Markets › Super Investors › Sundaram Mutual Fund A/C Sundaram Services Fund
SF
Sundaram Mutual Fund A/C Sundaram Services Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹985 Cr
Today
+₹10.7 Cr +1.10%
Companies
8
As of
07 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -18.9% NIFTY 50 -4.4%behind NIFTY by 14.5 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
81%
Wtd P/E
24.5
Wtd ROE
13.8%
Holdings
8
By market cap
Large 30% Mid 43% Small 27%
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PNB Housing Finance Ltd PNBHOUSING · Financial Services | 1.10% | ₹292.2 Cr | +2.77% | ▲ +0.01pp | 11.6 | 13% |
| AAVAS Financiers Ltd AAVAS · Financial Services | 2.14% | ₹238.4 Cr | -0.04% | NEW | 17.0 | 14% |
| Metropolis Healthcare Ltd METROPOLIS · Healthcare | 1.09% | ₹119.2 Cr | -0.90% | ▼ -0.10pp | 57.0 | 13% |
| Medi Assist Healthcare Services Ltd MEDIASSIST · Financial Services | 2.85% | ₹80.1 Cr | +0.97% | ▲ +0.03pp | 31.5 | 13% |
| Sapphire Foods India Ltd SAPPHIRE · Consumer Services | 1.25% | ₹69.9 Cr | +2.48% | ▼ -0.15pp | – | -2% |
| Landmark Cars Ltd LANDMARK · Automobile and Auto Components | 3.90% | ₹68.8 Cr | +0.50% | ▲ +1.06pp | 46.3 | 7% |
| OnEMI Technology Solutions Limited KISSHT · Financial Services | 1.33% | ₹60.6 Cr | +0.11% | NEW | 28.4 | – |
| R Systems International Ltd RSYSTEMS · Information Technology | 1.84% | ₹56.1 Cr | +2.09% | – | 14.3 | 30% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PNB Housing Finance Ltd | 1.10 | 1.09 | 1.14 | 1.08 |
| AAVAS Financiers Ltd | 2.14 | · | · | · |
| Metropolis Healthcare Ltd | 1.09 | 1.43 | 1.43 | 1.43 |
| Medi Assist Healthcare Services Ltd | 2.85 | 2.82 | 2.77 | 2.45 |
| Sapphire Foods India Ltd | 1.25 | 1.40 | 1.35 | 1.24 |
| Landmark Cars Ltd | 3.90 | 2.84 | · | · |
| R Systems International Ltd | 1.84 | 1.85 | 1.84 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.