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Sundaram Large Cap Fund
Disclosed for 19 months, Mar 2021 to Sep 2026.
Portfolio value
₹3,297 Cr
down ₹406 Cr vs Sep 2024
- Stocks held
- 33
- down 23 vs Sep 2024
- Top 10 weight
- 55.7%
- of the portfolio in its ten largest
- Cash & debt
- 5.1%
- cash, money market and debt
- Moves this month
- 7 in · 30 out
- added to 10, trimmed 15
Sundaram Large Cap Fund is an active equity fund in the Large Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 33 stocks worth ₹3,297 Cr, down ₹406 Cr from Sep 2024. Its largest positions were HDFC Bank Limited (10.2%), ICICI Bank Limited (9.7%), Larsen & Toubro Limited (5.9%); the ten largest together made up 55.7% of the portfolio, and Banks was the biggest sector at 31.9% of its equity. Cash and debt stood at 5.1%. Compared with Sep 2024 the fund entered 7 new stocks and exited 30.
Against 33 other Large Cap funds
Concentration
94%
Top-10 weight is higher than 94% of peers
Breadth
9%
Holds more stocks than 9% of peers
Cash
85%
Holds more cash than 85% of peers
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 10.20%
- Δ weight
- up 1.59 pts
- Value
- ₹336 Cr
- Δ value
- up ₹17.7 Cr
- Status
- Added
- Weight
- 9.67%
- Δ weight
- up 1.54 pts
- Value
- ₹319 Cr
- Δ value
- up ₹17.8 Cr
- Status
- Added
- Weight
- 5.88%
- Δ weight
- up 0.37 pts
- Value
- ₹194 Cr
- Δ value
- down ₹10.2 Cr
- Status
- Trimmed
- Weight
- 5.82%
- Δ weight
- down 0.18 pts
- Value
- ₹192 Cr
- Δ value
- down ₹30.3 Cr
- Status
- Trimmed
- Weight
- 5.14%
- Δ weight
- up 0.63 pts
- Value
- ₹169 Cr
- Δ value
- up ₹2.3 Cr
- Status
- Added
- Weight
- 5.08%
- Δ weight
- down 0.32 pts
- Value
- ₹168 Cr
- Δ value
- down ₹32.5 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 5.07%
- Δ weight
- up 3.08 pts
- Value
- ₹167 Cr
- Δ value
- up ₹93.5 Cr
- Status
- Added
- Weight
- 3.95%
- Δ weight
- up 3.49 pts
- Value
- ₹130 Cr
- Δ value
- up ₹113 Cr
- Status
- Added
- Weight
- 3.48%
- Δ weight
- up 0.04 pts
- Value
- ₹115 Cr
- Δ value
- down ₹12.7 Cr
- Status
- Trimmed
- Weight
- 3.27%
- Δ weight
- up 2.17 pts
- Value
- ₹108 Cr
- Δ value
- up ₹67 Cr
- Status
- Added
- Weight
- 3.26%
- Δ weight
- down 0.43 pts
- Value
- ₹108 Cr
- Δ value
- down ₹29 Cr
- Status
- Trimmed
- Weight
- 3.06%
- Δ weight
- down 0.59 pts
- Value
- ₹101 Cr
- Δ value
- down ₹34.4 Cr
- Status
- Trimmed
- Weight
- 2.95%
- Δ weight
- up 2.95 pts
- Value
- ₹97.4 Cr
- Δ value
- up ₹97.4 Cr
- Status
- New
- Weight
- 2.57%
- Δ weight
- up 1.33 pts
- Value
- ₹84.6 Cr
- Δ value
- up ₹38.7 Cr
- Status
- Added
- Weight
- 2.46%
- Δ weight
- up 1.89 pts
- Value
- ₹81.2 Cr
- Δ value
- up ₹59.8 Cr
- Status
- Added
- Weight
- 2.31%
- Δ weight
- down 0.05 pts
- Value
- ₹76 Cr
- Δ value
- down ₹11.3 Cr
- Status
- Trimmed
- Weight
- 2.25%
- Δ weight
- up 0.37 pts
- Value
- ₹74.2 Cr
- Δ value
- up ₹4.8 Cr
- Status
- Added
- Weight
- 2.16%
- Δ weight
- up 0.57 pts
- Value
- ₹71.4 Cr
- Δ value
- up ₹12.3 Cr
- Status
- Added
- Weight
- 2.14%
- Δ weight
- up 1.42 pts
- Value
- ₹70.6 Cr
- Δ value
- up ₹43.9 Cr
- Status
- Added
- Weight
- 2.13%
- Δ weight
- down 0.22 pts
- Value
- ₹70.3 Cr
- Δ value
- down ₹16.8 Cr
- Status
- Trimmed
- Weight
- 2.05%
- Δ weight
- up 2.05 pts
- Value
- ₹67.5 Cr
- Δ value
- up ₹67.5 Cr
- Status
- New
- Weight
- 1.94%
- Δ weight
- down <0.01 pts
- Value
- ₹64.1 Cr
- Δ value
- down ₹7.9 Cr
- Status
- Trimmed
- Weight
- 1.68%
- Δ weight
- up 1.68 pts
- Value
- ₹55.5 Cr
- Δ value
- up ₹55.5 Cr
- Status
- New
- Weight
- 1.61%
- Δ weight
- up 1.61 pts
- Value
- ₹53.2 Cr
- Δ value
- up ₹53.2 Cr
- Status
- New
- Weight
- 1.38%
- Δ weight
- down 0.01 pts
- Value
- ₹45.5 Cr
- Δ value
- down ₹5.8 Cr
- Status
- Trimmed
- Weight
- 1.18%
- Δ weight
- up 1.18 pts
- Value
- ₹39 Cr
- Δ value
- up ₹39 Cr
- Status
- New
- Weight
- 1.08%
- Δ weight
- up 0.36 pts
- Value
- ₹35.5 Cr
- Δ value
- up ₹9.1 Cr
- Status
- Added
- Weight
- 1.02%
- Δ weight
- down <0.01 pts
- Value
- ₹33.8 Cr
- Δ value
- down ₹4.3 Cr
- Status
- Trimmed
- Weight
- 1.01%
- Δ weight
- down 0.01 pts
- Value
- ₹33.2 Cr
- Δ value
- down ₹4.5 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down 0.06 pts
- Value
- ₹32.1 Cr
- Δ value
- down ₹6.2 Cr
- Status
- Trimmed
- Weight
- 0.88%
- Δ weight
- down 0.10 pts
- Value
- ₹29.1 Cr
- Δ value
- down ₹7.2 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- down 0.69 pts
- Value
- ₹28.6 Cr
- Δ value
- down ₹29.1 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- up 0.75 pts
- Value
- ₹24.6 Cr
- Δ value
- up ₹24.6 Cr
- Status
- New
- Weight
- 0.73%
- Δ weight
- up 0.73 pts
- Value
- ₹24.2 Cr
- Δ value
- up ₹24.2 Cr
- Status
- New
What changed, Sep 2024 to Mar 2025
New New positions (7)
- ICICI Lombard General Insurance Company Limited3.0% · ₹97.4 Cr
- TVS Motor Company Limited2.0% · ₹67.5 Cr
- Bajaj Auto Limited1.7% · ₹55.5 Cr
- Craftsman Automation Limited1.6% · ₹53.2 Cr
- Jubilant Foodworks Limited1.2% · ₹39 Cr
- KEI Industries Limited0.7% · ₹24.6 Cr
- Kajaria Ceramics Limited0.7% · ₹24.2 Cr
Exited Exited (30)
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 Sep 2024, the weight rose most in Banks (+4.7 pts) and Insurance (+3.3 pts), and fell most in Finance (−5.1 pts) and Diversified FMCG (−3.4 pts).
- Banks27.3% → 31.9%+4.7 pts
- Insurance0.9% → 4.2%+3.3 pts
- Automobiles4.6% → 6.4%+1.8 pts
- Non - Ferrous Metals0.7% → 2.3%+1.5 pts
- Leisure Services0.0% → 1.2%new+1.2 pts
- Retailing2.8% → 3.7%+0.9 pts
- Finance5.1% → 0.0%exited−5.1 pts
- Diversified FMCG3.4% → 0.0%exited−3.4 pts
- IT - Software10.6% → 9.5%−1.1 pts
- Transport Infrastructure1.1% → 0.0%exited−1.1 pts
- Electrical Equipment0.9% → 0.0%exited−0.9 pts
- Oil0.7% → 0.0%exited−0.7 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 2022 | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|---|
| Banks | 27.5% | 27.7% | 27.3% | 27.3% | 27.3% | 31.9% |
| IT - Software | 16.0% | 10.7% | 10.6% | 10.6% | 10.6% | 9.5% |
| Pharmaceuticals & Biotechnology | 8.7% | 7.7% | 7.4% | 7.4% | 7.4% | 7.8% |
| Automobiles | 3.2% | 2.6% | 4.6% | 4.6% | 4.6% | 6.4% |
| Construction | 4.8% | 6.7% | 5.6% | 5.6% | 5.6% | 6.2% |
| Petroleum Products | 7.7% | 9.2% | 6.7% | 6.7% | 6.7% | 6.1% |
| Telecom - Services | 4.2% | 2.7% | 5.6% | 5.6% | 5.6% | 5.4% |
| Insurance | 1.5% | 0.6% | 0.9% | 0.9% | 0.9% | 4.2% |
| Retailing | — | 2.3% | 2.8% | 2.8% | 2.8% | 3.7% |
| Beverages | 4.0% | 3.1% | 3.0% | 3.0% | 3.0% | 3.1% |
Allocation in Mar 2025change vs Sep 2024
- Banks (6)31.9%▲ 4.7 pts
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, Mar 2025
5.1%
▲ 3.1 pts vs Sep 2024
- Cash alone
- 5.1%
- cash and net receivables
- A year earlier
- 0.9%
- Mar 2024 · now ▲ 4.2 pts
- Last 12 months
- 2.0% – 5.1%
- lowest to highest · record 5.1% in Mar 2025
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.