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Sundaram Value Fund Direct Plan - Growth

Value/Contra Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
52
Apr 2026
Equity Holdings
₹1,301.17 Cr
Equity only, excl. debt & cash
Top 5 Weight
26.6%
Moderate
Top 10 Weight
43.7%
Moderate
Changes
50
0 new · 1 exits
Top Sector
Banks
24.5% of portfolio
📋 What Happened This Month Sundaram Value Fund Direct Plan exited 1 stock from its portfolio this month. Devyani International Limited was the biggest exit (Leisure Services), which was held at 0.82%. Among existing holdings, Sapphire Foods India Limited saw the biggest increase — now at 1.83% of the portfolio. Infosys Limited was trimmed the most, now at 3.57%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 24.5%. ↓ 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 25.9% 24.9% -1.0%
IT - Software 7.2% 7.8% +0.7%
Petroleum Products 6.7% 7.1% +0.4%
Power 5.0% 5.6% +0.6%
Cement & Cement Products 5.5% 5.2% -0.2%
Industrial Products 4.3% 4.5% +0.2%
Automobiles 4.6% 4.2% -0.4%
Gas 4.2% 3.9% -0.3%
Pharmaceuticals & Biotechnology 3.5% 3.8% +0.2%
Telecom - Services 3.2% 3.5% +0.3%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 24.9% 24.5% -0.4%
Petroleum Products 7.1% 7.0% -0.1%
IT - Software 7.8% 7.0% -0.9%
Power 5.6% 5.5% -0.1%
Cement & Cement Products 5.2% 5.3% +0.1%
Industrial Products 4.5% 5.0% +0.6%
Gas 3.9% 4.2% +0.3%
Automobiles 4.2% 4.1% -0.1%
Pharmaceuticals & Biotechnology 3.8% 3.6% -0.2%
Telecom - Services 3.5% 3.4% -0.1%
🔴
Biggest Exit
Devyani International Limited
0.82% was held · Leisure Services
Biggest Add
Sapphire Foods India Limited
+1.33% · now 1.83%
Biggest Trim
Infosys Limited
-0.56% · now 3.57%
👋 Other funds also exited
Devyani International Limited 10 funds
Devyani International Limited
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🔴 1 Exit ↑ 27 Increased ↓ 22 Decreased
#StockSectorLast Weight (Mar 2026)
1
Devyani International Limited
₹9.89 Cr
Leisure Services 0.82%
#StockSectorMar 2026Apr 2026Change
1
Sapphire Foods India Limited
₹24.18 Cr
Leisure Services 0.50% 1.83% +1.33%
2
Kirloskar Oil Engines Limited
₹43.53 Cr
Industrial Products 2.81% 3.29% +0.48%
3
Varun Beverages Limited
₹30.92 Cr
Beverages 1.91% 2.34% +0.43%
4
Jubilant Foodworks Limited
₹14.72 Cr
Leisure Services 0.84% 1.11% +0.27%
5
IndusInd Bank Limited
₹24.73 Cr
Banks 1.68% 1.87% +0.19%
6
GAIL (India) Limited
₹27.75 Cr
Gas 1.93% 2.10% +0.17%
7
Whirlpool of India Limited
₹18.11 Cr
Consumer Durables 1.20% 1.37% +0.17%
8
Amara Raja Energy & Mobility Ltd
₹14.05 Cr
Auto Components 0.89% 1.06% +0.17%
9
Larsen & Toubro Limited
₹41.34 Cr
Construction 2.98% 3.12% +0.14%
10
Praj Industries Limited
₹12.01 Cr
Industrial Manufacturing 0.77% 0.91% +0.14%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹47.27 Cr
IT - Software 4.13% 3.57% -0.56%
2
HCL Technologies Limited
₹14.99 Cr
IT - Software 1.38% 1.13% -0.25%
3
HDFC Bank Limited
₹89.67 Cr
Banks 7.01% 6.78% -0.23%
4
ICICI Bank Limited
₹66.83 Cr
Banks 5.26% 5.05% -0.21%
5
Force Motors Limited
₹39.28 Cr
Automobiles 3.16% 2.97% -0.19%
6
Alkem Laboratories Limited
₹29.43 Cr
Pharmaceuticals & Biotechnology 2.38% 2.22% -0.16%
7
Reliance Industries Limited
₹77.98 Cr
Petroleum Products 6.04% 5.89% -0.15%
8
Union Bank of India
₹25.49 Cr
Banks 2.08% 1.93% -0.15%
9
Apollo Tyres Limited
₹14.85 Cr
Auto Components 1.24% 1.12% -0.12%
10
Bharti Airtel Limited
₹45.28 Cr
Telecom - Services 3.53% 3.42% -0.11%

Full Portfolio

52 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹89.67 Cr
Banks
6.78%
2
₹77.98 Cr
Petroleum Products
5.89%
3
₹66.83 Cr
Banks
5.05%
4
₹60.88 Cr
Banks
4.60%
5
₹56.63 Cr
Banks
4.28%
6
₹48.53 Cr
Power
3.67%
7
₹47.27 Cr
IT - Software
3.57%
8
₹45.28 Cr
Telecom - Services
3.42%
9
₹43.53 Cr
Industrial Products
3.29%
10
₹41.34 Cr
Construction
3.12%
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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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