Sundaram Focused Fund holds 31 instruments (95.58% equity), led by Happy Forgings Limited (7.36%), ICICI Bank Limited (6.87%) and TVS Motor Company Limited (6.67%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Sundaram Focused Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 31 instruments with an equity allocation of 95.58%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Sundaram Focused Fund's top 10 holdings account for 53.89% of its portfolio, more concentrated than the Equity category average of 37%. Financial Services is its largest sector exposure at 35.68% of net assets, spread across 9 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 1 position, with State Bank of India seeing the largest move (+1.92pp to 3.96%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
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 |
|---|---|---|
| State Bank of India | 2.04% → 3.96% | ▲ +1.92 |
| SEDEMAC Mechatronics Limited | 3.49% → 4.2% | ▲ +0.71 |
| Kotak Mahindra Bank Limited | 5.04% → 5.33% | ▲ +0.29 |
| HDFC Bank Limited | 3.7% → 3.93% | ▲ +0.23 |
| Bharti Airtel Limited | 5.7% → 5.88% | ▲ +0.18 |
| City Union Bank Limited | 3.22% → 3.38% | ▲ +0.16 |
| Go Digit General Insurance Limited | 2.19% → 2.35% | ▲ +0.16 |
| Bank of Baroda | 1.9% → 2.05% | ▲ +0.15 |
| Avenue Supermarts Limited | 3.25% → 3.36% | ▲ +0.11 |
| SBI Life Insurance Company Limited | 2.86% → 2.96% | ▲ +0.1 |
| Stock | Weight | Change |
|---|---|---|
| Happy Forgings Limited | 8.08% → 7.36% | ▼ -0.72 |
| ICICI Bank Limited | 7.1% → 6.87% | ▼ -0.23 |
| Infosys Limited | 3.17% → 2.96% | ▼ -0.21 |
| Cholamandalam Investment and Finance Company Limited | 2.09% → 1.94% | ▼ -0.15 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Happy Forgings Limited | Industrials | 7.36% |
| 2 | ICICI Bank Limited | Financial Services | 6.87% |
| 3 | TVS Motor Company Limited | Consumer Discretionary | 6.67% |
| 4 | Craftsman Automation Limited | Consumer Discretionary | 6.13% |
| 5 | Bharti Airtel Limited | Telecommunication | 5.88% |
| 6 | Kotak Mahindra Bank Limited | Financial Services | 5.33% |
| 7 | TREPStreps | — | 4.65% |
| 8 | SEDEMAC Mechatronics Limited | Consumer Discretionary | 4.2% |
| 9 | State Bank of India | Financial Services | 3.96% |
| 10 | HDFC Bank Limited | Financial Services | 3.93% |
| 11 | Apollo Hospitals Enterprise Limited | Healthcare | 3.56% |
| 12 | City Union Bank Limited | Financial Services | 3.38% |
| 13 | Avenue Supermarts Limited | Consumer Discretionary | 3.36% |
| 14 | InterGlobe Aviation Limited | Services | 3.2% |
| 15 | Triveni Turbine Limited | Industrials | 3.1% |
| 16 | SBI Life Insurance Company Limited | Financial Services | 2.96% |
| 17 | Infosys Limited | Information Technology | 2.96% |
| 18 | Info Edge (India) Limited | Consumer Discretionary | 2.39% |
| 19 | Go Digit General Insurance Limited | Financial Services | 2.35% |
| 20 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 2.25% |
| 21 | PI Industries Limited | Materials | 2.07% |
| 22 | Bank of Baroda | Financial Services | 2.05% |
| 23 | Axis Bank Limited | Financial Services | 2.05% |
| 24 | Dalmia Bharat Limited | Materials | 1.97% |
| 25 | Cholamandalam Investment and Finance Company Limited | Financial Services | 1.94% |
| 26 | Swiggy Limited | Consumer Discretionary | 1.92% |
| 27 | HCL Technologies Limited | Information Technology | 1.21% |
| 28 | Jubilant Foodworks Limited | Consumer Discretionary | 1.02% |
| 29 | Aavas Financiers Limited | Financial Services | 0.86% |
| 30 | KEC International Limited | Industrials | 0.65% |
| 31 | Cash and Other Net Current Assetsother | — | -0.2% |
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 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.