nifty50 Equal Weight Index Fund + more
TD Power Systems Limited 9 funds
TD Power Systems Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
ITI Small Cap Fund - Direct Plan - Growth Option
Axis Business Cycles Fund - Direct Plan - Growth + more
Force Motors Limited 5 funds
Force Motors Limited
Navi Nifty SmallCap250 Momentum Qlty 100
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
PGIM India Midcap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Hindustan Unilever Limited 43 funds
Hindustan Unilever Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
SBI Quant Fund- Direct Plan- Growth + more
HCL Technologies Limited 42 funds
HCL Technologies Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Vedanta Limited 39 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Tata Resources & Energy Fund-Direct Plan-Growth + more
Bajaj Finance Limited 38 funds
Bajaj Finance Limited
Mirae Asset Nifty Financial Services ETF
Sundaram Arbitrage Fund
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SBI Quant Fund- Direct Plan- Growth
SAMCO FLEXICAP FUND + more
KEI Industries Limited 30 funds
KEI Industries Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Active Momentum Fund- Direct-Growth
Samco Special Opportunities Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 9 Exits ↑ 32 Increased ↓ 17 Decreased
#StockSectorWeight (Jul 2026)
1
Eternal Limited
₹74.92 Cr
Retailing 2.26%
2
Bajaj Finserv Limited
₹52.48 Cr
Finance 1.58%
3
HDFC Asset Management Company Limited
₹21.80 Cr
Capital Markets 0.66%
4
Force Motors Limited
₹21.65 Cr
Automobiles 0.65%
5
TD Power Systems Limited
₹11.84 Cr
Electrical Equipment 0.36%
6
Ashok Leyland Limited
₹11.48 Cr
Agricultural, Commercial & Construction Vehicles 0.35%
#StockSectorLast Weight (Jun 2026)
1
Bajaj Finance Limited
₹67.72 Cr
Finance 2.07%
2
Tata Power Company Limited
₹38.10 Cr
Power 1.17%
3
Muthoot Finance Limited
₹36.48 Cr
Finance 1.12%
4
HCL Technologies Limited
₹25.18 Cr
IT - Software 0.77%
5
KEI Industries Limited
₹20.60 Cr
Industrial Products 0.63%
6
Indraprastha Gas Limited
₹14.29 Cr
Gas 0.44%
7
Vedanta Limited
₹11.81 Cr
Diversified Metals 0.36%
8
Hindustan Unilever Limited
₹8.16 Cr
Diversified FMCG 0.25%
9
Kwality Walls (India) Limited
₹60.99 L
Food Products 0.02%
#StockSectorJun 2026Jul 2026Change
1
Vedanta Aluminium Metal Limited
₹44.79 Cr
Metals & Minerals Trading 0.67% 1.35% +0.68%
2
Oracle Financial Services Software Limited
₹50.30 Cr
IT - Software 0.99% 1.52% +0.53%
3
Coforge Limited
₹58.09 Cr
IT - Software 1.43% 1.75% +0.32%
4
CCL Products (India) Limited
₹28.08 Cr
Agricultural Food & other Products 0.59% 0.85% +0.26%
5
TVS Motor Company Limited
₹44.82 Cr
Automobiles 1.10% 1.35% +0.25%
6
Delhivery Limited
₹29.00 Cr
Transport Services 0.64% 0.88% +0.24%
7
Alkem Laboratories Limited
₹21.50 Cr
Pharmaceuticals & Biotechnology 0.41% 0.65% +0.24%
8
Aster DM Healthcare Limited
₹32.12 Cr
Healthcare Services 0.74% 0.97% +0.23%
9
Bharti Airtel Limited
₹122.91 Cr
Telecom - Services 3.51% 3.71% +0.20%
10
Granules India Limited
₹24.64 Cr
Pharmaceuticals & Biotechnology 0.58% 0.74% +0.16%
#StockSectorJun 2026Jul 2026Change
1
Axis Bank Limited
₹76.84 L
Banks 0.49% 0.02% -0.47%
2
HDFC Bank Limited
₹158.57 Cr
Banks 5.21% 4.78% -0.43%
3
Reliance Industries Limited
₹122.68 Cr
Petroleum Products 4.13% 3.70% -0.43%
4
Tata Consumer Products Limited
₹12.22 Cr
Agricultural Food & other Products 0.80% 0.37% -0.43%
5
Bharat Electronics Limited
₹35.38 Cr
Aerospace & Defense 1.43% 1.07% -0.36%
6
Larsen & Toubro Limited
₹122.73 Cr
Construction 3.95% 3.70% -0.25%
7
MTAR Technologies Limited
₹22.21 Cr
Aerospace & Defense 0.76% 0.67% -0.09%
8
Elecon Engineering Company Limited
₹12.05 Cr
Electrical Equipment 0.44% 0.36% -0.08%
9
Cummins India Limited
₹43.15 Cr
Industrial Products 1.37% 1.30% -0.07%
10
Billionbrains Garage Ventures Ltd
₹37.60 Cr
Capital Markets 1.20% 1.13% -0.07%

What Stocks Does This Fund Hold?

55 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹163.90 Cr
Banks
4.95%
2
₹158.57 Cr
Banks
4.78%
3
₹122.91 Cr
Telecom - Services
3.71%
4
₹122.73 Cr
Construction
3.70%
5
₹122.68 Cr
Petroleum Products
3.70%
6
₹103.58 Cr
Automobiles
3.13%
7
₹74.92 Cr
Retailing
2.26%
8
₹71.40 Cr
Banks
2.15%
9
₹58.09 Cr
IT - Software
1.75%
10
₹55.09 Cr
Finance
1.66%
🏆 Top stocks held by Multi Asset funds
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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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