Sundaram Equity Savings Fund

Sundaram Mutual FundHybridPortfolio as of 30 September 2026

Sundaram Equity Savings Fund holds 90 instruments (79.38% equity), led by Bharti Airtel Limited (9.29%), ICICI Bank Limited (7.53%) and Reliance Industries Limited (7.36%), as of its 30 September 2026 SEBI-mandated monthly disclosure.

Holdings
90
Equity Allocation
79.38%
AMC
Sundaram Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Sundaram Equity Savings Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 90 instruments with an equity allocation of 79.38%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Equity Savings Fund's top 10 holdings account for 47.72% of its portfolio, more concentrated than the Hybrid category average of 27.4%. Financial Services is its largest sector exposure at 31.91% of net assets, spread across 13 sectors in total. Since its 31 August 2026 disclosure, the fund added 5 new positions and exited 3 positions, with Mahindra & Mahindra Limited seeing the largest move (-0.55pp to 2%).

Sector Breakdown

Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.

Financial Services
31.91%
Telecommunication
9.29%
Energy
7.36%
Consumer Discretionary
7.33%
Industrials
6.26%
Materials
4.96%
Healthcare
3.8%
Information Technology
2.39%
Real Estate
2.14%
Services
1.48%
Utilities
0.88%
Consumer Staples
0.84%
Diversified
0.74%
Other
-19.1%

Top 10 Equity Holdings

What Changed: August 2026 → September 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.

5 new entries3 exits9 increased7 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED1.4% → 1.86%▲ +0.46
Bharti Airtel Limited8.92% → 9.29%▲ +0.37
TVS Motor Company Limited0.88% → 1.11%▲ +0.23
Granules India Limited0.43% → 0.64%▲ +0.21
Kotak Mahindra Bank Limited2.97% → 3.14%▲ +0.17
Ashok Leyland Limited0.21% → 0.37%▲ +0.16
Reliance Industries Limited7.21% → 7.36%▲ +0.15
ALTIUS TELECOM INFRASTRUCTUR1.53% → 1.66%▲ +0.13
FORCE MOTORS LTD0.46% → 0.57%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Mahindra & Mahindra Limited2.55% → 2%▼ -0.55
PB Fintech Limited1% → 0.6%▼ -0.4
Coforge Limited1.15% → 0.78%▼ -0.37
ICICI Bank Limited7.79% → 7.53%▼ -0.26
Maruti Suzuki India Limited0.23% → 0.01%▼ -0.22
State Bank of India2.54% → 2.44%▼ -0.1
Oracle Financial Services Software Limited0.97% → 0.87%▼ -0.1

Top Holdings — Weight Trend

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

Apr: 9.69%, May: 9.35%, Jun: 9.46%, Jul: 10.19%, Aug: 8.92%, Sept: 9.29%
9.29%
Apr: 7.14%, May: 7.08%, Jun: 7.74%, Jul: 8.06%, Aug: 7.79%, Sept: 7.53%
7.53%
Apr: 8.85%, May: 8.21%, Jun: 7.21%, Jul: 7.17%, Aug: 7.21%, Sept: 7.36%
7.36%
Apr: 7.39%, May: 6.78%, Jun: 6.99%, Jul: 6.45%, Aug: 5.58%, Sept: 5.52%
5.52%
Apr: 4.4%, May: 4.53%, Jun: 4.83%, Jul: 4.46%, Aug: 4.85%, Sept: 4.87%
4.87%

Full Portfolio (90 holdings)

#HoldingSector% to NAV
1Bharti Airtel LimitedTelecommunication9.29%
2ICICI Bank LimitedFinancial Services7.53%
3Reliance Industries LimitedEnergy7.36%
4Margin Money For Derivativesother—5.95%
5HDFC Bank LimitedFinancial Services5.52%
6Axis Bank LimitedFinancial Services4.87%
7Larsen & Toubro LimitedIndustrials3.59%
8Kotak Mahindra Bank LimitedFinancial Services3.14%
96.65% LIC Housing Finance Limitedbond—2.64%
106.48% Central Government Securitiesbond—2.53%
11State Bank of IndiaFinancial Services2.44%
12TREPStreps—2.22%
13Mahindra & Mahindra LimitedConsumer Discretionary2%
14Hindalco Industries LimitedMaterials1.98%
15ETERNAL LIMITEDConsumer Discretionary1.86%
16ALTIUS TELECOM INFRASTRUCTURReal Estate1.66%
177.37% Government Securitiesbond—1.62%
187.23% Central Government Securitiesbond—1.59%
197.47% Small Industries Development Bank of India (MD )bond—1.57%
206.01% Central Government Securitiesbond—1.55%
21Bajaj Finance LimitedFinancial Services1.34%
22JSW Steel LimitedMaterials1.18%
23TVS Motor Company LimitedConsumer Discretionary1.11%
247.48% National Bank for Agriculture and Rural Development (MD )bond—1.05%
25One 97 Communications LimitedFinancial Services0.96%
26Bajaj Finserv LimitedFinancial Services0.93%
27NTPC LimitedUtilities0.88%
28Oracle Financial Services Software LimitedInformation Technology0.87%
29Cholamandalam Investment and Finance Company LimitedFinancial Services0.83%
30Coforge LimitedInformation Technology0.78%
31Vedanta Aluminium Metal LimitedDiversified0.74%
32Fractal Analytics LimitedInformation Technology0.74%
33Amber Enterprises India LimitedConsumer Discretionary0.7%
34Billionbrains Garage Ventures LimitedFinancial Services0.65%
35Granules India LimitedHealthcare0.64%
36Poonawalla Fincorp LimitedFinancial Services0.64%
37Mtar Technologies LimitedIndustrials0.63%
38Coromandel International LimitedMaterials0.62%
39Sun Pharmaceutical Industries LimitedHealthcare0.61%
40Aster DM Healthcare LimitedHealthcare0.61%
41PB Fintech LimitedFinancial Services0.6%
42Cummins India LimitedIndustrials0.6%
43SBI Life Insurance Company LimitedFinancial Services0.59%
44FORCE MOTORS LTDConsumer Discretionary0.57%
45Multi Commodity Exchange of India LimitedFinancial Services0.56%
46UNO Minda LimitedConsumer Discretionary0.55%
477.04% Central Government Securitiesbond—0.53%
48JSW Infrastructure LimitedServices0.52%
49Mankind Pharma LimitedHealthcare0.5%
50Delhivery LimitedServices0.49%
51Home First Finance Company India LimitedFinancial Services0.49%
52UltraTech Cement LimitedMaterials0.49%
53HORIZON INDUSTRIAL PARKS LTDReal Estate0.48%
54InterGlobe Aviation LimitedServices0.47%
55CCL Products (India) LimitedConsumer Staples0.45%
56Crisil LimitedFinancial Services0.45%
57Ambuja Cements LimitedMaterials0.42%
58Indegene LimitedHealthcare0.4%
59Bajaj Auto LimitedConsumer Discretionary0.39%
60Mrs. Bectors Food Specialities LimitedConsumer Staples0.39%
61Ashok Leyland LimitedIndustrials0.37%
62Prudent Corporate Advisory Services LimitedFinancial Services0.37%
63Alkem Laboratories LimitedHealthcare0.36%
64Gland Pharma LimitedHealthcare0.35%
65Lupin LimitedHealthcare0.33%
66TD POWER SYSTEMS LTDIndustrials0.3%
67Cochin Shipyard LimitedIndustrials0.27%
68Clean Science and Technology LimitedMaterials0.27%
69Elecon Engineering Company LimitedIndustrials0.25%
70Thermax LimitedIndustrials0.25%
71DHOOT TRANSMISSION LTDConsumer Discretionary0.14%
72Maruti Suzuki India LimitedConsumer Discretionary0.01%
73Maruti Suzuki India Ltdother—-0.01%
74Bajaj Finserv Ltdother—-0.23%
75Eternal Ltd ( Previously named as Zomato Ltd )other—-0.41%
76Gujarat Ambuja Cement Co.Ltdother—-0.42%
77Cash and Other Net Current Assets^other—-0.66%
78NTPC Ltdother—-0.87%
79Hindalco Industries Ltdother—-1.11%
80Mahindra & Mahindra Ltdother—-1.15%
81JSW Steel Ltdother—-1.2%
82Bajaj Finance Ltdother—-1.34%
83Larsen & Toubro Ltdother—-1.75%
84Kotak Mahindra Bank Ltdother—-2.01%
85State Bank Of India Ltdother—-2.46%
86HDFC Bank Ltdother—-3.98%
87Axis Bank Ltdother—-4.87%
88ICICI Bank Ltdother—-4.91%
89Reliance Industries Ltdother—-5.42%
90Bharti Airtel Ltdother—-7.55%

Frequently Asked Questions

Yes. As of its 30 September 2026 disclosure, Bharti Airtel Limited is 9.29% of Sundaram Equity Savings Fund's net assets — its number 1 holding.
Yes. As of its 30 September 2026 disclosure, ICICI Bank Limited is 7.53% of Sundaram Equity Savings Fund's net assets — its number 2 holding.
Yes. As of its 30 September 2026 disclosure, Reliance Industries Limited is 7.36% of Sundaram Equity Savings Fund's net assets — its number 3 holding.
Yes. As of its 30 September 2026 disclosure, HDFC Bank Limited is 5.52% of Sundaram Equity Savings Fund's net assets — its number 4 holding.
Yes. As of its 30 September 2026 disclosure, Axis Bank Limited is 4.87% of Sundaram Equity Savings 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 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.