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Focused · Sundaram Mutual Fund · AMFI code 149531Sundaram Focused Fund
Disclosed for 17 months, Mar 2022 to Sep 2026.
Portfolio value
₹1,056 Cr
down ₹27 L vs Jan 2026
- Stocks held
- 28
- down 2 vs Jan 2026
- Top 10 weight
- 54.2%
- of the portfolio in its ten largest
- Cash & debt
- 6.6%
- cash, money market and debt
- Moves this month
- 0 in · 2 out
- added to 10, trimmed 11
Sundaram Focused Fund is an active equity fund in the Focused category from Sundaram Mutual Fund. In February 2026 it disclosed 28 stocks worth ₹1,056 Cr, down ₹27 L from Jan 2026. Its largest positions were HDFC Bank Limited (8.8%), ICICI Bank Limited (7.0%), TVS Motor Company Limited (6.1%); the ten largest together made up 54.2% of the portfolio, and Banks was the biggest sector at 30.9% of its equity. Cash and debt stood at 6.6%. Compared with Jan 2026 the fund entered 0 new stocks and exited 2.
Against 23 other Focused funds
Concentration
78%
Top-10 weight is higher than 78% of peers
Breadth
17%
Holds more stocks than 17% of peers
Cash
65%
Holds more cash than 65% of peers
What these mean: concentration · cash
Holdings in February 2026
Download CSVEvery line the fund disclosed, with the change against Jan 2026. 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 | 8.84% | down 0.41 pts | ₹93.3 Cr | down ₹4.4 Cr | Trimmed |
| ICICI Bank Limited | 7.00% | up 0.12 pts | ₹73.9 Cr | up ₹1.3 Cr | Added |
| Cash, TREPS & receivables | 6.65% | up 5.79 pts | ₹70.1 Cr | up ₹61.1 Cr | Added |
| TVS Motor Company Limited | 6.14% | up 0.31 pts | ₹64.9 Cr | up ₹3.2 Cr | Added |
| Bharti Airtel Limited | 6.14% | down 0.29 pts | ₹64.8 Cr | down ₹3.1 Cr | Trimmed |
| Craftsman Automation Limited | 5.40% | up 0.15 pts | ₹57 Cr | up ₹1.6 Cr | Added |
| Kotak Mahindra Bank Limited | 5.19% | up 0.09 pts | ₹54.8 Cr | up ₹95 L | Added |
| Happy Forgings Limited | 4.75% | up 0.84 pts | ₹50.1 Cr | up ₹8.8 Cr | Added |
| Infosys Limited | 3.78% | down 0.99 pts | ₹39.9 Cr | down ₹10.5 Cr | Trimmed |
| Avenue Supermarts Limited | 3.50% | up 0.14 pts | ₹36.9 Cr | up ₹1.5 Cr | Added |
| SBI Life Insurance Company Limited | 3.47% | up 0.07 pts | ₹36.7 Cr | up ₹70 L | Added |
| Apollo Hospitals Enterprise Limited | 3.33% | up 0.37 pts | ₹35.1 Cr | up ₹3.9 Cr | Added |
| City Union Bank Limited | 3.10% | down 0.20 pts | ₹32.7 Cr | down ₹2.2 Cr | Trimmed |
| InterGlobe Aviation Limited | 3.03% | up 0.15 pts | ₹32 Cr | up ₹1.5 Cr | Added |
| Tech Mahindra Limited | 2.89% | down 0.82 pts | ₹30.6 Cr | down ₹8.7 Cr | Trimmed |
| Triveni Turbine Limited | 2.75% | down 0.07 pts | ₹29 Cr | down ₹79 L | Trimmed |
| PI Industries Limited | 2.72% | down 0.07 pts | ₹28.7 Cr | down ₹72 L | Trimmed |
| Tata Consumer Products Limited | 2.64% | up 0.02 pts | ₹27.9 Cr | up ₹17 L | Added |
| State Bank of India | 2.40% | up 0.25 pts | ₹25.3 Cr | up ₹2.6 Cr | Added |
| Axis Bank Limited | 2.26% | up 0.02 pts | ₹23.9 Cr | up ₹23 L | Added |
| Mankind Pharma Limited | 2.15% | up 0.12 pts | ₹22.7 Cr | up ₹1.2 Cr | Added |
| Colgate Palmolive (India) Limited | 2.11% | up 0.13 pts | ₹22.2 Cr | up ₹1.4 Cr | Added |
| Trent Limited | 2.04% | up 0.06 pts | ₹21.5 Cr | up ₹63 L | Added |
| Go Digit General Insurance Ltd | 1.99% | up 0.07 pts | ₹21 Cr | up ₹70 L | Added |
| Info Edge (India) Limited | 1.97% | down 0.42 pts | ₹20.8 Cr | down ₹4.4 Cr | Trimmed |
| KEC International Limited | 1.37% | down 0.19 pts | ₹14.4 Cr | down ₹2 Cr | Trimmed |
| HCL Technologies Limited | 1.34% | down 0.29 pts | ₹14.1 Cr | down ₹3.1 Cr | Trimmed |
| Whirlpool of India Limited | 0.81% | up 0.13 pts | ₹8.5 Cr | up ₹1.3 Cr | Added |
| Aavas Financiers Limited | 0.19% | down 0.03 pts | ₹2 Cr | down ₹27 L | Trimmed |
| TVS Motor Company Ltd. Other | 0.07% | up <0.01 pts | ₹69 L | up ₹0 L | Held |
What changed, Jan 2026 to Feb 2026
New New positions (0)
None.
Exited Exited (2)
- Amber Enterprises India Limitedwas 3.1% · ₹32.6 Cr
- Dr. Reddy's Laboratories Limitedwas 1.9% · ₹20.5 Cr
Added Biggest additions
- Happy Forgings Limitedup ₹8.8 Cr (+0.84% pts)
- Apollo Hospitals Enterprise Limitedup ₹3.9 Cr (+0.37% pts)
- TVS Motor Company Limitedup ₹3.2 Cr (+0.31% 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 Jan 2026, the weight rose most in Banks (+1.7 pts) and Industrial Products (+1.1 pts), and fell most in Consumer Durables (−2.9 pts) and Pharmaceuticals & Biotechnology (−1.7 pts).
- Banks29.2% → 30.9%+1.7 pts
- Industrial Products3.9% → 5.1%+1.1 pts
- Automobiles5.9% → 6.6%+0.7 pts
- Healthcare Services3.0% → 3.6%+0.6 pts
- Auto Components5.3% → 5.8%+0.5 pts
- Insurance5.4% → 5.9%+0.5 pts
- Consumer Durables3.8% → 0.9%−2.9 pts
- Pharmaceuticals & Biotechnology4.0% → 2.3%−1.7 pts
- IT - Software10.2% → 8.6%−1.6 pts
- Construction1.6% → 1.5%−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 | Sep 2022 | Sep 2024 | Mar 2025 | Sep 2025 | Jan 2026 | Feb 2026 |
|---|---|---|---|---|---|---|
| Banks | 18.9% | 22.4% | 30.8% | 27.6% | 29.2% | 30.9% |
| IT - Software | 7.1% | 6.5% | 9.7% | 9.4% | 10.2% | 8.6% |
| Retailing | 4.3% | 11.5% | 3.9% | 7.5% | 7.8% | 8.0% |
| Automobiles | 5.7% | — | 6.2% | 7.9% | 5.9% | 6.6% |
| Telecom - Services | 4.1% | 7.6% | 6.3% | 6.6% | 6.5% | 6.6% |
| Insurance | — | — | 4.7% | 4.2% | 5.4% | 5.9% |
| Auto Components | 1.9% | 1.3% | 3.9% | 5.2% | 5.3% | 5.8% |
| Industrial Products | — | — | 2.9% | 3.7% | 3.9% | 5.1% |
| Healthcare Services | 2.3% | — | — | 3.4% | 3.0% | 3.6% |
| Transport Services | — | 2.3% | 3.0% | 3.4% | 2.9% | 3.2% |
Allocation in Feb 2026change vs Jan 2026
- Banks (6)30.9%▲ 1.7 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. More on reading cash.
Cash & debt, Feb 2026
6.6%
▲ 5.8 pts vs Jan 2026
- Cash alone
- 6.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 0.9% – 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.