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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
₹2,981 Cr
up ₹65.9 Cr vs Jun 2026
- Stocks held
- 80
- up 2 vs Jun 2026
- Top 10 weight
- 24.4%
- of the portfolio in its ten largest
- Cash & debt
- 1.6%
- cash, money market and debt
- Moves this month
- 4 in · 2 out
- added to 10, trimmed 26
Sundaram Multi Cap Fund is an active equity fund in the Multi Cap category from Sundaram Mutual Fund. In July 2026 it disclosed 80 stocks worth ₹2,981 Cr, up ₹65.9 Cr from Jun 2026. Its largest positions were Larsen & Toubro Limited (3.0%), Reliance Industries Limited (2.9%), ICICI Bank Limited (2.7%); the ten largest together made up 24.4% of the portfolio, and Banks was the biggest sector at 15.3% of its equity. Cash and debt stood at 1.6%. Compared with Jun 2026 the fund entered 4 new stocks and exited 2.
Against 32 other Multi Cap funds
Concentration
31%
Top-10 weight is higher than 31% of peers
Breadth
56%
Holds more stocks than 56% of peers
Cash
19%
Holds more cash than 19% of peers
What these mean: concentration · cash
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Larsen & Toubro Limited | 3.04% | down 0.23 pts | ₹90.6 Cr | down ₹4.7 Cr | Trimmed |
| Reliance Industries Limited | 2.85% | down 0.03 pts | ₹85 Cr | up ₹90 L | Added |
| ICICI Bank Limited | 2.72% | down 0.97 pts | ₹81 Cr | down ₹26.6 Cr | Trimmed |
| Kotak Mahindra Bank Limited | 2.68% | up 0.65 pts | ₹80 Cr | up ₹20.7 Cr | Added |
| Kirloskar Oil Engines Limited | 2.54% | down 0.26 pts | ₹75.7 Cr | down ₹6 Cr | Trimmed |
| Kalyan Jewellers India Limited | 2.35% | up 0.83 pts | ₹70 Cr | up ₹25.8 Cr | Added |
| Bharti Airtel Limited | 2.18% | up 0.09 pts | ₹64.9 Cr | up ₹3.9 Cr | Added |
| InterGlobe Aviation Limited | 2.00% | up 0.17 pts | ₹59.6 Cr | up ₹6.2 Cr | Added |
| Coforge Limited | 2.00% | up 0.26 pts | ₹59.6 Cr | up ₹8.8 Cr | Added |
| Eternal Limited | 2.00% | up 0.49 pts | ₹59.5 Cr | up ₹15.6 Cr | Added |
| HDFC Bank Limited | 1.97% | down 2.70 pts | ₹58.9 Cr | down ₹77.4 Cr | Trimmed |
| Sundaram Clayton Limited | 1.95% | up 0.10 pts | ₹58 Cr | up ₹4.1 Cr | Added |
| Affle (India) Limited | 1.87% | up 0.16 pts | ₹55.7 Cr | up ₹5.9 Cr | Added |
| Rategain Travel Technologies Limited | 1.80% | down <0.01 pts | ₹53.8 Cr | up ₹1.1 Cr | Added |
| Brigade Enterprises Limited | 1.75% | up 0.21 pts | ₹52.3 Cr | up ₹7.2 Cr | Added |
| Axis Bank Limited | 1.72% | up 0.34 pts | ₹51.3 Cr | up ₹10.9 Cr | Added |
| One 97 Communications Limited | 1.71% | up 0.22 pts | ₹51 Cr | up ₹7.7 Cr | Added |
| Bharat Electronics Limited | 1.67% | down 0.14 pts | ₹49.7 Cr | down ₹3.1 Cr | Trimmed |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 1.61% | down 0.03 pts | ₹48 Cr | up ₹21 L | Held |
| Cash, TREPS & receivables | 1.60% | down 0.74 pts | ₹47.7 Cr | down ₹20.4 Cr | Trimmed |
| DCB Bank Limited | 1.56% | down 0.03 pts | ₹46.5 Cr | up ₹22 L | Held |
| Ashok Leyland Limited | 1.56% | up 0.05 pts | ₹46.5 Cr | up ₹2.4 Cr | Added |
| Apollo Hospitals Enterprise Limited | 1.54% | up 0.01 pts | ₹46 Cr | up ₹1.4 Cr | Added |
| MTAR Technologies Limited | 1.52% | up 0.34 pts | ₹45.2 Cr | up ₹10.9 Cr | Added |
| Adani Ports and Special Economic Zone Limited | 1.48% | down 0.13 pts | ₹44.1 Cr | down ₹3 Cr | Trimmed |
| CEAT Limited | 1.48% | down 0.06 pts | ₹44 Cr | down ₹68 L | Trimmed |
| Mahindra & Mahindra Limited | 1.47% | up 0.11 pts | ₹43.8 Cr | up ₹4.2 Cr | Added |
| PB Fintech Limited | 1.46% | down <0.01 pts | ₹43.5 Cr | up ₹81 L | Added |
| Gland Pharma Limited | 1.44% | down 0.03 pts | ₹43 Cr | up ₹14 L | Held |
| Cholamandalam Financial Holdings Limited | 1.43% | up 1.43 pts | ₹42.6 Cr | up ₹42.6 Cr | New |
| Hindustan Petroleum Corporation Limited | 1.41% | up 0.05 pts | ₹41.9 Cr | up ₹2.5 Cr | Added |
| Info Edge (India) Limited | 1.39% | up 0.28 pts | ₹41.4 Cr | up ₹9.1 Cr | Added |
| Amber Enterprises India Limited | 1.37% | down 0.05 pts | ₹40.9 Cr | down ₹49 L | Trimmed |
| Fortis Healthcare Limited | 1.37% | down 0.05 pts | ₹40.8 Cr | down ₹52 L | Trimmed |
| Lupin Limited | 1.36% | down 0.03 pts | ₹40.4 Cr | down ₹7 L | Held |
| State Bank of India | 1.29% | down 0.03 pts | ₹38.5 Cr | up ₹2 L | Held |
| Max Financial Services Limited | 1.29% | down 0.10 pts | ₹38.3 Cr | down ₹2.2 Cr | Trimmed |
| Metropolis Healthcare Limited | 1.22% | up 0.06 pts | ₹36.3 Cr | up ₹2.6 Cr | Added |
| JK Cement Limited | 1.19% | down 0.03 pts | ₹35.4 Cr | down ₹0 L | Held |
| JSW Infrastructure Ltd | 1.17% | down 0.06 pts | ₹34.9 Cr | down ₹1.1 Cr | Trimmed |
| Thermax Limited | 1.17% | up 1.17 pts | ₹34.9 Cr | up ₹34.9 Cr | New |
| Five Star Business Finance Limited | 1.16% | up 0.07 pts | ₹34.6 Cr | up ₹2.7 Cr | Added |
| Tata Power Company Limited | 1.15% | down 0.04 pts | ₹34.3 Cr | down ₹43 L | Trimmed |
| Elecon Engineering Company Limited | 1.14% | down 0.34 pts | ₹33.9 Cr | down ₹9.3 Cr | Trimmed |
| Karur Vysya Bank Limited | 1.12% | up 0.13 pts | ₹33.5 Cr | up ₹4.5 Cr | Added |
| Tata Capital Limited | 1.10% | down 0.03 pts | ₹32.9 Cr | down ₹4 L | Held |
| Bharti Hexacom Limited | 1.08% | up 0.06 pts | ₹32.1 Cr | up ₹2.5 Cr | Added |
| APL Apollo Tubes Limited | 1.06% | down 0.01 pts | ₹31.7 Cr | up ₹54 L | Added |
| Coromandel International Limited | 1.04% | up 0.01 pts | ₹31.1 Cr | up ₹1 Cr | Added |
| GE Vernova T&D India Limited | 1.04% | down 0.18 pts | ₹31.1 Cr | down ₹4.5 Cr | Trimmed |
What changed, Jun 2026 to Jul 2026
New New positions (4)
- Cholamandalam Financial Holdings Limited1.4% · ₹42.6 Cr
- Thermax Limited1.2% · ₹34.9 Cr
- Bank of Baroda1.0% · ₹28.6 Cr
- Safari Industries (India) Limited0.9% · ₹27.8 Cr
Exited Exited (2)
- Marico Limitedwas 0.6% · ₹17.5 Cr
- HCL Technologies Limitedwas 0.5% · ₹14.1 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 Jun 2026, the weight rose most in Consumer Durables (+1.8 pts) and Finance (+1.0 pts), and fell most in Banks (−1.7 pts) and Industrial Products (−1.2 pts).
- Consumer Durables3.0% → 4.8%+1.8 pts
- Finance5.9% → 7.0%+1.0 pts
- Retailing2.7% → 3.5%+0.8 pts
- Electrical Equipment2.8% → 3.4%+0.7 pts
- Financial Technology (fintech)3.0% → 3.3%+0.2 pts
- Realty1.6% → 1.8%+0.2 pts
- Banks17.0% → 15.3%−1.7 pts
- Industrial Products4.9% → 3.7%−1.2 pts
- Agricultural Food & Other Products0.6% → 0.0%exited−0.6 pts
- Cement & Cement Products2.3% → 1.8%−0.5 pts
- Leisure Services2.6% → 2.1%−0.5 pts
- Construction3.4% → 3.1%−0.2 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 | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|
| Banks | 18.4% | 19.9% | 20.8% | 19.4% | 17.0% | 15.3% |
| Finance | 8.5% | 1.1% | 5.0% | 2.2% | 5.9% | 7.0% |
| Consumer Durables | 5.7% | 7.7% | 3.5% | 3.2% | 3.0% | 4.8% |
| Petroleum Products | 5.6% | 5.9% | 4.8% | 4.9% | 4.3% | 4.4% |
| Healthcare Services | 2.0% | 2.8% | 2.6% | 3.6% | 4.2% | 4.2% |
| Auto Components | 5.6% | 4.2% | 5.4% | 5.2% | 4.4% | 4.2% |
| Pharmaceuticals & Biotechnology | 5.0% | 4.6% | 3.5% | 4.0% | 4.0% | 3.9% |
| IT - Software | 6.5% | 6.3% | 4.8% | 4.6% | 4.1% | 3.9% |
| Industrial Products | 8.5% | 8.4% | 5.9% | 6.7% | 4.9% | 3.7% |
| Retailing | 0.9% | 1.3% | 2.0% | 1.1% | 2.7% | 3.5% |
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, Jul 2026
1.6%
▼ 0.7 pts vs Jun 2026
- Cash alone
- 1.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.6% – 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.