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Sundaram Large Cap Fund
Disclosed for 19 months, Mar 2021 to Sep 2026.
Portfolio value
₹3,280 Cr
down ₹17.9 Cr vs Mar 2025
- Stocks held
- 31
- down 2 vs Mar 2025
- Top 10 weight
- 49.7%
- of the portfolio in its ten largest
- Cash & debt
- 8.0%
- cash, money market and debt
- Moves this month
- 4 in · 6 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 September 2025 it disclosed 31 stocks worth ₹3,280 Cr, down ₹17.9 Cr from Mar 2025. Its largest positions were HDFC Bank Limited (9.2%), ICICI Bank Limited (8.9%), Bharti Airtel Limited (5.6%); the ten largest together made up 49.7% of the portfolio, and Banks was the biggest sector at 30.5% of its equity. Cash and debt stood at 8.0%. Compared with Mar 2025 the fund entered 4 new stocks and exited 6.
Against 33 other Large Cap funds
Concentration
76%
Top-10 weight is higher than 76% of peers
Breadth
6%
Holds more stocks than 6% of peers
Cash
97%
Holds more cash than 97% of peers
What these mean: concentration · cash
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| HDFC Bank Limited | 9.22% | down 0.97 pts | ₹302 Cr | down ₹33.8 Cr | Trimmed |
| ICICI Bank Limited | 8.93% | down 0.74 pts | ₹293 Cr | down ₹26.1 Cr | Trimmed |
| Cash, TREPS & receivables | 7.99% | up 2.93 pts | ₹262 Cr | up ₹95.1 Cr | Added |
| Bharti Airtel Limited | 5.60% | up 0.46 pts | ₹184 Cr | up ₹14.2 Cr | Added |
| Infosys Limited | 4.69% | down 0.39 pts | ₹154 Cr | down ₹13.7 Cr | Trimmed |
| Reliance Industries Limited | 4.21% | down 1.61 pts | ₹138 Cr | down ₹53.9 Cr | Trimmed |
| Avenue Supermarts Limited | 3.53% | up 1.07 pts | ₹116 Cr | up ₹34.7 Cr | Added |
| State Bank of India | 3.48% | up 0.42 pts | ₹114 Cr | up ₹13.2 Cr | Added |
| Bharat Petroleum Corporation Limited | 3.47% | up 3.47 pts | ₹114 Cr | up ₹114 Cr | New |
| Axis Bank Limited | 3.37% | up 0.11 pts | ₹111 Cr | up ₹2.9 Cr | Added |
| Sun Pharmaceutical Industries Limited | 3.22% | down 0.26 pts | ₹106 Cr | down ₹9.3 Cr | Trimmed |
| Larsen & Toubro Limited | 3.10% | down 2.78 pts | ₹102 Cr | down ₹92.2 Cr | Trimmed |
| SBI Life Insurance Company Limited | 3.04% | up 1.96 pts | ₹99.7 Cr | up ₹64.2 Cr | Added |
| Kotak Mahindra Bank Limited | 3.02% | down 0.25 pts | ₹98.9 Cr | down ₹8.9 Cr | Trimmed |
| TVS Motor Company Limited | 2.92% | up 0.88 pts | ₹95.9 Cr | up ₹28.4 Cr | Added |
| Mahindra & Mahindra Limited | 2.83% | up 2.83 pts | ₹92.9 Cr | up ₹92.9 Cr | New |
| Tech Mahindra Limited | 2.55% | down 0.02 pts | ₹83.6 Cr | down ₹1.1 Cr | Trimmed |
| InterGlobe Aviation Limited | 2.47% | up 0.22 pts | ₹81.1 Cr | up ₹6.9 Cr | Added |
| UltraTech Cement Limited | 2.31% | up 0.15 pts | ₹75.8 Cr | up ₹4.4 Cr | Added |
| Craftsman Automation Limited | 2.26% | up 0.65 pts | ₹74.1 Cr | up ₹20.9 Cr | Added |
| PI Industries Limited | 2.17% | up 2.17 pts | ₹71.2 Cr | up ₹71.2 Cr | New |
| NTPC Limited | 2.04% | down 0.09 pts | ₹67 Cr | down ₹3.4 Cr | Trimmed |
| Dr. Reddy's Laboratories Limited | 1.92% | down 2.02 pts | ₹63.1 Cr | down ₹67.1 Cr | Trimmed |
| Bajaj Auto Limited | 1.86% | up 0.18 pts | ₹61.1 Cr | up ₹5.6 Cr | Added |
| Oil India Limited | 1.80% | up 1.80 pts | ₹59.1 Cr | up ₹59.1 Cr | New |
| Varun Beverages Limited | 1.61% | down 0.34 pts | ₹52.7 Cr | down ₹11.4 Cr | Trimmed |
| HCL Technologies Limited | 1.21% | down 0.17 pts | ₹39.6 Cr | down ₹5.9 Cr | Trimmed |
| Jubilant Foodworks Limited | 1.10% | down 0.08 pts | ₹36.2 Cr | down ₹2.8 Cr | Trimmed |
| Tata Consumer Products Limited | 1.10% | up 0.13 pts | ₹36.1 Cr | up ₹4.1 Cr | Added |
| KEI Industries Limited | 1.05% | up 0.31 pts | ₹34.5 Cr | up ₹9.9 Cr | Added |
| Info Edge (India) Limited | 0.94% | down 0.09 pts | ₹30.8 Cr | down ₹3 Cr | Trimmed |
| ICICI Lombard General Insurance Company Limited | 0.94% | down 2.02 pts | ₹30.7 Cr | down ₹66.7 Cr | Trimmed |
| TVS Motor Company Ltd. Other | 0.03% | up 0.03 pts | ₹1.1 Cr | up ₹1.1 Cr | New |
What changed, Mar 2025 to Sep 2025
New New positions (4)
- Bharat Petroleum Corporation Limited3.5% · ₹114 Cr
- Mahindra & Mahindra Limited2.8% · ₹92.9 Cr
- PI Industries Limited2.2% · ₹71.2 Cr
- Oil India Limited1.8% · ₹59.1 Cr
Exited Exited (6)
- Maruti Suzuki India Limitedwas 2.3% · ₹76 Cr
- Hindalco Industries Limitedwas 2.1% · ₹70.6 Cr
- United Spirits Limitedwas 1.0% · ₹33.2 Cr
- Titan Company Limitedwas 0.9% · ₹29.1 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 Mar 2025, the weight rose most in Fertilizers & Agrochemicals (+2.4 pts) and Petroleum Products (+2.2 pts), and fell most in Construction (−2.8 pts) and Non - Ferrous Metals (−2.3 pts).
- Fertilizers & Agrochemicals0.0% → 2.4%new+2.4 pts
- Petroleum Products6.1% → 8.3%+2.2 pts
- Oil0.0% → 2.0%new+2.0 pts
- Automobiles6.4% → 8.3%+1.9 pts
- Retailing3.7% → 4.9%+1.2 pts
- Auto Components1.7% → 2.5%+0.8 pts
- Construction6.2% → 3.4%−2.8 pts
- Non - Ferrous Metals2.3% → 0.0%exited−2.3 pts
- Pharmaceuticals & Biotechnology7.8% → 5.6%−2.2 pts
- Consumer Durables1.7% → 0.0%exited−1.7 pts
- Banks31.9% → 30.5%−1.5 pts
- Beverages3.1% → 1.7%−1.4 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 | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Banks | 29.3% | 27.3% | 31.9% | 31.9% | 31.9% | 30.5% |
| IT - Software | 11.5% | 10.6% | 9.5% | 9.5% | 9.5% | 9.2% |
| Petroleum Products | 7.5% | 6.7% | 6.1% | 6.1% | 6.1% | 8.3% |
| Automobiles | 3.0% | 4.6% | 6.4% | 6.4% | 6.4% | 8.3% |
| Telecom - Services | 4.6% | 5.6% | 5.4% | 5.4% | 5.4% | 6.1% |
| Pharmaceuticals & Biotechnology | 8.1% | 7.4% | 7.8% | 7.8% | 7.8% | 5.6% |
| Retailing | 0.6% | 2.8% | 3.7% | 3.7% | 3.7% | 4.9% |
| Insurance | 2.5% | 0.9% | 4.2% | 4.2% | 4.2% | 4.3% |
| Construction | 5.1% | 5.6% | 6.2% | 6.2% | 6.2% | 3.4% |
| Transport Services | — | 1.9% | 2.4% | 2.4% | 2.4% | 2.7% |
Allocation in Sep 2025change vs Mar 2025
- Banks (5)30.5%▼ 1.5 pts
- IT - Software (3)9.2%
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 2025
8.0%
▲ 2.9 pts vs Mar 2025
- Cash alone
- 8.0%
- cash and net receivables
- A year earlier
- 2.0%
- Sep 2024 · now ▲ 6.0 pts
- Last 12 months
- 5.1% – 8.0%
- lowest to highest · record 8.0% in Sep 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.