Sundaram Conservative Hybrid Fund holds 25 instruments (20.11% equity), led by Bharti Airtel Limited (2.5%), Reliance Industries Limited (2.07%) and HDFC Bank Limited (1.97%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Sundaram Conservative Hybrid Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 25 instruments with an equity allocation of 20.11%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Sundaram Conservative Hybrid Fund's top 10 holdings account for 13.54% of its portfolio, more diversified than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 5.95% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 0 positions, with HCL Technologies Limited seeing the largest move (+0.19pp to 0.99%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| HCL Technologies Limited | 0.8% → 0.99% | ▲ +0.19 |
| Tech Mahindra Limited | 0.75% → 0.87% | ▲ +0.12 |
| Bharti Airtel Limited | 2.38% → 2.5% | ▲ +0.12 |
| Infosys Limited | 0.91% → 1.02% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| HDFC Bank Limited | 2.14% → 1.97% | ▼ -0.17 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | TREPStreps | — | 51.21% |
| 2 | 6.36% Central Government Securitiesbond | — | 26.27% |
| 3 | Bharti Airtel Limited | Telecommunication | 2.5% |
| 4 | Reliance Industries Limited | Energy | 2.07% |
| 5 | HDFC Bank Limited | Financial Services | 1.97% |
| 6 | Cash and Other Net Current Assets^other | — | 1.91% |
| 7 | State Bank of India | Financial Services | 1.3% |
| 8 | ICICI Bank Limited | Financial Services | 1.21% |
| 9 | Infosys Limited | Information Technology | 1.02% |
| 10 | HCL Technologies Limited | Information Technology | 0.99% |
| 11 | Tech Mahindra Limited | Information Technology | 0.87% |
| 12 | Bajaj Auto Limited | Consumer Discretionary | 0.83% |
| 13 | UltraTech Cement Limited | Materials | 0.78% |
| 14 | Axis Bank Limited | Financial Services | 0.78% |
| 15 | Alkem Laboratories Limited | Healthcare | 0.76% |
| 16 | Kotak Mahindra Bank Limited | Financial Services | 0.69% |
| 17 | Mahindra & Mahindra Limited | Consumer Discretionary | 0.63% |
| 18 | Hindustan Aeronautics Limited | Industrials | 0.61% |
| 19 | Larsen & Toubro Limited | Industrials | 0.52% |
| 20 | Marico Limited | Consumer Staples | 0.51% |
| 21 | PI Industries Limited | Materials | 0.46% |
| 22 | Jubilant Foodworks Limited | Consumer Discretionary | 0.46% |
| 23 | Tata Motors Limited | Industrials | 0.46% |
| 24 | Cummins India Limited | Industrials | 0.44% |
| 25 | Lupin Limited | Healthcare | 0.25% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.