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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
₹6,690 Cr
up ₹116 Cr vs Apr 2026
- Stocks held
- 49
- down 1 vs Apr 2026
- Top 10 weight
- 33.0%
- of the portfolio in its ten largest
- Cash & debt
- 2.8%
- cash, money market and debt
- Moves this month
- 2 in · 3 out
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In May 2026 it disclosed 49 stocks worth ₹6,690 Cr, up ₹116 Cr from Apr 2026. Its largest positions were Radico Khaitan Limited (4.5%), National Aluminium Company Limited (3.9%), Shriram Transport Finance Company Limited (3.8%); the ten largest together made up 33.0% of the portfolio, and Banks was the biggest sector at 10.1% of its equity. Cash and debt stood at 2.8%. Compared with Apr 2026 the fund entered 2 new stocks and exited 3.
Against 33 other Large & Mid Cap funds
Concentration
58%
Top-10 weight is higher than 58% of peers
Breadth
21%
Holds more stocks than 21% of peers
Cash
42%
Holds more cash than 42% of peers
What these mean: concentration · cash
Holdings in May 2026
Download CSVEvery line the fund disclosed, with the change against Apr 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Radico Khaitan Limited | 4.46% | up 1.45 pts | ₹298 Cr | up ₹101 Cr | Added |
| National Aluminium Company Limited | 3.94% | up 0.78 pts | ₹264 Cr | up ₹55.7 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.83% | down 0.03 pts | ₹256 Cr | up ₹2.7 Cr | Added |
| Oracle Financial Services Software Limited | 3.35% | up 0.02 pts | ₹224 Cr | up ₹5.3 Cr | Added |
| Five Star Business Finance Limited | 3.01% | up 0.56 pts | ₹201 Cr | up ₹40.2 Cr | Added |
| Larsen & Toubro Limited | 2.99% | down 0.01 pts | ₹200 Cr | up ₹3.1 Cr | Added |
| Eternal Limited | 2.98% | down 0.01 pts | ₹199 Cr | up ₹2.8 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 2.95% | up 2.95 pts | ₹198 Cr | up ₹198 Cr | New |
| Cash, TREPS & receivables | 2.79% | down 4.45 pts | ₹187 Cr | down ₹290 Cr | Trimmed |
| Coforge Limited | 2.76% | up 0.95 pts | ₹185 Cr | up ₹65.4 Cr | Added |
| InterGlobe Aviation Limited | 2.75% | up 0.02 pts | ₹184 Cr | up ₹4.6 Cr | Added |
| Angel One Limited | 2.56% | up 0.18 pts | ₹171 Cr | up ₹14.5 Cr | Added |
| Affle (India) Limited | 2.55% | up 0.03 pts | ₹171 Cr | up ₹4.8 Cr | Added |
| FSN E-Commerce Ventures Limited | 2.53% | down 0.07 pts | ₹169 Cr | down ₹1.6 Cr | Trimmed |
| Bharti Airtel Limited | 2.46% | down 0.12 pts | ₹165 Cr | down ₹5.2 Cr | Trimmed |
| UltraTech Cement Limited | 2.45% | down 0.07 pts | ₹164 Cr | down ₹1.5 Cr | Trimmed |
| ICICI Bank Limited | 2.44% | down 0.06 pts | ₹163 Cr | down ₹91 L | Trimmed |
| Polycab India Limited | 2.39% | up 0.31 pts | ₹160 Cr | up ₹23 Cr | Added |
| Delhivery Limited | 2.33% | down 0.12 pts | ₹156 Cr | down ₹5.1 Cr | Trimmed |
| State Bank of India | 2.22% | down 1.44 pts | ₹149 Cr | down ₹92.2 Cr | Trimmed |
| Rategain Travel Technologies Limited | 2.18% | up 1.40 pts | ₹146 Cr | up ₹94.2 Cr | Added |
| Varun Beverages Limited | 2.15% | up 0.02 pts | ₹144 Cr | up ₹3.9 Cr | Added |
| Hindustan Petroleum Corporation Limited | 2.13% | up 0.07 pts | ₹142 Cr | up ₹7 Cr | Added |
| Multi Commodity Exchange of India Limited | 2.12% | down 0.35 pts | ₹142 Cr | down ₹20.5 Cr | Trimmed |
| Cummins India Limited | 1.94% | up 0.17 pts | ₹129 Cr | up ₹13.5 Cr | Added |
| IDFC First Bank Limited | 1.86% | up 0.01 pts | ₹124 Cr | up ₹2.9 Cr | Added |
| MTAR Technologies Limited | 1.81% | up 0.73 pts | ₹121 Cr | up ₹50.1 Cr | Added |
| Kirloskar Oil Engines Limited | 1.80% | up 0.19 pts | ₹120 Cr | up ₹14.3 Cr | Added |
| Ujjivan Small Finance Bank Limited | 1.79% | up 0.79 pts | ₹120 Cr | up ₹54.1 Cr | Added |
| Prestige Estates Projects Limited | 1.78% | down 0.09 pts | ₹119 Cr | down ₹3.9 Cr | Trimmed |
| Kalyan Jewellers India Limited | 1.76% | up 0.83 pts | ₹118 Cr | up ₹56.9 Cr | Added |
| The Phoenix Mills Limited | 1.75% | down 0.02 pts | ₹117 Cr | up ₹41 L | Held |
| TD Power Systems Limited | 1.64% | up 0.63 pts | ₹109 Cr | up ₹43.3 Cr | Added |
| Mahindra & Mahindra Limited | 1.59% | down 0.06 pts | ₹107 Cr | down ₹1.8 Cr | Trimmed |
| Fortis Healthcare Limited | 1.53% | down 0.02 pts | ₹102 Cr | up ₹60 L | Added |
| Gland Pharma Limited | 1.52% | up 0.32 pts | ₹101 Cr | up ₹22.5 Cr | Added |
| Max Financial Services Limited | 1.50% | up 0.05 pts | ₹100 Cr | up ₹5.3 Cr | Added |
| Bank of Baroda | 1.50% | up <0.01 pts | ₹100 Cr | up ₹1.9 Cr | Added |
| UNO Minda Limited | 1.48% | down 0.04 pts | ₹99.2 Cr | down ₹97 L | Trimmed |
| JSW Energy Limited | 1.46% | down 0.53 pts | ₹97.8 Cr | down ₹33 Cr | Trimmed |
| Amber Enterprises India Limited | 1.38% | down 1.17 pts | ₹92.2 Cr | down ₹75 Cr | Trimmed |
| SJS Enterprises Pvt Limited | 1.17% | up 1.17 pts | ₹78 Cr | up ₹78 Cr | New |
| Torrent Power Limited | 1.14% | down 0.86 pts | ₹76.2 Cr | down ₹55 Cr | Trimmed |
| Alkem Laboratories Limited | 1.01% | up <0.01 pts | ₹67.3 Cr | up ₹1.2 Cr | Added |
| JK Cement Limited | 0.95% | down 0.35 pts | ₹63.3 Cr | down ₹21.9 Cr | Trimmed |
| Marico Limited | 0.86% | up 0.03 pts | ₹57.5 Cr | up ₹3.3 Cr | Added |
| Indegene Limited | 0.23% | up 0.20 pts | ₹15.4 Cr | up ₹13.1 Cr | Added |
| ICICI Prudential Asset Management Company Limited | 0.21% | up 0.01 pts | ₹14.4 Cr | up ₹1 Cr | Added |
| Neuland Laboratories Limited | 0.06% | up 0.01 pts | ₹3.9 Cr | up ₹47 L | Added |
| Persistent Systems Limited | 0.02% | up <0.01 pts | ₹1 Cr | up ₹8 L | Added |
What changed, Apr 2026 to May 2026
New New positions (2)
- Cholamandalam Investment and Finance Company Limited3.0% · ₹198 Cr
- SJS Enterprises Pvt Limited1.2% · ₹78 Cr
Exited Exited (3)
- Axis Bank Limitedwas 2.0% · ₹132 Cr
- Jubilant Foodworks Limitedwas 1.8% · ₹117 Cr
- ZF Commercial Vehicle Control Systems India Limitedwas 0.3% · ₹16.5 Cr
Added Biggest additions
- Radico Khaitan Limitedup ₹101 Cr (+1.45% 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 Apr 2026, the weight rose most in Finance (+3.3 pts) and IT - Software (+2.1 pts), and fell most in Banks (−3.4 pts) and Leisure Services (−1.9 pts).
- Finance6.8% → 10.1%+3.3 pts
- IT - Software6.4% → 8.5%+2.1 pts
- Beverages5.5% → 6.8%+1.3 pts
- Auto Components1.9% → 2.7%+0.8 pts
- Aerospace & Defense1.2% → 1.9%+0.7 pts
- Non - Ferrous Metals3.4% → 4.1%+0.6 pts
- Banks13.5% → 10.1%−3.4 pts
- Leisure Services1.9% → 0.0%exited−1.9 pts
- Power4.3% → 2.7%−1.6 pts
- Cement & Cement Products4.1% → 3.5%−0.6 pts
- Consumer Durables3.7% → 3.2%−0.5 pts
- Capital Markets5.4% → 5.0%−0.4 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 | Feb 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|
| Banks | 21.0% | 20.9% | 19.6% | 22.0% | 13.5% | 10.1% |
| Finance | 5.6% | 3.9% | 4.4% | 4.8% | 6.8% | 10.1% |
| IT - Software | 9.7% | 7.0% | 3.8% | 3.7% | 6.4% | 8.5% |
| Beverages | 3.3% | 2.8% | 1.4% | 1.6% | 5.5% | 6.8% |
| Industrial Products | 5.2% | 3.6% | 4.9% | 5.0% | 5.9% | 6.3% |
| Retailing | 1.0% | 2.5% | 2.6% | 2.7% | 6.0% | 5.7% |
| Transport Services | 2.4% | 0.6% | 0.9% | 0.8% | 5.6% | 5.2% |
| Capital Markets | — | 1.1% | 2.2% | 2.1% | 5.4% | 5.0% |
| Non - Ferrous Metals | 1.5% | — | — | — | 3.4% | 4.1% |
| Realty | 1.5% | 1.8% | 2.7% | 2.6% | 3.9% | 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, May 2026
2.8%
▼ 4.5 pts vs Apr 2026
- Cash alone
- 2.8%
- 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.