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.
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.
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%).
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 |
|---|---|---|
| Bajaj Finserv Limited | 0.28% → 1.2% | ▲ +0.92 |
| Bharti Airtel Limited | 9.46% → 10.19% | ▲ +0.73 |
| ETERNAL LIMITED | 0.64% → 1.25% | ▲ +0.61 |
| Vedanta Aluminium Metal Limited | 0.36% → 0.75% | ▲ +0.39 |
| ALTIUS TELECOM INFRASTRUCTUR | 1.1% → 1.45% | ▲ +0.35 |
| ICICI Bank Limited | 7.74% → 8.06% | ▲ +0.32 |
| Oracle Financial Services Software Limited | 0.54% → 0.84% | ▲ +0.3 |
| Mahindra & Mahindra Limited | 2.33% → 2.56% | ▲ +0.23 |
| Coforge Limited | 0.78% → 0.97% | ▲ +0.19 |
| TVS Motor Company Limited | 0.59% → 0.75% | ▲ +0.16 |
| Stock | Weight | Change |
|---|---|---|
| Bajaj Finance Limited | 2.39% → 1.52% | ▼ -0.87 |
| HDFC Bank Limited | 6.99% → 6.45% | ▼ -0.54 |
| Axis Bank Limited | 4.83% → 4.46% | ▼ -0.37 |
| Patanjali Foods Limited | 2.21% → 1.93% | ▼ -0.28 |
| TATA CONSUMER PRODUCTS LIMITED | 0.42% → 0.21% | ▼ -0.21 |
| Bharat Electronics Limited | 0.77% → 0.56% | ▼ -0.21 |
| Larsen & Toubro Limited | 3.57% → 3.44% | ▼ -0.13 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Bharti Airtel Limited | Telecommunication | 10.19% |
| 2 | ICICI Bank Limited | Financial Services | 8.06% |
| 3 | Reliance Industries Limited | Energy | 7.17% |
| 4 | HDFC Bank Limited | Financial Services | 6.45% |
| 5 | Margin Money For Derivativesother | — | 5.17% |
| 6 | Axis Bank Limited | Financial Services | 4.46% |
| 7 | Larsen & Toubro Limited | Industrials | 3.44% |
| 8 | Kotak Mahindra Bank Limited | Financial Services | 2.86% |
| 9 | Mahindra & Mahindra Limited | Consumer Discretionary | 2.56% |
| 10 | LIC Housing Finance Ltd - 6.65%bond | — | 2.41% |
| 11 | State Bank of India | Financial Services | 2.39% |
| 12 | 6.48% Central Government Securitiesbond | — | 2.37% |
| 13 | Patanjali Foods Limited | Consumer Staples | 1.93% |
| 14 | Bajaj Finance Limited | Financial Services | 1.52% |
| 15 | 7.37% Government Securitiesbond | — | 1.49% |
| 16 | 7.23% Central Government Securitiesbond | — | 1.49% |
| 17 | 7.47% Small Industries Development Bank of India (MD )bond | — | 1.46% |
| 18 | ALTIUS TELECOM INFRASTRUCTUR | Real Estate | 1.45% |
| 19 | 6.01% Central Government Securitiesbond | — | 1.43% |
| 20 | Hindalco Industries Limited | Materials | 1.41% |
| 21 | ETERNAL LIMITED | Consumer Discretionary | 1.25% |
| 22 | Bajaj Finserv Limited | Financial Services | 1.2% |
| 23 | JSW Steel Limited | Materials | 1.1% |
| 24 | Coforge Limited | Information Technology | 0.97% |
| 25 | 7.48% National Bank for Agriculture and Rural Development (MD )bond | — | 0.97% |
| 26 | 7.50% National Bank for Agriculture and Rural Development (MD )bond | — | 0.97% |
| 27 | Cholamandalam Investment and Finance Company Limited | Financial Services | 0.87% |
| 28 | NTPC Limited | Utilities | 0.86% |
| 29 | Oracle Financial Services Software Limited | Information Technology | 0.84% |
| 30 | PB Fintech Limited | Financial Services | 0.83% |
| 31 | Vedanta Aluminium Metal Limited | Diversified | 0.75% |
| 32 | TVS Motor Company Limited | Consumer Discretionary | 0.75% |
| 33 | Fractal Analytics Limited | Information Technology | 0.74% |
| 34 | Amber Enterprises India Limited | Consumer Discretionary | 0.71% |
| 35 | Coromandel International Limited | Materials | 0.7% |
| 36 | Tata Steel Limited | Materials | 0.69% |
| 37 | Billionbrains Garage Ventures Limited | Financial Services | 0.66% |
| 38 | One 97 Communications Limited | Financial Services | 0.65% |
| 39 | Cummins India Limited | Industrials | 0.64% |
| 40 | Aurobindo Pharma Limited | Healthcare | 0.63% |
| 41 | Sun Pharmaceutical Industries Limited | Healthcare | 0.62% |
| 42 | Bharat Electronics Limited | Industrials | 0.56% |
| 43 | UNO Minda Limited | Consumer Discretionary | 0.54% |
| 44 | Aster DM Healthcare Limited | Healthcare | 0.53% |
| 45 | Amara Raja Energy & Mobility Limited | Consumer Discretionary | 0.49% |
| 46 | 7.04% Central Government Securitiesbond | — | 0.49% |
| 47 | Home First Finance Company India Limited | Financial Services | 0.48% |
| 48 | UltraTech Cement Limited | Materials | 0.48% |
| 49 | Delhivery Limited | Services | 0.48% |
| 50 | CCL Products (India) Limited | Consumer Staples | 0.47% |
| 51 | Multi Commodity Exchange of India Limited | Financial Services | 0.46% |
| 52 | Mankind Pharma Limited | Healthcare | 0.45% |
| 53 | Ambuja Cements Limited | Materials | 0.44% |
| 54 | Mrs. Bectors Food Specialities Limited | Consumer Staples | 0.43% |
| 55 | InterGlobe Aviation Limited | Services | 0.42% |
| 56 | Granules India Limited | Healthcare | 0.41% |
| 57 | Crisil Limited | Financial Services | 0.4% |
| 58 | Affle 3i Limited | Information Technology | 0.4% |
| 59 | Prudent Corporate Advisory Services Limited | Financial Services | 0.39% |
| 60 | Bajaj Auto Limited | Consumer Discretionary | 0.38% |
| 61 | JK Cement Limited | Materials | 0.37% |
| 62 | Mtar Technologies Limited | Industrials | 0.37% |
| 63 | Alkem Laboratories Limited | Healthcare | 0.37% |
| 64 | FORCE MOTORS LTD | Consumer Discretionary | 0.36% |
| 65 | Poonawalla Fincorp Limited | Financial Services | 0.36% |
| 66 | HDFC Asset Management Company Limited | Financial Services | 0.36% |
| 67 | Cash and Other Net Current Assets^other | — | 0.36% |
| 68 | Indegene Limited | Healthcare | 0.32% |
| 69 | GAIL (India) Limited | Utilities | 0.25% |
| 70 | Maruti Suzuki India Limited | Consumer Discretionary | 0.23% |
| 71 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 0.21% |
| 72 | Elecon Engineering Company Limited | Industrials | 0.21% |
| 73 | TD Power Systems Limited | Industrials | 0.2% |
| 74 | Ashok Leyland Limited | Industrials | 0.19% |
| 75 | TREPStreps | — | 0.05% |
| 76 | TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond | — | 0% |
| 77 | Bajaj Finance Ltdother | — | -0.07% |
| 78 | Maruti Suzuki India Ltdother | — | -0.23% |
| 79 | Bajaj Finserv Ltdother | — | -0.33% |
| 80 | Gujarat Ambuja Cement Co.Ltdother | — | -0.44% |
| 81 | Aurobindo Pharma Ltd-Equother | — | -0.63% |
| 82 | NTPC Ltdother | — | -0.87% |
| 83 | JSW Steel Ltdother | — | -1.1% |
| 84 | Mahindra & Mahindra Ltdother | — | -1.21% |
| 85 | Hindalco Industries Ltdother | — | -1.42% |
| 86 | Bajaj Finance Ltdother | — | -1.47% |
| 87 | Axis Bank Ltdother | — | -1.5% |
| 88 | Larsen & Toubro Ltdother | — | -1.68% |
| 89 | Kotak Mahindra Bank Ltdother | — | -1.72% |
| 90 | Patanjali Foods Ltd(Prev Ruchi Soya Industries Ltd)other | — | -1.94% |
| 91 | State Bank Of India Ltdother | — | -2.4% |
| 92 | Reliance Industries Ltdother | — | -2.56% |
| 93 | Axis Bank Ltdother | — | -3% |
| 94 | Reliance Industries Ltdother | — | -3.02% |
| 95 | HDFC Bank Ltdother | — | -4.24% |
| 96 | ICICI Bank Ltdother | — | -5.4% |
| 97 | Bharti Airtel Ltdother | — | -8.44% |
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.