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Sundaram Value Fund

Sundaram Mutual Fund As of 2026-05-31
Holdings
48
Concentrated
Top 10 weight
44%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

28Sectors 15High-conviction bets 25%Top sector wt. -Cash

Market-cap allocation

Large cap63%
Mid cap11%
Small cap22%

Asset allocation

Asset mix not available.

Top holdings

6.9%
5.2%
5.0%
TREPSCASH_EQUIVALENT
4.2%
NTPC LTDEQUITY
3.7%
3.6%

AI Smart summary

Pros

  • Large-cap tilt (63%) - relatively stable.

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

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

Banks25.0%
It - Software7.1%
Petroleum Products6.8%
Power5.4%
Cement & Cement Products5.1%
Industrial Products4.5%
Gas4.3%
Pharmaceuticals & Biotechnology3.8%
Telecom - Services3.4%
Construction3.3%
Automobiles3.0%
Diversified Fmcg2.7%
Leisure Services2.7%
Auto Components2.7%