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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
₹6,735 Cr
down ₹4.7 Cr vs Sep 2025
- Stocks held
- 68
- up 1 vs Sep 2025
- Top 10 weight
- 31.2%
- of the portfolio in its ten largest
- Cash & debt
- 2.1%
- cash, money market and debt
- Moves this month
- 7 in · 6 out
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In January 2026 it disclosed 68 stocks worth ₹6,735 Cr, down ₹4.7 Cr from Sep 2025. Its largest positions were HDFC Bank Limited (5.5%), Reliance Industries Limited (4.1%), State Bank of India (3.7%); the ten largest together made up 31.2% of the portfolio, and Banks was the biggest sector at 22.2% of its equity. Cash and debt stood at 2.1%. Compared with Sep 2025 the fund entered 7 new stocks and exited 6.
Against 33 other Large & Mid Cap funds
Concentration
52%
Top-10 weight is higher than 52% of peers
Breadth
45%
Holds more stocks than 45% of peers
Cash
30%
Holds more cash than 30% of peers
What these mean: concentration · cash
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against Sep 2025. 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 | 5.52% | up 0.16 pts | ₹372 Cr | up ₹10.3 Cr | Added |
| Reliance Industries Limited | 4.14% | up 0.08 pts | ₹279 Cr | up ₹4.9 Cr | Added |
| State Bank of India | 3.68% | up 0.60 pts | ₹248 Cr | up ₹40.5 Cr | Added |
| Axis Bank Limited | 3.15% | up 1.14 pts | ₹212 Cr | up ₹76.6 Cr | Added |
| Infosys Limited | 3.08% | up 1.02 pts | ₹207 Cr | up ₹68.7 Cr | Added |
| ICICI Bank Limited | 2.72% | down 0.88 pts | ₹183 Cr | down ₹59.7 Cr | Trimmed |
| Bharti Airtel Limited | 2.63% | up 0.12 pts | ₹177 Cr | up ₹8.1 Cr | Added |
| Mahindra & Mahindra Financial Services Limited | 2.22% | up 0.58 pts | ₹149 Cr | up ₹39.2 Cr | Added |
| Cash, TREPS & receivables | 2.07% | up 0.77 pts | ₹140 Cr | up ₹51.9 Cr | Added |
| Larsen & Toubro Limited | 2.04% | up 0.14 pts | ₹138 Cr | up ₹9.6 Cr | Added |
| Kotak Mahindra Bank Limited | 2.03% | down 0.04 pts | ₹137 Cr | down ₹2.8 Cr | Trimmed |
| Alkem Laboratories Limited | 2.02% | up 0.15 pts | ₹136 Cr | up ₹10.2 Cr | Added |
| Jindal Steel & Power Limited | 2.02% | up 0.25 pts | ₹136 Cr | up ₹16.8 Cr | Added |
| Multi Commodity Exchange of India Limited | 1.88% | up 0.55 pts | ₹126 Cr | up ₹36.7 Cr | Added |
| Bank of Baroda | 1.82% | up 0.25 pts | ₹123 Cr | up ₹16.8 Cr | Added |
| Mahindra & Mahindra Limited | 1.78% | up 0.26 pts | ₹120 Cr | up ₹17.3 Cr | Added |
| Cummins India Limited | 1.74% | down 0.12 pts | ₹117 Cr | down ₹8.4 Cr | Trimmed |
| Amber Enterprises India Limited | 1.74% | down 0.54 pts | ₹117 Cr | down ₹36.5 Cr | Trimmed |
| UltraTech Cement Limited | 1.73% | up 0.06 pts | ₹117 Cr | up ₹3.7 Cr | Added |
| Hindustan Aeronautics Limited | 1.71% | up 0.31 pts | ₹115 Cr | up ₹20.6 Cr | Added |
| The Federal Bank Limited | 1.71% | up 0.44 pts | ₹115 Cr | up ₹29.4 Cr | Added |
| Marico Limited | 1.63% | down 0.13 pts | ₹109 Cr | down ₹9.1 Cr | Trimmed |
| UNO Minda Limited | 1.58% | down 0.62 pts | ₹106 Cr | down ₹41.7 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.56% | up 0.02 pts | ₹105 Cr | up ₹1 Cr | Added |
| Jubilant Foodworks Limited | 1.51% | down 0.25 pts | ₹102 Cr | down ₹17 Cr | Trimmed |
| Coromandel International Limited | 1.48% | up 0.38 pts | ₹99.6 Cr | up ₹25.4 Cr | Added |
| Max Financial Services Limited | 1.44% | up 0.22 pts | ₹96.8 Cr | up ₹14.7 Cr | Added |
| Fortis Healthcare Limited | 1.39% | down 0.48 pts | ₹93.7 Cr | down ₹32.4 Cr | Trimmed |
| Bajaj Finance Limited | 1.38% | down 0.25 pts | ₹93 Cr | down ₹16.9 Cr | Trimmed |
| JK Cement Limited | 1.37% | down 0.17 pts | ₹92.2 Cr | down ₹11.7 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 1.33% | down 0.18 pts | ₹89.7 Cr | down ₹12.4 Cr | Trimmed |
| Bharti Hexacom Limited | 1.33% | down 0.09 pts | ₹89.6 Cr | down ₹5.8 Cr | Trimmed |
| Lupin Limited | 1.33% | up 0.05 pts | ₹89.3 Cr | up ₹3.3 Cr | Added |
| Polycab India Limited | 1.30% | down 0.05 pts | ₹87.7 Cr | down ₹3.4 Cr | Trimmed |
| Adani Ports and Special Economic Zone Limited | 1.29% | up 0.24 pts | ₹86.6 Cr | up ₹16.4 Cr | Added |
| Mankind Pharma Limited | 1.26% | down 0.08 pts | ₹85 Cr | down ₹5.2 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 1.26% | down 0.05 pts | ₹84.9 Cr | down ₹3.5 Cr | Trimmed |
| Tata Motors Ltd | 1.26% | up 1.26 pts | ₹84.8 Cr | up ₹84.8 Cr | New |
| Dr. Lal Path Labs Limited | 1.18% | down 0.14 pts | ₹79.7 Cr | down ₹9.2 Cr | Trimmed |
| The Phoenix Mills Limited | 1.12% | up 0.08 pts | ₹75.2 Cr | up ₹5.2 Cr | Added |
| United Breweries Limited | 1.09% | down 0.25 pts | ₹73.4 Cr | down ₹16.6 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 1.09% | up 0.24 pts | ₹73.3 Cr | up ₹16.1 Cr | Added |
| PI Industries Limited | 1.07% | down 0.11 pts | ₹71.9 Cr | down ₹7.2 Cr | Trimmed |
| IDFC First Bank Limited | 1.05% | up 1.05 pts | ₹71 Cr | up ₹71 Cr | New |
| Gland Pharma Limited | 1.00% | up 0.36 pts | ₹67.4 Cr | up ₹24.2 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 0.99% | down 0.02 pts | ₹66.9 Cr | down ₹1.6 Cr | Trimmed |
| Affle (India) Limited | 0.99% | down 0.25 pts | ₹66.5 Cr | down ₹17.2 Cr | Trimmed |
| Coforge Limited | 0.98% | up 0.40 pts | ₹66.2 Cr | up ₹27 Cr | Added |
| Emami Limited | 0.97% | up 0.09 pts | ₹65.3 Cr | up ₹6.1 Cr | Added |
| Eternal Limited | 0.95% | down 0.25 pts | ₹64.3 Cr | down ₹17.1 Cr | Trimmed |
What changed, Sep 2025 to Jan 2026
New New positions (7)
- Tata Motors Ltd1.3% · ₹84.8 Cr
- IDFC First Bank Limited1.1% · ₹71 Cr
- ICICI Prudential Asset Management Company Limited0.4% · ₹26.2 Cr
- Varun Beverages Limited0.4% · ₹25.9 Cr
- Berger Paints (I) Limited0.3% · ₹23.2 Cr
- Tech Mahindra Limited0.2% · ₹15.7 Cr
- Trent Limited0.1% · ₹7.7 Cr
Exited Exited (6)
- Grasim Industries Limitedwas 1.3% · ₹88.2 Cr
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 2025, the weight rose most in Banks (+2.6 pts) and IT - Software (+1.5 pts), and fell most in Leisure Services (−1.5 pts) and Cement & Cement Products (−1.5 pts).
- Banks19.6% → 22.2%+2.6 pts
- IT - Software3.8% → 5.3%+1.5 pts
- Agricultural, Commercial & Construction Vehicles0.0% → 1.3%new+1.3 pts
- Capital Markets2.2% → 3.2%+1.0 pts
- Aerospace & Defense1.5% → 1.8%+0.3 pts
- Finance4.4% → 4.7%+0.3 pts
- Leisure Services3.6% → 2.1%−1.5 pts
- Cement & Cement Products4.7% → 3.2%−1.5 pts
- Healthcare Services4.3% → 3.4%−1.0 pts
- Industrial Products4.9% → 4.2%−0.7 pts
- Telecom - Services4.7% → 4.1%−0.7 pts
- Auto Components4.9% → 4.3%−0.7 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 | Sep 2022 | Sep 2024 | Mar 2025 | Sep 2025 | Sep 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Banks | 19.6% | 15.8% | 20.9% | 19.6% | 19.6% | 22.2% |
| Petroleum Products | 4.3% | 5.5% | 6.7% | 6.9% | 6.9% | 6.6% |
| Pharmaceuticals & Biotechnology | 3.9% | 6.5% | 6.3% | 6.3% | 6.3% | 6.4% |
| IT - Software | 6.9% | 6.9% | 7.0% | 3.8% | 3.8% | 5.3% |
| Finance | 8.5% | 2.9% | 3.9% | 4.4% | 4.4% | 4.7% |
| Auto Components | 7.3% | 7.3% | 4.6% | 4.9% | 4.9% | 4.3% |
| Industrial Products | 5.4% | 4.5% | 3.6% | 4.9% | 4.9% | 4.2% |
| Telecom - Services | 1.7% | 3.4% | 3.8% | 4.7% | 4.7% | 4.1% |
| Healthcare Services | 1.0% | 3.1% | 3.7% | 4.3% | 4.3% | 3.4% |
| Capital Markets | — | 1.3% | 1.1% | 2.2% | 2.2% | 3.2% |
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, Jan 2026
2.1%
▲ 0.8 pts vs Sep 2025
- Cash alone
- 2.1%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.3% – 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.