Loading…
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
₹6,031 Cr
down ₹837 Cr vs Feb 2026
- Stocks held
- 54
- down 15 vs Feb 2026
- Top 10 weight
- 29.0%
- of the portfolio in its ten largest
- Cash & debt
- 3.7%
- cash, money market and debt
- Moves this month
- 6 in · 21 out
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In March 2026 it disclosed 54 stocks worth ₹6,031 Cr, down ₹837 Cr from Feb 2026. Its largest positions were HDFC Bank Limited (3.7%), State Bank of India (3.7%), Larsen & Toubro Limited (3.2%); the ten largest together made up 29.0% of the portfolio, and Banks was the biggest sector at 17.6% of its equity. Cash and debt stood at 3.7%. Compared with Feb 2026 the fund entered 6 new stocks and exited 21.
Against 33 other Large & Mid Cap funds
Concentration
42%
Top-10 weight is higher than 42% of peers
Breadth
33%
Holds more stocks than 33% of peers
Cash
58%
Holds more cash than 58% of peers
What these mean: concentration · cash
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 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 | 3.72% | down 1.26 pts | ₹224 Cr | down ₹118 Cr | Trimmed |
| Cash, TREPS & receivables | 3.66% | up 0.81 pts | ₹221 Cr | up ₹25 Cr | Added |
| State Bank of India | 3.66% | down 0.28 pts | ₹221 Cr | down ₹50.1 Cr | Trimmed |
| Larsen & Toubro Limited | 3.16% | up 0.98 pts | ₹190 Cr | up ₹40.6 Cr | Added |
| Eternal Limited | 3.02% | up 2.17 pts | ₹182 Cr | up ₹124 Cr | Added |
| Bharti Airtel Limited | 2.66% | up 0.20 pts | ₹160 Cr | down ₹8.7 Cr | Trimmed |
| ICICI Bank Limited | 2.60% | down 0.01 pts | ₹157 Cr | down ₹22.5 Cr | Trimmed |
| TVS Motor Company Limited | 2.59% | up 2.59 pts | ₹156 Cr | up ₹156 Cr | New |
| Amber Enterprises India Limited | 2.58% | up 0.20 pts | ₹155 Cr | down ₹8.1 Cr | Trimmed |
| UltraTech Cement Limited | 2.54% | up 0.84 pts | ₹153 Cr | up ₹36.5 Cr | Added |
| Polycab India Limited | 2.51% | up 0.95 pts | ₹152 Cr | up ₹43.9 Cr | Added |
| Infosys Limited | 2.49% | up 0.22 pts | ₹150 Cr | down ₹5.9 Cr | Trimmed |
| Reliance Industries Limited | 2.47% | down 1.59 pts | ₹149 Cr | down ₹130 Cr | Trimmed |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 2.46% | up 2.46 pts | ₹149 Cr | up ₹149 Cr | New |
| Delhivery Limited | 2.38% | up 1.59 pts | ₹143 Cr | up ₹89.2 Cr | Added |
| National Aluminium Company Limited | 2.36% | up 2.36 pts | ₹143 Cr | up ₹143 Cr | New |
| InterGlobe Aviation Limited | 2.24% | up 2.24 pts | ₹135 Cr | up ₹135 Cr | New |
| Alkem Laboratories Limited | 2.20% | up 0.14 pts | ₹132 Cr | down ₹8.5 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.17% | up 0.70 pts | ₹131 Cr | up ₹29.7 Cr | Added |
| Jindal Steel & Power Limited | 2.16% | up 0.04 pts | ₹130 Cr | down ₹15.3 Cr | Trimmed |
| Axis Bank Limited | 2.14% | down 1.13 pts | ₹129 Cr | down ₹95.7 Cr | Trimmed |
| Cummins India Limited | 2.13% | up 0.09 pts | ₹128 Cr | down ₹11.3 Cr | Trimmed |
| Radico Khaitan Limited | 2.12% | up 2.12 pts | ₹128 Cr | up ₹128 Cr | New |
| JK Cement Limited | 2.05% | up 0.67 pts | ₹123 Cr | up ₹29 Cr | Added |
| Kotak Mahindra Bank Limited | 1.96% | down 0.06 pts | ₹118 Cr | down ₹20.7 Cr | Trimmed |
| Mahindra & Mahindra Financial Services Limited | 1.88% | down 0.29 pts | ₹113 Cr | down ₹35.7 Cr | Trimmed |
| Bank of Baroda | 1.81% | down 0.11 pts | ₹109 Cr | down ₹22.6 Cr | Trimmed |
| Mahindra & Mahindra Limited | 1.71% | down 0.02 pts | ₹103 Cr | down ₹15.5 Cr | Trimmed |
| Tata Motors Ltd | 1.68% | up 0.32 pts | ₹101 Cr | up ₹7.8 Cr | Added |
| The Phoenix Mills Limited | 1.65% | up 0.56 pts | ₹99.4 Cr | up ₹24.7 Cr | Added |
| Prestige Estates Projects Limited | 1.63% | up 0.16 pts | ₹98 Cr | down ₹2.3 Cr | Trimmed |
| Coromandel International Limited | 1.54% | up 0.13 pts | ₹93.2 Cr | down ₹3.7 Cr | Trimmed |
| UNO Minda Limited | 1.54% | down 0.02 pts | ₹92.8 Cr | down ₹14.1 Cr | Trimmed |
| Persistent Systems Limited | 1.54% | up 0.95 pts | ₹92.7 Cr | up ₹52.4 Cr | Added |
| Max Financial Services Limited | 1.48% | down 0.10 pts | ₹89.4 Cr | down ₹19.4 Cr | Trimmed |
| Jubilant Foodworks Limited | 1.48% | down 0.08 pts | ₹89.4 Cr | down ₹17.7 Cr | Trimmed |
| Fortis Healthcare Limited | 1.45% | down 0.06 pts | ₹87.5 Cr | down ₹16.2 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 1.38% | up 0.11 pts | ₹83 Cr | down ₹4 Cr | Trimmed |
| Dr. Lal Path Labs Limited | 1.23% | up 0.08 pts | ₹74.2 Cr | down ₹5 Cr | Trimmed |
| Multi Commodity Exchange of India Limited | 1.19% | up 0.12 pts | ₹71.7 Cr | down ₹1.6 Cr | Trimmed |
| Affle (India) Limited | 1.13% | up 0.26 pts | ₹67.9 Cr | up ₹8.7 Cr | Added |
| Gland Pharma Limited | 1.10% | up 0.06 pts | ₹66.2 Cr | down ₹4.9 Cr | Trimmed |
| Varun Beverages Limited | 1.05% | up 0.69 pts | ₹63.2 Cr | up ₹38.3 Cr | Added |
| Coforge Limited | 1.01% | up 0.49 pts | ₹61.2 Cr | up ₹24.9 Cr | Added |
| Bharti Hexacom Limited | 1.00% | down 0.36 pts | ₹60.3 Cr | down ₹32.9 Cr | Trimmed |
| Schaeffler India Limited | 1.00% | up <0.01 pts | ₹60.2 Cr | down ₹8 Cr | Trimmed |
| JSW Energy Limited | 0.98% | up 0.98 pts | ₹59 Cr | up ₹59 Cr | New |
| IDFC First Bank Limited | 0.97% | up 0.05 pts | ₹58.3 Cr | down ₹4.9 Cr | Trimmed |
| Torrent Power Limited | 0.92% | down 0.05 pts | ₹55.5 Cr | down ₹11.1 Cr | Trimmed |
| ZF Commercial Vehicle Control Systems India Limited | 0.91% | up 0.03 pts | ₹55.1 Cr | down ₹5.6 Cr | Trimmed |
What changed, Feb 2026 to Mar 2026
New New positions (6)
- TVS Motor Company Limited2.6% · ₹156 Cr
- Shriram Transport Finance Company Limited2.5% · ₹149 Cr
- National Aluminium Company Limited2.4% · ₹143 Cr
- InterGlobe Aviation Limited2.2% · ₹135 Cr
- Radico Khaitan Limited2.1% · ₹128 Cr
- JSW Energy Limited1.0% · ₹59 Cr
Exited Exited (21)
- The Federal Bank Limitedwas 1.7% · ₹114 Cr
- Lupin Limitedwas 1.5% · ₹104 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 Feb 2026, the weight rose most in Transport Services (+4.0 pts) and Automobiles (+2.7 pts), and fell most in Banks (−4.4 pts) and Petroleum Products (−3.4 pts).
- Transport Services0.8% → 4.8%+4.0 pts
- Automobiles1.8% → 4.5%+2.7 pts
- Retailing2.7% → 5.4%+2.7 pts
- Non - Ferrous Metals0.0% → 2.5%new+2.5 pts
- Beverages1.6% → 3.3%+1.7 pts
- Cement & Cement Products3.2% → 4.8%+1.6 pts
- Banks22.0% → 17.6%−4.4 pts
- Petroleum Products6.5% → 3.1%−3.4 pts
- Pharmaceuticals & Biotechnology6.7% → 3.4%−3.3 pts
- Personal Products1.5% → 0.0%exited−1.5 pts
- Transport Infrastructure1.4% → 0.0%exited−1.4 pts
- Aerospace & Defense1.3% → 0.0%exited−1.3 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 2023 | Mar 2025 | Sep 2025 | Sep 2025 | Feb 2026 | Mar 2026 |
|---|---|---|---|---|---|---|
| Banks | 21.0% | 20.9% | 19.6% | 19.6% | 22.0% | 17.6% |
| Industrial Products | 5.2% | 3.6% | 4.9% | 4.9% | 5.0% | 6.3% |
| Retailing | 1.0% | 2.5% | 2.6% | 2.6% | 2.7% | 5.4% |
| IT - Software | 9.7% | 7.0% | 3.8% | 3.8% | 3.7% | 5.3% |
| Transport Services | 2.4% | 0.6% | 0.9% | 0.9% | 0.8% | 4.8% |
| Cement & Cement Products | 2.4% | 4.5% | 4.7% | 4.7% | 3.2% | 4.8% |
| Finance | 5.6% | 3.9% | 4.4% | 4.4% | 4.8% | 4.5% |
| Automobiles | 1.9% | 1.4% | 1.9% | 1.9% | 1.8% | 4.5% |
| Telecom - Services | 1.4% | 3.8% | 4.7% | 4.7% | 3.9% | 3.8% |
| Auto Components | 6.7% | 4.6% | 4.9% | 4.9% | 4.4% | 3.6% |
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 2026
3.7%
▲ 0.8 pts vs Feb 2026
- Cash alone
- 3.7%
- cash and net receivables
- A year earlier
- 3.1%
- Mar 2025 · now ▲ 0.6 pts
- Last 12 months
- 1.3% – 3.7%
- 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.