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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
₹4,624 Cr
up ₹478 Cr vs Mar 2026
- Stocks held
- 51
- down 2 vs Mar 2026
- Top 10 weight
- 41.6%
- of the portfolio in its ten largest
- Cash & debt
- 3.4%
- cash, money market and debt
- Moves this month
- 0 in · 2 out
- added to 10, trimmed 4
Sundaram Services Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In April 2026 it disclosed 51 stocks worth ₹4,624 Cr, up ₹478 Cr from Mar 2026. Its largest positions were Bharti Airtel Limited (6.4%), HDFC Bank Limited (5.9%), Axis Bank Limited (5.0%); the ten largest together made up 41.6% of the portfolio, and Banks was the biggest sector at 20.8% of its equity. Cash and debt stood at 3.4%. Compared with Mar 2026 the fund entered 0 new stocks and exited 2.
Against 226 other Sectoral / Thematic funds
Concentration
39%
Top-10 weight is higher than 39% of peers
Breadth
68%
Holds more stocks than 68% of peers
Cash
54%
Holds more cash than 54% of peers
Holdings in April 2026
Download CSVEvery line the fund disclosed, with the change against Mar 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 6.41%
- Δ weight
- down 0.34 pts
- Value
- ₹296 Cr
- Δ value
- up ₹16.4 Cr
- Status
- Added
- Weight
- 5.93%
- Δ weight
- down 0.34 pts
- Value
- ₹274 Cr
- Δ value
- up ₹14.3 Cr
- Status
- Added
- Weight
- 5.00%
- Δ weight
- down 0.11 pts
- Value
- ₹231 Cr
- Δ value
- up ₹19.5 Cr
- Status
- Added
- Weight
- 5.00%
- Δ weight
- up 0.03 pts
- Value
- ₹231 Cr
- Δ value
- up ₹25.3 Cr
- Status
- Added
- Weight
- 4.69%
- Δ weight
- down 0.06 pts
- Value
- ₹217 Cr
- Δ value
- up ₹20.1 Cr
- Status
- Added
- Weight
- 3.91%
- Δ weight
- up 0.46 pts
- Value
- ₹181 Cr
- Δ value
- up ₹37.6 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 3.44%
- Δ weight
- up 1.98 pts
- Value
- ₹159 Cr
- Δ value
- up ₹98.5 Cr
- Status
- Added
- Weight
- 2.72%
- Δ weight
- down 0.23 pts
- Value
- ₹126 Cr
- Δ value
- up ₹3.6 Cr
- Status
- Added
- Weight
- 2.69%
- Δ weight
- down 0.17 pts
- Value
- ₹124 Cr
- Δ value
- up ₹5.7 Cr
- Status
- Added
- Weight
- 2.62%
- Δ weight
- down 0.01 pts
- Value
- ₹121 Cr
- Δ value
- up ₹12 Cr
- Status
- Added
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 2.61%
- Δ weight
- down 0.10 pts
- Value
- ₹121 Cr
- Δ value
- up ₹8.4 Cr
- Status
- Added
- Weight
- 2.59%
- Δ weight
- up 0.42 pts
- Value
- ₹120 Cr
- Δ value
- up ₹29.7 Cr
- Status
- Added
- Weight
- 2.56%
- Δ weight
- down 0.11 pts
- Value
- ₹118 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 2.49%
- Δ weight
- down 0.16 pts
- Value
- ₹115 Cr
- Δ value
- up ₹5.1 Cr
- Status
- Added
- Weight
- 2.22%
- Δ weight
- up 0.05 pts
- Value
- ₹103 Cr
- Δ value
- up ₹12.6 Cr
- Status
- Added
- Weight
- 2.22%
- Δ weight
- up 0.42 pts
- Value
- ₹103 Cr
- Δ value
- up ₹28 Cr
- Status
- Added
- Weight
- 2.18%
- Δ weight
- down 0.05 pts
- Value
- ₹101 Cr
- Δ value
- up ₹8.3 Cr
- Status
- Added
- Weight
- 2.14%
- Δ weight
- down 0.23 pts
- Value
- ₹99.2 Cr
- Δ value
- up ₹53 L
- Status
- Added
- Weight
- 1.91%
- Δ weight
- down 0.26 pts
- Value
- ₹88.5 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.90%
- Δ weight
- up 0.24 pts
- Value
- ₹87.7 Cr
- Δ value
- up ₹19.2 Cr
- Status
- Added
- Weight
- 1.86%
- Δ weight
- down 0.14 pts
- Value
- ₹86 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 1.77%
- Δ weight
- up 0.63 pts
- Value
- ₹81.7 Cr
- Δ value
- up ₹34.6 Cr
- Status
- Added
- Weight
- 1.63%
- Δ weight
- up 0.34 pts
- Value
- ₹75.3 Cr
- Δ value
- up ₹22 Cr
- Status
- Added
- Weight
- 1.62%
- Δ weight
- up 0.04 pts
- Value
- ₹74.9 Cr
- Δ value
- up ₹9.3 Cr
- Status
- Added
- Weight
- 1.56%
- Δ weight
- up 0.58 pts
- Value
- ₹72 Cr
- Δ value
- up ₹31.7 Cr
- Status
- Added
- Weight
- 1.37%
- Δ weight
- up 0.24 pts
- Value
- ₹63.2 Cr
- Δ value
- up ₹16.6 Cr
- Status
- Added
- Weight
- 1.36%
- Δ weight
- up 0.01 pts
- Value
- ₹62.7 Cr
- Δ value
- up ₹6.8 Cr
- Status
- Added
- Weight
- 1.24%
- Δ weight
- up 0.23 pts
- Value
- ₹57.6 Cr
- Δ value
- up ₹15.5 Cr
- Status
- Added
- Weight
- 1.22%
- Δ weight
- up 0.05 pts
- Value
- ₹56.6 Cr
- Δ value
- up ₹8.1 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- down 0.13 pts
- Value
- ₹55.9 Cr
- Δ value
- up ₹47 L
- Status
- Added
- Weight
- 1.18%
- Δ weight
- down 0.01 pts
- Value
- ₹54.5 Cr
- Δ value
- up ₹5.4 Cr
- Status
- Added
- Weight
- 1.17%
- Δ weight
- up 0.01 pts
- Value
- ₹53.9 Cr
- Δ value
- up ₹6 Cr
- Status
- Added
- Weight
- 1.13%
- Δ weight
- up 0.05 pts
- Value
- ₹52.5 Cr
- Δ value
- up ₹7.7 Cr
- Status
- Added
- Sundaram Money Market Fund-Direct Plan - Growthfund
- Weight
- 1.13%
- Δ weight
- down 0.12 pts
- Value
- ₹52.5 Cr
- Δ value
- up ₹31 L
- Status
- Added
- Weight
- 1.11%
- Δ weight
- up 0.01 pts
- Value
- ₹51.3 Cr
- Δ value
- up ₹5.6 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- down 0.04 pts
- Value
- ₹50.3 Cr
- Δ value
- up ₹3.7 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- up 0.01 pts
- Value
- ₹46.3 Cr
- Δ value
- up ₹5 Cr
- Status
- Added
- Weight
- 0.99%
- Δ weight
- down 0.11 pts
- Value
- ₹45.6 Cr
- Δ value
- up ₹26 L
- Status
- Added
- Weight
- 0.97%
- Δ weight
- up 0.04 pts
- Value
- ₹44.7 Cr
- Δ value
- up ₹6.2 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- down 0.17 pts
- Value
- ₹42.5 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.04 pts
- Value
- ₹40.3 Cr
- Δ value
- up ₹5.6 Cr
- Status
- Added
- Weight
- 0.87%
- Δ weight
- up 0.12 pts
- Value
- ₹40.1 Cr
- Δ value
- up ₹9.1 Cr
- Status
- Added
- Weight
- 0.85%
- Δ weight
- down 0.01 pts
- Value
- ₹39.3 Cr
- Δ value
- up ₹3.5 Cr
- Status
- Added
- Weight
- 0.82%
- Δ weight
- up 0.10 pts
- Value
- ₹37.9 Cr
- Δ value
- up ₹8 Cr
- Status
- Added
- Weight
- 0.81%
- Δ weight
- up 0.03 pts
- Value
- ₹37.7 Cr
- Δ value
- up ₹5.3 Cr
- Status
- Added
- Weight
- 0.79%
- Δ weight
- up 0.11 pts
- Value
- ₹36.7 Cr
- Δ value
- up ₹8.5 Cr
- Status
- Added
- Weight
- 0.77%
- Δ weight
- down 0.17 pts
- Value
- ₹35.4 Cr
- Δ value
- down ₹3.4 Cr
- Status
- Trimmed
- Weight
- 0.72%
- Δ weight
- up 0.11 pts
- Value
- ₹33.4 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 0.66%
- Δ weight
- up 0.03 pts
- Value
- ₹30.6 Cr
- Δ value
- up ₹4.2 Cr
- Status
- Added
- Weight
- 0.66%
- Δ weight
- down 0.03 pts
- Value
- ₹30.5 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 0.62%
- Δ weight
- up 0.01 pts
- Value
- ₹28.9 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 0.61%
- Δ weight
- down 0.13 pts
- Value
- ₹28.2 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 0.21%
- Δ weight
- down 0.02 pts
- Value
- ₹9.6 Cr
- Δ value
- up ₹36 L
- Status
- Added
What changed, Mar 2026 to Apr 2026
New New positions (0)
None.
Exited Exited (2)
- Tech Mahindra Limitedwas 0.7% · ₹29.8 Cr
- IndusInd Bank Limitedwas 0.6% · ₹25.1 Cr
Added Biggest additions
- Adani Ports and Special Economic Zone Limitedup ₹37.6 Cr (+0.46% pts)
- Coforge Limitedup ₹34.6 Cr (+0.63% pts)
- Kotak Mahindra Bank Limitedup ₹31.7 Cr (+0.58% pts)
- PNB Housing Finance 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 Mar 2026, the weight rose most in Finance (+0.6 pts) and Transport Infrastructure (+0.5 pts), and fell most in Telecom - Services (−0.7 pts) and Healthcare Services (−0.4 pts).
- Finance12.9% → 13.5%+0.6 pts
- Transport Infrastructure3.6% → 4.1%+0.5 pts
- Capital Markets2.9% → 3.1%+0.2 pts
- Leisure Services3.7% → 3.8%+0.2 pts
- IT - Software5.7% → 5.8%+0.1 pts
- Commercial Services0.8% → 0.9%+0.1 pts
- Telecom - Services10.5% → 9.8%−0.7 pts
- Healthcare Services7.4% → 7.0%−0.4 pts
- Retailing7.7% → 7.4%−0.3 pts
- Banks20.9% → 20.8%−0.2 pts
- IT - Services2.7% → 2.6%−0.1 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 | Jan 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|
| Banks | 24.9% | 22.0% | 22.1% | 21.6% | 20.9% | 20.8% |
| Finance | 15.0% | 12.4% | 10.7% | 13.4% | 12.9% | 13.5% |
| Telecom - Services | 7.3% | 11.8% | 10.4% | 10.4% | 10.5% | 9.8% |
| Retailing | 1.2% | 6.4% | 8.4% | 7.7% | 7.7% | 7.4% |
| Healthcare Services | 6.5% | 7.5% | 7.8% | 6.1% | 7.4% | 7.0% |
| IT - Software | 5.6% | 6.1% | 6.4% | 6.8% | 5.7% | 5.8% |
| Petroleum Products | 5.7% | 5.6% | 5.0% | 4.8% | 5.2% | 5.2% |
| Transport Infrastructure | 1.3% | 3.7% | 3.7% | 3.5% | 3.6% | 4.1% |
| Consumer Durables | 3.0% | 3.0% | 3.0% | 3.6% | 3.9% | 3.9% |
| Leisure Services | 4.9% | 5.6% | 5.6% | 4.1% | 3.7% | 3.8% |
Allocation in Apr 2026change vs Mar 2026
- Banks (8)20.8%▼ 0.2 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, Apr 2026
3.4%
▲ 2.0 pts vs Mar 2026
- Cash alone
- 3.4%
- cash and net receivables
- A year earlier
- —
- no disclosure
- 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.