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Sundaram Value Fund

Sundaram Mutual FundValue FundActiveAs of 2026-06-30
Holdings
52
Broad portfolio
Top 10 weight
46%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

26Sectors4Large positions27.1%Top: Banks1.6%Cash

Market-cap allocation

Large cap61%
Mid cap13%
Small cap24%

Asset allocation

Equity98%

Top holdings

HDFC Bank LtdEQUITY7.5%
ICICI Bank LtdEQUITY5.6%
Axis Bank LtdEQUITY5.2%
NTPC LTDEQUITY3.3%
Infosys LtdEQUITY3.1%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 61%.
  • Largest equity sector is Banks at 27.1%.

Watchpoints

  • Sector concentration is elevated: Banks represents 27%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Value Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks27.1%
Power5.0%
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