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Large & Mid Cap · Sundaram Mutual Fund · AMFI code 105000Sundaram Large and Mid Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹6,381 Cr
down ₹877 Cr vs Sep 2024
- Stocks held
- 72
- down 9 vs Sep 2024
- Top 10 weight
- 30.8%
- of the portfolio in its ten largest
- Cash & debt
- 3.1%
- cash, money market and debt
- Moves this month
- 8 in · 17 out
- added to 10, trimmed 46
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 72 stocks worth ₹6,381 Cr, down ₹877 Cr from Sep 2024. Its largest positions were HDFC Bank Limited (5.6%), ICICI Bank Limited (4.7%), Reliance Industries Limited (4.1%); the ten largest together made up 30.8% of the portfolio, and Banks was the biggest sector at 20.9% of its equity. Cash and debt stood at 3.1%. Compared with Sep 2024 the fund entered 8 new stocks and exited 17.
Against 33 other Large & Mid Cap funds
Concentration
52%
Top-10 weight is higher than 52% of peers
Breadth
55%
Holds more stocks than 55% of peers
Cash
45%
Holds more cash than 45% of peers
What these mean: concentration · cash
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| HDFC Bank Limited | 5.56% | up 1.08 pts | ₹355 Cr | up ₹29.9 Cr | Added |
| ICICI Bank Limited | 4.70% | up 0.80 pts | ₹300 Cr | up ₹16.8 Cr | Added |
| Reliance Industries Limited | 4.08% | up 0.82 pts | ₹260 Cr | up ₹23.9 Cr | Added |
| Cash, TREPS & receivables | 3.07% | up 2.07 pts | ₹196 Cr | up ₹123 Cr | Added |
| State Bank of India | 2.78% | up 0.28 pts | ₹177 Cr | down ₹3.8 Cr | Trimmed |
| Infosys Limited | 2.46% | up 0.14 pts | ₹157 Cr | down ₹11.7 Cr | Trimmed |
| Bharti Airtel Limited | 2.44% | up 0.32 pts | ₹156 Cr | up ₹2.1 Cr | Added |
| Sundaram Money Market Fund-Direct Plan - Growth Fund units | 2.36% | up 2.36 pts | ₹150 Cr | up ₹150 Cr | New |
| Kotak Mahindra Bank Limited | 2.31% | up 0.69 pts | ₹148 Cr | up ₹30.1 Cr | Added |
| Larsen & Toubro Limited | 2.19% | up 0.09 pts | ₹140 Cr | down ₹12.8 Cr | Trimmed |
| Amber Enterprises India Limited | 1.95% | up 0.89 pts | ₹124 Cr | up ₹47.4 Cr | Added |
| Alkem Laboratories Limited | 1.91% | up 0.75 pts | ₹122 Cr | up ₹37.3 Cr | Added |
| Axis Bank Limited | 1.90% | up 0.20 pts | ₹121 Cr | down ₹2 Cr | Trimmed |
| Jubilant Foodworks Limited | 1.76% | up 0.63 pts | ₹112 Cr | up ₹30.4 Cr | Added |
| UNO Minda Limited | 1.67% | down 0.18 pts | ₹107 Cr | down ₹27.6 Cr | Trimmed |
| Lupin Limited | 1.63% | up <0.01 pts | ₹104 Cr | down ₹14.2 Cr | Trimmed |
| Marico Limited | 1.63% | up 0.85 pts | ₹104 Cr | up ₹47.7 Cr | Added |
| Sun Pharmaceutical Industries Limited | 1.63% | up 0.04 pts | ₹104 Cr | down ₹11.5 Cr | Trimmed |
| UltraTech Cement Limited | 1.62% | up 0.40 pts | ₹104 Cr | up ₹15.1 Cr | Added |
| United Breweries Limited | 1.54% | up 0.25 pts | ₹98 Cr | up ₹5 Cr | Added |
| Tata Consultancy Services Limited | 1.50% | down 0.06 pts | ₹95.6 Cr | down ₹17.6 Cr | Trimmed |
| Bank of Baroda | 1.47% | up 1.47 pts | ₹93.7 Cr | up ₹93.7 Cr | New |
| The Indian Hotels Company Limited | 1.39% | up 0.26 pts | ₹88.6 Cr | up ₹6.4 Cr | Added |
| MphasiS Limited | 1.37% | up 0.15 pts | ₹87.5 Cr | down ₹1.3 Cr | Trimmed |
| Fortis Healthcare Limited | 1.37% | up 0.27 pts | ₹87.3 Cr | up ₹7.3 Cr | Added |
| Mahindra & Mahindra Financial Services Limited | 1.35% | up 0.94 pts | ₹86.3 Cr | up ₹56.5 Cr | Added |
| Info Edge (India) Limited | 1.35% | down 0.21 pts | ₹86.2 Cr | down ₹27.2 Cr | Trimmed |
| Bajaj Finance Limited | 1.35% | up 1.35 pts | ₹86.1 Cr | up ₹86.1 Cr | New |
| Persistent Systems Limited | 1.30% | down 0.26 pts | ₹82.7 Cr | down ₹30.1 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 1.27% | up 0.18 pts | ₹81.2 Cr | up ₹2 Cr | Added |
| PI Industries Limited | 1.18% | up 0.07 pts | ₹75.4 Cr | down ₹5.6 Cr | Trimmed |
| Bharti Hexacom Limited | 1.15% | down 0.05 pts | ₹73.2 Cr | down ₹13.4 Cr | Trimmed |
| NTPC Limited | 1.12% | down 0.57 pts | ₹71.5 Cr | down ₹51.5 Cr | Trimmed |
| Max Healthcare Institute Limited | 1.10% | down 0.05 pts | ₹70.2 Cr | down ₹13.6 Cr | Trimmed |
| Varun Beverages Limited | 1.10% | down 0.31 pts | ₹70.2 Cr | down ₹32.2 Cr | Trimmed |
| The Federal Bank Limited | 1.09% | down 0.05 pts | ₹69.4 Cr | down ₹13.2 Cr | Trimmed |
| JK Cement Limited | 1.08% | up 1.08 pts | ₹69.1 Cr | up ₹69.1 Cr | New |
| Affle (India) Limited | 1.04% | up 0.39 pts | ₹66.6 Cr | up ₹18.9 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 1.01% | down 0.21 pts | ₹64.6 Cr | down ₹23.8 Cr | Trimmed |
| Dr. Lal Path Labs Limited | 1.01% | up 0.25 pts | ₹64.4 Cr | up ₹9.5 Cr | Added |
| Multi Commodity Exchange of India Limited | 1.00% | down 0.31 pts | ₹63.7 Cr | down ₹31.1 Cr | Trimmed |
| ITC Limited | 0.99% | down 0.11 pts | ₹63.3 Cr | down ₹16.7 Cr | Trimmed |
| Bharat Petroleum Corporation Limited | 0.98% | down 0.04 pts | ₹62.7 Cr | down ₹11.8 Cr | Trimmed |
| Eternal Limited | 0.98% | down 1.63 pts | ₹62.5 Cr | down ₹127 Cr | Trimmed |
| Polycab India Limited | 0.97% | down 0.18 pts | ₹61.8 Cr | down ₹21.7 Cr | Trimmed |
| Tube Investments of India Limited | 0.95% | down 0.42 pts | ₹60.9 Cr | down ₹38.8 Cr | Trimmed |
| Prestige Estates Projects Limited | 0.94% | up 0.10 pts | ₹60 Cr | down ₹75 L | Trimmed |
| Cummins India Limited | 0.93% | down 0.09 pts | ₹59.5 Cr | down ₹14.7 Cr | Trimmed |
| Grasim Industries Limited | 0.92% | up 0.49 pts | ₹58.8 Cr | up ₹27.8 Cr | Added |
| Hindustan Aeronautics Limited | 0.92% | up 0.06 pts | ₹58.5 Cr | down ₹3.4 Cr | Trimmed |
What changed, Sep 2024 to Mar 2025
New New positions (8)
- Bank of Baroda1.5% · ₹93.7 Cr
- Bajaj Finance Limited1.3% · ₹86.1 Cr
- JK Cement Limited1.1% · ₹69.1 Cr
- The Phoenix Mills Limited0.8% · ₹49.3 Cr
- Mankind Pharma Limited0.8% · ₹48.5 Cr
- ACC Limited0.6% · ₹40.6 Cr
- ICICI Prudential Life Insurance Company Limited0.5% · ₹32.5 Cr
- Emami Limited0.3% · ₹18.7 Cr
Exited Exited (17)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2024, the weight rose most in Banks (+5.2 pts) and Cement & Cement Products (+2.8 pts), and fell most in Auto Components (−2.7 pts) and Retailing (−1.8 pts).
- Banks15.8% → 20.9%+5.2 pts
- Cement & Cement Products1.7% → 4.5%+2.8 pts
- Petroleum Products5.5% → 6.7%+1.2 pts
- Finance2.9% → 3.9%+1.1 pts
- Leisure Services2.3% → 3.3%+1.0 pts
- Agricultural Food & Other Products0.8% → 1.7%+0.9 pts
- Auto Components7.3% → 4.6%−2.7 pts
- Retailing4.3% → 2.5%−1.8 pts
- Automobiles3.0% → 1.4%−1.6 pts
- Non - Ferrous Metals1.4% → 0.0%exited−1.4 pts
- Household Products1.0% → 0.0%exited−1.0 pts
- Diversified FMCG2.0% → 1.0%−1.0 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Mar 2022 | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|---|
| Banks | 18.0% | 19.2% | 15.8% | 15.8% | 15.8% | 20.9% |
| IT - Software | 10.7% | 6.9% | 6.9% | 6.9% | 6.9% | 7.0% |
| Petroleum Products | 3.8% | 4.9% | 5.5% | 5.5% | 5.5% | 6.7% |
| Pharmaceuticals & Biotechnology | 5.2% | 7.8% | 6.5% | 6.5% | 6.5% | 6.3% |
| Auto Components | 7.4% | 5.5% | 7.3% | 7.3% | 7.3% | 4.6% |
| Cement & Cement Products | 2.4% | 2.0% | 1.7% | 1.7% | 1.7% | 4.5% |
| Consumer Durables | 5.1% | 4.6% | 4.4% | 4.4% | 4.4% | 4.3% |
| Finance | 8.2% | 5.3% | 2.9% | 2.9% | 2.9% | 3.9% |
| Telecom - Services | 1.6% | 1.6% | 3.4% | 3.4% | 3.4% | 3.8% |
| Healthcare Services | 1.4% | 2.1% | 3.1% | 3.1% | 3.1% | 3.7% |
Allocation in Mar 2025change vs Sep 2024
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Mar 2025
3.1%
▲ 2.1 pts vs Sep 2024
- Cash alone
- 3.1%
- cash and net receivables
- A year earlier
- 1.2%
- Mar 2024 · now ▲ 1.9 pts
- Last 12 months
- 1.0% – 3.1%
- lowest to highest · record 7.2% in Mar 2020
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.