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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
₹6,575 Cr
up ₹544 Cr vs Mar 2026
- Stocks held
- 50
- down 4 vs Mar 2026
- Top 10 weight
- 30.9%
- of the portfolio in its ten largest
- Cash & debt
- 7.2%
- cash, money market and debt
- Moves this month
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In April 2026 it disclosed 50 stocks worth ₹6,575 Cr, up ₹544 Cr from Mar 2026. Its largest positions were Shriram Transport Finance Company Limited (3.9%), State Bank of India (3.7%), Oracle Financial Services Software Limited (3.3%); the ten largest together made up 30.9% of the portfolio, and Banks was the biggest sector at 13.5% of its equity. Cash and debt stood at 7.2%. Compared with Mar 2026 the fund entered 9 new stocks and exited 13.
Against 33 other Large & Mid Cap funds
Concentration
52%
Top-10 weight is higher than 52% of peers
Breadth
21%
Holds more stocks than 21% of peers
Cash
88%
Holds more cash than 88% of peers
What these mean: concentration · cash
Holdings in April 2026
Download CSVEvery line the fund disclosed, with the change against Mar 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Cash, TREPS & receivables | 7.24% | up 3.58 pts | ₹476 Cr | up ₹255 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.86% | up 1.39 pts | ₹254 Cr | up ₹105 Cr | Added |
| State Bank of India | 3.66% | up <0.01 pts | ₹241 Cr | up ₹20.1 Cr | Added |
| Oracle Financial Services Software Limited | 3.33% | up 3.33 pts | ₹219 Cr | up ₹219 Cr | New |
| National Aluminium Company Limited | 3.16% | up 0.80 pts | ₹208 Cr | up ₹65.3 Cr | Added |
| Radico Khaitan Limited | 3.00% | up 0.89 pts | ₹197 Cr | up ₹69.9 Cr | Added |
| Larsen & Toubro Limited | 3.00% | down 0.16 pts | ₹197 Cr | up ₹6.8 Cr | Added |
| Eternal Limited | 2.99% | down 0.03 pts | ₹196 Cr | up ₹14.3 Cr | Added |
| InterGlobe Aviation Limited | 2.72% | up 0.48 pts | ₹179 Cr | up ₹44.1 Cr | Added |
| FSN E-Commerce Ventures Limited | 2.60% | up 0.43 pts | ₹171 Cr | up ₹40.4 Cr | Added |
| Bharti Airtel Limited | 2.58% | down 0.08 pts | ₹170 Cr | up ₹9.4 Cr | Added |
| Amber Enterprises India Limited | 2.54% | down 0.03 pts | ₹167 Cr | up ₹11.8 Cr | Added |
| Affle (India) Limited | 2.52% | up 1.40 pts | ₹166 Cr | up ₹98 Cr | Added |
| UltraTech Cement Limited | 2.51% | down 0.03 pts | ₹165 Cr | up ₹12 Cr | Added |
| ICICI Bank Limited | 2.50% | down 0.10 pts | ₹164 Cr | up ₹7.5 Cr | Added |
| Multi Commodity Exchange of India Limited | 2.47% | up 1.28 pts | ₹162 Cr | up ₹90.6 Cr | Added |
| Five Star Business Finance Limited | 2.45% | up 2.45 pts | ₹161 Cr | up ₹161 Cr | New |
| Delhivery Limited | 2.44% | up 0.07 pts | ₹161 Cr | up ₹17.3 Cr | Added |
| Angel One Limited | 2.38% | up 2.38 pts | ₹156 Cr | up ₹156 Cr | New |
| Varun Beverages Limited | 2.13% | up 1.08 pts | ₹140 Cr | up ₹76.9 Cr | Added |
| Polycab India Limited | 2.08% | down 0.43 pts | ₹137 Cr | down ₹14.9 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 2.06% | up 1.55 pts | ₹135 Cr | up ₹105 Cr | Added |
| Axis Bank Limited | 2.00% | down 0.14 pts | ₹132 Cr | up ₹2.6 Cr | Added |
| Torrent Power Limited | 1.99% | up 1.07 pts | ₹131 Cr | up ₹75.6 Cr | Added |
| JSW Energy Limited | 1.99% | up 1.01 pts | ₹131 Cr | up ₹71.8 Cr | Added |
| Prestige Estates Projects Limited | 1.87% | up 0.25 pts | ₹123 Cr | up ₹25 Cr | Added |
| IDFC First Bank Limited | 1.85% | up 0.88 pts | ₹121 Cr | up ₹63 Cr | Added |
| Coforge Limited | 1.81% | up 0.80 pts | ₹119 Cr | up ₹58.1 Cr | Added |
| Jubilant Foodworks Limited | 1.77% | up 0.29 pts | ₹117 Cr | up ₹27.1 Cr | Added |
| The Phoenix Mills Limited | 1.77% | up 0.12 pts | ₹116 Cr | up ₹17.1 Cr | Added |
| Cummins India Limited | 1.76% | down 0.36 pts | ₹116 Cr | down ₹12.3 Cr | Trimmed |
| Mahindra & Mahindra Limited | 1.65% | down 0.07 pts | ₹108 Cr | up ₹5 Cr | Added |
| Kirloskar Oil Engines Limited | 1.61% | up 0.24 pts | ₹106 Cr | up ₹23.1 Cr | Added |
| Fortis Healthcare Limited | 1.54% | up 0.09 pts | ₹102 Cr | up ₹14.1 Cr | Added |
| UNO Minda Limited | 1.52% | down 0.02 pts | ₹100 Cr | up ₹7.3 Cr | Added |
| Bank of Baroda | 1.50% | down 0.31 pts | ₹98.5 Cr | down ₹10.8 Cr | Trimmed |
| Max Financial Services Limited | 1.45% | down 0.04 pts | ₹95.1 Cr | up ₹5.7 Cr | Added |
| JK Cement Limited | 1.30% | down 0.75 pts | ₹85.2 Cr | down ₹38.3 Cr | Trimmed |
| Gland Pharma Limited | 1.20% | up 0.10 pts | ₹78.9 Cr | up ₹12.7 Cr | Added |
| MTAR Technologies Limited | 1.08% | up 1.08 pts | ₹70.7 Cr | up ₹70.7 Cr | New |
| TD Power Systems Limited | 1.01% | up 1.01 pts | ₹66.2 Cr | up ₹66.2 Cr | New |
| Alkem Laboratories Limited | 1.01% | down 1.19 pts | ₹66.1 Cr | down ₹66.4 Cr | Trimmed |
| Ujjivan Small Finance Bank Limited | 1.00% | up 1.00 pts | ₹65.5 Cr | up ₹65.5 Cr | New |
| Kalyan Jewellers India Limited | 0.93% | up 0.41 pts | ₹61 Cr | up ₹29.8 Cr | Added |
| Marico Limited | 0.83% | down 0.03 pts | ₹54.3 Cr | up ₹2.7 Cr | Added |
| Rategain Travel Technologies Limited | 0.78% | up 0.78 pts | ₹51.3 Cr | up ₹51.3 Cr | New |
| ZF Commercial Vehicle Control Systems India Limited | 0.25% | down 0.66 pts | ₹16.5 Cr | down ₹38.6 Cr | Trimmed |
| ICICI Prudential Asset Management Company Limited | 0.20% | up 0.01 pts | ₹13.4 Cr | up ₹2 Cr | Added |
| Neuland Laboratories Limited | 0.05% | up 0.05 pts | ₹3.4 Cr | up ₹3.4 Cr | New |
| Indegene Limited | 0.04% | up 0.04 pts | ₹2.3 Cr | up ₹2.3 Cr | New |
What changed, Mar 2026 to Apr 2026
New New positions (9)
- Oracle Financial Services Software Limited3.3% · ₹219 Cr
- Five Star Business Finance Limited2.4% · ₹161 Cr
- Angel One Limited2.4% · ₹156 Cr
- MTAR Technologies Limited1.1% · ₹70.7 Cr
- TD Power Systems Limited1.0% · ₹66.2 Cr
- Ujjivan Small Finance Bank Limited1.0% · ₹65.5 Cr
- Rategain Travel Technologies Limited0.8% · ₹51.3 Cr
- Neuland Laboratories Limited0.1% · ₹3.4 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 Mar 2026, the weight rose most in Capital Markets (+4.0 pts) and Power (+2.3 pts), and fell most in Banks (−4.1 pts) and Automobiles (−2.7 pts).
- Capital Markets1.4% → 5.4%+4.0 pts
- Power2.0% → 4.3%+2.3 pts
- Finance4.5% → 6.8%+2.3 pts
- Beverages3.3% → 5.5%+2.2 pts
- IT - Services1.2% → 2.7%+1.5 pts
- Aerospace & Defense0.0% → 1.2%new+1.2 pts
- Banks17.6% → 13.5%−4.1 pts
- Automobiles4.5% → 1.8%−2.7 pts
- Ferrous Metals2.2% → 0.0%exited−2.2 pts
- Agricultural, Commercial & Construction Vehicles1.8% → 0.0%exited−1.8 pts
- Auto Components3.6% → 1.9%−1.7 pts
- Fertilizers & Agrochemicals1.6% → 0.0%exited−1.6 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 | Jan 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|
| Banks | 21.0% | 20.9% | 19.6% | 22.2% | 17.6% | 13.5% |
| Finance | 5.6% | 3.9% | 4.4% | 4.7% | 4.5% | 6.8% |
| IT - Software | 9.7% | 7.0% | 3.8% | 5.3% | 5.3% | 6.4% |
| Retailing | 1.0% | 2.5% | 2.6% | 2.4% | 5.4% | 6.0% |
| Industrial Products | 5.2% | 3.6% | 4.9% | 4.2% | 6.3% | 5.9% |
| Transport Services | 2.4% | 0.6% | 0.9% | 0.8% | 4.8% | 5.6% |
| Beverages | 3.3% | 2.8% | 1.4% | 1.5% | 3.3% | 5.5% |
| Capital Markets | — | 1.1% | 2.2% | 3.2% | 1.4% | 5.4% |
| Power | 1.7% | 2.3% | 1.7% | 1.8% | 2.0% | 4.3% |
| Cement & Cement Products | 2.4% | 4.5% | 4.7% | 3.2% | 4.8% | 4.1% |
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, Apr 2026
7.2%
▲ 3.6 pts vs Mar 2026
- Cash alone
- 7.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.3% – 7.2%
- lowest to highest · record 7.2% in Apr 2026
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.