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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
₹4,718 Cr
up ₹93.1 Cr vs Apr 2026
- Stocks held
- 52
- up 1 vs Apr 2026
- Top 10 weight
- 40.9%
- of the portfolio in its ten largest
- Cash & debt
- 4.1%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 10, trimmed 23
Sundaram Services Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In May 2026 it disclosed 52 stocks worth ₹4,718 Cr, up ₹93.1 Cr from Apr 2026. Its largest positions were Bharti Airtel Limited (6.1%), HDFC Bank Limited (5.6%), Axis Bank Limited (5.0%); the ten largest together made up 40.9% of the portfolio, and Banks was the biggest sector at 20.4% of its equity. Cash and debt stood at 4.1%. Compared with Apr 2026 the fund entered 1 new stock and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
37%
Top-10 weight is higher than 37% of peers
Breadth
72%
Holds more stocks than 72% of peers
Cash
62%
Holds more cash than 62% of peers
Holdings in May 2026
Download CSVEvery line the fund disclosed, with the change against Apr 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 6.09%
- Δ weight
- down 0.32 pts
- Value
- ₹287 Cr
- Δ value
- down ₹9.1 Cr
- Status
- Trimmed
- Weight
- 5.61%
- Δ weight
- down 0.32 pts
- Value
- ₹265 Cr
- Δ value
- down ₹9.7 Cr
- Status
- Trimmed
- Weight
- 4.97%
- Δ weight
- down 0.03 pts
- Value
- ₹235 Cr
- Δ value
- up ₹3.3 Cr
- Status
- Added
- Weight
- 4.76%
- Δ weight
- up 0.07 pts
- Value
- ₹225 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 4.53%
- Δ weight
- down 0.47 pts
- Value
- ₹214 Cr
- Δ value
- down ₹17.7 Cr
- Status
- Trimmed
- Weight
- 4.17%
- Δ weight
- up 0.26 pts
- Value
- ₹197 Cr
- Δ value
- up ₹16.1 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 3.11%
- Δ weight
- down 0.33 pts
- Value
- ₹147 Cr
- Δ value
- down ₹12.3 Cr
- Status
- Trimmed
- Weight
- 2.85%
- Δ weight
- up 0.13 pts
- Value
- ₹135 Cr
- Δ value
- up ₹8.9 Cr
- Status
- Added
- Weight
- 2.69%
- Δ weight
- up 0.48 pts
- Value
- ₹127 Cr
- Δ value
- up ₹24.5 Cr
- Status
- Added
- Weight
- 2.62%
- Δ weight
- down 0.07 pts
- Value
- ₹124 Cr
- Δ value
- down ₹69 L
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 2.58%
- Δ weight
- down 0.02 pts
- Value
- ₹122 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 2.56%
- Δ weight
- up <0.01 pts
- Value
- ₹121 Cr
- Δ value
- up ₹2.5 Cr
- Status
- Added
- Weight
- 2.53%
- Δ weight
- up 0.05 pts
- Value
- ₹119 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 2.50%
- Δ weight
- down 0.09 pts
- Value
- ₹118 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- down 0.23 pts
- Value
- ₹112 Cr
- Δ value
- down ₹8.6 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- up 0.20 pts
- Value
- ₹112 Cr
- Δ value
- up ₹11.4 Cr
- Status
- Added
- Weight
- 2.26%
- Δ weight
- up 0.11 pts
- Value
- ₹106 Cr
- Δ value
- up ₹7.3 Cr
- Status
- Added
- Weight
- 2.22%
- Δ weight
- down 0.01 pts
- Value
- ₹105 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 2.06%
- Δ weight
- up 0.29 pts
- Value
- ₹97.1 Cr
- Δ value
- up ₹15.4 Cr
- Status
- Added
- Weight
- 2.02%
- Δ weight
- up 0.11 pts
- Value
- ₹95.4 Cr
- Δ value
- up ₹6.9 Cr
- Status
- Added
- Weight
- 1.88%
- Δ weight
- up 0.02 pts
- Value
- ₹88.5 Cr
- Δ value
- up ₹2.5 Cr
- Status
- Added
- Weight
- 1.81%
- Δ weight
- down 0.09 pts
- Value
- ₹85.3 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 1.72%
- Δ weight
- up 0.10 pts
- Value
- ₹81.2 Cr
- Δ value
- up ₹6.3 Cr
- Status
- Added
- Weight
- 1.66%
- Δ weight
- up 0.04 pts
- Value
- ₹78.5 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 1.53%
- Δ weight
- down 0.03 pts
- Value
- ₹72.1 Cr
- Δ value
- up ₹17 L
- Status
- Held
- Weight
- 1.46%
- Δ weight
- up 0.10 pts
- Value
- ₹69.1 Cr
- Δ value
- up ₹5.9 Cr
- Status
- Added
- Weight
- 1.29%
- Δ weight
- down 0.07 pts
- Value
- ₹60.8 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- up <0.01 pts
- Value
- ₹57.8 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- up 0.09 pts
- Value
- ₹56.7 Cr
- Δ value
- up ₹5.4 Cr
- Status
- Added
- Weight
- 1.12%
- Δ weight
- down 0.02 pts
- Value
- ₹52.7 Cr
- Δ value
- up ₹18 L
- Status
- Held
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 1.11%
- Δ weight
- down 0.02 pts
- Value
- ₹52.6 Cr
- Δ value
- up ₹12 L
- Status
- Held
- Weight
- 1.10%
- Δ weight
- up 0.02 pts
- Value
- ₹52.1 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- down 0.07 pts
- Value
- ₹51.5 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- down 0.09 pts
- Value
- ₹51.3 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.17 pts
- Value
- ₹50.7 Cr
- Δ value
- down ₹6.9 Cr
- Status
- Trimmed
- 364 Days - T BillDebt
- Weight
- 1.00%
- Δ weight
- up 1.00 pts
- Value
- ₹47.3 Cr
- Δ value
- up ₹47.3 Cr
- Status
- New
- Weight
- 0.97%
- Δ weight
- up 0.12 pts
- Value
- ₹45.8 Cr
- Δ value
- up ₹6.5 Cr
- Status
- Added
- Weight
- 0.95%
- Δ weight
- down 0.03 pts
- Value
- ₹44.9 Cr
- Δ value
- down ₹66 L
- Status
- Trimmed
- Weight
- 0.91%
- Δ weight
- up 0.04 pts
- Value
- ₹43.1 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- up 0.09 pts
- Value
- ₹42.9 Cr
- Δ value
- up ₹5 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- down 0.09 pts
- Value
- ₹42.7 Cr
- Δ value
- down ₹3.5 Cr
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- up 0.03 pts
- Value
- ₹42.1 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.89%
- Δ weight
- down 0.03 pts
- Value
- ₹41.8 Cr
- Δ value
- down ₹75 L
- Status
- Trimmed
- Weight
- 0.80%
- Δ weight
- down 0.16 pts
- Value
- ₹37.8 Cr
- Δ value
- down ₹6.8 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.04 pts
- Value
- ₹35.4 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- down 0.02 pts
- Value
- ₹35.1 Cr
- Δ value
- down ₹35 L
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹35 Cr
- Δ value
- up ₹35 Cr
- Status
- New
- Weight
- 0.72%
- Δ weight
- down 0.10 pts
- Value
- ₹33.9 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.02 pts
- Value
- ₹33.1 Cr
- Δ value
- down ₹28 L
- Status
- Trimmed
- Weight
- 0.65%
- Δ weight
- down 0.01 pts
- Value
- ₹30.8 Cr
- Δ value
- up ₹18 L
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.01 pts
- Value
- ₹29.1 Cr
- Δ value
- up ₹21 L
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.04 pts
- Value
- ₹29 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.57%
- Δ weight
- down 0.04 pts
- Value
- ₹26.7 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.19%
- Δ weight
- down 1.01 pts
- Value
- ₹9.1 Cr
- Δ value
- down ₹46.7 Cr
- Status
- Trimmed
- Weight
- 0.19%
- Δ weight
- down 0.01 pts
- Value
- ₹9.1 Cr
- Δ value
- down ₹44 L
- Status
- Trimmed
What changed, Apr 2026 to May 2026
New New positions (1)
- Onemi Technology Solutions Limited0.7% · ₹35 Cr
Exited Exited (0)
None.
Added Biggest additions
- Rategain Travel Technologies Limitedup ₹24.5 Cr (+0.48% pts)
- Adani Ports and Special Economic Zone Limitedup ₹16.1 Cr (+0.26% pts)
- Coforge Limitedup ₹15.4 Cr (+0.29% pts)
- InterGlobe Aviation Limitedup ₹11.4 Cr (+0.20% 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 Apr 2026, the weight rose most in IT - Software (+0.8 pts) and Finance (+0.5 pts), and fell most in Insurance (−1.0 pts) and Petroleum Products (−0.5 pts).
- IT - Software5.8% → 6.6%+0.8 pts
- Finance13.5% → 13.9%+0.5 pts
- Healthcare Services7.0% → 7.4%+0.4 pts
- Transport Infrastructure4.1% → 4.4%+0.3 pts
- Retailing7.4% → 7.6%+0.2 pts
- Transport Services3.7% → 3.9%+0.2 pts
- Insurance2.2% → 1.2%−1.0 pts
- Petroleum Products5.2% → 4.8%−0.5 pts
- Banks20.8% → 20.4%−0.4 pts
- Leisure Services3.8% → 3.6%−0.2 pts
- Telecom - Services9.8% → 9.6%−0.2 pts
- Consumer Durables3.9% → 3.8%−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 | Feb 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|
| Banks | 24.9% | 22.0% | 22.1% | 21.8% | 20.8% | 20.4% |
| Finance | 15.0% | 12.4% | 10.7% | 13.6% | 13.5% | 13.9% |
| Telecom - Services | 7.3% | 11.8% | 10.4% | 10.1% | 9.8% | 9.6% |
| Retailing | 1.2% | 6.4% | 8.4% | 6.9% | 7.4% | 7.6% |
| Healthcare Services | 6.5% | 7.5% | 7.8% | 7.0% | 7.0% | 7.4% |
| IT - Software | 5.6% | 6.1% | 6.4% | 5.7% | 5.8% | 6.6% |
| Petroleum Products | 5.7% | 5.6% | 5.0% | 4.9% | 5.2% | 4.8% |
| Transport Infrastructure | 1.3% | 3.7% | 3.7% | 3.8% | 4.1% | 4.4% |
| Transport Services | 2.6% | 1.5% | 2.5% | 3.7% | 3.7% | 3.9% |
| Consumer Durables | 3.0% | 3.0% | 3.0% | 3.9% | 3.9% | 3.8% |
Allocation in May 2026change vs Apr 2026
- Banks (8)20.4%▼ 0.4 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, May 2026
4.1%
▲ 0.7 pts vs Apr 2026
- Cash alone
- 3.1%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.5% – 4.1%
- 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.