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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
₹4,146 Cr
down ₹467 Cr vs Feb 2026
- Stocks held
- 53
- unchanged
- Top 10 weight
- 42.5%
- of the portfolio in its ten largest
- Cash & debt
- 1.5%
- cash, money market and debt
- Moves this month
- 0 in · 0 out
- added to 6, trimmed 47
Sundaram Services Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In March 2026 it disclosed 53 stocks worth ₹4,146 Cr, down ₹467 Cr from Feb 2026. Its largest positions were Bharti Airtel Limited (6.8%), HDFC Bank Limited (6.3%), Axis Bank Limited (5.1%); the ten largest together made up 42.5% of the portfolio, and Banks was the biggest sector at 20.9% of its equity. Cash and debt stood at 1.5%. Compared with Feb 2026 the fund entered 0 new stocks and exited 0.
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
22%
Holds more cash than 22% of peers
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 6.75%
- Δ weight
- up 0.35 pts
- Value
- ₹280 Cr
- Δ value
- down ₹15.2 Cr
- Status
- Trimmed
- Weight
- 6.27%
- Δ weight
- down 0.05 pts
- Value
- ₹260 Cr
- Δ value
- down ₹31.5 Cr
- Status
- Trimmed
- Weight
- 5.11%
- Δ weight
- down 0.32 pts
- Value
- ₹212 Cr
- Δ value
- down ₹38.4 Cr
- Status
- Trimmed
- Weight
- 4.97%
- Δ weight
- up 0.34 pts
- Value
- ₹206 Cr
- Δ value
- down ₹7.7 Cr
- Status
- Trimmed
- Weight
- 4.75%
- Δ weight
- up 0.52 pts
- Value
- ₹197 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 3.45%
- Δ weight
- down 0.14 pts
- Value
- ₹143 Cr
- Δ value
- down ₹22.7 Cr
- Status
- Trimmed
- Weight
- 2.94%
- Δ weight
- up 0.15 pts
- Value
- ₹122 Cr
- Δ value
- down ₹6.6 Cr
- Status
- Trimmed
- Weight
- 2.86%
- Δ weight
- down 0.08 pts
- Value
- ₹119 Cr
- Δ value
- down ₹17 Cr
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 2.71%
- Δ weight
- down 0.30 pts
- Value
- ₹112 Cr
- Δ value
- down ₹26.7 Cr
- Status
- Trimmed
- Weight
- 2.67%
- Δ weight
- down 0.26 pts
- Value
- ₹111 Cr
- Δ value
- down ₹24.5 Cr
- Status
- Trimmed
- Weight
- 2.65%
- Δ weight
- up 0.32 pts
- Value
- ₹110 Cr
- Δ value
- up ₹2.5 Cr
- Status
- Added
- Weight
- 2.63%
- Δ weight
- up 0.04 pts
- Value
- ₹109 Cr
- Δ value
- down ₹10.4 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- up 0.15 pts
- Value
- ₹98.7 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 2.23%
- Δ weight
- down 0.06 pts
- Value
- ₹92.5 Cr
- Δ value
- down ₹13.3 Cr
- Status
- Trimmed
- Weight
- 2.18%
- Δ weight
- down 0.05 pts
- Value
- ₹90.3 Cr
- Δ value
- down ₹12.7 Cr
- Status
- Trimmed
- Weight
- 2.18%
- Δ weight
- up 0.05 pts
- Value
- ₹90.2 Cr
- Δ value
- down ₹7.9 Cr
- Status
- Trimmed
- Weight
- 2.17%
- Δ weight
- up 0.04 pts
- Value
- ₹90.1 Cr
- Δ value
- down ₹8.3 Cr
- Status
- Trimmed
- Weight
- 2.00%
- Δ weight
- up 0.29 pts
- Value
- ₹83 Cr
- Δ value
- up ₹4.1 Cr
- Status
- Added
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 1.81%
- Δ weight
- up 1.81 pts
- Value
- ₹75.1 Cr
- Δ value
- up ₹75.1 Cr
- Status
- New
- Weight
- 1.80%
- Δ weight
- down 0.15 pts
- Value
- ₹74.6 Cr
- Δ value
- down ₹15.5 Cr
- Status
- Trimmed
- Weight
- 1.65%
- Δ weight
- up 0.04 pts
- Value
- ₹68.5 Cr
- Δ value
- down ₹5.8 Cr
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- down 0.05 pts
- Value
- ₹65.5 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 1.46%
- Δ weight
- down 2.33 pts
- Value
- ₹60.6 Cr
- Δ value
- down ₹114 Cr
- Status
- Trimmed
- Weight
- 1.35%
- Δ weight
- up 0.09 pts
- Value
- ₹56 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.34%
- Δ weight
- down 0.21 pts
- Value
- ₹55.4 Cr
- Δ value
- down ₹15.8 Cr
- Status
- Trimmed
- Weight
- 1.28%
- Δ weight
- down 0.09 pts
- Value
- ₹53.3 Cr
- Δ value
- down ₹10.2 Cr
- Status
- Trimmed
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 1.26%
- Δ weight
- up 0.13 pts
- Value
- ₹52.1 Cr
- Δ value
- up ₹17 L
- Status
- Held
- Weight
- 1.18%
- Δ weight
- down 0.03 pts
- Value
- ₹49 Cr
- Δ value
- down ₹6.9 Cr
- Status
- Trimmed
- Weight
- 1.17%
- Δ weight
- up 0.08 pts
- Value
- ₹48.5 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.15%
- Δ weight
- up 0.01 pts
- Value
- ₹47.9 Cr
- Δ value
- down ₹4.8 Cr
- Status
- Trimmed
- Weight
- 1.14%
- Δ weight
- up 0.05 pts
- Value
- ₹47.1 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- down 0.04 pts
- Value
- ₹46.6 Cr
- Δ value
- down ₹7 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- up 0.09 pts
- Value
- ₹46.6 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 1.10%
- Δ weight
- down 0.02 pts
- Value
- ₹45.7 Cr
- Δ value
- down ₹6.3 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- up 0.05 pts
- Value
- ₹45.3 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- up 0.07 pts
- Value
- ₹45 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.08%
- Δ weight
- up 0.01 pts
- Value
- ₹44.8 Cr
- Δ value
- down ₹4.5 Cr
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down 0.17 pts
- Value
- ₹42.1 Cr
- Δ value
- down ₹12.5 Cr
- Status
- Trimmed
- Weight
- 0.99%
- Δ weight
- down 0.02 pts
- Value
- ₹41.3 Cr
- Δ value
- down ₹5.7 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down <0.01 pts
- Value
- ₹40.3 Cr
- Δ value
- down ₹4.7 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- up 0.05 pts
- Value
- ₹38.8 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- down 0.03 pts
- Value
- ₹38.5 Cr
- Δ value
- down ₹5.6 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- up 0.01 pts
- Value
- ₹35.8 Cr
- Δ value
- down ₹3.5 Cr
- Status
- Trimmed
- Weight
- 0.84%
- Δ weight
- down 0.07 pts
- Value
- ₹34.7 Cr
- Δ value
- down ₹7 Cr
- Status
- Trimmed
- Weight
- 0.78%
- Δ weight
- down <0.01 pts
- Value
- ₹32.4 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.09 pts
- Value
- ₹31 Cr
- Δ value
- down ₹7.6 Cr
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- up 0.01 pts
- Value
- ₹30.8 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 0.72%
- Δ weight
- up 0.11 pts
- Value
- ₹29.9 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 0.72%
- Δ weight
- up 0.08 pts
- Value
- ₹29.8 Cr
- Δ value
- up ₹56 L
- Status
- Added
- Weight
- 0.69%
- Δ weight
- up <0.01 pts
- Value
- ₹28.7 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 0.68%
- Δ weight
- up 0.02 pts
- Value
- ₹28.3 Cr
- Δ value
- down ₹2.3 Cr
- Status
- Trimmed
- Weight
- 0.64%
- Δ weight
- down 0.04 pts
- Value
- ₹26.3 Cr
- Δ value
- down ₹4.9 Cr
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.07 pts
- Value
- ₹25.6 Cr
- Δ value
- down ₹6.1 Cr
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.21 pts
- Value
- ₹25.5 Cr
- Δ value
- down ₹12.6 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.09 pts
- Value
- ₹25.1 Cr
- Δ value
- down ₹6.8 Cr
- Status
- Trimmed
- Weight
- 0.22%
- Δ weight
- up 0.16 pts
- Value
- ₹9.2 Cr
- Δ value
- up ₹6.4 Cr
- Status
- Added
What changed, Feb 2026 to Mar 2026
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Swiggy Limitedup ₹6.4 Cr (+0.16% pts)
- Affle (India) Limitedup ₹4.1 Cr (+0.29% pts)
- Aster DM Healthcare Limitedup ₹2.5 Cr (+0.32% pts)
- SIS Limitedup ₹1.7 Cr (+0.11% pts)
- Eternal Limitedup ₹1.7 Cr (+0.52% pts)
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 Feb 2026, the weight rose most in Retailing (+0.8 pts) and Healthcare Services (+0.4 pts), and fell most in Banks (−0.9 pts) and Finance (−0.7 pts).
- Retailing6.9% → 7.7%+0.8 pts
- Healthcare Services7.0% → 7.4%+0.4 pts
- Telecom - Services10.1% → 10.5%+0.4 pts
- Petroleum Products4.9% → 5.2%+0.3 pts
- IT - Services2.5% → 2.7%+0.2 pts
- Capital Markets2.7% → 2.9%+0.2 pts
- Banks21.8% → 20.9%−0.9 pts
- Finance13.6% → 12.9%−0.7 pts
- Leisure Services4.1% → 3.7%−0.5 pts
- Insurance2.6% → 2.3%−0.3 pts
- Transport Infrastructure3.8% → 3.6%−0.2 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 | Mar 2023 | Mar 2025 | Sep 2025 | Sep 2025 | Feb 2026 | Mar 2026 |
|---|---|---|---|---|---|---|
| Banks | 24.9% | 22.0% | 22.1% | 22.1% | 21.8% | 20.9% |
| Finance | 15.0% | 12.4% | 10.7% | 10.7% | 13.6% | 12.9% |
| Telecom - Services | 7.3% | 11.8% | 10.4% | 10.4% | 10.1% | 10.5% |
| Retailing | 1.2% | 6.4% | 8.4% | 8.4% | 6.9% | 7.7% |
| Healthcare Services | 6.5% | 7.5% | 7.8% | 7.8% | 7.0% | 7.4% |
| IT - Software | 5.6% | 6.1% | 6.4% | 6.4% | 5.7% | 5.7% |
| Petroleum Products | 5.7% | 5.6% | 5.0% | 5.0% | 4.9% | 5.2% |
| Consumer Durables | 3.0% | 3.0% | 3.0% | 3.0% | 3.9% | 3.9% |
| Transport Services | 2.6% | 1.5% | 2.5% | 2.5% | 3.7% | 3.8% |
| Leisure Services | 4.9% | 5.6% | 5.6% | 5.6% | 4.1% | 3.7% |
Allocation in Mar 2026change vs Feb 2026
- Banks (9)20.9%▼ 0.9 pts
- Finance (6)12.9%▼ 0.7 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, Mar 2026
1.5%
▼ 2.3 pts vs Feb 2026
- Cash alone
- 1.5%
- cash and net receivables
- A year earlier
- 3.8%
- Mar 2025 · now ▼ 2.3 pts
- Last 12 months
- 1.5% – 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.