← Sundaram Mutual Fund

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option

Multi Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
75
May 2026
Equity Holdings
₹2,717.98 Cr
Equity only, excl. debt & cash
Top 5 Weight
18.4%
Diversified
Top 10 Weight
29.4%
Diversified
Changes
76
14 new · 7 exits
Top Sector
Banks
17.6% of portfolio
📋 What Happened This Month Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) made 14 new additions and exited 7 stocks this month. The biggest new buy was Shriram Finance Limited (Finance) at 1.55% weight. Cummins India Limited was the biggest exit (Industrial Products), which was held at 1.56%. Among existing holdings, Apollo Hospitals Enterprise Limited saw the biggest increase — now at 1.50% of the portfolio. Indian Bank was trimmed the most, now at 0.06%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 17.6%. ↓ 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
Banks 18.5% 18.5% 0.0%
Industrial Products 6.4% 6.4% 0.0%
Auto Components 4.7% 4.9% +0.2%
Petroleum Products 5.0% 4.7% -0.3%
IT - Software 4.6% 4.4% -0.2%
Finance 4.9% 4.1% -0.8%
Pharmaceuticals & Biotechnology 4.2% 3.8% -0.4%
Leisure Services 3.3% 3.4% +0.1%
Healthcare Services 2.6% 3.4% +0.8%
Construction 3.6% 3.3% -0.3%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 18.5% 17.6% -0.9%
Finance 4.1% 6.2% +2.0%
Industrial Products 6.4% 4.6% -1.8%
IT - Software 4.4% 4.5% +0.1%
Petroleum Products 4.7% 4.5% -0.2%
Auto Components 4.9% 4.3% -0.6%
Healthcare Services 3.4% 4.2% +0.8%
Pharmaceuticals & Biotechnology 3.8% 3.8% 0.0%
Construction 3.3% 3.3% +0.1%
Leisure Services 3.4% 3.2% -0.2%
🟢
Biggest New Buy
Shriram Finance Limited
1.55% weight · Finance
🔴
Biggest Exit
Cummins India Limited
1.56% was held · Industrial Products
Biggest Add
Apollo Hospitals Enterprise Limited
+0.75% · now 1.50%
Biggest Trim
Indian Bank
-1.67% · now 0.06%
🤝 Other funds also bought this month
Shriram Finance Limited 35 funds
Shriram Finance Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
Eternal Limited 28 funds
Eternal Limited
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
Tata Digital India Fund-Direct Plan-Growth
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH + more
ITC Limited 23 funds
ITC Limited
DSP NIFTY FMCG ETF
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty Top 15 Equal Weight Index Fund - Direct Plan - Growth + more
Zydus Lifesciences Limited 23 funds
Zydus Lifesciences Limited
LIC MF Healthcare Fund-Direct Plan-Growth
Bandhan Healthcare Fund - Direct Plan - Growth
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan + more
One 97 Communications Limited 17 funds
One 97 Communications Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
Karur Vysya Bank Limited 16 funds
Karur Vysya Bank Limited
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
👋 Other funds also exited
Britannia Industries Limited 18 funds
Britannia Industries Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
Hindustan Unilever Limited 18 funds
Hindustan Unilever Limited
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth
360 ONE QUANT FUND DIRECT GROWTH
HSBC Consumption Fund - Direct Growth + more
Cummins India Limited 12 funds
Cummins India Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
United Breweries Limited 10 funds
United Breweries Limited
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more
Sona BLW Precision Forgings Limited 6 funds
Sona BLW Precision Forgings Limited
DSP Large & Mid Cap Fund - Direct Plan - Growth
UNION EQUITY SAVINGS FUND
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan + more
Craftsman Automation Limited 3 funds
Craftsman Automation Limited
DSP Value Fund - Direct Plan - Growth
DSP Multi Asset Allocation Fund - Direct - Growth
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 14 New Entries 🔴 7 Exits ↑ 23 Increased ↓ 32 Decreased
#StockSectorWeight (May 2026)
1
Shriram Finance Limited
₹43.42 Cr
Finance 1.55%
2
One 97 Communications Limited
₹42.51 Cr
Financial Technology (Fintech) 1.51%
3
CEAT Limited
₹41.60 Cr
Auto Components 1.48%
4
Eternal Limited
₹31.75 Cr
Retailing 1.13%
5
Zydus Lifesciences Limited
₹29.64 Cr
Pharmaceuticals & Biotechnology 1.06%
6
Karur Vysya Bank Limited
₹28.24 Cr
Banks 1.01%
7
ZF Commercial Vehicle Control Systems India Limited
₹27.88 Cr
Auto Components 0.99%
8
Bank of India
₹27.60 Cr
Banks 0.98%
9
Tata Capital Limited
₹27.53 Cr
Finance 0.98%
10
ITC Limited
₹25.99 Cr
Diversified FMCG 0.93%
#StockSectorLast Weight (Apr 2026)
1
Cummins India Limited
₹43.71 Cr
Industrial Products 1.56%
2
Craftsman Automation Limited
₹42.22 Cr
Auto Components 1.50%
3
JB Chemicals & Pharmaceuticals Limited
₹37.96 Cr
Pharmaceuticals & Biotechnology 1.35%
4
Sona BLW Precision Forgings Limited
₹35.38 Cr
Auto Components 1.26%
5
Britannia Industries Limited
₹28.63 Cr
Food Products 1.02%
6
Hindustan Unilever Limited
₹25.49 Cr
Diversified FMCG 0.91%
7
United Breweries Limited
₹20.42 Cr
Beverages 0.73%
#StockSectorApr 2026May 2026Change
1
Apollo Hospitals Enterprise Limited
₹42.04 Cr
Healthcare Services 0.75% 1.50% +0.75%
2
PB Fintech Limited
₹41.52 Cr
Financial Technology (Fintech) 0.88% 1.48% +0.60%
3
InterGlobe Aviation Limited
₹33.12 Cr
Transport Services 0.61% 1.18% +0.57%
4
Mahindra & Mahindra Limited
₹67.96 Cr
Automobiles 1.96% 2.42% +0.46%
5
Gland Pharma Limited
₹38.70 Cr
Pharmaceuticals & Biotechnology 1.07% 1.38% +0.31%
6
Rategain Travel Technologies Limited
₹43.69 Cr
IT - Software 1.26% 1.56% +0.30%
7
Kirloskar Oil Engines Limited
₹66.69 Cr
Industrial Products 2.09% 2.38% +0.29%
8
Max Financial Services Limited
₹42.82 Cr
Insurance 1.24% 1.53% +0.29%
9
Coforge Limited
₹49.23 Cr
IT - Software 1.48% 1.75% +0.27%
10
Coal India Limited
₹20.61 Cr
Consumable Fuels 0.51% 0.73% +0.22%
#StockSectorApr 2026May 2026Change
1
Indian Bank
₹1.57 Cr
Banks 1.73% 0.06% -1.67%
2
Mahindra & Mahindra Financial Services Limited
₹29.04 Cr
Finance 2.13% 1.03% -1.10%
3
Jyothy Labs Limited
₹24.46 Cr
Household Products 1.77% 0.87% -0.90%
4
Kotak Mahindra Bank Limited
₹70.51 Cr
Banks 3.28% 2.51% -0.77%
5
Devyani International Limited
₹11.48 Cr
Leisure Services 1.07% 0.41% -0.66%
6
KEI Industries Limited
₹29.49 Cr
Industrial Products 1.56% 1.05% -0.51%
7
HCL Technologies Limited
₹32.20 Cr
IT - Software 1.62% 1.15% -0.47%
8
Amara Raja Energy & Mobility Ltd
₹29.16 Cr
Auto Components 1.48% 1.04% -0.44%
9
Marico Limited
₹27.29 Cr
Agricultural Food & other Products 1.33% 0.97% -0.36%
10
Brigade Enterprises Limited
₹44.10 Cr
Realty 1.90% 1.57% -0.33%

What Stocks Does This Fund Hold?

75 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹134.02 Cr
Banks
4.77%
2
₹113.08 Cr
Banks
4.03%
3
₹93.76 Cr
Construction
3.34%
4
₹88.33 Cr
Telecom - Services
3.15%
5
₹85.88 Cr
Petroleum Products
3.06%
6
₹70.51 Cr
Banks
2.51%
7
₹67.96 Cr
Automobiles
2.42%
8
₹66.69 Cr
Industrial Products
2.38%
9
₹53.42 Cr
Finance
1.90%
10
₹52.59 Cr
Aerospace & Defense
1.87%
🏆 Top stocks held by Multi Cap 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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