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Sundaram Diversified Equity Fund Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 49 |
| Top 10 Stocks (%) | 46.39 % |
| Top 5 Stocks (%) | 28.18 % |
| Top 3 Stocks (%) | 19.29 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
66.93247000000001 %
This fund
Vs
56.71 %
Category
Mid Cap Stocks (%)
10.518099999999999 %
This fund
Vs
17.12 %
Category
Small Cap Stocks (%)
20.84943 %
This fund
Vs
26.17 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | Jul 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 25.23 % | 372.62 Cr | 24.529999999999998 % | 363.26 Cr | 22.93 % | 330.59 Cr | 24.08 % | 351.72 Cr | 29.049999999999997 % | 432.37 Cr | 32.21 % | 479.09 Cr | 32.42 % | 462.81 Cr | 29.95 % | 458.07 Cr | 30.849999999999998 % | 480.63 Cr | 31.240000000000002 % | 486.84 Cr | 29.979999999999997 % | 503.96 Cr | 29.570000000000004 % | 495.26 Cr | 29.92 % | 502.24 Cr | 30.900000000000002 % | 509.51 Cr | 31.38 % | 495.29 Cr | 32.18 % | 515.97 Cr | 32.37 % | 516.66 Cr | 32.67000000000001 % | 523.87 Cr | 32.129999999999995 % | 515.01 Cr | |
| Energy | 16.310000000000002 % | 241.1 Cr | 15.299999999999999 % | 226.63 Cr | 13.509999999999998 % | 194.67 Cr | 10.36 % | 151.53 Cr | 9.68 % | 144.01 Cr | 8.07 % | 120.1 Cr | 7.7700000000000005 % | 110.95 Cr | 7.139999999999999 % | 109.26 Cr | 7.41 % | 115.46 Cr | 7.619999999999999 % | 118.73 Cr | 6.87 % | 115.41 Cr | 7.919999999999999 % | 132.52 Cr | 7.8100000000000005 % | 131.01 Cr | 8.91 % | 147 Cr | 8.54 % | 134.82 Cr | 8.42 % | 134.96 Cr | 8.57 % | 136.69 Cr | 8.38 % | 134.39 Cr | 8.19 % | 131.24 Cr | |
| Technology | 9.299999999999999 % | 137.35 Cr | 8.2 % | 121.62 Cr | 8.08 % | 116.54 Cr | 8.13 % | 118.86 Cr | 5.44 % | 81.01 Cr | 6.4 % | 95.26 Cr | 6.63 % | 94.66 Cr | 9.670000000000002 % | 147.86 Cr | 9.53 % | 148.36 Cr | 8.45 % | 131.85 Cr | 8.27 % | 139.16 Cr | 10.07 % | 168.62 Cr | 10.610000000000001 % | 178.08 Cr | 9.629999999999999 % | 158.65 Cr | 9.049999999999999 % | 142.89 Cr | 9.350000000000001 % | 149.82 Cr | 9.959999999999999 % | 158.81 Cr | 11.15 % | 178.94 Cr | 11.03 % | 176.64 Cr | |
| Consumer Staples | 8.86 % | 130.85 Cr | 8.9 % | 131.83 Cr | 10.09 % | 145.58 Cr | 9.370000000000001 % | 136.9 Cr | 7.300000000000001 % | 108.73 Cr | 7.34 % | 109.29 Cr | 6.06 % | 86.68 Cr | 6.3999999999999995 % | 97.79 Cr | 6.28 % | 97.79 Cr | 6.31 % | 98.6 Cr | 9.299999999999999 % | 156.32 Cr | 8.28 % | 138.55 Cr | 8.19 % | 137.4 Cr | 8.6 % | 141.84 Cr | 8.42 % | 132.76 Cr | 8.379999999999999 % | 134.3 Cr | 8.21 % | 131.05 Cr | 8.370000000000001 % | 134.32 Cr | 8.32 % | 133.35 Cr | |
| Materials | 6.3 % | 93.02 Cr | 6.41 % | 95.06 Cr | 6.61 % | 95.41 Cr | 5.8100000000000005 % | 84.73 Cr | 4.88 % | 72.6 Cr | 5.49 % | 81.7 Cr | 3.62 % | 51.64 Cr | 3.55 % | 54.28 Cr | 3.4799999999999995 % | 54.23 Cr | 3.44 % | 53.77 Cr | 2.84 % | 47.56 Cr | 2.45 % | 40.99 Cr | 2.53 % | 42.45 Cr | 2.64 % | 43.56 Cr | 2.47 % | 38.95 Cr | 2.46 % | 39.28 Cr | 2.4499999999999997 % | 38.98 Cr | 2.83 % | 45.47 Cr | 2.9799999999999995 % | 47.55 Cr | |
| Automobile | 6.18 % | 91.31 Cr | 6.640000000000001 % | 98.49 Cr | 8.79 % | 126.74 Cr | 9.91 % | 144.86 Cr | 8.85 % | 131.68 Cr | 6.720000000000001 % | 99.91 Cr | 6.1000000000000005 % | 87.11 Cr | 3.35 % | 51.19 Cr | 3.39 % | 52.71 Cr | 3.42 % | 53.32 Cr | 3.33 % | 56.06 Cr | 4.59 % | 76.83 Cr | 4.79 % | 80.4 Cr | 4.2700000000000005 % | 70.5 Cr | 4.32 % | 68.21 Cr | 4.55 % | 72.97 Cr | 4.5 % | 71.83 Cr | 4.1899999999999995 % | 67.12 Cr | 5.03 % | 80.49 Cr | |
| Healthcare | 5.889999999999999 % | 87.01 Cr | 5.89 % | 87.23 Cr | 7.7299999999999995 % | 111.47 Cr | 7.33 % | 106.93 Cr | 5.489999999999999 % | 81.73 Cr | 7.209999999999999 % | 107.34 Cr | 7.47 % | 106.62 Cr | 8.799999999999999 % | 134.4 Cr | 8.35 % | 130.23 Cr | 8.43 % | 131.44 Cr | 6.9 % | 115.94 Cr | 6.529999999999999 % | 109.43 Cr | 5.58 % | 93.66 Cr | 5.369999999999999 % | 88.59 Cr | 5.38 % | 84.95 Cr | 5.829999999999999 % | 93.37 Cr | 6.430000000000001 % | 102.56 Cr | 6.37 % | 102.13 Cr | 5.87 % | 94.19 Cr | |
| Capital Goods | 4.680000000000001 % | 69.04 Cr | 4.5 % | 66.59 Cr | 4.3999999999999995 % | 63.6 Cr | 3.88 % | 56.63 Cr | 1.65 % | 24.63 Cr | 2.4699999999999998 % | 36.77 Cr | 2.33 % | 33.31 Cr | 2.29 % | 35.15 Cr | 2.8800000000000003 % | 44.72 Cr | 2.9299999999999997 % | 45.7 Cr | 2.88 % | 48.34 Cr | 2.55 % | 42.58 Cr | 2.58 % | 43.24 Cr | 2.68 % | 44.06 Cr | 2.69 % | 42.63 Cr | 2.16 % | 34.66 Cr | 1.99 % | 31.7 Cr | 1.87 % | 30.16 Cr | 1.71 % | 27.5 Cr | |
| Communication | 4.42 % | 65.3 Cr | 4.3 % | 63.72 Cr | 4.04 % | 58.26 Cr | 3.31 % | 48.35 Cr | 3.29 % | 49 Cr | 3.19 % | 47.51 Cr | 3.4 % | 48.53 Cr | 3.49 % | 53.36 Cr | 3.48 % | 54.28 Cr | 3.46 % | 53.95 Cr | 3.3899999999999997 % | 57.02 Cr | 3.1500000000000004 % | 52.68 Cr | 2.9400000000000004 % | 49.32 Cr | 2.9000000000000004 % | 47.8 Cr | 2.87 % | 45.31 Cr | 2.51 % | 40.19 Cr | 1.83 % | 29.16 Cr | 1.76 % | 28.19 Cr | 1.83 % | 29.38 Cr | |
| Services | 3.87 % | 57.15 Cr | 2.94 % | 43.53 Cr | 3.12 % | 44.97 Cr | 3.06 % | 44.79 Cr | 3.73 % | 55.71 Cr | 8.94 % | 132.96 Cr | 10.430000000000001 % | 148.94 Cr | 11.73 % | 179.03 Cr | 11.09 % | 173 Cr | 10.07 % | 157.2 Cr | 11.129999999999999 % | 187.32 Cr | 11.02 % | 184.47 Cr | 10.079999999999998 % | 169.1 Cr | 10.889999999999999 % | 179.61 Cr | 10.770000000000001 % | 170.09 Cr | 10.690000000000001 % | 171.21 Cr | 10.27 % | 163.96 Cr | 9.979999999999999 % | 159.95 Cr | 9.59 % | 153.87 Cr | |
| Construction | 3.82 % | 56.35 Cr | 3.76 % | 55.62 Cr | 3.5 % | 50.49 Cr | 3.4 % | 49.69 Cr | 3.37 % | 50.18 Cr | 3.41 % | 50.71 Cr | 3.83 % | 54.63 Cr | 3.69 % | 56.44 Cr | 3.74 % | 58.27 Cr | 3.98 % | 62.17 Cr | 4.04 % | 67.9 Cr | 4.04 % | 67.7 Cr | 4.17 % | 69.92 Cr | 3.96 % | 65.22 Cr | 4.2700000000000005 % | 67.41 Cr | 4.02 % | 64.38 Cr | 4.2 % | 67 Cr | 3.85 % | 61.79 Cr | 3.85 % | 61.71 Cr | |
| Consumer Discretionary | 1.49 % | 22.06 Cr | 0.8 % | 11.77 Cr | 0.89 % | 12.81 Cr | 0.83 % | 12.07 Cr | 0.88 % | 13.1 Cr | 1.98 % | 29.49 Cr | 2.54 % | 36.38 Cr | 3.8200000000000003 % | 58.34 Cr | 3.39 % | 52.85 Cr | 3.37 % | 52.64 Cr | 3.63 % | 61.08 Cr | 3.28 % | 54.96 Cr | 3.34 % | 56.09 Cr | 3.48 % | 57.45 Cr | 3.44 % | 54.25 Cr | 3.45 % | 55.25 Cr | 3.34 % | 53.4 Cr | 3.38 % | 54.28 Cr | 3.35 % | 53.7 Cr | |
| Metals & Mining | 1.06 % | 15.63 Cr | 1.13 % | 16.8 Cr | 1.2 % | 17.34 Cr | 0.44 % | 6.47 Cr | 0 % | 0 | 0.28 % | 4.16 Cr | 0 % | 0 | 1.18 % | 18.05 Cr | 1.13 % | 17.58 Cr | 1.43 % | 22.21 Cr | 2.41 % | 40.57 Cr | 2.8200000000000003 % | 47.32 Cr | 2.95 % | 49.49 Cr | 3.17 % | 52.27 Cr | 3.17 % | 50.07 Cr | 2.74 % | 43.82 Cr | 2.49 % | 39.77 Cr | 2.48 % | 39.75 Cr | 2.62 % | 41.97 Cr | |
| Chemicals | 0.88 % | 12.95 Cr | 2.27 % | 33.6 Cr | 2.19 % | 31.62 Cr | 2.3200000000000003 % | 33.96 Cr | 2.41 % | 35.86 Cr | 3.0999999999999996 % | 46.1 Cr | 3.05 % | 43.58 Cr | 1.27 % | 19.56 Cr | 1.34 % | 20.81 Cr | 1.34 % | 20.81 Cr | 1.31 % | 22 Cr | 2.12 % | 35.58 Cr | 2.27 % | 38.15 Cr | 2.16 % | 35.66 Cr | 2.36 % | 37.25 Cr | 2.3899999999999997 % | 38.33 Cr | 2.35 % | 37.61 Cr | 2.28 % | 36.59 Cr | 2.31 % | 36.96 Cr |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 8.19 % | 121.02 Cr | 8.19% | 8.54% | 9.27% |
| Reliance Industries Ltd. | Energy | 6.29 % | 92.96 Cr | 6.29% | 5.6% | 4.5% |
| ICICI Bank Ltd. | Financial | 4.81 % | 71.03 Cr | 4.81% | 5.45% | 8.34% |
| Axis Bank Ltd. | Financial | 4.47 % | 66 Cr | 4.47% | 3.96% | 3.23% |
| Bharti Airtel Ltd. | Communication | 4.42 % | 65.3 Cr | 4.42% | 4.04% | 3.4% |
| Infosys Ltd. | Technology | 4.38 % | 64.61 Cr | 4.38% | 3.52% | 3.37% |
| State Bank of India | Financial | 3.96 % | 58.44 Cr | 3.96% | 3.6% | 3.22% |
| Larsen & Toubro Ltd. | Construction | 3.82 % | 56.35 Cr | 3.82% | 3.5% | 3.83% |
| ITC Ltd. | Consumer Staples | 3.3 % | 48.76 Cr | 3.3% | 3.37% | 1.92% |
| Force Motors Ltd. | Automobile | 2.75 % | 40.58 Cr | 2.75% | 2.3% | 1.25% |
| NTPC Ltd. | Energy | 2.71 % | 40.06 Cr | 2.71% | 1.85% | 0.96% |
| Ultratech Cement Ltd. | Materials | 2.55 % | 37.7 Cr | 2.55% | 2.71% | 2.58% |
| Cipla Ltd. | Healthcare | 2.42 % | 35.78 Cr | 2.42% | 2.47% | 1.1% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 2.12 % | 31.24 Cr | 2.12% | 1.63% | -- |
| Alkem Laboratories Ltd. | Healthcare | 2.03 % | 30.01 Cr | 2.03% | 2.05% | -- |
| Varun Beverages Ltd. | Consumer Staples | 2.0 % | 29.48 Cr | 2.0% | 1.85% | -- |
| GAIL (India) Ltd. | Energy | 1.98 % | 29.26 Cr | 1.98% | 2.08% | 1.04% |
| Emami Ltd. | Consumer Staples | 1.9 % | 28.06 Cr | 1.9% | 1.98% | -- |
| Ambuja Cements Ltd. | Materials | 1.75 % | 25.91 Cr | 1.75% | 1.84% | -- |
| United Spirits Ltd. | Consumer Staples | 1.66 % | 24.54 Cr | 1.66% | 1.56% | 0.94% |
| Tata Consultancy Services Ltd. | Technology | 1.62 % | 23.96 Cr | 1.62% | 1.5% | 1.89% |
| Indusind Bank Ltd. | Financial | 1.58 % | 23.33 Cr | 1.58% | 1.38% | 1.23% |
| Devyani International Ltd. | Services | 1.57 % | 23.17 Cr | 1.57% | 0.53% | -- |
| Metropolis Healthcare Ltd. | Healthcare | 1.44 % | 21.21 Cr | 1.44% | 1.55% | 1.21% |
| Swiggy Ltd. | Services | 1.41 % | 20.85 Cr | 1.41% | 1.58% | 0.88% |
| Power Grid Corporation Of India Ltd. | Energy | 1.38 % | 20.32 Cr | 1.38% | 1.0% | -- |
| HCL Technologies Ltd. | Technology | 1.37 % | 20.29 Cr | 1.37% | 1.2% | -- |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.28 % | 18.96 Cr | 1.28% | 1.17% | 0.53% |
| Tata Motors Ltd. | Automobile | 1.22 % | 18.03 Cr | 1.22% | -- | -- |
| Apollo Tyres Ltd. | Automobile | 1.13 % | 16.75 Cr | 1.13% | 1.1% | 0.67% |
| Aditya Birla Sun Life AMC Ltd. | Financial | 1.12 % | 16.5 Cr | 1.12% | -- | -- |
| Union Bank of India | Financial | 1.1 % | 16.26 Cr | 1.1% | -- | -- |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 1.08 % | 15.94 Cr | 1.08% | 2.05% | 1.03% |
| Tech Mahindra Ltd. | Technology | 1.08 % | 15.9 Cr | 1.08% | 0.97% | 0.82% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | 1.06 % | 15.63 Cr | 1.06% | 1.2% | -- |
| Grasim Industries Ltd. | Materials | 1.02 % | 14.99 Cr | 1.02% | 1.01% | -- |
| Indraprastha Gas Ltd. | Energy | 1.01 % | 14.98 Cr | 1.01% | -- | -- |
| Kansai Nerolac Paints Ltd. | Materials | 0.98 % | 14.4 Cr | 0.98% | 1.05% | -- |
| Jubilant FoodWorks Ltd. | Services | 0.89 % | 13.12 Cr | 0.89% | 1.01% | 1.03% |
| PI Industries Ltd. | Chemicals | 0.88 % | 12.95 Cr | 0.88% | 0.97% | 0.96% |
| Mahanagar Gas Ltd. | Energy | 0.87 % | 12.9 Cr | 0.87% | 1.02% | -- |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.86 % | 12.73 Cr | 0.86% | 0.96% | -- |
| Cyient Ltd. | Technology | 0.85 % | 12.57 Cr | 0.85% | 0.89% | -- |
| Oil India Ltd. | Energy | 0.79 % | 11.62 Cr | 0.79% | 0.79% | 0.74% |
| Whirlpool Of India Ltd. | Consumer Discretionary | 0.79 % | 11.68 Cr | 0.79% | -- | -- |
| Bata India Ltd. | Consumer Discretionary | 0.7 % | 10.37 Cr | 0.7% | 0.89% | 1.23% |
| Praj Industries Ltd. | Capital Goods | 0.64 % | 9.48 Cr | 0.64% | 0.67% | 0.92% |
| SKF India (Industrial) Ltd. | Capital Goods | 0.62 % | 9.1 Cr | 0.62% | -- | -- |
| SKF India Ltd. | Capital Goods | 0.44 % | 6.47 Cr | 0.44% | 1.14% | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 121.02 Cr | -- | 121.02 Cr |
| Reliance Industries Ltd. | Energy | 92.96 Cr | -- | 92.96 Cr |
| ICICI Bank Ltd. | Financial | 71.03 Cr | -- | 71.03 Cr |
| Axis Bank Ltd. | Financial | 66 Cr | -- | 66 Cr |
| Bharti Airtel Ltd. | Communication | 65.3 Cr | -- | 65.3 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Oil India Ltd. | Energy | 11.62 Cr | -- | 11.62 Cr |
| Bata India Ltd. | Consumer Discretionary | 10.37 Cr | -- | 10.37 Cr |
| Praj Industries Ltd. | Capital Goods | 9.48 Cr | -- | 9.48 Cr |
| SKF India (Industrial) Ltd. | Capital Goods | 9.1 Cr | -- | 9.1 Cr |
| SKF India Ltd. | Capital Goods | 6.47 Cr | -- | 6.47 Cr |