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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
₹7,131 Cr
down ₹412 Cr vs Aug 2026
- Stocks held
- 37
- down 1 vs Aug 2026
- Top 10 weight
- 38.4%
- of the portfolio in its ten largest
- Cash & debt
- 3.3%
- 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 September 2026 it disclosed 37 stocks worth ₹7,131 Cr, down ₹412 Cr from Aug 2026. Its largest positions were Radico Khaitan Limited (5.2%), Lenskart Solutions Limited (4.7%), Eternal Limited (4.1%); the ten largest together made up 38.4% of the portfolio, and Retailing was the biggest sector at 12.1% of its equity. Cash and debt stood at 3.3%. Compared with Aug 2026 the fund entered 0 new stocks and exited 1.
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
52%
Holds more cash than 52% of peers
What these mean: concentration · cash
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 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 | 5.19% | up 0.15 pts | ₹370 Cr | down ₹10.1 Cr | Trimmed |
| Lenskart Solutions Limited | 4.67% | up 0.40 pts | ₹333 Cr | up ₹11 Cr | Added |
| Eternal Limited | 4.11% | up 0.13 pts | ₹293 Cr | down ₹7.4 Cr | Trimmed |
| MTAR Technologies Limited | 3.84% | up 0.55 pts | ₹274 Cr | up ₹26 Cr | Added |
| One 97 Communications Limited | 3.73% | up 1.06 pts | ₹266 Cr | up ₹64.4 Cr | Added |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.73% | down 0.25 pts | ₹266 Cr | down ₹34.4 Cr | Trimmed |
| Kalyan Jewellers India Limited | 3.41% | down 0.09 pts | ₹243 Cr | down ₹21.1 Cr | Trimmed |
| Cash, TREPS & receivables | 3.28% | up 0.59 pts | ₹234 Cr | up ₹30.6 Cr | Added |
| Five Star Business Finance Limited | 3.28% | up 0.07 pts | ₹234 Cr | down ₹8.2 Cr | Trimmed |
| TD Power Systems Limited | 3.27% | up 0.21 pts | ₹233 Cr | up ₹2.7 Cr | Added |
| Ujjivan Small Finance Bank Limited | 3.20% | up 0.76 pts | ₹228 Cr | up ₹43.8 Cr | Added |
| Oracle Financial Services Software Limited | 3.15% | down 0.36 pts | ₹225 Cr | down ₹40.4 Cr | Trimmed |
| Cholamandalam Investment and Finance Company Limited | 2.92% | down 0.24 pts | ₹208 Cr | down ₹30.5 Cr | Trimmed |
| InterGlobe Aviation Limited | 2.91% | up 0.02 pts | ₹208 Cr | down ₹10.4 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.90% | down 0.09 pts | ₹207 Cr | down ₹19.1 Cr | Trimmed |
| Larsen & Toubro Limited | 2.89% | down 0.05 pts | ₹206 Cr | down ₹15.6 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 2.84% | up 0.39 pts | ₹203 Cr | up ₹18 Cr | Added |
| TVS Motor Company Limited | 2.71% | up <0.01 pts | ₹193 Cr | down ₹11.1 Cr | Trimmed |
| Affle (India) Limited | 2.47% | up <0.01 pts | ₹176 Cr | down ₹10.1 Cr | Trimmed |
| Cummins India Limited | 2.47% | down 0.03 pts | ₹176 Cr | down ₹12.8 Cr | Trimmed |
| ICICI Bank Limited | 2.41% | down 0.10 pts | ₹172 Cr | down ₹17.2 Cr | Trimmed |
| IDFC First Bank Limited | 2.39% | up 0.40 pts | ₹170 Cr | up ₹20.6 Cr | Added |
| Rategain Travel Technologies Limited | 2.29% | down 0.09 pts | ₹164 Cr | down ₹16.5 Cr | Trimmed |
| Bharti Airtel Limited | 2.22% | up 0.06 pts | ₹158 Cr | down ₹4.9 Cr | Trimmed |
| UltraTech Cement Limited | 2.19% | up 0.03 pts | ₹156 Cr | down ₹7 Cr | Trimmed |
| Mahindra & Mahindra Limited | 2.19% | down 0.11 pts | ₹156 Cr | down ₹17.6 Cr | Trimmed |
| State Bank of India | 2.07% | down 0.09 pts | ₹148 Cr | down ₹15.5 Cr | Trimmed |
| Delhivery Limited | 1.98% | down 0.10 pts | ₹141 Cr | down ₹16 Cr | Trimmed |
| Coforge Limited | 1.95% | down 0.68 pts | ₹139 Cr | down ₹59.3 Cr | Trimmed |
| Polycab India Limited | 1.90% | down 0.21 pts | ₹135 Cr | down ₹23.9 Cr | Trimmed |
| Thermax Limited | 1.83% | down 0.16 pts | ₹130 Cr | down ₹19.6 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.81% | down 0.08 pts | ₹129 Cr | down ₹13.1 Cr | Trimmed |
| The Phoenix Mills Limited | 1.79% | up 0.13 pts | ₹128 Cr | up ₹2.3 Cr | Added |
| ICICI Prudential Asset Management Company Limited | 1.37% | up 0.10 pts | ₹97.5 Cr | up ₹2.2 Cr | Added |
| Dhoot Transmission Ltd | 1.26% | up 0.08 pts | ₹89.6 Cr | up ₹85 L | Added |
| Fortis Healthcare Limited | 1.19% | down 0.13 pts | ₹84.7 Cr | down ₹15.1 Cr | Trimmed |
| SJS Enterprises Pvt Limited | 1.17% | down 0.05 pts | ₹83.6 Cr | down ₹8.5 Cr | Trimmed |
| PB Fintech Limited | 1.03% | down 0.17 pts | ₹73.6 Cr | down ₹16.8 Cr | Trimmed |
What changed, Aug 2026 to Sep 2026
New New positions (0)
None.
Exited Exited (1)
- National Aluminium Company Limitedwas 2.0% · ₹153 Cr
Added Biggest additions
- One 97 Communications Limitedup ₹64.4 Cr (+1.06% pts)
- Ujjivan Small Finance Bank Limitedup ₹43.8 Cr (+0.76% pts)
- MTAR Technologies Limitedup ₹26 Cr (+0.55% pts)
- IDFC First Bank Limitedup ₹20.6 Cr (+0.40% 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 Aug 2026, the weight rose most in Banks (+1.1 pts) and Financial Technology (fintech) (+0.9 pts), and fell most in Non - Ferrous Metals (−2.1 pts) and IT - Software (−1.1 pts).
- Banks9.3% → 10.4%+1.1 pts
- Financial Technology (fintech)4.0% → 4.9%+0.9 pts
- Aerospace & Defense3.4% → 4.0%+0.6 pts
- Retailing11.6% → 12.1%+0.5 pts
- Industrial Products7.3% → 7.5%+0.2 pts
- Beverages5.2% → 5.4%+0.2 pts
- Non - Ferrous Metals2.1% → 0.0%exited−2.1 pts
- IT - Software8.8% → 7.6%−1.1 pts
- Finance10.6% → 10.3%−0.4 pts
- Healthcare Services1.4% → 1.2%−0.1 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 | Sep 2023 | Sep 2025 | Mar 2026 | Jun 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|
| Retailing | 5.2% | 2.6% | 5.4% | 5.9% | 11.6% | 12.1% |
| Banks | 20.6% | 19.6% | 17.6% | 10.6% | 9.3% | 10.4% |
| Finance | 6.3% | 4.4% | 4.5% | 10.6% | 10.6% | 10.3% |
| IT - Software | 9.1% | 3.8% | 5.3% | 9.5% | 8.8% | 7.6% |
| Industrial Products | 5.4% | 4.9% | 6.3% | 8.4% | 7.3% | 7.5% |
| Beverages | 2.8% | 1.4% | 3.3% | 6.8% | 5.2% | 5.4% |
| Electrical Equipment | 2.5% | — | — | 3.3% | 5.2% | 5.3% |
| Automobiles | 1.9% | 1.9% | 4.5% | 1.5% | 5.1% | 5.1% |
| Transport Services | 2.3% | 0.9% | 4.8% | 5.5% | 5.1% | 5.1% |
| Financial Technology (fintech) | — | — | — | — | 4.0% | 4.9% |
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, Sep 2026
3.3%
▲ 0.6 pts vs Aug 2026
- Cash alone
- 3.3%
- cash and net receivables
- A year earlier
- 1.3%
- Sep 2025 · now ▲ 2.0 pts
- 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.