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Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 144836Sundaram Services Fund
Disclosed for 23 months, Mar 2019 to Sep 2026.
Portfolio value
₹4,672 Cr
up ₹247 Cr vs Sep 2025
- Stocks held
- 53
- up 2 vs Sep 2025
- Top 10 weight
- 42.2%
- of the portfolio in its ten largest
- Cash & debt
- 3.4%
- cash, money market and debt
- Moves this month
- 5 in · 3 out
- added to 10, trimmed 26
Sundaram Services Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In January 2026 it disclosed 53 stocks worth ₹4,672 Cr, up ₹247 Cr from Sep 2025. Its largest positions were Bharti Airtel Limited (6.6%), HDFC Bank Limited (6.5%), Axis Bank Limited (5.3%); the ten largest together made up 42.2% of the portfolio, and Banks was the biggest sector at 21.6% of its equity. Cash and debt stood at 3.4%. Compared with Sep 2025 the fund entered 5 new stocks and exited 3.
Against 226 other Sectoral / Thematic funds
Concentration
42%
Top-10 weight is higher than 42% of peers
Breadth
74%
Holds more stocks than 74% of peers
Cash
52%
Holds more cash than 52% of peers
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against Sep 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 6.62%
- Δ weight
- down 1.07 pts
- Value
- ₹309 Cr
- Δ value
- down ₹31.1 Cr
- Status
- Trimmed
- Weight
- 6.53%
- Δ weight
- down 0.43 pts
- Value
- ₹305 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 5.30%
- Δ weight
- up 1.02 pts
- Value
- ₹248 Cr
- Δ value
- up ₹58.3 Cr
- Status
- Added
- Weight
- 4.58%
- Δ weight
- down 0.15 pts
- Value
- ₹214 Cr
- Δ value
- up ₹4.8 Cr
- Status
- Added
- Weight
- 4.44%
- Δ weight
- down 0.39 pts
- Value
- ₹207 Cr
- Δ value
- down ₹6.2 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 3.36%
- Δ weight
- up 1.23 pts
- Value
- ₹157 Cr
- Δ value
- up ₹62.8 Cr
- Status
- Added
- Weight
- 3.31%
- Δ weight
- down 0.14 pts
- Value
- ₹155 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 3.10%
- Δ weight
- up 0.43 pts
- Value
- ₹145 Cr
- Δ value
- up ₹26.6 Cr
- Status
- Added
- Weight
- 2.85%
- Δ weight
- up 0.33 pts
- Value
- ₹133 Cr
- Δ value
- up ₹21.4 Cr
- Status
- Added
- Weight
- 2.83%
- Δ weight
- up 0.36 pts
- Value
- ₹132 Cr
- Δ value
- up ₹22.9 Cr
- Status
- Added
- Weight
- 2.67%
- Δ weight
- up 0.05 pts
- Value
- ₹125 Cr
- Δ value
- up ₹8.9 Cr
- Status
- Added
- Weight
- 2.45%
- Δ weight
- down 0.30 pts
- Value
- ₹115 Cr
- Δ value
- down ₹7.4 Cr
- Status
- Trimmed
- Weight
- 2.35%
- Δ weight
- up 0.25 pts
- Value
- ₹110 Cr
- Δ value
- up ₹16.8 Cr
- Status
- Added
- Weight
- 2.30%
- Δ weight
- up 0.21 pts
- Value
- ₹107 Cr
- Δ value
- up ₹15 Cr
- Status
- Added
- Weight
- 2.23%
- Δ weight
- up 2.02 pts
- Value
- ₹104 Cr
- Δ value
- up ₹94.9 Cr
- Status
- Added
- Weight
- 2.16%
- Δ weight
- up 1.15 pts
- Value
- ₹101 Cr
- Δ value
- up ₹56.2 Cr
- Status
- Added
- Weight
- 2.11%
- Δ weight
- up 0.33 pts
- Value
- ₹98.5 Cr
- Δ value
- up ₹20 Cr
- Status
- Added
- Weight
- 2.10%
- Δ weight
- down 0.33 pts
- Value
- ₹98.1 Cr
- Δ value
- down ₹9.4 Cr
- Status
- Trimmed
- Weight
- 1.94%
- Δ weight
- down 0.39 pts
- Value
- ₹90.5 Cr
- Δ value
- down ₹12.3 Cr
- Status
- Trimmed
- Weight
- 1.90%
- Δ weight
- down 0.32 pts
- Value
- ₹88.6 Cr
- Δ value
- down ₹9.6 Cr
- Status
- Trimmed
- Weight
- 1.66%
- Δ weight
- up 1.66 pts
- Value
- ₹77.7 Cr
- Δ value
- up ₹77.7 Cr
- Status
- New
- Weight
- 1.58%
- Δ weight
- up 1.58 pts
- Value
- ₹73.8 Cr
- Δ value
- up ₹73.8 Cr
- Status
- New
- Weight
- 1.48%
- Δ weight
- down 1.03 pts
- Value
- ₹69.2 Cr
- Δ value
- down ₹41.7 Cr
- Status
- Trimmed
- Weight
- 1.30%
- Δ weight
- down 0.35 pts
- Value
- ₹60.9 Cr
- Δ value
- down ₹12.1 Cr
- Status
- Trimmed
- Weight
- 1.26%
- Δ weight
- up 0.14 pts
- Value
- ₹59.1 Cr
- Δ value
- up ₹9.4 Cr
- Status
- Added
- Weight
- 1.24%
- Δ weight
- down 0.19 pts
- Value
- ₹57.8 Cr
- Δ value
- down ₹5.3 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- down 0.15 pts
- Value
- ₹56.8 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 1.16%
- Δ weight
- up 0.23 pts
- Value
- ₹54.2 Cr
- Δ value
- up ₹13.1 Cr
- Status
- Added
- Weight
- 1.15%
- Δ weight
- up 0.28 pts
- Value
- ₹54 Cr
- Δ value
- up ₹15.1 Cr
- Status
- Added
- Weight
- 1.13%
- Δ weight
- up 1.13 pts
- Value
- ₹52.8 Cr
- Δ value
- up ₹52.8 Cr
- Status
- New
- Weight
- 1.11%
- Δ weight
- up 0.04 pts
- Value
- ₹52 Cr
- Δ value
- up ₹4.4 Cr
- Status
- Added
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 1.11%
- Δ weight
- down 0.04 pts
- Value
- ₹51.7 Cr
- Δ value
- up ₹94 L
- Status
- Added
- Weight
- 1.08%
- Δ weight
- down 0.46 pts
- Value
- ₹50.6 Cr
- Δ value
- down ₹17.6 Cr
- Status
- Trimmed
- Weight
- 1.08%
- Δ weight
- up 0.40 pts
- Value
- ₹50.4 Cr
- Δ value
- up ₹20.2 Cr
- Status
- Added
- Weight
- 1.06%
- Δ weight
- down 0.55 pts
- Value
- ₹49.7 Cr
- Δ value
- down ₹21.5 Cr
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- down 0.28 pts
- Value
- ₹48.2 Cr
- Δ value
- down ₹9.8 Cr
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- up 0.16 pts
- Value
- ₹48.1 Cr
- Δ value
- up ₹9.5 Cr
- Status
- Added
- Weight
- 0.99%
- Δ weight
- up 0.99 pts
- Value
- ₹46.4 Cr
- Δ value
- up ₹46.4 Cr
- Status
- New
- Weight
- 0.98%
- Δ weight
- down 0.08 pts
- Value
- ₹45.9 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- down 0.27 pts
- Value
- ₹44.9 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.03 pts
- Value
- ₹44.2 Cr
- Δ value
- up ₹1 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- down 0.36 pts
- Value
- ₹42.7 Cr
- Δ value
- down ₹13.6 Cr
- Status
- Trimmed
- Weight
- 0.91%
- Δ weight
- down 0.30 pts
- Value
- ₹42.5 Cr
- Δ value
- down ₹10.8 Cr
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.04 pts
- Value
- ₹42 Cr
- Δ value
- up ₹53 L
- Status
- Added
- Weight
- 0.89%
- Δ weight
- down 0.10 pts
- Value
- ₹41.6 Cr
- Δ value
- down ₹2.3 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- up 0.26 pts
- Value
- ₹40.3 Cr
- Δ value
- up ₹13.8 Cr
- Status
- Added
- Weight
- 0.83%
- Δ weight
- down 0.12 pts
- Value
- ₹38.6 Cr
- Δ value
- down ₹3.4 Cr
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹34.4 Cr
- Δ value
- up ₹34.4 Cr
- Status
- New
- Weight
- 0.73%
- Δ weight
- down 0.29 pts
- Value
- ₹34.3 Cr
- Δ value
- down ₹11.1 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.39 pts
- Value
- ₹33.9 Cr
- Δ value
- down ₹15.4 Cr
- Status
- Trimmed
- Weight
- 0.67%
- Δ weight
- down 0.09 pts
- Value
- ₹31.2 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.65%
- Δ weight
- down 0.01 pts
- Value
- ₹30.6 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 0.64%
- Δ weight
- down 0.60 pts
- Value
- ₹29.8 Cr
- Δ value
- down ₹25.1 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.66 pts
- Value
- ₹28.2 Cr
- Δ value
- down ₹27.6 Cr
- Status
- Trimmed
- Weight
- 0.23%
- Δ weight
- down 0.21 pts
- Value
- ₹11 Cr
- Δ value
- down ₹8.8 Cr
- Status
- Trimmed
What changed, Sep 2025 to Jan 2026
New New positions (5)
- One 97 Communications Limited1.7% · ₹77.7 Cr
- Aavas Financiers Limited1.6% · ₹73.8 Cr
- Landmark Cars Ltd1.1% · ₹52.8 Cr
- Bharti Hexacom Limited1.0% · ₹46.4 Cr
- PB Fintech Limited0.7% · ₹34.4 Cr
Exited Exited (3)
- Cholamandalam Investment and Finance Company Limitedwas 1.2% · ₹53.6 Cr
- BSE Limitedwas 0.4% · ₹19.4 Cr
- Multi Commodity Exchange of India Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2025, the weight rose most in Finance (+2.7 pts) and Financial Technology (fintech) (+2.5 pts), and fell most in Healthcare Services (−1.7 pts) and Leisure Services (−1.5 pts).
- Finance10.7% → 13.4%+2.7 pts
- Financial Technology (fintech)0.0% → 2.5%new+2.5 pts
- Automobiles0.0% → 1.2%new+1.2 pts
- Transport Services2.5% → 3.5%+1.0 pts
- Consumer Durables3.0% → 3.6%+0.6 pts
- IT - Software6.4% → 6.8%+0.4 pts
- Healthcare Services7.8% → 6.1%−1.7 pts
- Leisure Services5.6% → 4.1%−1.5 pts
- Insurance4.0% → 2.6%−1.4 pts
- Capital Markets3.5% → 2.8%−0.7 pts
- Retailing8.4% → 7.7%−0.7 pts
- Realty1.7% → 1.1%−0.6 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2022 | Sep 2024 | Mar 2025 | Sep 2025 | Sep 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Banks | 25.5% | 20.1% | 22.0% | 22.1% | 22.1% | 21.6% |
| Finance | 11.6% | 13.5% | 12.4% | 10.7% | 10.7% | 13.4% |
| Telecom - Services | 8.2% | 12.3% | 11.8% | 10.4% | 10.4% | 10.4% |
| Retailing | 1.0% | 4.1% | 6.4% | 8.4% | 8.4% | 7.7% |
| IT - Software | 2.1% | 8.2% | 6.1% | 6.4% | 6.4% | 6.8% |
| Healthcare Services | 5.5% | 7.2% | 7.5% | 7.8% | 7.8% | 6.1% |
| Petroleum Products | 6.0% | 5.0% | 5.6% | 5.0% | 5.0% | 4.8% |
| Leisure Services | 4.6% | 5.4% | 5.6% | 5.6% | 5.6% | 4.1% |
| Consumer Durables | 3.4% | 4.2% | 3.0% | 3.0% | 3.0% | 3.6% |
| Transport Services | 3.4% | 1.9% | 1.5% | 2.5% | 2.5% | 3.5% |
Allocation in Jan 2026change vs Sep 2025
- Banks (9)21.6%▼ 0.5 pts
- Finance (6)13.4%▲ 2.7 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jan 2026
3.4%
▲ 1.2 pts vs Sep 2025
- Cash alone
- 3.4%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.1% – 3.8%
- lowest to highest · record 12.2% in Mar 2020
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.