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Sundaram Equity Savings Fund Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 1 |
| Top 10 Stocks (%) | 8.74 % |
| Top 5 Stocks (%) | 8.74 % |
| Top 3 Stocks (%) | 8.74 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
34.991901 %
This fund
Vs
80.08 %
Category
Mid Cap Stocks (%)
3.189663 %
This fund
Vs
13.53 %
Category
Small Cap Stocks (%)
1.148436 %
This fund
Vs
6.39 %
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 | 19.000000000000007 % | 228.96 Cr | 25.380000000000003 % | 297.36 Cr | 26.84 % | 309.39 Cr | 26.73 % | 304.74 Cr | 26.290000000000003 % | 293.68 Cr | 26.05 % | 273.45 Cr | 27.29 % | 266.4 Cr | 24.480000000000004 % | 257.51 Cr | 27.749999999999993 % | 278.8 Cr | 28.03 % | 277.37 Cr | 21.11 % | 210.21 Cr | 17.189999999999998 % | 159.22 Cr | 18.18 % | 160.18 Cr | 18.2 % | 153.24 Cr | 17.72 % | 150.34 Cr | 18.800000000000004 % | 153.22 Cr | 19.35 % | 149.66 Cr | 21.3 % | 157.79 Cr | 21.32 % | 152.68 Cr | |
| Energy | 3.7000000000000006 % | 44.59 Cr | 3.509999999999999 % | 41.12 Cr | 3.2199999999999998 % | 37.2 Cr | 3.410000000000001 % | 39.02 Cr | 3.62 % | 40.55 Cr | 0.9299999999999996 % | 9.67 Cr | 0.8900000000000006 % | 8.76 Cr | 0.7899999999999999 % | 8.16 Cr | 0.8799999999999998 % | 8.86 Cr | 1.1000000000000003 % | 10.77 Cr | 1.0000000000000009 % | 10.13 Cr | 1.13 % | 10.44 Cr | 1.2199999999999998 % | 10.64 Cr | 1.2999999999999998 % | 10.9 Cr | 1.1599999999999997 % | 9.9 Cr | 1.2400000000000009 % | 10.23 Cr | 1.3499999999999996 % | 10.36 Cr | 1.3599999999999994 % | 10.11 Cr | 1.3999999999999995 % | 9.95 Cr | |
| Communication | 2.1900000000000004 % | 26.36 Cr | 2.37 % | 27.64 Cr | 2.0700000000000003 % | 23.86 Cr | 2.08 % | 23.74 Cr | 1.809999999999999 % | 20.13 Cr | 1.1799999999999988 % | 12.47 Cr | 1.2000000000000002 % | 11.73 Cr | 2.13 % | 22.41 Cr | 2.3100000000000005 % | 23.2 Cr | 2.3600000000000003 % | 23.34 Cr | 2.4499999999999997 % | 24.32 Cr | 2.91 % | 27.05 Cr | 2.8499999999999996 % | 25.04 Cr | 2.9000000000000004 % | 24.3 Cr | 2.67 % | 22.68 Cr | 2.54 % | 20.67 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Automobile | 3.5799999999999996 % | 43.22 Cr | 2.87 % | 33.8 Cr | 2.8900000000000006 % | 33.37 Cr | 2.8 % | 32.02 Cr | 2.6799999999999997 % | 30.03 Cr | 3.22 % | 33.67 Cr | 2.9400000000000004 % | 28.63 Cr | 1.86 % | 19.65 Cr | 2.6700000000000004 % | 26.7 Cr | 2.8099999999999996 % | 27.9 Cr | 3.5099999999999993 % | 34.98 Cr | 4.53 % | 41.98 Cr | 4.24 % | 37.29 Cr | 3.99 % | 33.53 Cr | 3.86 % | 32.58 Cr | 4.31 % | 35.14 Cr | 4.08 % | 31.63 Cr | 4.210000000000001 % | 31.14 Cr | 3.9399999999999995 % | 28.15 Cr | |
| Services | 3.32 % | 40.15 Cr | 2.9000000000000004 % | 33.95 Cr | 2.5700000000000003 % | 29.66 Cr | 2.2399999999999998 % | 25.54 Cr | 1.8799999999999997 % | 21.14 Cr | 4.4799999999999995 % | 47.1 Cr | 4.479999999999999 % | 43.75 Cr | 5.009999999999999 % | 52.8 Cr | 5.23 % | 52.43 Cr | 5.4 % | 53.3 Cr | 5.950000000000001 % | 59.15 Cr | 5.72 % | 53.08 Cr | 3.9699999999999993 % | 34.97 Cr | 4.66 % | 39.2 Cr | 5.120000000000001 % | 43.56 Cr | 5.67 % | 46.41 Cr | 5.6499999999999995 % | 43.62 Cr | 6.1899999999999995 % | 45.91 Cr | 6.29 % | 45.07 Cr | |
| Consumer Staples | 2.15 % | 26.04 Cr | 2.4199999999999995 % | 28.36 Cr | 2.3600000000000003 % | 27.17 Cr | 2.58 % | 29.47 Cr | 2.8099999999999996 % | 31.41 Cr | 2.8 % | 29.32 Cr | 1.0799999999999998 % | 10.63 Cr | 1.1099999999999999 % | 11.57 Cr | 1.1600000000000001 % | 11.65 Cr | 1.19 % | 11.72 Cr | 1.3399999999999999 % | 13.3 Cr | 1.62 % | 15.07 Cr | 1.66 % | 14.61 Cr | 1.6300000000000001 % | 13.71 Cr | 1.5299999999999998 % | 12.97 Cr | 1.6199999999999999 % | 13.19 Cr | 1.53 % | 11.95 Cr | 1.64 % | 12.09 Cr | 1.7600000000000002 % | 12.54 Cr | |
| Construction | 2.14 % | 25.77 Cr | 2.13 % | 24.89 Cr | 1.6699999999999997 % | 19.27 Cr | 1.6800000000000002 % | 19.15 Cr | 1.1100000000000003 % | 12.41 Cr | 1.0799999999999998 % | 11.33 Cr | 1.34 % | 13.1 Cr | 1.39 % | 14.53 Cr | 1.5 % | 15.08 Cr | 1.54 % | 15.31 Cr | 1.54 % | 15.38 Cr | 1.9500000000000002 % | 18.18 Cr | 2.05 % | 18.05 Cr | 2.1 % | 17.69 Cr | 2.07 % | 17.54 Cr | 2.04 % | 16.65 Cr | 2.2100000000000004 % | 17.09 Cr | 1.5199999999999998 % | 11.3 Cr | 0.6500000000000001 % | 4.7 Cr | |
| Capital Goods | 2.1500000000000004 % | 25.95 Cr | 2.2899999999999996 % | 26.85 Cr | 2.1500000000000004 % | 24.76 Cr | 2.24 % | 25.52 Cr | 1.7599999999999998 % | 19.7 Cr | 2.76 % | 29.02 Cr | 2.01 % | 19.62 Cr | 2.32 % | 24.37 Cr | 3.46 % | 34.71 Cr | 3.4899999999999998 % | 34.5 Cr | 4.23 % | 42.01 Cr | 3.91 % | 36.28 Cr | 4.14 % | 36.55 Cr | 3.54 % | 29.83 Cr | 3.31 % | 28.07 Cr | 3.24 % | 26.52 Cr | 3.04 % | 23.47 Cr | 3.1400000000000006 % | 23.25 Cr | 3.15 % | 22.55 Cr | |
| Technology | 2.2700000000000005 % | 27.35 Cr | 1.64 % | 19.33 Cr | 1.77 % | 20.36 Cr | 1.9 % | 21.69 Cr | 1.9100000000000001 % | 21.29 Cr | 1.0099999999999998 % | 10.66 Cr | 1.0599999999999996 % | 10.44 Cr | 1.88 % | 19.69 Cr | 1.9400000000000004 % | 19.55 Cr | 1.86 % | 18.37 Cr | 1.93 % | 19.11 Cr | 2.5799999999999996 % | 23.81 Cr | 2.6599999999999993 % | 23.38 Cr | 2.51 % | 21.17 Cr | 2.16 % | 18.35 Cr | 2.31 % | 18.92 Cr | 2.46 % | 18.98 Cr | 2.6799999999999997 % | 19.87 Cr | 2.83 % | 20.27 Cr | |
| Metals & Mining | -0.020000000000000018 % | 011.92 L | -0.010000000000000009 % | 013.83 L | -0.020000000000000018 % | 014.24 L | -0.010000000000000009 % | 09.95 L | 0.010000000000000009 % | 25,980 | 0.20000000000000007 % | 2.17 Cr | 0.0 % | 07.31 L | -0.010000000000000009 % | 09.74 L | 0.0 % | 04.78 L | -0.010000000000000009 % | 07.23 L | -0.010000000000000009 % | 06.32 L | -0.010000000000000009 % | 09.11 L | -0.010000000000000009 % | 04.33 L | -0.010000000000000009 % | 05.72 L | -0.010000000000000009 % | 015.82 L | -0.010000000000000009 % | 07.06 L | 0.0 % | 07.15 L | -0.010000000000000009 % | 06.07 L | 0.0 % | 03.64 L | |
| Healthcare | 1.09 % | 13.26 Cr | 1.7 % | 19.86 Cr | 2.09 % | 24.12 Cr | 2.06 % | 23.47 Cr | 2.09 % | 23.3 Cr | 3.03 % | 31.71 Cr | 3.21 % | 31.34 Cr | 3.5 % | 36.68 Cr | 3.3700000000000006 % | 33.79 Cr | 3.6199999999999997 % | 35.76 Cr | 4.18 % | 41.55 Cr | 4.609999999999999 % | 42.73 Cr | 4.46 % | 39.24 Cr | 4.569999999999999 % | 38.45 Cr | 4.34 % | 36.88 Cr | 4.6899999999999995 % | 38.23 Cr | 4.6 % | 35.63 Cr | 4.76 % | 35.34 Cr | 4.590000000000001 % | 32.92 Cr | |
| Materials | 1.03 % | 12.54 Cr | 1.47 % | 17.21 Cr | 1.22 % | 13.97 Cr | 1.25 % | 14.18 Cr | 1.26 % | 14.12 Cr | 1.97 % | 20.72 Cr | 1.27 % | 12.36 Cr | 1.17 % | 12.21 Cr | 1.86 % | 18.65 Cr | 1.85 % | 18.43 Cr | 1.62 % | 16.06 Cr | 1.6500000000000001 % | 15.27 Cr | 1.7800000000000002 % | 15.75 Cr | 1.82 % | 15.33 Cr | 1.5899999999999999 % | 13.54 Cr | 1.6799999999999997 % | 13.67 Cr | 1.5699999999999998 % | 12.17 Cr | 1.1500000000000001 % | 8.47 Cr | 1.27 % | 9.03 Cr | |
| Chemicals | 1.2 % | 14.53 Cr | 1.17 % | 13.77 Cr | 1.15 % | 13.18 Cr | 1.1099999999999999 % | 12.74 Cr | 1.07 % | 11.95 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0.32 % | 2.98 Cr | 0.37 % | 3.24 Cr | 0.34 % | 2.86 Cr | 0.31 % | 2.61 Cr | 0.32 % | 2.64 Cr | 0.34 % | 2.65 Cr | 0.38 % | 2.82 Cr | 0.42 % | 2.98 Cr | |
| Others | 46.93 % | 566.24 Cr | 40.28 % | 471.8 Cr | 40.059999999999995 % | 461.66 Cr | 39.959999999999994 % | 455.58 Cr | 41.34 % | 461.56 Cr | 40.1 % | 420.68 Cr | 41.35 % | 403.65 Cr | 43.12 % | 453.31 Cr | 36.54 % | 367.11 Cr | 35.16 % | 347.87 Cr | 39.22 % | 390.15 Cr | 40.57 % | 375.77 Cr | 46.43 % | 409.28 Cr | 46.14 % | 388.11 Cr | 48.12 % | 408.37 Cr | 41.32 % | 337 Cr | 43.330000000000005 % | 335 Cr | 1.5699999999999998 % | 11.63 Cr | 45.46000000000001 % | 325.68 Cr | |
| Consumer Discretionary | 0.53 % | 6.36 Cr | 0.54 % | 6.29 Cr | 0.55 % | 6.33 Cr | 0.5 % | 5.69 Cr | 0.56 % | 6.23 Cr | 1.12 % | 11.73 Cr | 1.27 % | 12.38 Cr | 1.55 % | 16.36 Cr | 1.69 % | 16.99 Cr | 1.8199999999999998 % | 18 Cr | 2.11 % | 20.95 Cr | 1.92 % | 17.75 Cr | 2.08 % | 18.36 Cr | 2.13 % | 17.9 Cr | 1.95 % | 16.49 Cr | 1.62 % | 13.16 Cr | 1.45 % | 11.24 Cr | 1.96 % | 14.57 Cr | 2.1 % | 15.08 Cr | |
| Insurance | 0.2 % | 2.45 Cr | 0.5 % | 5.82 Cr | 0.46 % | 5.32 Cr | 0.42999999999999994 % | 4.81 Cr | 0.4 % | 4.5 Cr | 0.0 % | 03.61 L | 0.0 % | 02.53 L | 0.0 % | 04.61 L | 0.0 % | 02.88 L | 0.0 % | 03.16 L | -0.009999999999999898 % | 04.72 L | -0.010000000000000009 % | 03.47 L | -0.010000000000000009 % | 03.2 L | -0.010000000000000009 % | 02.1 L | 0.0 % | 01.28 L | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 9.91 % | 119.56 Cr | 9.91% | 9.09% | 8.66% |
| Reliance Industries Ltd. | Energy | 8.94 % | 107.94 Cr | 8.94% | 8.08% | 8.9% |
| ICICI Bank Ltd. | Financial | 7.05 % | 85.03 Cr | 7.05% | 7.39% | 3.28% |
| HDFC Bank Ltd. | Financial | 5.21 % | 62.92 Cr | 5.21% | 5.02% | 2.9% |
| Axis Bank Ltd. | Financial | 3.94 % | 47.52 Cr | 3.94% | 3.68% | 2.43% |
| State Bank of India | Financial | 3.93 % | 47.4 Cr | 3.93% | 4.08% | 1.1% |
| Larsen & Toubro Ltd. | Construction | 2.87 % | 34.61 Cr | 2.87% | 2.38% | 1.73% |
| Mahindra & Mahindra Ltd. | Automobile | 2.78 % | 33.54 Cr | 2.78% | 2.27% | 1.44% |
| Kotak Mahindra Bank Ltd. | Financial | 2.57 % | 30.99 Cr | 2.57% | 2.43% | 1.21% |
| Bajaj Finance Ltd. | Financial | 2.24 % | 27.05 Cr | 2.24% | 1.65% | 0.89% |
| ITC Ltd. | Consumer Staples | 1.18 % | 14.25 Cr | 1.18% | 0.99% | 1.35% |
| HCL Technologies Ltd. | Technology | 1.12 % | 13.46 Cr | 1.12% | 0.7% | -- |
| Hindalco Industries Ltd. | Metals & Mining | 1.1 % | 13.28 Cr | 1.1% | 0.99% | 1.05% |
| Bank Of Baroda | Financial | 1.0 % | 12.03 Cr | 1.0% | 0.91% | 0.95% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.95 % | 11.49 Cr | 0.95% | 0.97% | 0.75% |
| Hindustan Unilever Ltd. | Consumer Staples | 0.87 % | 10.51 Cr | 0.87% | 1.58% | 1.66% |
| Bharat Electronics Ltd. | Capital Goods | 0.87 % | 10.47 Cr | 0.87% | 0.83% | -- |
| Coromandel International Ltd. | Chemicals | 0.86 % | 10.4 Cr | 0.86% | 0.79% | -- |
| JSW Steel Ltd. | Metals & Mining | 0.86 % | 10.37 Cr | 0.86% | 0.88% | 0.97% |
| Cummins India Ltd. | Capital Goods | 0.77 % | 9.34 Cr | 0.77% | 0.74% | -- |
| Infosys Ltd. | Technology | 0.71 % | 8.52 Cr | 0.71% | 0.87% | 5.64% |
| Jubilant FoodWorks Ltd. | Services | 0.66 % | 7.9 Cr | 0.66% | 0.72% | -- |
| PB Fintech Ltd. | Services | 0.64 % | 7.68 Cr | 0.64% | -- | -- |
| Power Finance Corporation Ltd. | Financial | 0.63 % | 7.57 Cr | 0.63% | 0.74% | -- |
| BSE Ltd. | Services | 0.63 % | 7.61 Cr | 0.63% | 0.55% | -- |
| TVS Motor Company Ltd. | Automobile | 0.63 % | 7.61 Cr | 0.63% | -- | 0.74% |
| Others | Others | 0.62 % | -- | -- | -- | |
| Interglobe Aviation Ltd. | Services | 0.62 % | 7.48 Cr | 0.62% | 0.76% | 1.66% |
| Tata Consumer Products Ltd. | Consumer Staples | 0.62 % | 7.47 Cr | 0.62% | 0.7% | -- |
| Ultratech Cement Ltd. | Materials | 0.62 % | 7.49 Cr | 0.62% | 0.46% | 1.15% |
| Bharat Petroleum Corporation Ltd. | Energy | 0.57 % | 6.83 Cr | 0.57% | 0.58% | -- |
| Maruti Suzuki India Ltd. | Automobile | 0.53 % | 6.35 Cr | 0.53% | 0.64% | 2.75% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.53 % | 6.36 Cr | 0.53% | 0.55% | -- |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.51 % | 6.15 Cr | 0.51% | 0.44% | -- |
| Aurobindo Pharma Ltd. | Healthcare | 0.51 % | 6.18 Cr | 0.51% | 0.49% | 1.27% |
| NTPC Ltd. | Energy | 0.49 % | 5.88 Cr | 0.49% | 0.53% | 0.65% |
| Ambuja Cements Ltd. | Materials | 0.48 % | 5.84 Cr | 0.48% | 0.81% | 0.05% |
| Mankind Pharma Ltd. | Healthcare | 0.47 % | 5.64 Cr | 0.47% | 0.42% | 0.32% |
| Bajaj Auto Ltd. | Automobile | 0.43 % | 5.21 Cr | 0.43% | 0.45% | -- |
| UNO Minda Ltd. | Automobile | 0.42 % | 5.01 Cr | 0.42% | 0.44% | -- |
| Eternal Ltd. | Services | 0.42 % | 5.12 Cr | 0.42% | 0.52% | 0.55% |
| JK Cement Ltd. | Materials | 0.42 % | 5.08 Cr | 0.42% | -- | -- |
| Home First Finance Company India Ltd. | Financial | 0.41 % | 4.93 Cr | 0.41% | 0.4% | -- |
| Tata Power Company Ltd. | Energy | 0.41 % | 4.98 Cr | 0.41% | 0.44% | -- |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.4 % | 4.82 Cr | 0.4% | 0.39% | 0.8% |
| Crisil Ltd. | Services | 0.39 % | 4.72 Cr | 0.39% | 0.38% | -- |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.37 % | 4.4 Cr | 0.37% | 0.16% | -- |
| United Spirits Ltd. | Consumer Staples | 0.35 % | 4.19 Cr | 0.35% | 0.47% | 0.26% |
| Prestige Estates Projects Ltd. | Construction | 0.34 % | 4.09 Cr | 0.34% | 0.3% | -- |
| Pidilite Industries Ltd. | Chemicals | 0.34 % | 4.13 Cr | 0.34% | 0.36% | -- |
| Varun Beverages Ltd. | Consumer Staples | 0.31 % | 3.75 Cr | 0.31% | 0.31% | -- |
| Billionbrains Garage Ventures Ltd. | Financial | 0.28 % | 3.42 Cr | 0.28% | -- | -- |
| Bajaj Finserv Ltd. | Financial | 0.28 % | 3.36 Cr | 0.28% | 0.29% | 0.12% |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.27 % | 3.29 Cr | 0.27% | 0.31% | -- |
| Trent Ltd. | Services | 0.23 % | 2.83 Cr | 0.23% | -- | -- |
| Indegene Ltd. | Healthcare | 0.23 % | 2.82 Cr | 0.23% | 0.2% | -- |
| Coforge Ltd. | Technology | 0.22 % | 2.68 Cr | 0.22% | -- | -- |
| Tech Mahindra Ltd. | Technology | 0.22 % | 2.67 Cr | 0.22% | 0.2% | 0.26% |
| SBI Life Insurance Company Ltd. | Insurance | 0.2 % | 2.45 Cr | 0.2% | 0.46% | 0.25% |
| Indraprastha Gas Ltd. | Energy | 0.19 % | 2.23 Cr | 0.19% | -- | -- |
| The Indian Hotels Company Ltd. | Services | 0.16 % | 1.93 Cr | 0.16% | 0.16% | -- |
| GAIL (India) Ltd. | Energy | 0.15 % | 1.84 Cr | 0.15% | 0.16% | -- |
Complete Current Instrument Holdings
as on Dec 31, 2025| Instrument | Sector | % of holding | Value |
|---|---|---|---|
| GOI | Sovereign | 8.53 % | 102.98 Cr |
| LIC Housing Finance Ltd. | Financial | 2.07 % | 24.91 Cr |
| Small Industries Devp. Bank of India Ltd. | Financial | 1.26 % | 15.21 Cr |
| National Bank For Agriculture & Rural Development | Financial | 0.84 % | 20.16 Cr |
| Power Finance Corporation Ltd. | Financial | 0.83 % | 10.03 Cr |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 62.92 Cr | -- | 49.98 Cr |
| ICICI Bank Ltd. | Financial | 85.03 Cr | -- | 32.37 Cr |
| Reliance Industries Ltd. | Energy | 107.94 Cr | -- | 28.72 Cr |
| Bharti Airtel Ltd. | Communication | 119.56 Cr | -- | 26.36 Cr |
| Mahindra & Mahindra Ltd. | Automobile | 33.54 Cr | -- | 18.98 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Aurobindo Pharma Ltd. | Healthcare | 6.18 Cr | -- | 3.39L |
| Hindalco Industries Ltd. | Metals & Mining | 13.28 Cr | -- | 5.24L |
| JSW Steel Ltd. | Metals & Mining | 10.37 Cr | -- | 6.68L |
| ITC Ltd. | Consumer Staples | 14.25 Cr | -- | 8.48L |
| Axis Bank Ltd. | Financial | 47.52 Cr | -- | 17.97L |