Sundaram Focused Fund

Sundaram Mutual FundEquityPortfolio as of 31 July 2026

Sundaram Focused Fund holds 31 instruments (96.77% equity), led by HDFC Bank Limited (7.36%), ICICI Bank Limited (7.2%) and TVS Motor Company Limited (6.77%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
31
Equity Allocation
96.77%
AMC
Sundaram Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Sundaram Focused Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 31 instruments with an equity allocation of 96.77%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Focused Fund's top 10 holdings account for 54.41% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 34.29% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 0 positions, with TVS Motor Company Limited seeing the largest move (+1.26pp to 6.77%).

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.

1 new entry10 increased10 reduced

Biggest Weight Increases

StockWeightChange
TVS Motor Company Limited5.51% → 6.77%▲ +1.26
Tech Mahindra Limited3% → 3.48%▲ +0.48
Info Edge (India) Limited1.88% → 2.32%▲ +0.44
Infosys Limited2.91% → 3.25%▲ +0.34
Happy Forgings Limited5.37% → 5.68%▲ +0.31
Bharti Airtel Limited6.07% → 6.37%▲ +0.3
HCL Technologies Limited1.03% → 1.28%▲ +0.25
ICICI Bank Limited7% → 7.2%▲ +0.2
Craftsman Automation Limited5.45% → 5.61%▲ +0.16
SBI Life Insurance Company Limited3.02% → 3.17%▲ +0.15

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited7.96% → 7.36%▼ -0.6
Triveni Turbine Limited3.88% → 3.34%▼ -0.54
Avenue Supermarts Limited3.8% → 3.35%▼ -0.45
SEDEMAC Mechatronics Limited3.41% → 3.11%▼ -0.3
Trent Limited2.58% → 2.33%▼ -0.25
Go Digit General Insurance Limited1.92% → 1.68%▼ -0.24
Axis Bank Limited2.2% → 1.98%▼ -0.22
InterGlobe Aviation Limited3.38% → 3.21%▼ -0.17
Aavas Financiers Limited1.05% → 0.93%▼ -0.12
KEC International Limited0.87% → 0.77%▼ -0.1

Top Holdings — Weight Trend

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

Feb: 8.84%, Mar: 8.11%, Apr: 7.95%, May: 7.7%, Jun: 7.96%, Jul: 7.36%
7.36%
Feb: 7%, Mar: 6.82%, Apr: 6.64%, May: 6.63%, Jun: 7%, Jul: 7.2%
7.2%
Feb: 6.14%, Mar: 5.95%, Apr: 5.74%, May: 5.54%, Jun: 5.51%, Jul: 6.77%
6.77%
Feb: 6.14%, Mar: 6.49%, Apr: 6.38%, May: 6.21%, Jun: 6.07%, Jul: 6.37%
6.37%
Feb: 4.75%, Mar: 4.58%, Apr: 4.86%, May: 5.02%, Jun: 5.37%, Jul: 5.68%
5.68%

Full Portfolio (31 holdings)

#HoldingSector% to NAV
1HDFC Bank LimitedFinancial Services7.36%
2ICICI Bank LimitedFinancial Services7.2%
3TVS Motor Company LimitedConsumer Discretionary6.77%
4Bharti Airtel LimitedTelecommunication6.37%
5Happy Forgings LimitedIndustrials5.68%
6Craftsman Automation LimitedConsumer Discretionary5.61%
7Kotak Mahindra Bank LimitedFinancial Services4.82%
8Apollo Hospitals Enterprise LimitedHealthcare3.77%
9Tech Mahindra LimitedInformation Technology3.48%
10Avenue Supermarts LimitedConsumer Discretionary3.35%
11Triveni Turbine LimitedIndustrials3.34%
12Infosys LimitedInformation Technology3.25%
13InterGlobe Aviation LimitedServices3.21%
14TREPStreps3.18%
15SBI Life Insurance Company LimitedFinancial Services3.17%
16SEDEMAC Mechatronics LimitedConsumer Discretionary3.11%
17City Union Bank LimitedFinancial Services2.98%
18TATA CONSUMER PRODUCTS LIMITEDConsumer Staples2.48%
19PI Industries LimitedMaterials2.38%
20Trent LimitedConsumer Discretionary2.33%
21Info Edge (India) LimitedConsumer Discretionary2.32%
22Cholamandalam Investment and Finance Company LimitedFinancial Services2.14%
23Dalmia Bharat LimitedMaterials2.03%
24State Bank of IndiaFinancial Services2.03%
25Axis Bank LimitedFinancial Services1.98%
26Go Digit General Insurance LimitedFinancial Services1.68%
27HCL Technologies LimitedInformation Technology1.28%
28Jubilant Foodworks LimitedConsumer Discretionary0.95%
29Aavas Financiers LimitedFinancial Services0.93%
30KEC International LimitedIndustrials0.77%
31Cash and Other Net Current Assetsother0.06%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 7.36% of Sundaram Focused Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.2% of Sundaram Focused Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 6.77% of Sundaram Focused Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 6.37% of Sundaram Focused Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Happy Forgings Limited is 5.68% of Sundaram Focused 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.