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Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)

Sundaram Mutual Fund Focused Fund Active Stock Picker As of 2026-07-31
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Holdings
31
Concentrated
Top 10 weight
54%
Concentration
Active share
66%
Active Stock Picker
Equity
97%
Asset allocation

Portfolio

17Sectors 6Large positions 26.4%Top: Banks 0.0%Cash

Market-cap allocation

Large cap60%
Mid cap8%
Small cap21%

Asset allocation

Equity97%

Top holdings

HDFC Bank LtdEQUITY
7.4%
ICICI Bank LtdEQUITY
7.2%
TVS Motor Company LtdEQUITY
6.8%
Bharti Airtel LtdEQUITY
6.4%
Happy Forgings LtdEQUITY
5.7%
Craftsman Automation LtdEQUITY
5.6%
Kotak Mahindra Bank LtdEQUITY
4.8%
Apollo Hospitals Enterprise LtdEQUITY
3.8%
Tech Mahindra LtdEQUITY
3.5%
Avenue Supermarts LtdEQUITY
3.4%

AI Smart summary

Portfolio read

  • 97% equity.
  • 31 disclosed positions across 17 classified equity sectors.
  • Largest equity sector is Banks at 26.4% of the portfolio.
  • Large-cap exposure is 60%.

Watchpoints

  • Sector concentration is elevated: Banks represents 26%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Focused Fund.

Mahindra Manulife Focused Fund33 holdings · 52% top 10 · 69% AS
HDFC Focused Fund33 holdings · 55% top 10 · 65% AS
Mirae Asset Focused Fund33 holdings · 57% top 10 · 70% AS
ICICI Prudential Focused Equity Fund33 holdings · 50% top 10 · 66% AS
Canara Robeco Focused Fund33 holdings · 51% top 10 · 57% AS
Edelweiss Focused Fund32 holdings · 50% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks26.4%
Auto Components8.7%
It - Software8.0%
Retailing8.0%
Automobiles6.8%
Telecom - Services6.4%
Industrial Products5.7%
Insurance4.9%
Healthcare Services3.8%
Electrical Equipment3.3%
Transport Services3.2%
Finance3.1%
Agricultural Food & Other Products2.5%
Fertilizers & Agrochemicals2.4%
Other 3 sectors3.8%