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Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 144836Sundaram Services Fund
Disclosed for 23 months, Mar 2019 to Sep 2026.
Portfolio value
₹4,426 Cr
up ₹680 Cr vs Mar 2025
- Stocks held
- 51
- up 1 vs Mar 2025
- Top 10 weight
- 42.8%
- of the portfolio in its ten largest
- Cash & debt
- 2.1%
- cash, money market and debt
- Moves this month
- 4 in · 3 out
- added to 10, trimmed 11
Sundaram Services Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In September 2025 it disclosed 51 stocks worth ₹4,426 Cr, up ₹680 Cr from Mar 2025. Its largest positions were Bharti Airtel Limited (7.7%), HDFC Bank Limited (7.0%), Eternal Limited (4.8%); the ten largest together made up 42.8% of the portfolio, and Banks was the biggest sector at 22.1% of its equity. Cash and debt stood at 2.1%. Compared with Mar 2025 the fund entered 4 new stocks and exited 3.
Against 226 other Sectoral / Thematic funds
Concentration
42%
Top-10 weight is higher than 42% of peers
Breadth
68%
Holds more stocks than 68% of peers
Cash
31%
Holds more cash than 31% of peers
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 7.69%
- Δ weight
- up 1.80 pts
- Value
- ₹340 Cr
- Δ value
- up ₹120 Cr
- Status
- Added
- Weight
- 6.96%
- Δ weight
- down 0.94 pts
- Value
- ₹308 Cr
- Δ value
- up ₹12 Cr
- Status
- Added
- Weight
- 4.82%
- Δ weight
- up 1.29 pts
- Value
- ₹214 Cr
- Δ value
- up ₹81.2 Cr
- Status
- Added
- Weight
- 4.72%
- Δ weight
- down 0.49 pts
- Value
- ₹209 Cr
- Δ value
- up ₹13.6 Cr
- Status
- Added
- Weight
- 4.28%
- Δ weight
- up 0.81 pts
- Value
- ₹189 Cr
- Δ value
- up ₹59.5 Cr
- Status
- Added
- Weight
- 3.46%
- Δ weight
- up 0.01 pts
- Value
- ₹153 Cr
- Δ value
- up ₹24 Cr
- Status
- Added
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 2.83%
- Δ weight
- up 2.83 pts
- Value
- ₹125 Cr
- Δ value
- up ₹125 Cr
- Status
- New
- Weight
- 2.75%
- Δ weight
- down 0.15 pts
- Value
- ₹122 Cr
- Δ value
- up ₹13 Cr
- Status
- Added
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 2.67%
- Δ weight
- up 0.17 pts
- Value
- ₹118 Cr
- Δ value
- up ₹24.5 Cr
- Status
- Added
- Weight
- 2.62%
- Δ weight
- up 0.94 pts
- Value
- ₹116 Cr
- Δ value
- up ₹52.9 Cr
- Status
- Added
- Weight
- 2.53%
- Δ weight
- down 0.46 pts
- Value
- ₹112 Cr
- Δ value
- down ₹3 L
- Status
- Held
- Weight
- 2.51%
- Δ weight
- down 0.20 pts
- Value
- ₹111 Cr
- Δ value
- up ₹9.6 Cr
- Status
- Added
- Weight
- 2.47%
- Δ weight
- down 0.22 pts
- Value
- ₹109 Cr
- Δ value
- up ₹8.6 Cr
- Status
- Added
- Weight
- 2.43%
- Δ weight
- up 0.03 pts
- Value
- ₹107 Cr
- Δ value
- up ₹17.5 Cr
- Status
- Added
- Weight
- 2.32%
- Δ weight
- up 0.21 pts
- Value
- ₹103 Cr
- Δ value
- up ₹23.5 Cr
- Status
- Added
- Weight
- 2.22%
- Δ weight
- up 0.17 pts
- Value
- ₹98.3 Cr
- Δ value
- up ₹21.3 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 2.13%
- Δ weight
- down 0.62 pts
- Value
- ₹94.3 Cr
- Δ value
- down ₹8.9 Cr
- Status
- Trimmed
- Weight
- 2.10%
- Δ weight
- down 0.16 pts
- Value
- ₹92.9 Cr
- Δ value
- up ₹8.4 Cr
- Status
- Added
- Weight
- 2.09%
- Δ weight
- down 0.07 pts
- Value
- ₹92.3 Cr
- Δ value
- up ₹11.5 Cr
- Status
- Added
- Weight
- 1.77%
- Δ weight
- up 0.53 pts
- Value
- ₹78.5 Cr
- Δ value
- up ₹31.8 Cr
- Status
- Added
- Weight
- 1.65%
- Δ weight
- down 0.40 pts
- Value
- ₹73 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 1.61%
- Δ weight
- down 0.29 pts
- Value
- ₹71.2 Cr
- Δ value
- up ₹8 L
- Status
- Held
- Weight
- 1.54%
- Δ weight
- up 0.11 pts
- Value
- ₹68.2 Cr
- Δ value
- up ₹14.6 Cr
- Status
- Added
- Weight
- 1.43%
- Δ weight
- down 0.18 pts
- Value
- ₹63.1 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 1.37%
- Δ weight
- up 0.55 pts
- Value
- ₹60.4 Cr
- Δ value
- up ₹30 Cr
- Status
- Added
- Weight
- 1.31%
- Δ weight
- up 0.05 pts
- Value
- ₹58 Cr
- Δ value
- up ₹10.8 Cr
- Status
- Added
- Weight
- 1.27%
- Δ weight
- down 0.04 pts
- Value
- ₹56.3 Cr
- Δ value
- up ₹7.3 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- up 0.01 pts
- Value
- ₹55.8 Cr
- Δ value
- up ₹9 Cr
- Status
- Added
- Weight
- 1.24%
- Δ weight
- down 0.36 pts
- Value
- ₹54.9 Cr
- Δ value
- down ₹5.1 Cr
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- up 0.41 pts
- Value
- ₹54.3 Cr
- Δ value
- up ₹23.7 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 1.21 pts
- Value
- ₹53.6 Cr
- Δ value
- up ₹53.6 Cr
- Status
- New
- Weight
- 1.21%
- Δ weight
- up 0.31 pts
- Value
- ₹53.3 Cr
- Δ value
- up ₹19.8 Cr
- Status
- Added
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 1.15%
- Δ weight
- down 0.19 pts
- Value
- ₹50.7 Cr
- Δ value
- up ₹61 L
- Status
- Added
- Weight
- 1.12%
- Δ weight
- down 0.32 pts
- Value
- ₹49.6 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- down 0.23 pts
- Value
- ₹49.3 Cr
- Δ value
- down ₹87 L
- Status
- Trimmed
- Weight
- 1.08%
- Δ weight
- up 1.08 pts
- Value
- ₹47.6 Cr
- Δ value
- up ₹47.6 Cr
- Status
- Added
- Weight
- 1.06%
- Δ weight
- down 0.90 pts
- Value
- ₹47 Cr
- Δ value
- down ₹26.6 Cr
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- down 0.01 pts
- Value
- ₹45.4 Cr
- Δ value
- up ₹6.6 Cr
- Status
- Added
- Weight
- 1.01%
- Δ weight
- up 0.39 pts
- Value
- ₹44.5 Cr
- Δ value
- up ₹21.5 Cr
- Status
- Added
- Weight
- 0.99%
- Δ weight
- up 0.04 pts
- Value
- ₹44 Cr
- Δ value
- up ₹8.2 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.98 pts
- Value
- ₹43.2 Cr
- Δ value
- up ₹43.2 Cr
- Status
- New
- Weight
- 0.95%
- Δ weight
- up 0.22 pts
- Value
- ₹42 Cr
- Δ value
- up ₹14.6 Cr
- Status
- Added
- Weight
- 0.94%
- Δ weight
- down 0.40 pts
- Value
- ₹41.5 Cr
- Δ value
- down ₹8.7 Cr
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- up 0.28 pts
- Value
- ₹41 Cr
- Δ value
- up ₹16.8 Cr
- Status
- Added
- Weight
- 0.88%
- Δ weight
- up 0.88 pts
- Value
- ₹38.9 Cr
- Δ value
- up ₹38.9 Cr
- Status
- New
- Weight
- 0.87%
- Δ weight
- down 0.17 pts
- Value
- ₹38.6 Cr
- Δ value
- down ₹50 L
- Status
- Trimmed
- Weight
- 0.76%
- Δ weight
- down 0.05 pts
- Value
- ₹33.5 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 0.68%
- Δ weight
- up 0.13 pts
- Value
- ₹30.2 Cr
- Δ value
- up ₹9.6 Cr
- Status
- Added
- Weight
- 0.66%
- Δ weight
- down 0.15 pts
- Value
- ₹29.4 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- up 0.03 pts
- Value
- ₹26.5 Cr
- Δ value
- up ₹5.1 Cr
- Status
- Added
- Weight
- 0.45%
- Δ weight
- down 0.36 pts
- Value
- ₹19.8 Cr
- Δ value
- down ₹10.6 Cr
- Status
- Trimmed
- Weight
- 0.44%
- Δ weight
- up 0.44 pts
- Value
- ₹19.4 Cr
- Δ value
- up ₹19.4 Cr
- Status
- New
- Weight
- 0.43%
- Δ weight
- down 0.71 pts
- Value
- ₹19 Cr
- Δ value
- down ₹23.6 Cr
- Status
- Trimmed
- Weight
- 0.21%
- Δ weight
- down 1.77 pts
- Value
- ₹9.3 Cr
- Δ value
- down ₹64.9 Cr
- Status
- Trimmed
What changed, Mar 2025 to Sep 2025
New New positions (4)
- Cholamandalam Investment and Finance Company Limited1.2% · ₹53.6 Cr
- Kotak Mahindra Bank Limited1.0% · ₹43.2 Cr
- Bandhan Bank Limited0.9% · ₹38.9 Cr
- BSE Limited0.4% · ₹19.4 Cr
Exited Exited (3)
- Bharti Hexacom Limitedwas 3.0% · ₹112 Cr
- Page Industries Limitedwas 0.6% · ₹23 Cr
- CreditAccess Grameen Limitedwas 0.1% · ₹2.1 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 Mar 2025, the weight rose most in Retailing (+2.0 pts) and Transport Services (+1.0 pts), and fell most in Finance (−1.7 pts) and Telecom - Services (−1.4 pts).
- Retailing6.4% → 8.4%+2.0 pts
- Transport Services1.5% → 2.5%+1.0 pts
- Capital Markets2.7% → 3.5%+0.8 pts
- Healthcare Services7.5% → 7.8%+0.3 pts
- IT - Software6.1% → 6.4%+0.3 pts
- Insurance3.8% → 4.0%+0.2 pts
- Finance12.4% → 10.7%−1.7 pts
- Telecom - Services11.8% → 10.4%−1.4 pts
- Textiles & Apparels0.7% → 0.0%exited−0.7 pts
- Petroleum Products5.6% → 5.0%−0.5 pts
- Realty2.0% → 1.7%−0.3 pts
- Commercial Services0.9% → 0.7%−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 | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Banks | 25.5% | 20.1% | 22.0% | 22.0% | 22.0% | 22.1% |
| Finance | 11.6% | 13.5% | 12.4% | 12.4% | 12.4% | 10.7% |
| Telecom - Services | 8.2% | 12.3% | 11.8% | 11.8% | 11.8% | 10.4% |
| Retailing | 1.0% | 4.1% | 6.4% | 6.4% | 6.4% | 8.4% |
| Healthcare Services | 5.5% | 7.2% | 7.5% | 7.5% | 7.5% | 7.8% |
| IT - Software | 2.1% | 8.2% | 6.1% | 6.1% | 6.1% | 6.4% |
| Leisure Services | 4.6% | 5.4% | 5.6% | 5.6% | 5.6% | 5.6% |
| Petroleum Products | 6.0% | 5.0% | 5.6% | 5.6% | 5.6% | 5.0% |
| Insurance | 5.1% | 3.6% | 3.8% | 3.8% | 3.8% | 4.0% |
| Transport Infrastructure | 1.2% | — | 3.7% | 3.7% | 3.7% | 3.7% |
Allocation in Sep 2025change vs Mar 2025
- Banks (9)22.1%▲ 0.1 pts
- Finance (6)10.7%▼ 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.
Cash & debt, Sep 2025
2.1%
▼ 1.7 pts vs Mar 2025
- Cash alone
- 2.1%
- cash and net receivables
- A year earlier
- 2.4%
- Sep 2024 · now ▼ 0.3 pts
- Last 12 months
- 2.1% – 3.8%
- lowest to highest · record 12.2% in Mar 2020
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.