← Sundaram Mutual Fund

Sundaram Value Fund Direct Plan - Growth

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
50
Jul 2026
Equity Holdings
₹1,293.96 Cr
Equity only, excl. debt & cash
AAUM
₹927.96 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.0%
Moderate
Top 10 Weight
44.4%
Moderate
Changes
50
0 new · 0 exits
Top Sector
Banks
26.6% of portfolio
Launch Date
22 Nov 1999
10+ year track record

AAUM (Average Assets Under Management) of ₹927.96 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 Among existing holdings, CEAT Limited saw the biggest increase — now at 1.99% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.89%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 26.6%. ↓ 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 25.0% 27.1% +2.1%
Industrial Products 6.3% 6.8% +0.5%
Petroleum Products 6.8% 6.6% -0.2%
IT - Software 7.1% 6.3% -0.9%
Power 5.4% 5.0% -0.4%
Pharmaceuticals & Biotechnology 3.8% 4.9% +1.1%
Gas 4.3% 4.6% +0.3%
Cement & Cement Products 5.1% 4.5% -0.7%
Auto Components 2.7% 4.0% +1.4%
Telecom - Services 3.4% 3.4% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 27.1% 26.6% -0.5%
IT - Software 6.3% 7.3% +1.0%
Petroleum Products 6.6% 6.5% -0.1%
Industrial Products 6.8% 6.4% -0.4%
Power 5.0% 4.9% -0.1%
Pharmaceuticals & Biotechnology 4.9% 4.9% +0.0%
Auto Components 4.0% 4.7% +0.7%
Gas 4.6% 4.6% 0.0%
Cement & Cement Products 4.5% 4.4% -0.1%
Telecom - Services 3.4% 3.6% +0.1%
Biggest Add
CEAT Limited
+0.65% · now 1.99%
Biggest Trim
HDFC Bank Limited
-0.65% · now 6.89%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 26 Increased ↓ 24 Decreased
#StockSectorJun 2026Jul 2026Change
1
CEAT Limited
₹25.90 Cr
Auto Components 1.34% 1.99% +0.65%
2
Infosys Limited
₹45.20 Cr
IT - Software 3.08% 3.47% +0.39%
3
Swiggy Limited
₹17.09 Cr
Retailing 0.99% 1.31% +0.32%
4
IDFC First Bank Limited
₹11.86 Cr
Banks 0.61% 0.91% +0.30%
5
HCL Technologies Limited
₹16.84 Cr
IT - Software 1.03% 1.29% +0.26%
6
ICICI Bank Limited
₹75.93 Cr
Banks 5.59% 5.83% +0.24%
7
Tata Consultancy Services Limited
₹17.68 Cr
IT - Software 1.17% 1.36% +0.19%
8
Jubilant Foodworks Limited
₹15.34 Cr
Leisure Services 0.99% 1.18% +0.19%
9
IndusInd Bank Limited
₹27.34 Cr
Banks 1.92% 2.10% +0.18%
10
Tech Mahindra Limited
₹14.86 Cr
IT - Software 0.97% 1.14% +0.17%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹89.78 Cr
Banks 7.54% 6.89% -0.65%
2
Kirloskar Oil Engines Limited
₹54.75 Cr
Industrial Products 4.66% 4.20% -0.46%
3
Axis Bank Limited
₹61.48 Cr
Banks 5.17% 4.72% -0.45%
4
Larsen & Toubro Limited
₹39.39 Cr
Construction 3.28% 3.02% -0.26%
5
Cyient Limited
₹9.28 Cr
IT - Services 0.84% 0.71% -0.13%
6
Force Motors Limited
₹35.33 Cr
Automobiles 2.82% 2.71% -0.11%
7
Reliance Industries Limited
₹69.31 Cr
Petroleum Products 5.42% 5.32% -0.10%
8
NTPC Limited
₹42.22 Cr
Power 3.33% 3.24% -0.09%
9
Coal India Limited
₹20.00 Cr
Consumable Fuels 1.63% 1.54% -0.09%
10
Indraprastha Gas Limited
₹11.70 Cr
Gas 0.98% 0.90% -0.08%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹89.78 Cr
Banks
6.89%
2
₹75.93 Cr
Banks
5.83%
3
₹69.31 Cr
Petroleum Products
5.32%
4
₹61.48 Cr
Banks
4.72%
5
₹54.75 Cr
Industrial Products
4.20%
6
₹54.45 Cr
Banks
4.18%
7
₹46.34 Cr
Telecom - Services
3.56%
8
₹45.20 Cr
IT - Software
3.47%
9
₹42.22 Cr
Power
3.24%
10
₹39.39 Cr
Construction
3.02%
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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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