Scheme

Sundaram Equity Savings Fund

Holds 62 companies worth ₹749 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹943 CrSundaram Equity Savings Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.9% on Aug 2026, ₹1,002 Cr.
Largest holding
Bharti Airtel LimitedBharti Airtel Limited is 9.3% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 1 Dec 2018, as the fund house dates it. With Kumaresh Ramakrishnan (co-manager), Clyton Richard Fernandes (co-manager).

Holdings^{(Jan 2019 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	62 companies ·	₹ Cr
	Bharti Airtel Limited	87.6
	ICICI Bank	71
	Reliance Industries	69.4
	HDFC Bank	52.1
	Axis Bank	45.9
	Larsen and Toubro	33.9
	Kotak Mahindra Bank Limited	29.6
	State Bank of India	23
	Mahindra and Mahindra Limited	18.9
	Hindalco Industries	18.7
	Eternal Limited	17.5
	ALTIUS TELECOM INFRASTRUCTURE TRUST	15.7
	Bajaj Finance Limited	12.6
	JSW Steel	11.2
	TVS Motor Co Ltd	10.5
	One 97 Communications Limited	9
	Bajaj Finserv Limited	8.8
	NTPC	8.3
	Oracle Financial Ser Software Ltd	8.2
	Cholamandalam DBS Finance	7.9
	Coforge Limited	7.4
	Vedanta Aluminium Metal Limited	7
	Fractal Analytics Ltd	7
	Amber Enterprises India Limited	6.6
	Billionbrains Garage Ventures Ltd	6.1
	Granules India Limited	6.1
	Magma Fincorp Limited	6.1
	Mtar Technologies Limited	6
	Coromandel International	5.9
	Sun Pharmaceutical Ind Ltd	5.8
	Aster DM Healthcare Limited	5.8
	PB Fintech Limited	5.7
	Cummins India	5.7
	SBI Life Insurance Co Ltd	5.5
	Force Motors Limited	5.4
	Multi Commodity Exchange of India Limited	5.3
	Minda Industries Limited	5.1
	Jsw Infrastructure Limited	4.9
	Mankind Pharma Limited	4.7
	Delhivery Limited	4.6
	Home First Finance Co India Ltd	4.6
	UltraTech Cement Limited	4.6
	Horizon Industrial Parks Limited	4.5
	Interglobe Aviation Limited	4.5
	CCL Products I Limited	4.3
	CRISIL	4.3
	Ambuja Cement	4
	Indegene Limited	3.8
	Bajaj Auto	3.7
	Mrs Bectors Food Specialities Ltd	3.7

Bharti Airtel Limited
ICICI Bank

Market value of each ticked company in Sundaram Equity Savings Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Bharti Airtel Limited	ICICI Bank
Sept 2025	₹105 Cr	₹85.2 Cr
Oct 2025	₹116 Cr	₹85.9 Cr
Nov 2025	₹119 Cr	₹87.9 Cr
Dec 2025	₹120 Cr	₹85 Cr
Jan 2026	₹112 Cr	₹85.8 Cr
Feb 2026	₹107 Cr	₹87 Cr
Mar 2026	₹101 Cr	₹76.1 Cr
Apr 2026	₹105 Cr	₹77 Cr
May 2026	₹99.5 Cr	₹75.3 Cr
Jun 2026	₹98.8 Cr	₹80.8 Cr
Jul 2026	₹105 Cr	₹83.2 Cr
Aug 2026	₹89.4 Cr	₹78.1 Cr
Sept 2026	₹87.6 Cr	₹71 Cr

Fig. 1.Market value of each ticked company in Sundaram Equity Savings Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	27	60.83

Mid Cap	16	8.81

Small Cap	16	7.48

REIT / InvIT	1	1.66

Unlisted	2	0.62

Cash & others		20.59

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. 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.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Bharti Airtel Limited	Equity	Telecom - Services	4.98L	87.6	9.29
ICICI Bank	Equity	Banks	5.37L	71	7.53
Reliance Industries	Equity	Petroleum Products	5.85L	69.4	7.36
HDFC Bank	Equity	Banks	7.35L	52.1	5.52
Axis Bank	Equity	Banks	3.74L	45.9	4.87
Larsen and Toubro	Equity	Construction	90.1K	33.9	3.59
Kotak Mahindra Bank Limited	Equity	Banks	7.11L	29.6	3.14
State Bank of India	Equity	Banks	2.4L	23	2.44
Mahindra and Mahindra Limited	Equity	Automobiles	64.1K	18.9	2.00
Hindalco Industries	Equity	Non - Ferrous Metals	1.99L	18.7	1.98
Eternal Limited	Equity	Retailing	5.48L	17.5	1.86
ALTIUS TELECOM INFRASTRUCTURE TRUST	REIT / InvIT	Telecom - Services	8.75L	15.7	1.66
Bajaj Finance Limited	Equity	Finance	1.31L	12.6	1.33
JSW Steel	Equity	Ferrous Metals	89.1K	11.2	1.18
TVS Motor Co Ltd	Equity	Automobiles	25.5K	10.5	1.11
One 97 Communications Limited	Equity	Financial Technology (Fintech)	53.7K	9	0.95
Bajaj Finserv Limited	Equity	Finance	50.6K	8.8	0.93
NTPC	Equity	Power	2.57L	8.3	0.88
Oracle Financial Ser Software Ltd	Equity	IT - Software	7.75K	8.2	0.87
Cholamandalam DBS Finance	Equity	Finance	48.4K	7.9	0.83
Coforge Limited	Equity	IT - Software	42.1K	7.4	0.78
Vedanta Aluminium Metal Limited	Equity	Non - Ferrous Metals	1.7L	7	0.74
Fractal Analytics Ltd	Equity	IT - Software	94K	7	0.74
Amber Enterprises India Limited	Equity	Consumer Durables	9.85K	6.6	0.70
Billionbrains Garage Ventures Ltd	Equity	Capital Markets	3.32L	6.1	0.65
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	71.5K	6.1	0.64
Magma Fincorp Limited	Equity	Finance	1.36L	6.1	0.64
Mtar Technologies Limited	Equity	Electrical Equipment	7.64K	6	0.63
Coromandel International	Equity	Fertilizers & Agrochemicals	33.5K	5.9	0.62
Sun Pharmaceutical Ind Ltd	Equity	Pharmaceuticals & Biotechnology	31.9K	5.8	0.61
Aster DM Healthcare Limited	Equity	Healthcare Services	83.2K	5.8	0.61
PB Fintech Limited	Equity	Financial Technology (Fintech)	53.5K	5.7	0.60
Cummins India	Equity	Industrial Products	11.9K	5.7	0.60
SBI Life Insurance Co Ltd	Equity	Insurance	32.6K	5.5	0.59
Force Motors Limited	Equity	Automobiles	3.14K	5.4	0.57
Multi Commodity Exchange of India Limited	Equity	Capital Markets	16.1K	5.3	0.56
Minda Industries Limited	Equity	Auto Components	44K	5.1	0.55
Jsw Infrastructure Limited	Equity	Transport Infrastructure	1.37L	4.9	0.52
Mankind Pharma Limited	Equity	Pharmaceuticals & Biotechnology	18.9K	4.7	0.50
Delhivery Limited	Equity	Transport Services	1.13L	4.6	0.49
Home First Finance Co India Ltd	Equity	Finance	41.9K	4.6	0.49
UltraTech Cement Limited	Equity	Cement & Cement Products	4.18K	4.6	0.48
Horizon Industrial Parks Limited	Equity	Realty	8.99L	4.5	0.48
Interglobe Aviation Limited	Equity	Transport Services	8.97K	4.5	0.47
CCL Products I Limited	Equity	Agricultural Food & other Products	41.8K	4.3	0.45
CRISIL	Equity	Finance	9.56K	4.3	0.45
Ambuja Cement	Equity	Cement & Cement Products	1.06L	4	0.42
Indegene Limited	Equity	Healthcare Services	63.5K	3.8	0.40
Bajaj Auto	Equity	Automobiles	3.38K	3.7	0.39
Mrs Bectors Food Specialities Ltd	Equity	Food Products	1.76L	3.7	0.39
Ashok Leyland	Equity	Agricultural, Commercial & Construction Vehicles	2.29L	3.5	0.38
Prudent Corporate Advisory Services	Equity	Capital Markets	11.1K	3.5	0.37
Alkem Laboratories Limited	Equity	Pharmaceuticals & Biotechnology	6.65K	3.4	0.36
Gland Pharma Limited	Equity	Pharmaceuticals & Biotechnology	11.4K	3.3	0.35
Lupin	Equity	Pharmaceuticals & Biotechnology	15.5K	3.2	0.33
TD Power Systems Limited	Equity	Electrical Equipment	35.7K	2.8	0.30
Cochin Shipyard Limited	Equity	Industrial Manufacturing	19.6K	2.6	0.27
Clean Science and Technology Limited	Equity	Chemicals & Petrochemicals	32.1K	2.6	0.27
Elecon Engineering Co Ltd	Equity	Electrical Equipment	51K	2.4	0.25
Thermax	Equity	Electrical Equipment	6.93K	2.4	0.25
Dhoot Transmission Ltd	Equity	Auto Components	8.75K	1.3	0.14
MARUTI SUZUKI INDA LIMITED	Equity	Automobiles	100	0.12	0.013

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.