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Sundaram Services Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on Sep 30, 2025| Number of stocks | 52 |
| Top 10 Stocks (%) | 42.5 % |
| Top 5 Stocks (%) | 28.47 % |
| Top 3 Stocks (%) | 19.47 % |
Portfolio Aggregates
as on Sep 30, 2025Large Cap Stocks (%)
56.687430000000006 %
This fund
Vs
48.42 %
Category
Mid Cap Stocks (%)
10.27266 %
This fund
Vs
23.0 %
Category
Small Cap Stocks (%)
26.939910000000005 %
This fund
Vs
28.59 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Sep 30, 2025- %
- #
| Sector | Sep 25 | Aug 25 | Jul 25 | May 25 | Apr 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 | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 33.26 % | 1,471 Cr | 33.620000000000005 % | 1,456 Cr | 35.22 % | 1,538 Cr | 34.47 % | 1,434 Cr | 34.96000000000001 % | 1,398 Cr | 35.93000000000001 % | 1,346 Cr | 34.459999999999994 % | 1,343 Cr | 34.17000000000001 % | 1,335 Cr | 35.02 % | 1,357 Cr | 35.69 % | 1,450 Cr | 36.14 % | 1,405 Cr | 36.26 % | 1,354 Cr | 37.74999999999999 % | 1,370 Cr | 38.91 % | 1,306 Cr | 38.69 % | 1,310 Cr | 37.05 % | 1,216 Cr | 36.989999999999995 % | 1,192 Cr | 38.1 % | 1,230 Cr | 39.18000000000001 % | 1,258 Cr | 37.7 % | 1,146 Cr | 37.330000000000005 % | 1,047 Cr | 36.589999999999996 % | 1,036 Cr | |
| Services | 22.81 % | 1,008 Cr | 23.14 % | 1,002 Cr | 21.65 % | 945.74 Cr | 20.560000000000002 % | 856.25 Cr | 19.880000000000003 % | 794.86 Cr | 19.96 % | 747.95 Cr | 20.339999999999996 % | 794.06 Cr | 21.66 % | 846.25 Cr | 20.090000000000007 % | 778.09 Cr | 17.930000000000003 % | 729.18 Cr | 16.919999999999998 % | 658.19 Cr | 16.999999999999996 % | 635.18 Cr | 15.700000000000001 % | 570.13 Cr | 15.44 % | 518.41 Cr | 14.82 % | 501.76 Cr | 15.03 % | 493.73 Cr | 14.780000000000001 % | 476.25 Cr | 15.34 % | 495.41 Cr | 17.4 % | 558.9 Cr | 18.12 % | 550.5 Cr | 18.240000000000002 % | 512.02 Cr | 18.51 % | 524.69 Cr | |
| Communication | 9.780000000000001 % | 432.62 Cr | 9.790000000000001 % | 424.08 Cr | 9.95 % | 434.61 Cr | 10.31 % | 429.2 Cr | 10.85 % | 433.97 Cr | 11.040000000000001 % | 413.45 Cr | 10.29 % | 401.3 Cr | 10.4 % | 406.28 Cr | 10.37 % | 401.64 Cr | 11.72 % | 476.51 Cr | 12.219999999999999 % | 475.34 Cr | 12.03 % | 449.45 Cr | 10.04 % | 364.64 Cr | 9.31 % | 312.64 Cr | 8.89 % | 301.15 Cr | 8.52 % | 279.81 Cr | 7.93 % | 255.84 Cr | 8.25 % | 266.62 Cr | 7.32 % | 235.08 Cr | 7.6 % | 231.09 Cr | 7.42 % | 208.25 Cr | 7.45 % | 210.98 Cr | |
| Technology | 9.17 % | 406.3 Cr | 9.26 % | 401.13 Cr | 8.67 % | 378.66 Cr | 8.629999999999999 % | 359.34 Cr | 8.290000000000001 % | 331.24 Cr | 8.71 % | 325.99 Cr | 9.989999999999998 % | 389.53 Cr | 9.27 % | 362.21 Cr | 9.66 % | 374.18 Cr | 9.53 % | 387.53 Cr | 9.72 % | 378.42 Cr | 9.63 % | 359.54 Cr | 9.75 % | 354.54 Cr | 8.99 % | 301.44 Cr | 8.53 % | 288.46 Cr | 8.81 % | 289.38 Cr | 9.33 % | 300.99 Cr | 8.51 % | 275.09 Cr | 8.01 % | 256.67 Cr | 8.05 % | 244.41 Cr | 8.049999999999999 % | 225.76 Cr | 8.129999999999999 % | 230.12 Cr | |
| Healthcare | 7.28 % | 322.48 Cr | 7.61 % | 329.99 Cr | 7.359999999999999 % | 321.17 Cr | 6.89 % | 286.9 Cr | 6.84 % | 273.35 Cr | 7.01 % | 262.35 Cr | 6.95 % | 270.71 Cr | 7.45 % | 291.45 Cr | 7.290000000000001 % | 282.66 Cr | 6.89 % | 280.33 Cr | 6.85 % | 266.54 Cr | 6.589999999999999 % | 246.19 Cr | 6.25 % | 226.88 Cr | 6.0 % | 201.69 Cr | 5.77 % | 195.71 Cr | 6.15 % | 202.06 Cr | 6.279999999999999 % | 202.82 Cr | 6.59 % | 212.69 Cr | 6.220000000000001 % | 199.47 Cr | 6.27 % | 190.6 Cr | 5.859999999999999 % | 164.61 Cr | 5.98 % | 169.36 Cr | |
| Energy | 4.72 % | 209 Cr | 4.8 % | 207.96 Cr | 4.88 % | 213.01 Cr | 5.23 % | 217.72 Cr | 5.38 % | 215.28 Cr | 5.22 % | 195.38 Cr | 4.78 % | 186.24 Cr | 4.33 % | 169.2 Cr | 4.5 % | 174.42 Cr | 4.75 % | 193.34 Cr | 4.82 % | 187.58 Cr | 5.01 % | 187.06 Cr | 6.36 % | 230.95 Cr | 6.239999999999999 % | 209.52 Cr | 7.3500000000000005 % | 248.65 Cr | 7.710000000000001 % | 253.36 Cr | 7.82 % | 252.17 Cr | 7.880000000000001 % | 254.5 Cr | 6.930000000000001 % | 222.72 Cr | 6.779999999999999 % | 206.08 Cr | 6.88 % | 193.36 Cr | 7.109999999999999 % | 201.38 Cr | |
| Consumer Discretionary | 2.7800000000000002 % | 123.11 Cr | 3.06 % | 132.61 Cr | 2.7399999999999998 % | 119.87 Cr | 3.05 % | 126.88 Cr | 2.99 % | 119.49 Cr | 2.8099999999999996 % | 105.1 Cr | 3.34 % | 130.47 Cr | 3.02 % | 118.17 Cr | 3.5700000000000003 % | 138.14 Cr | 3.9699999999999998 % | 161.73 Cr | 3.9800000000000004 % | 155.18 Cr | 4.64 % | 173.12 Cr | 4.9 % | 177.98 Cr | 4.58 % | 153.98 Cr | 4.94 % | 167.12 Cr | 5.09 % | 167.21 Cr | 5.029999999999999 % | 162.21 Cr | 3.85 % | 124.5 Cr | 3.65 % | 116.99 Cr | 3.7299999999999995 % | 113.42 Cr | 3.7199999999999998 % | 104.29 Cr | 3.57 % | 101.02 Cr | |
| Insurance | 2.51 % | 110.96 Cr | 2.58 % | 111.82 Cr | 2.63 % | 114.82 Cr | 2.97 % | 123.48 Cr | 2.86 % | 114.53 Cr | 2.71 % | 101.35 Cr | 2.6 % | 101.56 Cr | 2.56 % | 100.18 Cr | 2.74 % | 106.11 Cr | 2.75 % | 111.71 Cr | 2.77 % | 107.85 Cr | 4.0 % | 149.61 Cr | 3.9400000000000004 % | 143.19 Cr | 3.89 % | 130.57 Cr | 4.03 % | 136.43 Cr | 4.96 % | 163.08 Cr | 5.0 % | 161.07 Cr | 4.58 % | 147.86 Cr | 4.49 % | 144.21 Cr | 4.5 % | 136.84 Cr | 4.58 % | 128.69 Cr | 4.57 % | 129.71 Cr | |
| Construction | 1.61 % | 71.21 Cr | 1.59 % | 68.82 Cr | 1.56 % | 67.94 Cr | 1.69 % | 70.37 Cr | 1.91 % | 76.2 Cr | 1.9 % | 71.13 Cr | 1.81 % | 70.73 Cr | 1.83 % | 71.69 Cr | 1.7 % | 65.88 Cr | 1.43 % | 58.31 Cr | 1.53 % | 59.54 Cr | 1.52 % | 56.82 Cr | 1.58 % | 57.38 Cr | 1.48 % | 49.57 Cr | 1.49 % | 50.4 Cr | 1.36 % | 44.5 Cr | 1.37 % | 44.14 Cr | 1.37 % | 44.35 Cr | 1.37 % | 43.99 Cr | 1.63 % | 49.66 Cr | 1.56 % | 43.79 Cr | 1.83 % | 51.81 Cr | |
| Others | 2.1399999999999997 % | 94.32 Cr | 3.39 % | 146.71 Cr | 3.0300000000000002 % | 132.17 Cr | 5.68 % | 236.53 Cr | 5.53 % | 221.37 Cr | 2.7600000000000007 % | 103.23 Cr | 1.43 % | 55.63 Cr | 3.9499999999999997 % | 154.32 Cr | 3.78 % | 146.43 Cr | 1.66 % | 67.83 Cr | 3.7800000000000002 % | 147.12 Cr | 2.01 % | 74.94 Cr | 2.48 % | 89.76 Cr | 1.68 % | 56.15 Cr | 2.0799999999999996 % | 70.7 Cr | 2.3899999999999997 % | 78.62 Cr | 0.16 % | 5 Cr | 4.2 % | 135.7 Cr | 4.04 % | 129.53 Cr | 4.21 % | 127.9 Cr | 4.79 % | 134.39 Cr | 4.639999999999999 % | 131.24 Cr |
Complete Current Stock Holdings
as on Sep 30, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 7.69 % | 340.31 Cr | 7.92% | 8.32% | 8.52% |
| HDFC Bank Ltd. | Financial | 6.96 % | 308.04 Cr | 5.18% | 4.78% | 7.09% |
| Eternal Ltd. | Services | 4.82 % | 213.53 Cr | 2.75% | 2.38% | -- |
| Reliance Industries Ltd. | Energy | 4.72 % | 209 Cr | 4.78% | 4.75% | 5.41% |
| Axis Bank Ltd. | Financial | 4.28 % | 189.43 Cr | 3.02% | 2.97% | 1.83% |
| Adani Ports and Special Economic Zone Ltd. | Services | 3.46 % | 152.99 Cr | 2.64% | -- | -- |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 2.75 % | 121.9 Cr | 2.92% | 2.76% | 2.85% |
| Shriram Finance Ltd | Financial | 2.67 % | 118.24 Cr | -- | -- | -- |
| Info Edge (India) Ltd. | Services | 2.62 % | 115.84 Cr | 1.83% | 1.55% | 1.15% |
| ICICI Bank Ltd. | Financial | 2.53 % | 111.76 Cr | 3.81% | 3.63% | 7.63% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 2.51 % | 110.96 Cr | 2.6% | 2.75% | 2.65% |
| Bajaj Finserv Ltd. | Financial | 2.47 % | 109.47 Cr | -- | -- | -- |
| PNB Housing Finance Ltd. | Financial | 2.43 % | 107.49 Cr | 1.84% | 1.08% | -- |
| Aster DM Healthcare Ltd. | Healthcare | 2.32 % | 102.8 Cr | 2.05% | 1.58% | 0.8% |
| Affle (India) Ltd. | Technology | 2.22 % | 98.28 Cr | 2.08% | 1.77% | 1.25% |
| Titan Company Ltd. | Consumer Discretionary | 2.1 % | 92.88 Cr | 2.3% | 2.48% | 2.9% |
| Indus Towers Ltd. | Communication | 2.09 % | 92.31 Cr | 2.12% | 1.92% | -- |
| RateGain Travel Technologies Ltd. | Technology | 1.77 % | 78.49 Cr | 1.95% | 1.69% | 1.49% |
| Ujjivan Small Finance Bank Ltd. | Financial | 1.65 % | 72.98 Cr | 1.8% | 1.84% | -- |
| The Phoenix Mills Ltd. | Construction | 1.61 % | 71.21 Cr | 1.81% | 1.43% | 1.36% |
| Sapphire Foods India Ltd. | Services | 1.54 % | 68.19 Cr | 1.25% | 1.2% | 1.08% |
| Chalet Hotels Ltd. | Services | 1.43 % | 63.14 Cr | 1.83% | 1.58% | 1.97% |
| Delhivery Ltd. | Services | 1.37 % | 60.44 Cr | 0.38% | 0.89% | -- |
| CSB Bank Ltd. | Financial | 1.31 % | 57.99 Cr | 1.2% | 1.15% | 0.68% |
| LTIMindtree Ltd. | Technology | 1.27 % | 56.25 Cr | 1.56% | 1.58% | 2.22% |
| Fortis Healthcare Ltd. | Healthcare | 1.26 % | 55.78 Cr | 1.24% | 1.8% | 1.8% |
| Indusind Bank Ltd. | Financial | 1.24 % | 54.89 Cr | 2.27% | 2.67% | 1.55% |
| Medi Assist Healthcare Services Ltd. | Services | 1.23 % | 54.32 Cr | 0.83% | 0.69% | 0.56% |
| MakeMy Trip Ltd. | Services | 1.21 % | -- | -- | -- | |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.21 % | 53.64 Cr | 0.59% | -- | 0.36% |
| Infosys Ltd. | Technology | 1.12 % | 49.62 Cr | 1.26% | -- | -- |
| Westlife Foodworld Ltd. | Services | 1.11 % | 49.31 Cr | 1.46% | 1.66% | 1.76% |
| Angel One Ltd. | Financial | 1.08 % | 47.62 Cr | 1.22% | 1.2% | 1.22% |
| REC Ltd. | Financial | 1.06 % | 47.01 Cr | 1.2% | 1.28% | -- |
| PVR Inox Ltd. | Services | 1.03 % | 45.39 Cr | 1.42% | 1.74% | 1.61% |
| Interglobe Aviation Ltd. | Services | 1.01 % | 44.49 Cr | 0.52% | -- | 0.17% |
| R Systems International Ltd. | Technology | 0.99 % | 43.96 Cr | 1.31% | -- | -- |
| Kotak Mahindra Bank Ltd. | Financial | 0.98 % | 43.19 Cr | -- | -- | -- |
| Metropolis Healthcare Ltd. | Healthcare | 0.95 % | 41.99 Cr | 0.74% | 0.75% | 0.0% |
| Equitas Small Finance Bank Ltd. | Financial | 0.94 % | 41.48 Cr | 1.5% | 1.63% | 1.69% |
| Coforge Ltd. | Technology | 0.93 % | 41.04 Cr | 0.62% | 1.99% | 1.46% |
| Bandhan Bank Ltd. | Financial | 0.88 % | 38.85 Cr | -- | -- | -- |
| Tech Mahindra Ltd. | Technology | 0.87 % | 38.62 Cr | 1.21% | 1.07% | 1.14% |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.76 % | 33.52 Cr | -- | -- | -- |
| Senco Gold Ltd. | Consumer Discretionary | 0.68 % | 30.22 Cr | 1.04% | 0.76% | 0.95% |
| SIS Ltd. | Services | 0.66 % | 29.36 Cr | 0.87% | 0.97% | 0.69% |
| UTI Asset Management Company Ltd. | Financial | 0.6 % | 26.46 Cr | 0.81% | 0.72% | 0.58% |
| Swiggy Ltd. | Services | 0.45 % | 19.76 Cr | 0.64% | -- | -- |
| BSE Ltd. | Services | 0.44 % | 19.36 Cr | -- | -- | -- |
| Multi Commodity Exchange Of India Ltd. | Services | 0.43 % | 18.98 Cr | 1.28% | 2.64% | 1.33% |
| Cholamandalam Financial Holdings Ltd. | Financial | 0.21 % | 9.32 Cr | 2.04% | 3.54% | 2.95% |
| Others | Others | 0.01 % | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| BSE Ltd. | Services | 19.36 Cr | -- | 19.36 Cr |
| RateGain Travel Technologies Ltd. | Technology | 78.49 Cr | 62.31 Cr | 16.18 Cr |
| Axis Bank Ltd. | Financial | 189.43 Cr | 174.97 Cr | 14.46 Cr |
| PNB Housing Finance Ltd. | Financial | 107.49 Cr | 93.8 Cr | 13.69 Cr |
| Indus Towers Ltd. | Communication | 92.31 Cr | 81.89 Cr | 10.42 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Fortis Healthcare Ltd. | Healthcare | 55.78 Cr | 61.08 Cr | 5.3 Cr |
| R Systems International Ltd. | Technology | 43.96 Cr | 50.63 Cr | 6.66 Cr |
| Titan Company Ltd. | Consumer Discretionary | 92.88 Cr | 100.1 Cr | 7.22 Cr |
| Sapphire Foods India Ltd. | Services | 68.19 Cr | 75.91 Cr | 7.71 Cr |
| Swiggy Ltd. | Services | 19.76 Cr | 37.63 Cr | 17.87 Cr |