Fund house

Sundaram

Its schemes hold 322 companies worth ₹58,235 Cr in Sept 2026.

  • AUM

    ₹81,335 CrSundaram's AUM averaged over Sept 2026, as AMFI reports it. Down 3.9% on Aug 2026, ₹84,667 Cr.
  • Largest holding

    ICICI BankICICI Bank is 2.5% of Sundaram's AUM.
  • Largest sector

    BanksCompanies in Banks make up 11.2% of Sundaram's AUM.
  • Top 10 holdings

    16.0% of AUMThe 10 largest holdings together make up 16.0% of Sundaram's AUM.

Companies held by Sundaram(Aug 2016 – Sept 2026)

  • ICICI Bank
  • Bharti Airtel Limited
Market value of each ticked company across Sundaram's schemes, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
MonthICICI BankBharti Airtel Limited
Sept 2025₹2,224 Cr₹1,971 Cr
Oct 2025₹2,171 Cr₹2,143 Cr
Nov 2025₹2,214 Cr₹2,202 Cr
Dec 2025₹2,039 Cr₹2,212 Cr
Jan 2026₹2,066 Cr₹2,034 Cr
Feb 2026₹2,114 Cr₹1,930 Cr
Mar 2026₹1,895 Cr₹1,775 Cr
Apr 2026₹1,970 Cr₹1,854 Cr
May 2026₹2,052 Cr₹1,833 Cr
Jun 2026₹2,130 Cr₹1,762 Cr
Jul 2026₹2,204 Cr₹1,856 Cr
Aug 2026₹2,221 Cr₹1,666 Cr
Sept 2026₹2,041 Cr₹1,633 Cr
Fig. 1.Market value of each ticked company across Sundaram's schemes, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation(Sept 2026)

Market cap

7 market caps% of AUM
Large Cap
9929.67
Mid Cap
8722.69
Small Cap
11718.33
Foreign
10.041
REIT / InvIT
10.14
Unlisted
160.61
Other equity
10.13
Cash & others
28.40

Sectors

Companies

Fig. 2.What this fund house's schemes hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Sundaram bought and sold(Oct 2025 – Sept 2026)

What Sundaram bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.