Fundalysisby DARKHORSESTOCKS

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.

AUM(Mar 2014 – Sept 2026)

Average AUM each month, and its change on the month before
12 months₹ CrChange
Sept 202681,335−3.9%
Aug 202684,667+4.0%
Jul 202681,410+4.1%
Jun 202678,225+0.7%
May 202677,651+3.8%
Apr 202674,792+3.5%
Mar 202672,243−5.9%
Feb 202676,774+1.3%
Jan 202675,815−1.2%
Dec 202576,715−0.5%
Nov 202577,086+1.6%
Oct 202575,881+1.6%
Average AUM, Sept 2026
₹81,335 Cr
+7.2% since Oct 2025
Fig. 1.Sundaram's average AUM each month since Mar 2014, ₹ crore. Source: AMFI.

Asset classes(Sept 2026)

Average AUM by asset class in Sept 2026, ₹ crore, and each one's share of the total
6 classes₹ CrShare
Equity50,16261.7%
Hybrid15,59119.2%
Liquid11,13513.7%
Debt4,1325.1%
Overseas FoFs1720.2%
Index funds1440.2%
Domestic FoFs60.8
Average AUM, Sept 2026
Fig. 2.Average AUM by asset class, as AMFI classes it since SEBI's Aug 2026 categories. Source: AMFI.

States(Sept 2026)

Average AUM by state in Sept 2026, ₹ crore, its share of the total and its change over the year
36 states₹ CrShare
Maharashtra22.9K28.1%
Tamil Nadu10.4K12.8%
Delhi6.43K7.9%
Karnataka6.24K7.7%
Gujarat6.1K7.5%
West Bengal4.54K5.6%
Uttar Pradesh2.93K3.6%
Rajasthan2.16K2.7%
Telangana2.04K2.5%
Madhya Pradesh1.53K1.9%
Kerala1.46K1.8%
Jharkhand1.28K1.6%
Chhattisgarh9741.2%
Andhra Pradesh9511.2%
Punjab9171.1%
Odisha8981.1%
Bihar8151.0%
Haryana4120.5%
Goa4100.5%
Uttarakhand3030.4%
Chandigarh2460.3%
Assam2440.3%
Puducherry1310.2%
Himachal Pradesh83.80.1%
Dadra & Nagar Haveli and Daman & Diu43.5<0.1%
Meghalaya41.8<0.1%
Jammu & Kashmir41.7<0.1%
Sikkim10.6<0.1%
Tripura6.71<0.1%
Manipur5.95<0.1%
Nagaland4.77<0.1%
Andaman & Nicobar4.14<0.1%
Arunachal Pradesh3.36<0.1%
Mizoram2.13<0.1%
Lakshadweep0.1<0.1%
Ladakh0.06<0.1%
Others6.81K8.4%
All states and union territories, Sept 2026
₹74,523 Cr
36 states and union territories
22.972.32297232.29K7.23K

Average AUM, ₹ crore

Fig. 3.Sundaram's average AUM by the state its investors live in, and its change over the year. Source: AMFI.

Market share(Mar 2014 – Sept 2026)

Share of industry AUM each month, and its change on the month before
12 monthsShareChange
Sept 20264.10%+3.14 pt
Aug 20260.96%+0.02 pt
Jul 20260.94%+0.01 pt
Jun 20260.93%0.00 pt
May 20260.93%+0.02 pt
Apr 20260.91%0.00 pt
Mar 20260.91%−0.01 pt
Feb 20260.92%0.00 pt
Jan 20260.92%−0.01 pt
Dec 20250.94%−0.01 pt
Nov 20250.95%0.00 pt
Oct 20250.95%−0.01 pt
Share of industry AUM, Sept 2026
4.10%
+3.15 pt since Oct 2025
Fig. 4.Sundaram's average AUM as a share of every fund house's, each month since Mar 2014; changes in points. Source: AMFI.