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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
₹6,868 Cr
up ₹132 Cr vs Jan 2026
- Stocks held
- 69
- up 1 vs Jan 2026
- Top 10 weight
- 30.3%
- of the portfolio in its ten largest
- Cash & debt
- 2.9%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In February 2026 it disclosed 69 stocks worth ₹6,868 Cr, up ₹132 Cr from Jan 2026. Its largest positions were HDFC Bank Limited (5.0%), Reliance Industries Limited (4.1%), State Bank of India (3.9%); the ten largest together made up 30.3% of the portfolio, and Banks was the biggest sector at 22.0% of its equity. Cash and debt stood at 2.9%. Compared with Jan 2026 the fund entered 1 new stock and exited 0.
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
42%
Holds more cash than 42% of peers
What these mean: concentration · cash
Holdings in February 2026
Download CSVEvery line the fund disclosed, with the change against Jan 2026. 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 | 4.98% | down 0.54 pts | ₹342 Cr | down ₹29.9 Cr | Trimmed |
| Reliance Industries Limited | 4.06% | down 0.08 pts | ₹279 Cr | down ₹30 L | Held |
| State Bank of India | 3.94% | up 0.26 pts | ₹271 Cr | up ₹23 Cr | Added |
| Axis Bank Limited | 3.27% | up 0.12 pts | ₹225 Cr | up ₹12.5 Cr | Added |
| Cash, TREPS & receivables | 2.85% | up 0.78 pts | ₹196 Cr | up ₹56.5 Cr | Added |
| ICICI Bank Limited | 2.61% | down 0.11 pts | ₹179 Cr | down ₹3.7 Cr | Trimmed |
| Bharti Airtel Limited | 2.46% | down 0.17 pts | ₹169 Cr | down ₹8 Cr | Trimmed |
| Amber Enterprises India Limited | 2.38% | up 0.64 pts | ₹163 Cr | up ₹46.3 Cr | Added |
| Infosys Limited | 2.27% | down 0.80 pts | ₹156 Cr | down ₹51.1 Cr | Trimmed |
| Larsen & Toubro Limited | 2.18% | up 0.14 pts | ₹150 Cr | up ₹12.1 Cr | Added |
| Mahindra & Mahindra Financial Services Limited | 2.17% | down 0.05 pts | ₹149 Cr | down ₹50 L | Held |
| Jindal Steel & Power Limited | 2.12% | up 0.10 pts | ₹145 Cr | up ₹9.7 Cr | Added |
| Alkem Laboratories Limited | 2.05% | up 0.03 pts | ₹141 Cr | up ₹4.7 Cr | Added |
| Cummins India Limited | 2.03% | up 0.29 pts | ₹140 Cr | up ₹22.4 Cr | Added |
| Kotak Mahindra Bank Limited | 2.03% | down <0.01 pts | ₹139 Cr | up ₹2.4 Cr | Added |
| Bank of Baroda | 1.92% | up 0.10 pts | ₹132 Cr | up ₹9.2 Cr | Added |
| Mahindra & Mahindra Limited | 1.73% | down 0.05 pts | ₹119 Cr | down ₹1.2 Cr | Trimmed |
| Marico Limited | 1.72% | up 0.10 pts | ₹118 Cr | up ₹8.8 Cr | Added |
| UltraTech Cement Limited | 1.70% | down 0.04 pts | ₹117 Cr | down ₹16 L | Held |
| The Federal Bank Limited | 1.66% | down 0.05 pts | ₹114 Cr | down ₹1.2 Cr | Trimmed |
| Max Financial Services Limited | 1.58% | up 0.15 pts | ₹109 Cr | up ₹12 Cr | Added |
| Polycab India Limited | 1.57% | up 0.27 pts | ₹108 Cr | up ₹20 Cr | Added |
| Jubilant Foodworks Limited | 1.56% | up 0.05 pts | ₹107 Cr | up ₹5.2 Cr | Added |
| UNO Minda Limited | 1.56% | down 0.02 pts | ₹107 Cr | up ₹56 L | Added |
| Fortis Healthcare Limited | 1.51% | up 0.12 pts | ₹104 Cr | up ₹10 Cr | Added |
| Lupin Limited | 1.51% | up 0.18 pts | ₹104 Cr | up ₹14.2 Cr | Added |
| FSN E-Commerce Ventures Limited | 1.47% | up 0.21 pts | ₹101 Cr | up ₹16 Cr | Added |
| Prestige Estates Projects Limited | 1.46% | down 0.10 pts | ₹100 Cr | down ₹4.9 Cr | Trimmed |
| Bajaj Finance Limited | 1.45% | up 0.07 pts | ₹99.6 Cr | up ₹6.6 Cr | Added |
| Coromandel International Limited | 1.41% | down 0.07 pts | ₹96.8 Cr | down ₹2.7 Cr | Trimmed |
| JK Cement Limited | 1.38% | up 0.01 pts | ₹94.5 Cr | up ₹2.2 Cr | Added |
| Tata Motors Ltd | 1.36% | up 0.10 pts | ₹93.5 Cr | up ₹8.7 Cr | Added |
| Bharti Hexacom Limited | 1.36% | up 0.03 pts | ₹93.2 Cr | up ₹3.6 Cr | Added |
| Adani Ports and Special Economic Zone Limited | 1.35% | up 0.07 pts | ₹92.8 Cr | up ₹6.2 Cr | Added |
| Hindustan Petroleum Corporation Limited | 1.34% | up 0.01 pts | ₹92.1 Cr | up ₹2.5 Cr | Added |
| Hindustan Aeronautics Limited | 1.31% | down 0.40 pts | ₹90 Cr | down ₹25.5 Cr | Trimmed |
| Mankind Pharma Limited | 1.31% | up 0.05 pts | ₹89.9 Cr | up ₹4.9 Cr | Added |
| Kirloskar Oil Engines Limited | 1.27% | up 0.18 pts | ₹87 Cr | up ₹13.7 Cr | Added |
| United Breweries Limited | 1.17% | up 0.08 pts | ₹80.3 Cr | up ₹6.8 Cr | Added |
| Dr. Lal Path Labs Limited | 1.15% | down 0.03 pts | ₹79.1 Cr | down ₹54 L | Trimmed |
| The Phoenix Mills Limited | 1.09% | down 0.03 pts | ₹74.6 Cr | down ₹54 L | Trimmed |
| Multi Commodity Exchange of India Limited | 1.07% | down 0.81 pts | ₹73.3 Cr | down ₹53.1 Cr | Trimmed |
| Gland Pharma Limited | 1.04% | up 0.04 pts | ₹71.2 Cr | up ₹3.8 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 1.03% | up 0.04 pts | ₹71 Cr | up ₹4.1 Cr | Added |
| PI Industries Limited | 1.02% | down 0.05 pts | ₹70.1 Cr | down ₹1.8 Cr | Trimmed |
| Schaeffler India Limited | 0.99% | up 0.15 pts | ₹68.2 Cr | up ₹11.5 Cr | Added |
| Torrent Power Limited | 0.97% | up 0.09 pts | ₹66.6 Cr | up ₹7.6 Cr | Added |
| Bharat Petroleum Corporation Limited | 0.95% | up 0.01 pts | ₹65.5 Cr | up ₹1.7 Cr | Added |
| IDFC First Bank Limited | 0.92% | down 0.13 pts | ₹63.2 Cr | down ₹7.9 Cr | Trimmed |
| Emami Limited | 0.91% | down 0.06 pts | ₹62.5 Cr | down ₹2.9 Cr | Trimmed |
What changed, Jan 2026 to Feb 2026
New New positions (1)
- Tata Steel Limited0.5% · ₹34 Cr
Exited Exited (0)
None.
Added Biggest additions
- Amber Enterprises India Limitedup ₹46.3 Cr (+0.64% pts)
- State Bank of Indiaup ₹23 Cr (+0.26% pts)
- Cummins India Limitedup ₹22.4 Cr (+0.29% pts)
- Polycab India Limitedup ₹20 Cr (+0.27% pts)
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 Jan 2026, the weight rose most in Industrial Products (+0.8 pts) and Consumer Durables (+0.7 pts), and fell most in IT - Software (−1.6 pts) and Capital Markets (−1.1 pts).
- Industrial Products4.2% → 5.0%+0.8 pts
- Consumer Durables2.6% → 3.3%+0.7 pts
- Ferrous Metals2.1% → 2.7%+0.6 pts
- Pharmaceuticals & Biotechnology6.4% → 6.7%+0.4 pts
- Retailing2.4% → 2.7%+0.3 pts
- Healthcare Services3.4% → 3.5%+0.2 pts
- IT - Software5.3% → 3.7%−1.6 pts
- Capital Markets3.2% → 2.1%−1.1 pts
- Aerospace & Defense1.8% → 1.3%−0.4 pts
- Banks22.2% → 22.0%−0.2 pts
- IT - Services1.0% → 0.9%−0.1 pts
- Telecom - Services4.1% → 3.9%−0.1 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 | Jan 2026 | Feb 2026 |
|---|---|---|---|---|---|---|
| Banks | 19.6% | 15.8% | 20.9% | 19.6% | 22.2% | 22.0% |
| Pharmaceuticals & Biotechnology | 3.9% | 6.5% | 6.3% | 6.3% | 6.4% | 6.7% |
| Petroleum Products | 4.3% | 5.5% | 6.7% | 6.9% | 6.6% | 6.5% |
| Industrial Products | 5.4% | 4.5% | 3.6% | 4.9% | 4.2% | 5.0% |
| Finance | 8.5% | 2.9% | 3.9% | 4.4% | 4.7% | 4.8% |
| Auto Components | 7.3% | 7.3% | 4.6% | 4.9% | 4.3% | 4.4% |
| Telecom - Services | 1.7% | 3.4% | 3.8% | 4.7% | 4.1% | 3.9% |
| IT - Software | 6.9% | 6.9% | 7.0% | 3.8% | 5.3% | 3.7% |
| Healthcare Services | 1.0% | 3.1% | 3.7% | 4.3% | 3.4% | 3.5% |
| Consumer Durables | 6.0% | 4.4% | 4.3% | 2.9% | 2.6% | 3.3% |
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, Feb 2026
2.9%
▲ 0.8 pts vs Jan 2026
- Cash alone
- 2.9%
- 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.