Sundaram Multi Cap Fund

Sundaram Mutual FundEquityPortfolio as of 31 July 2026

Sundaram Multi Cap Fund holds 86 instruments (97.46% equity), led by Larsen & Toubro Limited (3.04%), Reliance Industries Limited (2.85%) and ICICI Bank Limited (2.72%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings

Equity Allocation

97.46%

AMC

Sundaram Mutual Fund

Portfolio Analysis

Sundaram Multi Cap Fund's top 10 holdings account for 24.36% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 29.11% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 2 positions, with HDFC Bank Limited seeing the largest move (-2.7pp to 1.97%).

Top 10 Equity Holdings

Larsen & Toubro Limited · 3.04%Reliance Industries Limited · 2.85%ICICI Bank Limited · 2.72%Kotak Mahindra Bank Limited · 2.68%Kirloskar Oil Engines Limited · 2.54%Kalyan Jewellers India Limited · 2.35%Bharti Airtel Limited · 2.18%InterGlobe Aviation Limited · 2%Coforge Limited · 2%ETERNAL LIMITED · 2%

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 entries2 exits10 increased10 reduced

New Entries

Cholamandalam Financial Holdings Limited · 1.43%Thermax Limited · 1.17%Bank of Baroda · 0.96%Safari Industries (India) Limited · 0.93%

Complete Exits

Marico Limited · was 0.6%HCL Technologies Limited · was 0.48%

Biggest Weight Increases

Stock	Weight	Change
Kalyan Jewellers India Limited	1.52% → 2.35%	▲ +0.83
Kotak Mahindra Bank Limited	2.03% → 2.68%	▲ +0.65
ETERNAL LIMITED	1.51% → 2%	▲ +0.49
Mtar Technologies Limited	1.18% → 1.52%	▲ +0.34
Axis Bank Limited	1.39% → 1.72%	▲ +0.33
Info Edge (India) Limited	1.11% → 1.39%	▲ +0.28
Coforge Limited	1.74% → 2%	▲ +0.26
One 97 Communications Limited	1.49% → 1.71%	▲ +0.22
Brigade Enterprises Limited	1.55% → 1.75%	▲ +0.2
InterGlobe Aviation Limited	1.83% → 2%	▲ +0.17

Biggest Weight Reductions

Stock	Weight	Change
HDFC Bank Limited	4.67% → 1.97%	▼ -2.7
ICICI Bank Limited	3.69% → 2.72%	▼ -0.97
KEI Industries Limited	0.94% → 0%	▼ -0.94
UltraTech Cement Limited	1.01% → 0.52%	▼ -0.49
Jubilant Foodworks Limited	0.96% → 0.47%	▼ -0.49
Mahindra & Mahindra Financial Services Limited	1.04% → 0.57%	▼ -0.47
Elecon Engineering Company Limited	1.48% → 1.14%	▼ -0.34
Kirloskar Oil Engines Limited	2.81% → 2.54%	▼ -0.27
Larsen & Toubro Limited	3.27% → 3.04%	▼ -0.23
GE Vernova T&D India Limited	1.22% → 1.04%	▼ -0.18

Top Holdings — Weight Trend

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

Larsen & Toubro Limited

3.04%

Reliance Industries Limited

2.85%

ICICI Bank Limited

2.72%

Kotak Mahindra Bank Limited

2.68%

Kirloskar Oil Engines Limited

2.54%

Full Portfolio (86 holdings)

#	Holding	Sector	% to NAV
1	Larsen & Toubro Limited	Industrials	3.04%
2	Reliance Industries Limited	Energy	2.85%
3	TREPStreps	—	2.74%
4	ICICI Bank Limited	Financial Services	2.72%
5	Kotak Mahindra Bank Limited	Financial Services	2.68%
6	Kirloskar Oil Engines Limited	Industrials	2.54%
7	Kalyan Jewellers India Limited	Consumer Discretionary	2.35%
8	Bharti Airtel Limited	Telecommunication	2.18%
9	InterGlobe Aviation Limited	Services	2%
10	Coforge Limited	Information Technology	2%
11	ETERNAL LIMITED	Consumer Discretionary	2%
12	HDFC Bank Limited	Financial Services	1.97%
13	TVS Holdings Limited	Financial Services	1.95%
14	Affle 3i Limited	Information Technology	1.87%
15	Rategain Travel Technologies Limited	Information Technology	1.8%
16	Brigade Enterprises Limited	Real Estate	1.75%
17	Axis Bank Limited	Financial Services	1.72%
18	One 97 Communications Limited	Financial Services	1.71%
19	Bharat Electronics Limited	Industrials	1.67%
20	Shriram Finance Limited	Financial Services	1.61%
21	DCB Bank Limited	Financial Services	1.56%
22	Ashok Leyland Limited	Industrials	1.56%
23	Apollo Hospitals Enterprise Limited	Healthcare	1.54%
24	Mtar Technologies Limited	Industrials	1.52%
25	Adani Ports and Special Economic Zone Limited	Services	1.48%
26	CEAT Limited	Consumer Discretionary	1.48%
27	Mahindra & Mahindra Limited	Consumer Discretionary	1.47%
28	PB Fintech Limited	Financial Services	1.46%
29	Gland Pharma Limited	Healthcare	1.44%
30	Cholamandalam Financial Holdings Limited	Financial Services	1.43%
31	Hindustan Petroleum Corporation Limited	Energy	1.41%
32	Info Edge (India) Limited	Consumer Discretionary	1.39%
33	Amber Enterprises India Limited	Consumer Discretionary	1.37%
34	Fortis Healthcare Limited	Healthcare	1.37%
35	Lupin Limited	Healthcare	1.36%
36	State Bank of India	Financial Services	1.29%
37	Max Financial Services Limited	Financial Services	1.29%
38	Metropolis Healthcare Limited	Healthcare	1.22%
39	JK Cement Limited	Materials	1.19%
40	JSW Infrastructure Limited	Services	1.17%
41	Thermax Limited	Industrials	1.17%
42	Five-Star Business Finance Limited	Financial Services	1.16%
43	Tata Power Company Limited	Utilities	1.15%
44	Elecon Engineering Company Limited	Industrials	1.14%
45	Karur Vysya Bank Limited	Financial Services	1.12%
46	Tata Capital Limited	Financial Services	1.1%
47	Bharti Hexacom Limited	Telecommunication	1.08%
48	APL Apollo Tubes Limited	Industrials	1.06%
49	Coromandel International Limited	Materials	1.04%
50	GE Vernova T&D India Limited	Industrials	1.04%
51	Zydus Lifesciences Limited	Healthcare	1.04%
52	Tata Steel Limited	Materials	1.02%
53	NTPC Limited	Utilities	1.01%
54	Amara Raja Energy & Mobility Limited	Consumer Discretionary	1.01%
55	360 ONE WAM LIMITED	Financial Services	0.99%
56	Bank of Baroda	Financial Services	0.96%
57	KEI Industries Ltdother	—	0.94%
58	Safari Industries (India) Limited	Consumer Discretionary	0.93%
59	ZF Commercial Vehicle Control Systems India Limited	Consumer Discretionary	0.92%
60	Aavas Financiers Limited	Financial Services	0.91%
61	Bank of India	Financial Services	0.91%
62	Deepak Nitrite Limited	Materials	0.86%
63	ITC Limited	Consumer Staples	0.85%
64	ION Exchange (India) Limited	Utilities	0.71%
65	Sapphire Foods India Limited	Consumer Discretionary	0.71%
66	S.J.S. Enterprises Limited	Consumer Discretionary	0.71%
67	Margin Money For Derivativesother	—	0.66%
68	Chalet Hotels Limited	Consumer Discretionary	0.65%
69	PI Industries Limited	Materials	0.58%
70	Mahindra & Mahindra Financial Services Limited	Financial Services	0.57%
71	Cyient Limited	Information Technology	0.52%
72	UltraTech Cement Limited	Materials	0.52%
73	Jubilant Foodworks Limited	Consumer Discretionary	0.47%
74	Gillette India Limited	Consumer Staples	0.46%
75	Coal India Limited	Energy	0.4%
76	Devyani International Limited	Consumer Discretionary	0.25%
77	Chennai Super Kings Ltd	Consumer Discretionary	0.03%
78	KEI Industries Limited	Industrials	0%
79	CRESCENT FINSTOCK LTD	Financial Services	0%
80	Balmer Lawrie Freight Containers Ltd	—	0%
81	Precision Fasteners Ltd	—	0%
82	Virtual Dynamics Software Ltd	—	0%
83	Noble Brothers Impex Ltd	—	0%
84	Sangam Health Care Products Ltd	Healthcare	0%
85	Mukerian Papers Ltd	Materials	0%
86	Cash and Other Net Current Assets^other	—	-1.81%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Larsen & Toubro Limited is 3.04% of Sundaram Multi Cap Fund's net assets — its number 1 holding.

Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 2.85% of Sundaram Multi Cap Fund's net assets — its number 2 holding.

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 2.72% of Sundaram Multi Cap Fund's net assets — its number 3 holding.

Yes. As of its 31 July 2026 disclosure, Kotak Mahindra Bank Limited is 2.68% of Sundaram Multi Cap Fund's net assets — its number 4 holding.

Yes. As of its 31 July 2026 disclosure, Kirloskar Oil Engines Limited is 2.54% of Sundaram Multi Cap 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.