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Multi Cap · Sundaram Mutual Fund · AMFI code 149666Sundaram Multi Cap Fund
Disclosed for 17 months, Mar 2022 to Sep 2026.
Portfolio value
₹2,615 Cr
down ₹299 Cr vs Sep 2024
- Stocks held
- 66
- down 2 vs Sep 2024
- Top 10 weight
- 33.3%
- of the portfolio in its ten largest
- Cash & debt
- 5.2%
- cash, money market and debt
- Moves this month
- 15 in · 17 out
- added to 10, trimmed 22
Sundaram Multi Cap Fund is an active equity fund in the Multi Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 66 stocks worth ₹2,615 Cr, down ₹299 Cr from Sep 2024. Its largest positions were HDFC Bank Limited (5.4%), ICICI Bank Limited (4.7%), Reliance Industries Limited (4.1%); the ten largest together made up 33.3% of the portfolio, and Banks was the biggest sector at 19.9% of its equity. Cash and debt stood at 5.2%. Compared with Sep 2024 the fund entered 15 new stocks and exited 17.
Against 32 other Multi Cap funds
Concentration
75%
Top-10 weight is higher than 75% of peers
Breadth
22%
Holds more stocks than 22% of peers
Cash
59%
Holds more cash than 59% of peers
What these mean: concentration · cash
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. 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 | 5.41% | up 0.97 pts | ₹141 Cr | up ₹12.1 Cr | Added |
| Cash, TREPS & receivables | 5.21% | up 1.64 pts | ₹136 Cr | up ₹32.2 Cr | Added |
| ICICI Bank Limited | 4.66% | up 2.67 pts | ₹122 Cr | up ₹64 Cr | Added |
| Reliance Industries Limited | 4.08% | down 0.48 pts | ₹107 Cr | down ₹26.1 Cr | Trimmed |
| Larsen & Toubro Limited | 3.43% | up 0.52 pts | ₹89.7 Cr | up ₹5 Cr | Added |
| Axis Bank Limited | 3.25% | up 0.81 pts | ₹85.1 Cr | up ₹13.9 Cr | Added |
| Kotak Mahindra Bank Limited | 3.25% | up 1.26 pts | ₹85 Cr | up ₹26.9 Cr | Added |
| Bharti Airtel Limited | 2.46% | up 0.72 pts | ₹64.4 Cr | up ₹13.7 Cr | Added |
| Affle (India) Limited | 2.30% | up 0.29 pts | ₹60.1 Cr | up ₹1.5 Cr | Added |
| Indian Bank | 2.26% | down 0.15 pts | ₹59 Cr | down ₹11.2 Cr | Trimmed |
| Amber Enterprises India Limited | 2.20% | up 0.72 pts | ₹57.7 Cr | up ₹14.4 Cr | Added |
| Infosys Limited | 2.19% | down 0.55 pts | ₹57.3 Cr | down ₹22.6 Cr | Trimmed |
| Jubilant Foodworks Limited | 2.09% | up 0.17 pts | ₹54.7 Cr | down ₹1.3 Cr | Trimmed |
| Lupin Limited | 2.09% | down 0.25 pts | ₹54.6 Cr | down ₹13.6 Cr | Trimmed |
| Jyothy Labs Limited | 1.85% | up 1.64 pts | ₹48.4 Cr | up ₹42.1 Cr | Added |
| Blue Star Limited | 1.79% | down 0.60 pts | ₹46.7 Cr | down ₹22.9 Cr | Trimmed |
| Fortis Healthcare Limited | 1.74% | down 0.06 pts | ₹45.6 Cr | down ₹7 Cr | Trimmed |
| Bharat Electronics Limited | 1.72% | up 0.28 pts | ₹44.9 Cr | up ₹3 Cr | Added |
| UltraTech Cement Limited | 1.69% | up 0.69 pts | ₹44.2 Cr | up ₹15.2 Cr | Added |
| JK Cement Limited | 1.68% | up 0.27 pts | ₹44 Cr | up ₹2.8 Cr | Added |
| Coal India Limited | 1.67% | up 0.47 pts | ₹43.7 Cr | up ₹8.6 Cr | Added |
| Marico Limited | 1.67% | up 0.61 pts | ₹43.6 Cr | up ₹12.7 Cr | Added |
| KEI Industries Limited | 1.63% | down 0.39 pts | ₹42.7 Cr | down ₹16.2 Cr | Trimmed |
| Tata Power Company Limited | 1.57% | up 1.57 pts | ₹41.1 Cr | up ₹41.1 Cr | New |
| Hindustan Petroleum Corporation Limited | 1.56% | up 0.32 pts | ₹40.7 Cr | up ₹4.6 Cr | Added |
| HCL Technologies Limited | 1.54% | up 1.54 pts | ₹40.2 Cr | up ₹40.2 Cr | New |
| Siemens Limited | 1.46% | up 1.46 pts | ₹38.3 Cr | up ₹38.3 Cr | New |
| Craftsman Automation Limited | 1.44% | up 0.27 pts | ₹37.7 Cr | up ₹3.6 Cr | Added |
| Computer Age Management Services Limited | 1.41% | down 0.79 pts | ₹36.9 Cr | down ₹27.2 Cr | Trimmed |
| Sundaram Clayton Limited | 1.38% | down 0.71 pts | ₹36 Cr | down ₹24.9 Cr | Trimmed |
| JB Chemicals & Pharmaceuticals Limited | 1.35% | down 0.10 pts | ₹35.4 Cr | down ₹7 Cr | Trimmed |
| Kajaria Ceramics Limited | 1.35% | down 0.69 pts | ₹35.2 Cr | down ₹24 Cr | Trimmed |
| Chalet Hotels Limited | 1.31% | up 0.17 pts | ₹34.1 Cr | up ₹1.1 Cr | Added |
| Cummins India Limited | 1.26% | up 0.48 pts | ₹33.1 Cr | up ₹10.2 Cr | Added |
| Info Edge (India) Limited | 1.26% | down 0.02 pts | ₹32.9 Cr | down ₹4.2 Cr | Trimmed |
| Tega Industries Limited | 1.24% | up 0.95 pts | ₹32.5 Cr | up ₹23.9 Cr | Added |
| United Breweries Limited | 1.14% | up 1.14 pts | ₹29.9 Cr | up ₹29.9 Cr | New |
| Kirloskar Oil Engines Limited | 1.09% | up 1.09 pts | ₹28.6 Cr | up ₹28.6 Cr | New |
| NTPC Limited | 1.08% | down 1.89 pts | ₹28.3 Cr | down ₹58.4 Cr | Trimmed |
| SKF India Limited | 1.07% | up 0.33 pts | ₹28.1 Cr | up ₹6.4 Cr | Added |
| MphasiS Limited | 1.07% | up 0.20 pts | ₹27.9 Cr | up ₹2.5 Cr | Added |
| LIC Housing Finance Limited | 1.06% | up 0.44 pts | ₹27.8 Cr | up ₹9.5 Cr | Added |
| APL Apollo Tubes Limited | 1.06% | up 0.54 pts | ₹27.8 Cr | up ₹12.5 Cr | Added |
| Orient Electric Limited | 1.03% | up 1.03 pts | ₹26.8 Cr | up ₹26.8 Cr | New |
| Finolex Industries Limited | 1.00% | up 1.00 pts | ₹26.1 Cr | up ₹26.1 Cr | New |
| Devyani International Limited | 0.99% | down 0.05 pts | ₹25.9 Cr | down ₹4.3 Cr | Trimmed |
| Dr. Reddy's Laboratories Limited | 0.95% | up 0.95 pts | ₹24.9 Cr | up ₹24.9 Cr | New |
| Kalyan Jewellers India Limited | 0.94% | down 1.02 pts | ₹24.7 Cr | down ₹32.5 Cr | Trimmed |
| Mahindra & Mahindra Limited | 0.90% | up 0.90 pts | ₹23.6 Cr | up ₹23.6 Cr | New |
| Metropolis Healthcare Limited | 0.90% | up 0.23 pts | ₹23.5 Cr | up ₹3.9 Cr | Added |
What changed, Sep 2024 to Mar 2025
New New positions (15)
- Tata Power Company Limited1.6% · ₹41.1 Cr
- HCL Technologies Limited1.5% · ₹40.2 Cr
- Siemens Limited1.5% · ₹38.3 Cr
- United Breweries Limited1.1% · ₹29.9 Cr
- Kirloskar Oil Engines Limited1.1% · ₹28.6 Cr
- Orient Electric Limited1.0% · ₹26.8 Cr
- Finolex Industries Limited1.0% · ₹26.1 Cr
- Dr. Reddy's Laboratories Limited1.0% · ₹24.9 Cr
- Mahindra & Mahindra Limited0.9% · ₹23.6 Cr
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 Sep 2024, the weight rose most in Banks (+5.9 pts) and Industrial Products (+2.1 pts), and fell most in Finance (−4.9 pts) and Realty (−2.8 pts).
- Banks13.9% → 19.9%+5.9 pts
- Industrial Products6.3% → 8.4%+2.1 pts
- Household Products0.2% → 2.0%+1.7 pts
- Electrical Equipment0.0% → 1.5%new+1.5 pts
- Beverages0.0% → 1.2%new+1.2 pts
- Cement & Cement Products2.5% → 3.6%+1.0 pts
- Finance6.1% → 1.1%−4.9 pts
- Realty2.8% → 0.0%exited−2.8 pts
- Automobiles3.0% → 1.0%−2.0 pts
- Non - Ferrous Metals1.8% → 0.0%exited−1.8 pts
- Diversified FMCG1.4% → 0.0%exited−1.4 pts
- Consumer Durables8.9% → 7.7%−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 | Mar 2022 | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|---|
| Banks | 18.5% | 15.5% | 13.9% | 13.9% | 13.9% | 19.9% |
| Industrial Products | 6.8% | 8.3% | 6.3% | 6.3% | 6.3% | 8.4% |
| Consumer Durables | 7.7% | 8.9% | 8.9% | 8.9% | 8.9% | 7.7% |
| IT - Software | 11.0% | 5.7% | 6.4% | 6.4% | 6.4% | 6.3% |
| Petroleum Products | 3.3% | 6.5% | 6.1% | 6.1% | 6.1% | 5.9% |
| Pharmaceuticals & Biotechnology | 3.4% | 4.6% | 5.5% | 5.5% | 5.5% | 4.6% |
| Leisure Services | 1.1% | 3.9% | 4.3% | 4.3% | 4.3% | 4.6% |
| Auto Components | 2.5% | 4.4% | 4.9% | 4.9% | 4.9% | 4.2% |
| Construction | 3.2% | 0.5% | 3.1% | 3.1% | 3.1% | 3.6% |
| Cement & Cement Products | 1.7% | 2.4% | 2.5% | 2.5% | 2.5% | 3.6% |
Allocation in Mar 2025change vs Sep 2024
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, Mar 2025
5.2%
▲ 1.6 pts vs Sep 2024
- Cash alone
- 5.2%
- cash and net receivables
- A year earlier
- 3.3%
- Mar 2024 · now ▲ 1.9 pts
- Last 12 months
- 3.6% – 5.2%
- lowest to highest · record 5.2% in Mar 2025
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.