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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
₹7,544 Cr
up ₹322 Cr vs Jul 2026
- Stocks held
- 38
- unchanged
- Top 10 weight
- 37.0%
- of the portfolio in its ten largest
- Cash & debt
- 2.7%
- cash, money market and debt
- Moves this month
- 3 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 August 2026 it disclosed 38 stocks worth ₹7,544 Cr, up ₹322 Cr from Jul 2026. Its largest positions were Radico Khaitan Limited (5.0%), Lenskart Solutions Limited (4.3%), Shriram Transport Finance Company Limited (4.0%); the ten largest together made up 37.0% of the portfolio, and Retailing was the biggest sector at 11.6% of its equity. Cash and debt stood at 2.7%. Compared with Jul 2026 the fund entered 3 new stocks and exited 3.
Against 33 other Large & Mid Cap funds
Concentration
76%
Top-10 weight is higher than 76% of peers
Breadth
9%
Holds more stocks than 9% of peers
Cash
42%
Holds more cash than 42% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 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 | 5.04% | down 0.06 pts | ₹380 Cr | up ₹12.2 Cr | Added |
| Lenskart Solutions Limited | 4.27% | up 1.43 pts | ₹322 Cr | up ₹117 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.98% | up 0.06 pts | ₹300 Cr | up ₹17.1 Cr | Added |
| Eternal Limited | 3.98% | up 0.15 pts | ₹300 Cr | up ₹23.5 Cr | Added |
| Oracle Financial Services Software Limited | 3.51% | down 0.74 pts | ₹265 Cr | down ₹41.8 Cr | Trimmed |
| Kalyan Jewellers India Limited | 3.51% | down 0.81 pts | ₹265 Cr | down ₹47.3 Cr | Trimmed |
| MTAR Technologies Limited | 3.29% | up 0.50 pts | ₹248 Cr | up ₹46.4 Cr | Added |
| Five Star Business Finance Limited | 3.21% | down 0.22 pts | ₹242 Cr | down ₹5.8 Cr | Trimmed |
| Cholamandalam Investment and Finance Company Limited | 3.16% | down 0.13 pts | ₹239 Cr | up ₹96 L | Held |
| TD Power Systems Limited | 3.06% | down 0.90 pts | ₹231 Cr | down ₹54.9 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.99% | up 0.01 pts | ₹226 Cr | up ₹10.4 Cr | Added |
| Larsen & Toubro Limited | 2.94% | up 0.26 pts | ₹222 Cr | up ₹28.5 Cr | Added |
| InterGlobe Aviation Limited | 2.89% | down 0.09 pts | ₹218 Cr | up ₹2.6 Cr | Added |
| TVS Motor Company Limited | 2.70% | down 0.10 pts | ₹204 Cr | up ₹1.3 Cr | Added |
| Cash, TREPS & receivables | 2.70% | up 1.98 pts | ₹203 Cr | up ₹152 Cr | Added |
| One 97 Communications Limited | 2.68% | up 2.68 pts | ₹202 Cr | up ₹202 Cr | New |
| Coforge Limited | 2.63% | up 0.25 pts | ₹198 Cr | up ₹26.4 Cr | Added |
| ICICI Bank Limited | 2.51% | down 0.08 pts | ₹189 Cr | up ₹2.4 Cr | Added |
| Cummins India Limited | 2.51% | down 0.32 pts | ₹189 Cr | down ₹15.3 Cr | Trimmed |
| Affle (India) Limited | 2.47% | down 0.09 pts | ₹186 Cr | up ₹1.4 Cr | Added |
| Kirloskar Oil Engines Limited | 2.45% | down 0.22 pts | ₹185 Cr | down ₹7.9 Cr | Trimmed |
| Ujjivan Small Finance Bank Limited | 2.44% | down 0.28 pts | ₹184 Cr | down ₹12.1 Cr | Trimmed |
| Rategain Travel Technologies Limited | 2.39% | down 0.09 pts | ₹180 Cr | up ₹99 L | Added |
| Mahindra & Mahindra Limited | 2.30% | up 0.18 pts | ₹173 Cr | up ₹20.3 Cr | Added |
| State Bank of India | 2.16% | down 0.03 pts | ₹163 Cr | up ₹5 Cr | Added |
| UltraTech Cement Limited | 2.16% | down 0.19 pts | ₹163 Cr | down ₹6.5 Cr | Trimmed |
| Bharti Airtel Limited | 2.16% | down 0.30 pts | ₹163 Cr | down ₹14.4 Cr | Trimmed |
| Polycab India Limited | 2.11% | down 0.02 pts | ₹159 Cr | up ₹5.7 Cr | Added |
| Delhivery Limited | 2.08% | down 0.22 pts | ₹157 Cr | down ₹8.9 Cr | Trimmed |
| National Aluminium Company Limited | 2.02% | down 0.99 pts | ₹153 Cr | down ₹64.7 Cr | Trimmed |
| Thermax Limited | 1.99% | down 0.04 pts | ₹150 Cr | up ₹3.8 Cr | Added |
| IDFC First Bank Limited | 1.99% | down 0.06 pts | ₹150 Cr | up ₹2.2 Cr | Added |
| Prestige Estates Projects Limited | 1.88% | down 0.06 pts | ₹142 Cr | up ₹1.5 Cr | Added |
| The Phoenix Mills Limited | 1.66% | down 0.07 pts | ₹125 Cr | up ₹44 L | Held |
| Fortis Healthcare Limited | 1.32% | down 0.12 pts | ₹99.8 Cr | down ₹4.2 Cr | Trimmed |
| ICICI Prudential Asset Management Company Limited | 1.26% | down 0.08 pts | ₹95.3 Cr | down ₹1.6 Cr | Trimmed |
| SJS Enterprises Pvt Limited | 1.22% | down <0.01 pts | ₹92.2 Cr | up ₹3.6 Cr | Added |
| PB Fintech Limited | 1.20% | up 1.20 pts | ₹90.3 Cr | up ₹90.3 Cr | New |
| Dhoot Transmission Ltd | 1.18% | up 1.18 pts | ₹88.7 Cr | up ₹88.7 Cr | New |
What changed, Jul 2026 to Aug 2026
New New positions (3)
- One 97 Communications Limited2.7% · ₹202 Cr
- PB Fintech Limited1.2% · ₹90.3 Cr
- Dhoot Transmission Ltd1.2% · ₹88.7 Cr
Exited Exited (3)
- UNO Minda Limitedwas 1.5% · ₹106 Cr
- Max Financial Services Limitedwas 1.2% · ₹89.9 Cr
- Alkem Laboratories Limitedwas 0.9% · ₹63 Cr
Added Biggest additions
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 Jul 2026, the weight rose most in Financial Technology (fintech) (+4.0 pts) and Retailing (+1.8 pts), and fell most in Insurance (−1.3 pts) and Non - Ferrous Metals (−1.0 pts).
- Financial Technology (fintech)0.0% → 4.0%new+4.0 pts
- Retailing9.7% → 11.6%+1.8 pts
- Aerospace & Defense2.8% → 3.4%+0.6 pts
- Construction2.7% → 3.0%+0.3 pts
- Automobiles5.0% → 5.1%+0.2 pts
- Insurance1.3% → 0.0%exited−1.3 pts
- Non - Ferrous Metals3.0% → 2.1%−1.0 pts
- Pharmaceuticals & Biotechnology0.9% → 0.0%exited−0.9 pts
- Electrical Equipment6.0% → 5.2%−0.8 pts
- Consumer Durables4.3% → 3.6%−0.7 pts
- Industrial Products7.7% → 7.3%−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 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|
| Retailing | 1.0% | 2.5% | 2.7% | 5.7% | 9.7% | 11.6% |
| Finance | 5.6% | 3.9% | 4.8% | 10.1% | 10.7% | 10.6% |
| Banks | 21.0% | 20.9% | 22.0% | 10.1% | 9.6% | 9.3% |
| IT - Software | 9.7% | 7.0% | 3.7% | 8.5% | 9.2% | 8.8% |
| Industrial Products | 5.2% | 3.6% | 5.0% | 6.3% | 7.7% | 7.3% |
| Electrical Equipment | 3.0% | 3.3% | — | 1.7% | 6.0% | 5.2% |
| Beverages | 3.3% | 2.8% | 1.6% | 6.8% | 5.1% | 5.2% |
| Automobiles | 1.9% | 1.4% | 1.8% | 1.6% | 5.0% | 5.1% |
| Transport Services | 2.4% | 0.6% | 0.8% | 5.2% | 5.3% | 5.1% |
| Financial Technology (fintech) | — | — | — | — | — | 4.0% |
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, Aug 2026
2.7%
▲ 2.0 pts vs Jul 2026
- Cash alone
- 2.7%
- 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.