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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
₹2,915 Cr
up ₹108 Cr vs May 2026
- Stocks held
- 78
- up 3 vs May 2026
- Top 10 weight
- 26.9%
- of the portfolio in its ten largest
- Cash & debt
- 2.3%
- cash, money market and debt
- Moves this month
- 5 in · 2 out
- added to 10, trimmed 27
Sundaram Multi Cap Fund is an active equity fund in the Multi Cap category from Sundaram Mutual Fund. In June 2026 it disclosed 78 stocks worth ₹2,915 Cr, up ₹108 Cr from May 2026. Its largest positions were HDFC Bank Limited (4.7%), ICICI Bank Limited (3.7%), Larsen & Toubro Limited (3.3%); the ten largest together made up 26.9% of the portfolio, and Banks was the biggest sector at 17.0% of its equity. Cash and debt stood at 2.3%. Compared with May 2026 the fund entered 5 new stocks and exited 2.
Against 32 other Multi Cap funds
Concentration
50%
Top-10 weight is higher than 50% of peers
Breadth
56%
Holds more stocks than 56% of peers
Cash
28%
Holds more cash than 28% of peers
What these mean: concentration · cash
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 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 | 4.67% | down 0.10 pts | ₹136 Cr | up ₹2.2 Cr | Added |
| ICICI Bank Limited | 3.69% | down 0.34 pts | ₹108 Cr | down ₹5.5 Cr | Trimmed |
| Larsen & Toubro Limited | 3.27% | down 0.07 pts | ₹95.3 Cr | up ₹1.5 Cr | Added |
| Reliance Industries Limited | 2.89% | down 0.17 pts | ₹84.1 Cr | down ₹1.8 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 2.81% | up 0.43 pts | ₹81.8 Cr | up ₹15.1 Cr | Added |
| Cash, TREPS & receivables | 2.33% | down 0.39 pts | ₹68.1 Cr | down ₹8.5 Cr | Trimmed |
| Bharti Airtel Limited | 2.09% | down 1.06 pts | ₹60.9 Cr | down ₹27.4 Cr | Trimmed |
| Kotak Mahindra Bank Limited | 2.03% | down 0.48 pts | ₹59.3 Cr | down ₹11.2 Cr | Trimmed |
| Sundaram Clayton Limited | 1.85% | down 0.05 pts | ₹53.9 Cr | up ₹48 L | Added |
| InterGlobe Aviation Limited | 1.83% | up 0.65 pts | ₹53.4 Cr | up ₹20.3 Cr | Added |
| Bharat Electronics Limited | 1.81% | down 0.06 pts | ₹52.7 Cr | up ₹13 L | Held |
| Rategain Travel Technologies Limited | 1.81% | up 0.25 pts | ₹52.6 Cr | up ₹8.9 Cr | Added |
| Coforge Limited | 1.74% | down 0.01 pts | ₹50.7 Cr | up ₹1.5 Cr | Added |
| Affle (India) Limited | 1.71% | down 0.12 pts | ₹49.9 Cr | down ₹1.5 Cr | Trimmed |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 1.64% | up 0.09 pts | ₹47.8 Cr | up ₹4.4 Cr | Added |
| Adani Ports and Special Economic Zone Limited | 1.61% | down 0.06 pts | ₹47.1 Cr | up ₹15 L | Held |
| DCB Bank Limited | 1.59% | up 0.03 pts | ₹46.3 Cr | up ₹2.5 Cr | Added |
| Brigade Enterprises Limited | 1.55% | down 0.02 pts | ₹45.1 Cr | up ₹1 Cr | Added |
| CEAT Limited | 1.53% | up 0.05 pts | ₹44.7 Cr | up ₹3.1 Cr | Added |
| Apollo Hospitals Enterprise Limited | 1.53% | up 0.03 pts | ₹44.6 Cr | up ₹2.6 Cr | Added |
| Kalyan Jewellers India Limited | 1.52% | up 0.17 pts | ₹44.2 Cr | up ₹6.5 Cr | Added |
| Ashok Leyland Limited | 1.51% | up 1.51 pts | ₹44.1 Cr | up ₹44.1 Cr | New |
| Eternal Limited | 1.51% | up 0.37 pts | ₹43.9 Cr | up ₹12.1 Cr | Added |
| One 97 Communications Limited | 1.49% | down 0.03 pts | ₹43.4 Cr | up ₹86 L | Added |
| Elecon Engineering Company Limited | 1.48% | up 0.01 pts | ₹43.2 Cr | up ₹1.9 Cr | Added |
| Gland Pharma Limited | 1.47% | up 0.09 pts | ₹42.9 Cr | up ₹4.2 Cr | Added |
| PB Fintech Limited | 1.46% | down 0.02 pts | ₹42.7 Cr | up ₹1.1 Cr | Added |
| Amber Enterprises India Limited | 1.42% | down 0.07 pts | ₹41.4 Cr | down ₹47 L | Trimmed |
| Fortis Healthcare Limited | 1.42% | down 0.01 pts | ₹41.3 Cr | up ₹1.2 Cr | Added |
| Max Financial Services Limited | 1.39% | down 0.14 pts | ₹40.5 Cr | down ₹2.3 Cr | Trimmed |
| Lupin Limited | 1.39% | up 0.04 pts | ₹40.5 Cr | up ₹2.5 Cr | Added |
| Axis Bank Limited | 1.38% | up 0.01 pts | ₹40.4 Cr | up ₹1.8 Cr | Added |
| Mahindra & Mahindra Limited | 1.36% | down 1.07 pts | ₹39.5 Cr | down ₹28.4 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 1.35% | down 0.05 pts | ₹39.4 Cr | up ₹6 L | Held |
| State Bank of India | 1.32% | up 0.03 pts | ₹38.5 Cr | up ₹2.3 Cr | Added |
| JSW Infrastructure Ltd | 1.23% | up 1.23 pts | ₹36 Cr | up ₹36 Cr | New |
| GE Vernova T&D India Limited | 1.22% | down 0.29 pts | ₹35.5 Cr | down ₹6.9 Cr | Trimmed |
| JK Cement Limited | 1.21% | up 0.02 pts | ₹35.4 Cr | up ₹1.8 Cr | Added |
| Tata Power Company Limited | 1.19% | down 0.16 pts | ₹34.7 Cr | down ₹3.2 Cr | Trimmed |
| MTAR Technologies Limited | 1.18% | up 1.18 pts | ₹34.3 Cr | up ₹34.3 Cr | New |
| Metropolis Healthcare Limited | 1.16% | down 0.08 pts | ₹33.7 Cr | down ₹95 L | Trimmed |
| Tata Capital Limited | 1.13% | up 0.15 pts | ₹32.9 Cr | up ₹5.4 Cr | Added |
| Info Edge (India) Limited | 1.11% | down 0.06 pts | ₹32.3 Cr | down ₹56 L | Trimmed |
| Five Star Business Finance Limited | 1.10% | up 0.41 pts | ₹31.9 Cr | up ₹12.7 Cr | Added |
| APL Apollo Tubes Limited | 1.07% | down 0.07 pts | ₹31.1 Cr | down ₹74 L | Trimmed |
| NTPC Limited | 1.06% | up 0.15 pts | ₹30.8 Cr | up ₹5.3 Cr | Added |
| Zydus Lifesciences Limited | 1.05% | down 0.01 pts | ₹30.6 Cr | up ₹96 L | Added |
| Mahindra & Mahindra Financial Services Limited | 1.04% | up <0.01 pts | ₹30.2 Cr | up ₹1.2 Cr | Added |
| Tata Steel Limited | 1.03% | down 0.15 pts | ₹30.1 Cr | down ₹3.2 Cr | Trimmed |
| Coromandel International Limited | 1.03% | up 0.09 pts | ₹30.1 Cr | up ₹3.8 Cr | Added |
What changed, May 2026 to Jun 2026
New New positions (5)
- Ashok Leyland Limited1.5% · ₹44.1 Cr
- JSW Infrastructure Ltd1.2% · ₹36 Cr
- MTAR Technologies Limited1.2% · ₹34.3 Cr
- Bharti Hexacom Limited1.0% · ₹29.6 Cr
- Aavas Financiers Limited0.9% · ₹25.5 Cr
Exited Exited (2)
- Jyothy Labs Limitedwas 0.9% · ₹24.5 Cr
- Indian Bankwas 0.1% · ₹1.6 Cr
Added Biggest additions
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 May 2026, the weight rose most in Agricultural, Commercial & Construction Vehicles (+1.6 pts) and Finance (+1.5 pts), and fell most in Banks (−1.1 pts) and Automobiles (−1.1 pts).
- Agricultural, Commercial & Construction Vehicles0.0% → 1.6%new+1.6 pts
- Finance4.4% → 5.9%+1.5 pts
- Transport Infrastructure1.7% → 2.9%+1.2 pts
- Aerospace & Defense1.9% → 3.1%+1.1 pts
- Transport Services1.2% → 1.9%+0.7 pts
- Retailing2.4% → 2.7%+0.3 pts
- Banks18.2% → 17.0%−1.1 pts
- Automobiles2.5% → 1.4%−1.1 pts
- Household Products0.9% → 0.0%exited−0.9 pts
- Leisure Services3.3% → 2.6%−0.6 pts
- IT - Software4.6% → 4.1%−0.5 pts
- Agricultural Food & Other Products1.0% → 0.6%−0.4 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 | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Banks | 18.4% | 19.9% | 20.3% | 19.2% | 18.2% | 17.0% |
| Finance | 8.5% | 1.1% | 3.2% | 2.8% | 4.4% | 5.9% |
| Industrial Products | 8.5% | 8.4% | 7.7% | 6.7% | 4.7% | 4.9% |
| Auto Components | 5.6% | 4.2% | 4.7% | 4.9% | 4.5% | 4.4% |
| Petroleum Products | 5.6% | 5.9% | 5.3% | 5.2% | 4.6% | 4.3% |
| Healthcare Services | 2.0% | 2.8% | 3.5% | 2.7% | 4.3% | 4.2% |
| IT - Software | 6.5% | 6.3% | 6.3% | 4.7% | 4.6% | 4.1% |
| Pharmaceuticals & Biotechnology | 5.0% | 4.6% | 3.8% | 4.4% | 3.9% | 4.0% |
| Construction | 1.4% | 3.6% | 4.0% | 3.7% | 3.4% | 3.4% |
| Telecom - Services | 2.1% | 2.6% | 3.0% | 3.5% | 3.2% | 3.2% |
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, Jun 2026
2.3%
▼ 0.4 pts vs May 2026
- Cash alone
- 2.3%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.0% – 5.0%
- 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.