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Focused · Sundaram Mutual Fund · AMFI code 149531Sundaram Focused Fund
Disclosed for 17 months, Mar 2022 to Sep 2026.
Portfolio value
₹1,073 Cr
up ₹28.8 Cr vs Mar 2025
- Stocks held
- 25
- down 1 vs Mar 2025
- Top 10 weight
- 55.3%
- of the portfolio in its ten largest
- Cash & debt
- 8.5%
- cash, money market and debt
- Moves this month
- 7 in · 8 out
- added to 10, trimmed 7
Sundaram Focused Fund is an active equity fund in the Focused category from Sundaram Mutual Fund. In September 2025 it disclosed 25 stocks worth ₹1,073 Cr, up ₹28.8 Cr from Mar 2025. Its largest positions were HDFC Bank Limited (9.3%), ICICI Bank Limited (8.7%), Bharti Airtel Limited (6.0%); the ten largest together made up 55.3% of the portfolio, and Banks was the biggest sector at 27.6% of its equity. Cash and debt stood at 8.5%. Compared with Mar 2025 the fund entered 7 new stocks and exited 8.
Against 23 other Focused funds
Concentration
83%
Top-10 weight is higher than 83% of peers
Breadth
4%
Holds more stocks than 4% of peers
Cash
78%
Holds more cash than 78% of peers
What these mean: concentration · cash
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| HDFC Bank Limited | 9.32% | down 0.32 pts | ₹99.9 Cr | down ₹61 L | Trimmed |
| ICICI Bank Limited | 8.75% | down 0.24 pts | ₹93.8 Cr | down ₹2 L | Held |
| Cash, TREPS & receivables | 8.55% | down 1.23 pts | ₹91.7 Cr | down ₹10.4 Cr | Trimmed |
| Bharti Airtel Limited | 6.04% | up 0.31 pts | ₹64.8 Cr | up ₹5 Cr | Added |
| TVS Motor Company Limited | 5.37% | up 1.49 pts | ₹57.6 Cr | up ₹17.1 Cr | Added |
| Kotak Mahindra Bank Limited | 4.90% | up 0.93 pts | ₹52.6 Cr | up ₹11.2 Cr | Added |
| Craftsman Automation Limited | 4.79% | up 1.26 pts | ₹51.4 Cr | up ₹14.5 Cr | Added |
| Bharat Petroleum Corporation Limited | 4.43% | up 4.43 pts | ₹47.6 Cr | up ₹47.6 Cr | New |
| Infosys Limited | 4.30% | down 0.51 pts | ₹46.1 Cr | down ₹4.1 Cr | Trimmed |
| Avenue Supermarts Limited | 4.00% | up 3.61 pts | ₹42.9 Cr | up ₹38.9 Cr | Added |
| Happy Forgings Limited | 3.36% | up 0.72 pts | ₹36.1 Cr | up ₹8.5 Cr | Added |
| InterGlobe Aviation Limited | 3.14% | up 0.45 pts | ₹33.7 Cr | up ₹5.6 Cr | Added |
| Apollo Hospitals Enterprise Limited | 3.10% | up 3.10 pts | ₹33.3 Cr | up ₹33.3 Cr | New |
| SBI Life Insurance Company Limited | 3.00% | up 3.00 pts | ₹32.2 Cr | up ₹32.2 Cr | New |
| Tech Mahindra Limited | 2.94% | down 0.12 pts | ₹31.5 Cr | down ₹40 L | Trimmed |
| PI Industries Limited | 2.88% | up 2.88 pts | ₹30.9 Cr | up ₹30.9 Cr | New |
| Triveni Turbine Limited | 2.87% | down 0.33 pts | ₹30.8 Cr | down ₹2.6 Cr | Trimmed |
| Info Edge (India) Limited | 2.81% | down 0.36 pts | ₹30.1 Cr | down ₹2.9 Cr | Trimmed |
| Amber Enterprises India Limited | 2.59% | up 2.59 pts | ₹27.7 Cr | up ₹27.7 Cr | New |
| Tata Consumer Products Limited | 2.57% | up 0.23 pts | ₹27.6 Cr | up ₹3.1 Cr | Added |
| City Union Bank Limited | 2.30% | up 2.30 pts | ₹24.7 Cr | up ₹24.7 Cr | New |
| KEC International Limited | 2.01% | up 2.01 pts | ₹21.5 Cr | up ₹21.5 Cr | New |
| Dr. Reddy's Laboratories Limited | 1.92% | down 2.12 pts | ₹20.5 Cr | down ₹21.5 Cr | Trimmed |
| Bajaj Auto Limited | 1.83% | up 0.12 pts | ₹19.6 Cr | up ₹1.8 Cr | Added |
| HCL Technologies Limited | 1.31% | up 0.41 pts | ₹14.1 Cr | up ₹4.7 Cr | Added |
| ICICI Lombard General Insurance Company Limited | 0.86% | down 3.35 pts | ₹9.2 Cr | down ₹34.7 Cr | Trimmed |
| TVS Motor Company Ltd. Other | 0.06% | up 0.06 pts | ₹67 L | up ₹67 L | New |
What changed, Mar 2025 to Sep 2025
New New positions (7)
- Bharat Petroleum Corporation Limited4.4% · ₹47.6 Cr
- Apollo Hospitals Enterprise Limited3.1% · ₹33.3 Cr
- SBI Life Insurance Company Limited3.0% · ₹32.2 Cr
- PI Industries Limited2.9% · ₹30.9 Cr
- Amber Enterprises India Limited2.6% · ₹27.7 Cr
- City Union Bank Limited2.3% · ₹24.7 Cr
- KEC International Limited2.0% · ₹21.5 Cr
Exited Exited (8)
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 2025, the weight rose most in Retailing (+3.5 pts) and Healthcare Services (+3.4 pts), and fell most in Pharmaceuticals & Biotechnology (−6.4 pts) and Banks (−3.1 pts).
- Retailing3.9% → 7.5%+3.5 pts
- Healthcare Services0.0% → 3.4%new+3.4 pts
- Fertilizers & Agrochemicals0.0% → 3.2%new+3.2 pts
- Consumer Durables0.0% → 2.8%new+2.8 pts
- Automobiles6.2% → 7.9%+1.7 pts
- Auto Components3.9% → 5.2%+1.3 pts
- Pharmaceuticals & Biotechnology8.5% → 2.1%−6.4 pts
- Banks30.8% → 27.6%−3.1 pts
- Electrical Equipment5.7% → 3.1%−2.5 pts
- Non - Ferrous Metals2.4% → 0.0%exited−2.4 pts
- Construction3.4% → 2.2%−1.2 pts
- Petroleum Products6.0% → 4.9%−1.1 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 | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Banks | 18.9% | 22.4% | 30.8% | 30.8% | 30.8% | 27.6% |
| IT - Software | 7.1% | 6.5% | 9.7% | 9.7% | 9.7% | 9.4% |
| Automobiles | 5.7% | — | 6.2% | 6.2% | 6.2% | 7.9% |
| Retailing | 4.3% | 11.5% | 3.9% | 3.9% | 3.9% | 7.5% |
| Telecom - Services | 4.1% | 7.6% | 6.3% | 6.3% | 6.3% | 6.6% |
| Auto Components | 1.9% | 1.3% | 3.9% | 3.9% | 3.9% | 5.2% |
| Petroleum Products | 5.9% | 5.8% | 6.0% | 6.0% | 6.0% | 4.9% |
| Insurance | — | — | 4.7% | 4.7% | 4.7% | 4.2% |
| Industrial Products | — | — | 2.9% | 2.9% | 2.9% | 3.7% |
| Transport Services | — | 2.3% | 3.0% | 3.0% | 3.0% | 3.4% |
Allocation in Sep 2025change vs Mar 2025
- Banks (4)27.6%▼ 3.1 pts
- IT - Software (3)9.4%▼ 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. More on reading cash.
Cash & debt, Sep 2025
8.5%
▼ 1.2 pts vs Mar 2025
- Cash alone
- 8.5%
- cash and net receivables
- A year earlier
- 3.9%
- Sep 2024 · now ▲ 4.6 pts
- Last 12 months
- 8.5% – 9.8%
- lowest to highest · record 11.2% in Mar 2023
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.