Sundaram Conservative Hybrid Fund holds 30 instruments (17.75% equity), led by Bharti Airtel Limited (2.3%), Reliance Industries Limited (1.94%) and State Bank of India (1.26%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Sundaram Conservative Hybrid Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 30 instruments with an equity allocation of 17.75%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Sundaram Conservative Hybrid Fund's top 10 holdings account for 11.77% of its portfolio, more diversified than the Hybrid category average of 27.4%. Financial Services is its largest sector exposure at 5.14% 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 HDFC Bank Limited seeing the largest move (-0.71pp to 1.16%).
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 |
|---|---|---|
| HDFC Bank Limited | 1.87% → 1.16% | ▼ -0.71 |
| Infosys Limited | 1.02% → 0.55% | ▼ -0.47 |
| HCL Technologies Limited | 0.97% → 0.67% | ▼ -0.3 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | 6.53% Government Stockbond | — | 26.94% |
| 2 | 6.36% Central Government Securitiesbond | — | 21.42% |
| 3 | TREPStreps | — | 9.96% |
| 4 | Cash and Other Net Current Assets^other | — | 7.19% |
| 5 | 6.96% Power Finance Corporation Ltd. (MD )bond | — | 5.41% |
| 6 | BAJAJ HOUSING FINANCE LTD - 7.64%bond | — | 5.35% |
| 7 | 8.1167% Bajaj Finance Limitedbond | — | 2.73% |
| 8 | 7.7% Bajaj Housing Finance Limitedbond | — | 2.72% |
| 9 | Bharti Airtel Limited | Telecommunication | 2.3% |
| 10 | Reliance Industries Limited | Energy | 1.94% |
| 11 | State Bank of India | Financial Services | 1.26% |
| 12 | HDFC Bank Limited | Financial Services | 1.16% |
| 13 | ICICI Bank Limited | Financial Services | 1.15% |
| 14 | Tech Mahindra Limited | Information Technology | 0.83% |
| 15 | Bajaj Auto Limited | Consumer Discretionary | 0.81% |
| 16 | Axis Bank Limited | Financial Services | 0.8% |
| 17 | Kotak Mahindra Bank Limited | Financial Services | 0.77% |
| 18 | UltraTech Cement Limited | Materials | 0.75% |
| 19 | Alkem Laboratories Limited | Healthcare | 0.7% |
| 20 | HCL Technologies Limited | Information Technology | 0.67% |
| 21 | Hindustan Aeronautics Limited | Industrials | 0.64% |
| 22 | Mahindra & Mahindra Limited | Consumer Discretionary | 0.56% |
| 23 | Infosys Limited | Information Technology | 0.55% |
| 24 | Larsen & Toubro Limited | Industrials | 0.51% |
| 25 | Jubilant Foodworks Limited | Consumer Discretionary | 0.5% |
| 26 | Marico Limited | Consumer Staples | 0.47% |
| 27 | Tata Motors Limited | Industrials | 0.46% |
| 28 | Cummins India Limited | Industrials | 0.39% |
| 29 | JINDAL STEEL LIMITED | Materials | 0.31% |
| 30 | Lupin Limited | Healthcare | 0.22% |
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.