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Focused · Sundaram Mutual Fund · AMFI code 149531Sundaram Focused Fund
Disclosed for 17 months, Mar 2022 to Sep 2026.
Portfolio value
₹1,097 Cr
up ₹28.6 Cr vs Jul 2026
- Stocks held
- 29
- unchanged
- Top 10 weight
- 52.8%
- of the portfolio in its ten largest
- Cash & debt
- 6.7%
- cash, money market and debt
- Moves this month
- 1 in · 1 out
- added to 10, trimmed 12
Sundaram Focused Fund is an active equity fund in the Focused category from Sundaram Mutual Fund. In August 2026 it disclosed 29 stocks worth ₹1,097 Cr, up ₹28.6 Cr from Jul 2026. Its largest positions were Happy Forgings Limited (8.1%), ICICI Bank Limited (7.1%), TVS Motor Company Limited (6.6%); the ten largest together made up 52.8% of the portfolio, and Banks was the biggest sector at 26.8% of its equity. Cash and debt stood at 6.7%. Compared with Jul 2026 the fund entered 1 new stock and exited 1.
Against 23 other Focused funds
Concentration
65%
Top-10 weight is higher than 65% of peers
Breadth
35%
Holds more stocks than 35% of peers
Cash
65%
Holds more cash than 65% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Happy Forgings Limited | 8.08% | up 2.40 pts | ₹88.6 Cr | up ₹27.9 Cr | Added |
| ICICI Bank Limited | 7.10% | down 0.10 pts | ₹77.9 Cr | up ₹100 L | Added |
| Cash, TREPS & receivables | 6.67% | up 3.43 pts | ₹73.2 Cr | up ₹38.5 Cr | Added |
| TVS Motor Company Limited | 6.63% | down 0.13 pts | ₹72.8 Cr | up ₹47 L | Added |
| Craftsman Automation Limited | 6.19% | up 0.59 pts | ₹67.9 Cr | up ₹8 Cr | Added |
| Bharti Airtel Limited | 5.70% | down 0.67 pts | ₹62.5 Cr | down ₹5.5 Cr | Trimmed |
| Kotak Mahindra Bank Limited | 5.04% | up 0.22 pts | ₹55.3 Cr | up ₹3.8 Cr | Added |
| HDFC Bank Limited | 3.70% | down 3.66 pts | ₹40.6 Cr | down ₹38 Cr | Trimmed |
| Apollo Hospitals Enterprise Limited | 3.64% | down 0.12 pts | ₹40 Cr | down ₹26 L | Trimmed |
| Sedemac Mechatronics Limited | 3.49% | up 0.38 pts | ₹38.3 Cr | up ₹5 Cr | Added |
| Avenue Supermarts Limited | 3.25% | down 0.10 pts | ₹35.6 Cr | down ₹19 L | Trimmed |
| City Union Bank Limited | 3.22% | up 0.24 pts | ₹35.3 Cr | up ₹3.5 Cr | Added |
| Infosys Limited | 3.17% | down 0.07 pts | ₹34.8 Cr | up ₹11 L | Held |
| InterGlobe Aviation Limited | 3.16% | down 0.05 pts | ₹34.7 Cr | up ₹42 L | Added |
| Triveni Turbine Limited | 3.12% | down 0.21 pts | ₹34.3 Cr | down ₹1.4 Cr | Trimmed |
| SBI Life Insurance Company Limited | 2.86% | down 0.31 pts | ₹31.3 Cr | down ₹2.5 Cr | Trimmed |
| Info Edge (India) Limited | 2.42% | up 0.10 pts | ₹26.5 Cr | up ₹1.8 Cr | Added |
| Tata Consumer Products Limited | 2.31% | down 0.17 pts | ₹25.4 Cr | down ₹1.1 Cr | Trimmed |
| Go Digit General Insurance Ltd | 2.19% | up 0.51 pts | ₹24 Cr | up ₹6 Cr | Added |
| Trent Limited | 2.18% | down 0.16 pts | ₹23.9 Cr | down ₹1 Cr | Trimmed |
| Cholamandalam Investment and Finance Company Limited | 2.09% | down 0.05 pts | ₹22.9 Cr | up ₹9 L | Held |
| Axis Bank Limited | 2.04% | up 0.06 pts | ₹22.4 Cr | up ₹1.2 Cr | Added |
| Dalmia Bharat Limited | 2.04% | up 0.01 pts | ₹22.4 Cr | up ₹68 L | Added |
| State Bank of India | 2.04% | up 0.01 pts | ₹22.3 Cr | up ₹69 L | Added |
| PI Industries Limited | 1.99% | down 0.38 pts | ₹21.9 Cr | down ₹3.5 Cr | Trimmed |
| Bank of Baroda | 1.90% | up 1.90 pts | ₹20.8 Cr | up ₹20.8 Cr | New |
| HCL Technologies Limited | 1.22% | down 0.07 pts | ₹13.3 Cr | down ₹35 L | Trimmed |
| Jubilant Foodworks Limited | 1.05% | up 0.10 pts | ₹11.5 Cr | up ₹1.3 Cr | Added |
| Aavas Financiers Limited | 0.84% | down 0.09 pts | ₹9.2 Cr | down ₹72 L | Trimmed |
| KEC International Limited | 0.67% | down 0.10 pts | ₹7.3 Cr | down ₹93 L | Trimmed |
What changed, Jul 2026 to Aug 2026
New New positions (1)
- Bank of Baroda1.9% · ₹20.8 Cr
Exited Exited (1)
- Tech Mahindra Limitedwas 3.5% · ₹37.2 Cr
Added Biggest additions
- Happy Forgings Limitedup ₹27.9 Cr (+2.40% pts)
- Craftsman Automation Limitedup ₹8 Cr (+0.59% pts)
- Go Digit General Insurance Ltdup ₹6 Cr (+0.51% pts)
- Sedemac Mechatronics 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 Jul 2026, the weight rose most in Industrial Products (+2.8 pts) and Auto Components (+1.4 pts), and fell most in IT - Software (−3.6 pts) and Telecom - Services (−0.5 pts).
- Industrial Products5.9% → 8.7%+2.8 pts
- Auto Components9.0% → 10.4%+1.4 pts
- Insurance5.0% → 5.4%+0.4 pts
- Leisure Services1.0% → 1.1%+0.1 pts
- Retailing8.3% → 8.4%+0.1 pts
- Automobiles7.0% → 7.1%+0.1 pts
- IT - Software8.3% → 4.7%−3.6 pts
- Telecom - Services6.6% → 6.1%−0.5 pts
- Banks27.3% → 26.8%−0.4 pts
- Fertilizers & Agrochemicals2.5% → 2.1%−0.3 pts
- Electrical Equipment3.5% → 3.3%−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 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|
| Banks | 18.1% | 30.8% | 30.9% | 27.7% | 27.3% | 26.8% |
| Auto Components | 1.9% | 3.9% | 5.8% | 8.4% | 9.0% | 10.4% |
| Industrial Products | — | 2.9% | 5.1% | 5.3% | 5.9% | 8.7% |
| Retailing | 3.6% | 3.9% | 8.0% | 8.3% | 8.3% | 8.4% |
| Automobiles | 5.8% | 6.2% | 6.6% | 5.8% | 7.0% | 7.1% |
| Telecom - Services | — | 6.3% | 6.6% | 6.5% | 6.6% | 6.1% |
| Insurance | — | 4.7% | 5.9% | 5.4% | 5.0% | 5.4% |
| IT - Software | 9.9% | 9.7% | 8.6% | 8.4% | 8.3% | 4.7% |
| Healthcare Services | 1.5% | — | 3.6% | 3.8% | 3.9% | 3.9% |
| Transport Services | — | 3.0% | 3.2% | 3.0% | 3.3% | 3.4% |
Allocation in Aug 2026change vs Jul 2026
- Banks (7)26.8%▼ 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, Aug 2026
6.7%
▲ 3.4 pts vs Jul 2026
- Cash alone
- 6.7%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 0.9% – 8.5%
- 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.