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
₹6,983 Cr
up ₹293 Cr vs May 2026
- Stocks held
- 43
- down 6 vs May 2026
- Top 10 weight
- 35.8%
- of the portfolio in its ten largest
- Cash & debt
- 0.0%
- 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 June 2026 it disclosed 43 stocks worth ₹6,983 Cr, up ₹293 Cr from May 2026. Its largest positions were Radico Khaitan Limited (4.8%), Oracle Financial Services Software Limited (4.2%), Shriram Transport Finance Company Limited (4.0%); the ten largest together made up 35.8% of the portfolio, and Finance was the biggest sector at 10.6% of its equity. Cash and debt stood at 0.0%. Compared with May 2026 the fund entered 0 new stocks and exited 6.
Against 33 other Large & Mid Cap funds
Concentration
73%
Top-10 weight is higher than 73% of peers
Breadth
12%
Holds more stocks than 12% of peers
Cash
0%
Holds more cash than 0% of peers
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. Click a column to sort; click a company to see every fund that owns it.
| Radico Khaitan Limited | 4.79% | up 0.33 pts | ₹334 Cr | up ₹36.2 Cr | Added |
| Oracle Financial Services Software Limited | 4.23% | up 0.89 pts | ₹296 Cr | up ₹71.7 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 4.04% | up 0.21 pts | ₹282 Cr | up ₹25.7 Cr | Added |
| MTAR Technologies Limited | 3.61% | up 1.81 pts | ₹252 Cr | up ₹132 Cr | Added |
| TD Power Systems Limited | 3.31% | up 1.68 pts | ₹231 Cr | up ₹122 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 3.29% | up 0.34 pts | ₹230 Cr | up ₹32.4 Cr | Added |
| Five Star Business Finance Limited | 3.27% | up 0.26 pts | ₹228 Cr | up ₹27.1 Cr | Added |
| InterGlobe Aviation Limited | 3.21% | up 0.46 pts | ₹224 Cr | up ₹40.2 Cr | Added |
| National Aluminium Company Limited | 3.02% | down 0.92 pts | ₹211 Cr | down ₹52.7 Cr | Trimmed |
| Eternal Limited | 3.01% | up 0.03 pts | ₹210 Cr | up ₹11.1 Cr | Added |
| Cummins India Limited | 3.00% | up 1.06 pts | ₹209 Cr | up ₹80 Cr | Added |
| Kirloskar Oil Engines Limited | 2.98% | up 1.18 pts | ₹208 Cr | up ₹87.5 Cr | Added |
| Larsen & Toubro Limited | 2.91% | down 0.08 pts | ₹204 Cr | up ₹3.3 Cr | Added |
| FSN E-Commerce Ventures Limited | 2.87% | up 0.34 pts | ₹201 Cr | up ₹31.4 Cr | Added |
| Kalyan Jewellers India Limited | 2.82% | up 1.06 pts | ₹197 Cr | up ₹79 Cr | Added |
| Coforge Limited | 2.73% | down 0.03 pts | ₹190 Cr | up ₹5.7 Cr | Added |
| ICICI Bank Limited | 2.56% | up 0.12 pts | ₹179 Cr | up ₹15.4 Cr | Added |
| Rategain Travel Technologies Limited | 2.51% | up 0.34 pts | ₹175 Cr | up ₹29.8 Cr | Added |
| Polycab India Limited | 2.40% | up 0.02 pts | ₹168 Cr | up ₹8.1 Cr | Added |
| Angel One Limited | 2.40% | down 0.16 pts | ₹168 Cr | down ₹3.4 Cr | Trimmed |
| Bharti Airtel Limited | 2.39% | down 0.07 pts | ₹167 Cr | up ₹2.1 Cr | Added |
| Affle (India) Limited | 2.37% | down 0.18 pts | ₹166 Cr | down ₹5.1 Cr | Trimmed |
| Delhivery Limited | 2.33% | down <0.01 pts | ₹162 Cr | up ₹6.8 Cr | Added |
| Ujjivan Small Finance Bank Limited | 2.31% | up 0.52 pts | ₹162 Cr | up ₹41.9 Cr | Added |
| UltraTech Cement Limited | 2.30% | down 0.15 pts | ₹160 Cr | down ₹3.3 Cr | Trimmed |
| State Bank of India | 2.27% | up 0.04 pts | ₹158 Cr | up ₹9.6 Cr | Added |
| Hindustan Petroleum Corporation Limited | 2.04% | down 0.09 pts | ₹143 Cr | up ₹22 L | Held |
| IDFC First Bank Limited | 1.98% | up 0.13 pts | ₹138 Cr | up ₹14.2 Cr | Added |
| Varun Beverages Limited | 1.98% | down 0.17 pts | ₹138 Cr | down ₹5.6 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.95% | up 0.17 pts | ₹136 Cr | up ₹17 Cr | Added |
| The Phoenix Mills Limited | 1.84% | up 0.09 pts | ₹129 Cr | up ₹11.7 Cr | Added |
| Mahindra & Mahindra Limited | 1.54% | down 0.06 pts | ₹107 Cr | up ₹81 L | Added |
| Fortis Healthcare Limited | 1.51% | down 0.02 pts | ₹105 Cr | up ₹3.1 Cr | Added |
| ICICI Prudential Asset Management Company Limited | 1.48% | up 1.26 pts | ₹103 Cr | up ₹88.8 Cr | Added |
| Bank of Baroda | 1.46% | down 0.04 pts | ₹102 Cr | up ₹1.5 Cr | Added |
| UNO Minda Limited | 1.40% | down 0.08 pts | ₹97.9 Cr | down ₹1.3 Cr | Trimmed |
| Max Financial Services Limited | 1.36% | down 0.14 pts | ₹95 Cr | down ₹5.4 Cr | Trimmed |
| Multi Commodity Exchange of India Limited | 1.35% | down 0.77 pts | ₹94.5 Cr | down ₹47.4 Cr | Trimmed |
| SJS Enterprises Pvt Limited | 1.18% | up 0.01 pts | ₹82.1 Cr | up ₹4.2 Cr | Added |
| Alkem Laboratories Limited | 0.98% | down 0.03 pts | ₹68.2 Cr | up ₹88 L | Added |
| JK Cement Limited | 0.95% | up 0.01 pts | ₹66.6 Cr | up ₹3.3 Cr | Added |
| Neuland Laboratories Limited | 0.06% | up <0.01 pts | ₹4.2 Cr | up ₹34 L | Added |
| Persistent Systems Limited | 0.01% | down <0.01 pts | ₹87 L | down ₹17 L | Trimmed |
What changed, May 2026 to Jun 2026
New New positions (0)
None.
Exited Exited (6)
- Gland Pharma Limitedwas 1.5% · ₹101 Cr
- JSW Energy Limitedwas 1.5% · ₹97.8 Cr
- Amber Enterprises India Limitedwas 1.4% · ₹92.2 Cr
- Torrent Power Limitedwas 1.1% · ₹76.2 Cr
- Marico Limitedwas 0.9% · ₹57.5 Cr
- Indegene Limitedwas 0.2% · ₹15.4 Cr
Added Biggest additions
- MTAR Technologies Limited ₹132 Cr (+1.81% 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 May 2026, the weight rose most in Industrial Products (+2.1 pts) and Aerospace & Defense (+1.8 pts), and fell most in Power (−2.7 pts) and Pharmaceuticals & Biotechnology (−1.6 pts).
- Industrial Products6.3% → 8.4%+2.1 pts
- Aerospace & Defense1.9% → 3.6%+1.8 pts
- Electrical Equipment1.7% → 3.3%+1.6 pts
- IT - Software8.5% → 9.5%+0.9 pts
- Finance10.1% → 10.6%+0.5 pts
- Banks10.1% → 10.6%+0.5 pts
- Power2.7% → 0.0%exited−2.7 pts
- Pharmaceuticals & Biotechnology2.7% → 1.0%−1.6 pts
- Non - Ferrous Metals4.1% → 3.0%−1.0 pts
- Agricultural Food & Other Products0.9% → 0.0%exited−0.9 pts
- Consumer Durables3.2% → 2.8%−0.4 pts
- Healthcare Services1.8% → 1.5%−0.3 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 | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Finance | 5.6% | 3.9% | 4.4% | 4.5% | 10.1% | 10.6% |
| Banks | 21.0% | 20.9% | 19.6% | 17.6% | 10.1% | 10.6% |
| IT - Software | 9.7% | 7.0% | 3.8% | 5.3% | 8.5% | 9.5% |
| Industrial Products | 5.2% | 3.6% | 4.9% | 6.3% | 6.3% | 8.4% |
| Beverages | 3.3% | 2.8% | 1.4% | 3.3% | 6.8% | 6.8% |
| Retailing | 1.0% | 2.5% | 2.6% | 5.4% | 5.7% | 5.9% |
| Transport Services | 2.4% | 0.6% | 0.9% | 4.8% | 5.2% | 5.5% |
| Capital Markets | — | 1.1% | 2.2% | 1.4% | 5.0% | 5.2% |
| Realty | 1.5% | 1.8% | 2.7% | 3.4% | 3.6% | 3.8% |
| Aerospace & Defense | — | 1.0% | 1.5% | — | 1.9% | 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.
Cash & debt, Jun 2026
0.0%
▼ 2.8 pts vs May 2026
- Cash alone
- —
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 0.0% – 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.