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
₹7,222 Cr
up ₹238 Cr vs Jun 2026
- Stocks held
- 38
- down 5 vs Jun 2026
- Top 10 weight
- 38.1%
- of the portfolio in its ten largest
- Cash & debt
- 0.7%
- 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 July 2026 it disclosed 38 stocks worth ₹7,222 Cr, up ₹238 Cr from Jun 2026. Its largest positions were Radico Khaitan Limited (5.1%), Kalyan Jewellers India Limited (4.3%), Oracle Financial Services Software Limited (4.3%); the ten largest together made up 38.1% of the portfolio, and Finance was the biggest sector at 10.7% of its equity. Cash and debt stood at 0.7%. Compared with Jun 2026 the fund entered 3 new stocks and exited 8.
Against 33 other Large & Mid Cap funds
Concentration
82%
Top-10 weight is higher than 82% of peers
Breadth
9%
Holds more stocks than 9% of peers
Cash
9%
Holds more cash than 9% of peers
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it.
| Radico Khaitan Limited | 5.09% | up 0.31 pts | ₹368 Cr | up ₹33.5 Cr | Added |
| Kalyan Jewellers India Limited | 4.32% | up 1.50 pts | ₹312 Cr | up ₹115 Cr | Added |
| Oracle Financial Services Software Limited | 4.25% | up 0.02 pts | ₹307 Cr | up ₹11.3 Cr | Added |
| TD Power Systems Limited | 3.96% | up 0.64 pts | ₹286 Cr | up ₹54.4 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.92% | down 0.12 pts | ₹283 Cr | up ₹1.2 Cr | Held |
| Eternal Limited | 3.83% | up 0.82 pts | ₹277 Cr | up ₹66.5 Cr | Added |
| Five Star Business Finance Limited | 3.43% | up 0.16 pts | ₹248 Cr | up ₹19.4 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 3.29% | down <0.01 pts | ₹238 Cr | up ₹7.7 Cr | Added |
| National Aluminium Company Limited | 3.01% | down 0.01 pts | ₹217 Cr | up ₹6.5 Cr | Added |
| InterGlobe Aviation Limited | 2.99% | down 0.22 pts | ₹216 Cr | down ₹8.2 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.98% | up 0.11 pts | ₹215 Cr | up ₹14.6 Cr | Added |
| Lenskart Solutions Limited | 2.84% | up 2.84 pts | ₹205 Cr | up ₹205 Cr | New |
| Cummins India Limited | 2.83% | down 0.17 pts | ₹204 Cr | down ₹5.2 Cr | Trimmed |
| TVS Motor Company Limited | 2.81% | up 2.81 pts | ₹203 Cr | up ₹203 Cr | New |
| MTAR Technologies Limited | 2.79% | down 0.82 pts | ₹202 Cr | down ₹50.7 Cr | Trimmed |
| Ujjivan Small Finance Bank Limited | 2.72% | up 0.40 pts | ₹196 Cr | up ₹34.7 Cr | Added |
| Larsen & Toubro Limited | 2.68% | down 0.24 pts | ₹193 Cr | down ₹10 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 2.67% | down 0.31 pts | ₹193 Cr | down ₹15.3 Cr | Trimmed |
| ICICI Bank Limited | 2.58% | up 0.02 pts | ₹187 Cr | up ₹7.8 Cr | Added |
| Affle (India) Limited | 2.56% | up 0.19 pts | ₹185 Cr | up ₹19.4 Cr | Added |
| Rategain Travel Technologies Limited | 2.48% | down 0.03 pts | ₹179 Cr | up ₹3.8 Cr | Added |
| Bharti Airtel Limited | 2.46% | up 0.07 pts | ₹177 Cr | up ₹10.8 Cr | Added |
| Coforge Limited | 2.38% | down 0.35 pts | ₹172 Cr | down ₹18.5 Cr | Trimmed |
| UltraTech Cement Limited | 2.35% | up 0.05 pts | ₹170 Cr | up ₹9.3 Cr | Added |
| Delhivery Limited | 2.30% | down 0.03 pts | ₹166 Cr | up ₹3.4 Cr | Added |
| State Bank of India | 2.19% | down 0.07 pts | ₹158 Cr | up ₹8 L | Held |
| Polycab India Limited | 2.12% | down 0.28 pts | ₹153 Cr | down ₹14.4 Cr | Trimmed |
| Mahindra & Mahindra Limited | 2.12% | up 0.58 pts | ₹153 Cr | up ₹45.7 Cr | Added |
| IDFC First Bank Limited | 2.04% | up 0.06 pts | ₹148 Cr | up ₹9 Cr | Added |
| Thermax Limited | 2.02% | up 2.02 pts | ₹146 Cr | up ₹146 Cr | New |
| Prestige Estates Projects Limited | 1.95% | down <0.01 pts | ₹141 Cr | up ₹4.5 Cr | Added |
| The Phoenix Mills Limited | 1.73% | down 0.11 pts | ₹125 Cr | down ₹3.6 Cr | Trimmed |
| UNO Minda Limited | 1.47% | up 0.07 pts | ₹106 Cr | up ₹8.3 Cr | Added |
| Fortis Healthcare Limited | 1.44% | down 0.07 pts | ₹104 Cr | down ₹1.3 Cr | Trimmed |
| ICICI Prudential Asset Management Company Limited | 1.34% | down 0.14 pts | ₹96.8 Cr | down ₹6.3 Cr | Trimmed |
| Max Financial Services Limited | 1.25% | down 0.12 pts | ₹89.9 Cr | down ₹5.1 Cr | Trimmed |
| SJS Enterprises Pvt Limited | 1.23% | up 0.05 pts | ₹88.6 Cr | up ₹6.4 Cr | Added |
| Alkem Laboratories Limited | 0.87% | down 0.10 pts | ₹63 Cr | down ₹5.1 Cr | Trimmed |
| Cash, TREPS & receivables | 0.72% | up 0.72 pts | ₹51.7 Cr | up ₹51.7 Cr | New |
What changed, Jun 2026 to Jul 2026
New New positions (3)
- Lenskart Solutions Limited2.8% · ₹205 Cr
- TVS Motor Company Limited2.8% · ₹203 Cr
- Thermax Limited2.0% · ₹146 Cr
Exited Exited (8)
- Angel One Limitedwas 2.4% · ₹168 Cr
- Hindustan Petroleum Corporation Limitedwas 2.0% · ₹143 Cr
- Varun Beverages Limitedwas 2.0% · ₹138 Cr
- Bank of Barodawas 1.5% · ₹102 Cr
- Multi Commodity Exchange of India Limitedwas 1.4% · ₹94.5 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 Jun 2026, the weight rose most in Retailing (+3.8 pts) and Automobiles (+3.4 pts), and fell most in Capital Markets (−3.9 pts) and Petroleum Products (−2.0 pts).
- Retailing5.9% → 9.7%+3.8 pts
- Automobiles1.5% → 5.0%+3.4 pts
- Electrical Equipment3.3% → 6.0%+2.7 pts
- Consumer Durables2.8% → 4.3%+1.5 pts
- IT - Services2.4% → 2.6%+0.2 pts
- Auto Components2.6% → 2.7%+0.1 pts
- Capital Markets5.2% → 1.4%−3.9 pts
- Petroleum Products2.0% → 0.0%exited−2.0 pts
- Beverages6.8% → 5.1%−1.6 pts
- Banks10.6% → 9.6%−1.0 pts
- Cement & Cement Products3.3% → 2.4%−0.9 pts
- Aerospace & Defense3.6% → 2.8%−0.8 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 | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|
| Finance | 5.6% | 3.9% | 4.7% | 6.8% | 10.6% | 10.7% |
| Retailing | 1.0% | 2.5% | 2.4% | 6.0% | 5.9% | 9.7% |
| Banks | 21.0% | 20.9% | 22.2% | 13.5% | 10.6% | 9.6% |
| IT - Software | 9.7% | 7.0% | 5.3% | 6.4% | 9.5% | 9.2% |
| Industrial Products | 5.2% | 3.6% | 4.2% | 5.9% | 8.4% | 7.7% |
| Electrical Equipment | 3.0% | 3.3% | — | 1.1% | 3.3% | 6.0% |
| Transport Services | 2.4% | 0.6% | 0.8% | 5.6% | 5.5% | 5.3% |
| Beverages | 3.3% | 2.8% | 1.5% | 5.5% | 6.8% | 5.1% |
| Automobiles | 1.9% | 1.4% | 1.8% | 1.8% | 1.5% | 5.0% |
| Consumer Durables | 6.5% | 4.3% | 2.6% | 3.7% | 2.8% | 4.3% |
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.
Cash & debt, Jul 2026
0.7%
▲ 0.7 pts vs Jun 2026
- Cash alone
- 0.7%
- 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.