| Month | Funds | AUM (Cr) | AMCs | Status |
|---|---|---|---|---|
| Aug 2026 REFERENCE | 3 | ₹1 | 49 / 49 | ✅ Complete |
| Jul 2026 | 2 | ₹1 | 49 / 49 | ✅ Complete |
| Jun 2026 | 3 | ₹1 | 49 / 49 | ✅ Complete |
| May 2026 | 3 | ₹1 | 49 / 49 | ✅ Complete |
| Apr 2026 | 3 | ₹1 | 49 / 49 | ✅ Complete |
📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 49 AMCs we cover uploaded.
Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.
| Category | Funds | Avg Weight | Distribution |
|---|---|---|---|
| ELSS | 1 | 0.05% | |
| Multi Cap | 1 | 0.03% | |
| Aggressive Hybrid | 1 | 0% |
| Fund ↕ | Category ↕ | Weight ↕ | Value ↕ | Change ↕ |
|---|---|---|---|---|
|
Sundaram ELSS Tax Saver Fund Direct Plan Growth
Sundaram Mutual Fund |
ELSS | 0.05% | ₹60.70 L | — |
|
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Sundaram Mutual Fund |
Multi Cap | 0.03% | ₹83.03 L | — |
|
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund |
Aggressive Hybrid | 0% | ₹4.96 L | NEW |
Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.