Sundaram Equity Savings Fund

Sundaram Mutual FundHybridPortfolio as of 31 July 2026

Sundaram Equity Savings Fund holds 97 instruments (81.36% equity), led by Bharti Airtel Limited (10.19%), ICICI Bank Limited (8.06%) and Reliance Industries Limited (7.17%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
97
Equity Allocation
81.36%
AMC
Sundaram Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Sundaram Equity Savings Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 97 instruments with an equity allocation of 81.36%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Equity Savings Fund's top 10 holdings account for 49.51% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 32.4% of net assets, spread across 13 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 8 positions, with Bajaj Finserv Limited seeing the largest move (+0.92pp to 1.2%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

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.

4 new entries8 exits10 increased7 reduced

Biggest Weight Increases

StockWeightChange
Bajaj Finserv Limited0.28% → 1.2%▲ +0.92
Bharti Airtel Limited9.46% → 10.19%▲ +0.73
ETERNAL LIMITED0.64% → 1.25%▲ +0.61
Vedanta Aluminium Metal Limited0.36% → 0.75%▲ +0.39
ALTIUS TELECOM INFRASTRUCTUR1.1% → 1.45%▲ +0.35
ICICI Bank Limited7.74% → 8.06%▲ +0.32
Oracle Financial Services Software Limited0.54% → 0.84%▲ +0.3
Mahindra & Mahindra Limited2.33% → 2.56%▲ +0.23
Coforge Limited0.78% → 0.97%▲ +0.19
TVS Motor Company Limited0.59% → 0.75%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Bajaj Finance Limited2.39% → 1.52%▼ -0.87
HDFC Bank Limited6.99% → 6.45%▼ -0.54
Axis Bank Limited4.83% → 4.46%▼ -0.37
Patanjali Foods Limited2.21% → 1.93%▼ -0.28
TATA CONSUMER PRODUCTS LIMITED0.42% → 0.21%▼ -0.21
Bharat Electronics Limited0.77% → 0.56%▼ -0.21
Larsen & Toubro Limited3.57% → 3.44%▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 9.05%, Mar: 9.47%, Apr: 9.69%, May: 9.35%, Jun: 9.46%, Jul: 10.19%
10.19%
Feb: 7.37%, Mar: 7.11%, Apr: 7.14%, May: 7.08%, Jun: 7.74%, Jul: 8.06%
8.06%
Feb: 8.17%, Mar: 8.7%, Apr: 8.85%, May: 8.21%, Jun: 7.21%, Jul: 7.17%
7.17%
Feb: 8.26%, Mar: 7.51%, Apr: 7.39%, May: 6.78%, Jun: 6.99%, Jul: 6.45%
6.45%
Feb: 4.38%, Mar: 4.06%, Apr: 4.4%, May: 4.53%, Jun: 4.83%, Jul: 4.46%
4.46%

Full Portfolio (97 holdings)

#HoldingSector% to NAV
1Bharti Airtel LimitedTelecommunication10.19%
2ICICI Bank LimitedFinancial Services8.06%
3Reliance Industries LimitedEnergy7.17%
4HDFC Bank LimitedFinancial Services6.45%
5Margin Money For Derivativesother5.17%
6Axis Bank LimitedFinancial Services4.46%
7Larsen & Toubro LimitedIndustrials3.44%
8Kotak Mahindra Bank LimitedFinancial Services2.86%
9Mahindra & Mahindra LimitedConsumer Discretionary2.56%
10LIC Housing Finance Ltd - 6.65%bond2.41%
11State Bank of IndiaFinancial Services2.39%
126.48% Central Government Securitiesbond2.37%
13Patanjali Foods LimitedConsumer Staples1.93%
14Bajaj Finance LimitedFinancial Services1.52%
157.37% Government Securitiesbond1.49%
167.23% Central Government Securitiesbond1.49%
177.47% Small Industries Development Bank of India (MD )bond1.46%
18ALTIUS TELECOM INFRASTRUCTURReal Estate1.45%
196.01% Central Government Securitiesbond1.43%
20Hindalco Industries LimitedMaterials1.41%
21ETERNAL LIMITEDConsumer Discretionary1.25%
22Bajaj Finserv LimitedFinancial Services1.2%
23JSW Steel LimitedMaterials1.1%
24Coforge LimitedInformation Technology0.97%
257.48% National Bank for Agriculture and Rural Development (MD )bond0.97%
267.50% National Bank for Agriculture and Rural Development (MD )bond0.97%
27Cholamandalam Investment and Finance Company LimitedFinancial Services0.87%
28NTPC LimitedUtilities0.86%
29Oracle Financial Services Software LimitedInformation Technology0.84%
30PB Fintech LimitedFinancial Services0.83%
31Vedanta Aluminium Metal LimitedDiversified0.75%
32TVS Motor Company LimitedConsumer Discretionary0.75%
33Fractal Analytics LimitedInformation Technology0.74%
34Amber Enterprises India LimitedConsumer Discretionary0.71%
35Coromandel International LimitedMaterials0.7%
36Tata Steel LimitedMaterials0.69%
37Billionbrains Garage Ventures LimitedFinancial Services0.66%
38One 97 Communications LimitedFinancial Services0.65%
39Cummins India LimitedIndustrials0.64%
40Aurobindo Pharma LimitedHealthcare0.63%
41Sun Pharmaceutical Industries LimitedHealthcare0.62%
42Bharat Electronics LimitedIndustrials0.56%
43UNO Minda LimitedConsumer Discretionary0.54%
44Aster DM Healthcare LimitedHealthcare0.53%
45Amara Raja Energy & Mobility LimitedConsumer Discretionary0.49%
467.04% Central Government Securitiesbond0.49%
47Home First Finance Company India LimitedFinancial Services0.48%
48UltraTech Cement LimitedMaterials0.48%
49Delhivery LimitedServices0.48%
50CCL Products (India) LimitedConsumer Staples0.47%
51Multi Commodity Exchange of India LimitedFinancial Services0.46%
52Mankind Pharma LimitedHealthcare0.45%
53Ambuja Cements LimitedMaterials0.44%
54Mrs. Bectors Food Specialities LimitedConsumer Staples0.43%
55InterGlobe Aviation LimitedServices0.42%
56Granules India LimitedHealthcare0.41%
57Crisil LimitedFinancial Services0.4%
58Affle 3i LimitedInformation Technology0.4%
59Prudent Corporate Advisory Services LimitedFinancial Services0.39%
60Bajaj Auto LimitedConsumer Discretionary0.38%
61JK Cement LimitedMaterials0.37%
62Mtar Technologies LimitedIndustrials0.37%
63Alkem Laboratories LimitedHealthcare0.37%
64FORCE MOTORS LTDConsumer Discretionary0.36%
65Poonawalla Fincorp LimitedFinancial Services0.36%
66HDFC Asset Management Company LimitedFinancial Services0.36%
67Cash and Other Net Current Assets^other0.36%
68Indegene LimitedHealthcare0.32%
69GAIL (India) LimitedUtilities0.25%
70Maruti Suzuki India LimitedConsumer Discretionary0.23%
71TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.21%
72Elecon Engineering Company LimitedIndustrials0.21%
73TD Power Systems LimitedIndustrials0.2%
74Ashok Leyland LimitedIndustrials0.19%
75TREPStreps0.05%
76TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0%
77Bajaj Finance Ltdother-0.07%
78Maruti Suzuki India Ltdother-0.23%
79Bajaj Finserv Ltdother-0.33%
80Gujarat Ambuja Cement Co.Ltdother-0.44%
81Aurobindo Pharma Ltd-Equother-0.63%
82NTPC Ltdother-0.87%
83JSW Steel Ltdother-1.1%
84Mahindra & Mahindra Ltdother-1.21%
85Hindalco Industries Ltdother-1.42%
86Bajaj Finance Ltdother-1.47%
87Axis Bank Ltdother-1.5%
88Larsen & Toubro Ltdother-1.68%
89Kotak Mahindra Bank Ltdother-1.72%
90Patanjali Foods Ltd(Prev Ruchi Soya Industries Ltd)other-1.94%
91State Bank Of India Ltdother-2.4%
92Reliance Industries Ltdother-2.56%
93Axis Bank Ltdother-3%
94Reliance Industries Ltdother-3.02%
95HDFC Bank Ltdother-4.24%
96ICICI Bank Ltdother-5.4%
97Bharti Airtel Ltdother-8.44%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 10.19% of Sundaram Equity Savings Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 8.06% of Sundaram Equity Savings Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 7.17% of Sundaram Equity Savings Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 6.45% of Sundaram Equity Savings Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 4.46% of Sundaram Equity Savings Fund's net assets — its number 5 holding.

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.