← Sundaram Mutual Fund

Sundaram Multi Asset Allocation Fund Direct Plan Growth

Multi Asset Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
52
Aug 2026
Equity Holdings
₹2,266.30 Cr
Equity only, excl. debt & cash
AAUM
₹3,246.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.8%
Diversified
Top 10 Weight
27.8%
Diversified
Changes
59
6 new · 9 exits
Top Sector
Banks
9.6% 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 Hindalco Industries Limited (Non - Ferrous Metals) at 1.52% weight. Tata Steel Limited was the biggest exit (Ferrous Metals), which was held at 1.45%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 1.84% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.96%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 9.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.9% 9.6% -2.3%
Automobiles 5.9% 6.2% +0.3%
Finance 5.5% 5.6% +0.1%
IT - Software 4.6% 5.0% +0.4%
Financial Technology (Fintech) 2.7% 3.6% +0.8%
Construction 3.7% 3.2% -0.5%
Pharmaceuticals & Biotechnology 3.3% 3.2% -0.2%
Petroleum Products 3.9% 2.9% -1.0%
Telecom - Services 3.7% 2.9% -0.8%
Capital Markets 3.2% 2.7% -0.5%
🟢
Biggest New Buy
Hindalco Industries Limited
1.52% weight · Non - Ferrous Metals
🔴
Biggest Exit
Tata Steel Limited
1.45% was held · Ferrous Metals
Biggest Add
One 97 Communications Limited
+0.61% · now 1.84%
Biggest Trim
HDFC Bank Limited
-1.82% · now 2.96%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Hindalco Industries Limited 40 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Horizon Industrial Parks Ltd. 21 funds
Horizon Industrial Parks Ltd.
JM Multi Asset Allocation Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
JM Flexicap Fund (Direct) - Growth Option + more
JSW Infrastructure Ltd 15 funds
JSW Infrastructure Ltd
WCMC-The Wealth Company Mid cap fund
ICICI Prudential Focused Fund
Mirae Asset BSE Select IPO ETF + more
Clean Science and Technology Limited 10 funds
Clean Science and Technology Limited
Abakkus Large & Mid cap Fund
Abakkus Small Cap Fund - Direct Plan - Growth
Sundaram Small Cap Fund Direct Plan - Growth + more
Cochin Shipyard Limited 10 funds
Cochin Shipyard Limited
Mirae Asset BSE India Defence ETF
Abakkus Large & Mid cap Fund
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Axis Bank Limited 65 funds
Axis Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty Bank ETF + more
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Flexicap Fund - Growth - Direct
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Tata Steel Limited 46 funds
Tata Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Bharat Petroleum Corporation Limited 30 funds
Bharat Petroleum Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty Commodities Index Fund-Direct Growth + more
HDFC Asset Management Company Limited 28 funds
HDFC Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 9 Exits ↑ 19 Increased ↓ 25 Decreased
#StockSectorWeight (Aug 2026)
1
Hindalco Industries Limited
₹51.70 Cr
Non - Ferrous Metals 1.52%
2
Horizon Industrial Parks Ltd.
₹30.55 Cr
Realty 0.90%
3
JSW Infrastructure Ltd
₹29.24 Cr
Transport Infrastructure 0.86%
4
TD Power Systems Limited
₹16.27 Cr
Electrical Equipment 0.48%
5
Clean Science and Technology Limited
₹11.94 Cr
Chemicals & Petrochemicals 0.35%
6
Cochin Shipyard Limited
₹11.47 Cr
Industrial Manufacturing 0.34%
#StockSectorLast Weight (Jul 2026)
1
Tata Steel Limited
₹47.97 Cr
Ferrous Metals 1.45%
2
Bharat Electronics Limited
₹35.38 Cr
Aerospace & Defense 1.07%
3
HDFC Asset Management Company Limited
₹21.80 Cr
Capital Markets 0.66%
4
GAIL (India) Limited
₹14.75 Cr
Gas 0.45%
5
Tata Consumer Products Limited
₹12.22 Cr
Agricultural Food & other Products 0.37%
6
TD Power Systems Limited
₹11.84 Cr
Electrical Equipment 0.36%
7
Bharat Petroleum Corporation Limited
₹8.08 Cr
Petroleum Products 0.24%
8
Patanjali Foods Limited
₹2.59 Cr
Agricultural Food & other Products 0.08%
9
Axis Bank Limited
₹76.84 L
Banks 0.02%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹62.55 Cr
Financial Technology (Fintech) 1.23% 1.84% +0.61%
2
Poonawalla Fincorp Limited
₹39.05 Cr
Finance 0.65% 1.15% +0.50%
3
MTAR Technologies Limited
₹32.41 Cr
Aerospace & Defense 0.67% 0.95% +0.28%
4
TVS Motor Company Limited
₹54.71 Cr
Automobiles 1.35% 1.61% +0.26%
5
Coforge Limited
₹67.01 Cr
IT - Software 1.75% 1.97% +0.22%
6
PB Fintech Limited
₹58.31 Cr
Financial Technology (Fintech) 1.50% 1.71% +0.21%
7
Force Motors Limited
₹28.02 Cr
Automobiles 0.65% 0.82% +0.17%
8
Oracle Financial Services Software Limited
₹56.39 Cr
IT - Software 1.52% 1.66% +0.14%
9
Aster DM Healthcare Limited
₹37.80 Cr
Healthcare Services 0.97% 1.11% +0.14%
10
Multi Commodity Exchange of India Limited
₹31.75 Cr
Capital Markets 0.79% 0.93% +0.14%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹100.91 Cr
Banks 4.78% 2.96% -1.82%
2
Bharti Airtel Limited
₹98.47 Cr
Telecom - Services 3.71% 2.89% -0.82%
3
Reliance Industries Limited
₹99.87 Cr
Petroleum Products 3.70% 2.93% -0.77%
4
JK Cement Limited
₹5.43 Cr
Cement & Cement Products 0.66% 0.16% -0.50%
5
Larsen & Toubro Limited
₹109.26 Cr
Construction 3.70% 3.21% -0.49%
6
Bajaj Finserv Limited
₹41.26 Cr
Finance 1.58% 1.21% -0.37%
7
Kotak Mahindra Bank Limited
₹63.46 Cr
Banks 2.15% 1.86% -0.29%
8
Mahindra & Mahindra Limited
₹100.03 Cr
Automobiles 3.13% 2.94% -0.19%
9
ICICI Bank Limited
₹163.31 Cr
Banks 4.95% 4.79% -0.16%
10
Coromandel International Limited
₹38.24 Cr
Fertilizers & Agrochemicals 1.26% 1.12% -0.14%

What Stocks Does This Fund Hold?

52 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹163.31 Cr
Banks
4.79%
2
₹109.26 Cr
Construction
3.21%
3
₹100.91 Cr
Banks
2.96%
4
₹100.03 Cr
Automobiles
2.94%
5
₹99.87 Cr
Petroleum Products
2.93%
6
₹98.47 Cr
Telecom - Services
2.89%
7
₹81.27 Cr
Retailing
2.39%
8
₹67.01 Cr
IT - Software
1.97%
9
₹63.46 Cr
Banks
1.86%
10
₹62.55 Cr
Financial Technology (Fintech)
1.84%
🏆 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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