Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Sundaram Focused Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on May 31, 2025| Number of stocks | 25 |
| Top 10 Stocks (%) | 55.25 % |
| Top 5 Stocks (%) | 34.43 % |
| Top 3 Stocks (%) | 25.03 % |
Portfolio Aggregates
as on May 31, 2025Large Cap Stocks (%)
71.817226 %
This fund
Vs
60.2 %
Category
Mid Cap Stocks (%)
7.102900999999999 %
This fund
Vs
19.62 %
Category
Small Cap Stocks (%)
10.649873 %
This fund
Vs
20.18 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on May 31, 2025- %
- #
| Sector | 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 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 26.020000000000003 % | 286.09 Cr | 28.72 % | 310.45 Cr | 27.78 % | 289.99 Cr | 29.749999999999996 % | 328.11 Cr | 30.140000000000004 % | 336.89 Cr | 33.12 % | 365.87 Cr | 26.479999999999997 % | 310.62 Cr | 25.94 % | 299.96 Cr | 26.639999999999997 % | 303.08 Cr | 27.64 % | 306.92 Cr | 27.130000000000003 % | 287.12 Cr | 27.919999999999998 % | 294.91 Cr | 27.32 % | 282.28 Cr | 28.26 % | 287.27 Cr | 27.7 % | 274.83 Cr | 28.7 % | 289.25 Cr | 26.330000000000002 % | 250.05 Cr | 27.43 % | 245.11 Cr | 28.290000000000003 % | 260.76 Cr | 27.729999999999997 % | 251.84 Cr | |
| Automobile | 10.57 % | 116.17 Cr | 10.03 % | 108.48 Cr | 9.14 % | 95.28 Cr | 5.5 % | 60.67 Cr | 5.27 % | 58.94 Cr | 0 % | 0 | 1.29 % | 15.1 Cr | 1.2 % | 13.88 Cr | 1.21 % | 13.8 Cr | 1.17 % | 13.02 Cr | 1.25 % | 13.23 Cr | 1.2 % | 12.7 Cr | 1.39 % | 14.34 Cr | 2.17 % | 22.04 Cr | 1.99 % | 19.76 Cr | 4.24 % | 42.66 Cr | 4.22 % | 40.09 Cr | 4.22 % | 37.69 Cr | 4.5600000000000005 % | 42.03 Cr | 7.76 % | 70.48 Cr | |
| Services | 9.870000000000001 % | 108.58 Cr | 8.790000000000001 % | 95.02 Cr | 6.25 % | 65.24 Cr | 12.169999999999998 % | 134.2 Cr | 11.739999999999998 % | 131.31 Cr | 10.809999999999999 % | 119.31 Cr | 17.04 % | 199.96 Cr | 17.049999999999997 % | 197.14 Cr | 16.56 % | 188.53 Cr | 16.83 % | 186.98 Cr | 16.900000000000002 % | 178.8 Cr | 17.57 % | 185.62 Cr | 16.279999999999998 % | 168.22 Cr | 14.71 % | 149.49 Cr | 15.209999999999999 % | 150.93 Cr | 15.16 % | 152.83 Cr | 17.12 % | 162.7 Cr | 16.599999999999998 % | 148.19 Cr | 15.74 % | 145 Cr | 11.58 % | 105.33 Cr | |
| Technology | 8.75 % | 96.11 Cr | 9.44 % | 102.02 Cr | 8.77 % | 91.52 Cr | 9.950000000000001 % | 109.81 Cr | 9.74 % | 108.83 Cr | 6.52 % | 72.04 Cr | 6.279999999999999 % | 73.74 Cr | 7.15 % | 82.62 Cr | 7.14 % | 81.2 Cr | 6.41 % | 71.14 Cr | 5.91 % | 62.54 Cr | 6.03 % | 63.7 Cr | 8.92 % | 92.13 Cr | 10.39 % | 105.54 Cr | 10.75 % | 106.63 Cr | 12.620000000000001 % | 127.21 Cr | 13.010000000000002 % | 123.44 Cr | 12.77 % | 114.2 Cr | 12.86 % | 118.55 Cr | 10.17 % | 92.34 Cr | |
| Healthcare | 7.3100000000000005 % | 80.41 Cr | 7.119999999999999 % | 76.93 Cr | 7.7 % | 80.37 Cr | 7.96 % | 87.86 Cr | 8.54 % | 95.42 Cr | 8.66 % | 95.61 Cr | 8.27 % | 97.1 Cr | 7.4 % | 85.6 Cr | 8.17 % | 92.93 Cr | 7.42 % | 82.44 Cr | 7.41 % | 78.39 Cr | 7.77 % | 82.15 Cr | 8.02 % | 82.94 Cr | 8.030000000000001 % | 81.66 Cr | 8.07 % | 80.01 Cr | 7.34 % | 73.9 Cr | 7.88 % | 74.77 Cr | 7.35 % | 65.62 Cr | 7.55 % | 69.54 Cr | 7.34 % | 66.68 Cr | |
| Communication | 6.01 % | 66.04 Cr | 5.92 % | 64.03 Cr | 5.73 % | 59.8 Cr | 4.96 % | 54.77 Cr | 5.02 % | 56.13 Cr | 7.43 % | 81.99 Cr | 7.33 % | 85.97 Cr | 7.210000000000001 % | 83.43 Cr | 6.799999999999999 % | 77.44 Cr | 6.79 % | 75.33 Cr | 6.69 % | 70.74 Cr | 6.19 % | 65.41 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Insurance | 5.859999999999999 % | 64.47 Cr | 4.25 % | 45.91 Cr | 4.2 % | 43.89 Cr | 3.8400000000000003 % | 42.41 Cr | 2.94 % | 32.95 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Energy | 4.19 % | 46.1 Cr | 4.12 % | 44.57 Cr | 5.37 % | 56.1 Cr | 4.85 % | 53.47 Cr | 5.09 % | 56.85 Cr | 6.92 % | 76.53 Cr | 7.42 % | 87.03 Cr | 8.709999999999999 % | 100.62 Cr | 7.36 % | 83.7 Cr | 7.84 % | 87.03 Cr | 7.52 % | 79.53 Cr | 7.72 % | 81.56 Cr | 7.99 % | 82.61 Cr | 7.99 % | 81.22 Cr | 7.99 % | 79.32 Cr | 7.13 % | 71.86 Cr | 6.96 % | 66.09 Cr | 7.12 % | 63.6 Cr | 6.82 % | 62.84 Cr | 7.1 % | 64.5 Cr | |
| Metals & Mining | 3.38 % | 37.18 Cr | 5.48 % | 59.2 Cr | 4.800000000000001 % | 50.11 Cr | 1.81 % | 19.92 Cr | 1.94 % | 21.7 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Construction | 3.23 % | 35.51 Cr | 3.19 % | 34.44 Cr | 6.24 % | 65.08 Cr | 8.299999999999999 % | 91.66 Cr | 8.469999999999999 % | 94.72 Cr | 8.129999999999999 % | 89.86 Cr | 7.2 % | 84.41 Cr | 7.859999999999999 % | 90.86 Cr | 7.92 % | 90.18 Cr | 7.88 % | 87.5 Cr | 8.280000000000001 % | 87.56 Cr | 7.930000000000001 % | 83.74 Cr | 8.35 % | 86.28 Cr | 7.859999999999999 % | 79.84 Cr | 5.35 % | 53.07 Cr | 5.34 % | 53.78 Cr | 4.99 % | 47.42 Cr | 5.0 % | 44.67 Cr | 5.0 % | 46.11 Cr | 7.02 % | 63.79 Cr | |
| Chemicals | 3.12 % | 34.34 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Consumer Discretionary | 2.48 % | 27.31 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Consumer Staples | 2.39 % | 26.24 Cr | 2.5 % | 27.05 Cr | 2.35 % | 24.5 Cr | 2.03 % | 22.37 Cr | 2.88 % | 32.2 Cr | 1.88 % | 20.75 Cr | 2.0 % | 23.49 Cr | 1.92 % | 22.14 Cr | 1.91 % | 21.76 Cr | 1.93 % | 21.44 Cr | 5.55 % | 58.71 Cr | 5.970000000000001 % | 63.13 Cr | 5.970000000000001 % | 61.75 Cr | 5.99 % | 60.9 Cr | 6.109999999999999 % | 60.62 Cr | 6.4399999999999995 % | 64.83 Cr | 6.25 % | 59.34 Cr | 6.6 % | 58.96 Cr | 5.55 % | 51.16 Cr | 5.5 % | 49.92 Cr | |
| Capital Goods | 1.93 % | 21.23 Cr | 0 % | 0 | 1.91 % | 19.88 Cr | 2.25 % | 24.88 Cr | 2.39 % | 26.71 Cr | 9.0 % | 99.47 Cr | 9.29 % | 108.93 Cr | 10.3 % | 119.03 Cr | 10.639999999999999 % | 120.94 Cr | 10.649999999999999 % | 118.38 Cr | 9.25 % | 97.84 Cr | 7.76 % | 81.87 Cr | 7.15 % | 73.89 Cr | 6.99 % | 70.95 Cr | 8.76 % | 86.79 Cr | 8.580000000000002 % | 86.45 Cr | 8.56 % | 81.37 Cr | 8.05 % | 71.94 Cr | 8.71 % | 80.22 Cr | 11.180000000000001 % | 101.66 Cr |
Complete Current Stock Holdings
as on May 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 9.64 % | 106.04 Cr | 8.84% | 8.12% | 7.71% |
| ICICI Bank Ltd. | Financial | 9.38 % | 103.11 Cr | 7.11% | 6.1% | 5.95% |
| Bharti Airtel Ltd. | Communication | 6.01 % | 66.04 Cr | 4.96% | 5.03% | -- |
| Kotak Mahindra Bank Ltd. | Financial | 4.75 % | 52.18 Cr | 3.09% | -- | -- |
| Craftsman Automation Ltd. | Automobile | 4.65 % | 51.09 Cr | 0.26% | -- | -- |
| Infosys Ltd. | Technology | 4.39 % | 48.26 Cr | 5.45% | 3.26% | 3.41% |
| TVS Motor Company Ltd. | Automobile | 4.27 % | 46.96 Cr | 1.92% | -- | -- |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 4.25 % | 46.73 Cr | 4.63% | -- | 2.29% |
| Bharat Petroleum Corporation Ltd. | Energy | 4.19 % | 46.1 Cr | -- | -- | -- |
| Avenue Supermarts Ltd. | Services | 3.72 % | 40.94 Cr | -- | 3.0% | 3.68% |
| Happy Forgings Ltd. | Metals & Mining | 3.38 % | 37.18 Cr | -- | -- | -- |
| Interglobe Aviation Ltd. | Services | 3.24 % | 35.61 Cr | 2.27% | 2.24% | 1.03% |
| Triveni Turbine Ltd. | Construction | 3.23 % | 35.51 Cr | 2.78% | 2.42% | 2.79% |
| PI Industries Ltd. | Chemicals | 3.12 % | 34.34 Cr | -- | -- | -- |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 3.06 % | 33.67 Cr | -- | -- | -- |
| SBI Life Insurance Company Ltd. | Insurance | 3.01 % | 33.13 Cr | 0.93% | -- | -- |
| Tech Mahindra Ltd. | Technology | 3.0 % | 32.93 Cr | 3.48% | 3.02% | 2.9% |
| Info Edge (India) Ltd. | Services | 2.91 % | 32.02 Cr | 3.62% | 3.18% | 2.49% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 2.85 % | 31.34 Cr | 2.91% | -- | -- |
| Amber Enterprises India Ltd. | Consumer Discretionary | 2.48 % | 27.31 Cr | -- | -- | -- |
| Tata Consumer Products Ltd. | Consumer Staples | 2.39 % | 26.24 Cr | 2.03% | -- | -- |
| City Union Bank Ltd. | Financial | 2.25 % | 24.75 Cr | -- | -- | -- |
| KEC International Ltd. | Capital Goods | 1.93 % | 21.23 Cr | -- | -- | -- |
| Bajaj Auto Ltd. | Automobile | 1.65 % | 18.11 Cr | 1.8% | -- | -- |
| HCL Technologies Ltd. | Technology | 1.36 % | 14.91 Cr | 1.02% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 106.04 Cr | -- | 106.04 Cr |
| ICICI Bank Ltd. | Financial | 103.11 Cr | -- | 103.11 Cr |
| Bharti Airtel Ltd. | Communication | 66.04 Cr | -- | 66.04 Cr |
| Kotak Mahindra Bank Ltd. | Financial | 52.18 Cr | -- | 52.18 Cr |
| Craftsman Automation Ltd. | Automobile | 51.09 Cr | -- | 51.09 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Consumer Products Ltd. | Consumer Staples | 26.24 Cr | -- | 26.24 Cr |
| City Union Bank Ltd. | Financial | 24.75 Cr | -- | 24.75 Cr |
| KEC International Ltd. | Capital Goods | 21.23 Cr | -- | 21.23 Cr |
| Bajaj Auto Ltd. | Automobile | 18.11 Cr | -- | 18.11 Cr |
| HCL Technologies Ltd. | Technology | 14.91 Cr | -- | 14.91 Cr |