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Sundaram Services Fund

Sundaram Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
54
Well diversified
Top 10 weight
41%
Concentration
Active share
75%
Highly Differentiated
Equity
-
Asset allocation

Portfolio

21Sectors 19High-conviction bets 19%Top sector wt. -Cash

Market-cap allocation

Large cap47%
Mid cap15%
Small cap28%

Asset allocation

Asset mix not available.

Top holdings

5.6%
5.0%
4.8%
TREPSCASH_EQUIVALENT
3.5%
2.6%

AI Smart summary

Pros

  • Well-diversified across 54 holdings.

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Sectoral / Thematic.

JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS

Sector exposure

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

Banks19.3%
Finance13.2%
Telecom - Services9.1%
Retailing7.2%
Healthcare Services7.0%
It - Software6.3%
Petroleum Products4.5%
Transport Infrastructure4.2%
Transport Services3.7%
Consumer Durables3.6%
Leisure Services3.4%
Capital Markets3.0%
Financial Technology (Fintech)2.9%
It - Services2.5%