Sundaram Large and Mid Cap Fund

Sundaram Mutual FundEquityPortfolio as of 31 July 2026

Sundaram Large and Mid Cap Fund holds 40 instruments (99.29% equity), led by Radico Khaitan Limited (5.09%), Kalyan Jewellers India Limited (4.32%) and Oracle Financial Services Software Limited (4.25%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
40
Equity Allocation
99.29%
AMC
Sundaram Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Sundaram Large and Mid Cap Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 40 instruments with an equity allocation of 99.29%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Large and Mid Cap Fund's top 10 holdings account for 38.09% of its portfolio, in line with the Equity category average of 37.5%. Financial Services is its largest sector exposure at 22.76% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 8 positions, with Kalyan Jewellers India Limited seeing the largest move (+1.5pp to 4.32%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 new entries8 exits9 increased10 reduced

Biggest Weight Increases

StockWeightChange
Kalyan Jewellers India Limited2.82% → 4.32%▲ +1.5
ETERNAL LIMITED3.01% → 3.83%▲ +0.82
TD Power Systems Limited3.31% → 3.96%▲ +0.65
Mahindra & Mahindra Limited1.54% → 2.12%▲ +0.58
Ujjivan Small Finance Bank Limited2.31% → 2.72%▲ +0.41
Radico Khaitan Limited4.78% → 5.09%▲ +0.31
Affle 3i Limited2.37% → 2.56%▲ +0.19
Five-Star Business Finance Limited3.27% → 3.43%▲ +0.16
FSN E-Commerce Ventures Limited2.87% → 2.98%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Mtar Technologies Limited3.61% → 2.79%▼ -0.82
Coforge Limited2.72% → 2.38%▼ -0.34
Kirloskar Oil Engines Limited2.97% → 2.67%▼ -0.3
Polycab India Limited2.4% → 2.12%▼ -0.28
Larsen & Toubro Limited2.91% → 2.68%▼ -0.23
InterGlobe Aviation Limited3.2% → 2.99%▼ -0.21
Cummins India Limited3% → 2.83%▼ -0.17
ICICI Prudential Asset Management Company Limited1.48% → 1.34%▼ -0.14
Max Financial Services Limited1.36% → 1.25%▼ -0.11
Alkem Laboratories Limited0.98% → 0.87%▼ -0.11

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: –, Mar: 2.12%, Apr: 3%, May: 4.46%, Jun: 4.78%, Jul: 5.09%
5.09%
Feb: 0.5%, Mar: 0.52%, Apr: 0.93%, May: 1.76%, Jun: 2.82%, Jul: 4.32%
4.32%
Feb: –, Mar: –, Apr: 3.33%, May: 3.35%, Jun: 4.23%, Jul: 4.25%
4.25%
Feb: –, Mar: –, Apr: 1.01%, May: 1.64%, Jun: 3.31%, Jul: 3.96%
3.96%
Feb: –, Mar: 2.46%, Apr: 3.86%, May: 3.83%, Jun: 4.03%, Jul: 3.92%
3.92%

Full Portfolio (40 holdings)

#HoldingSector% to NAV
1Radico Khaitan LimitedConsumer Staples5.09%
2Kalyan Jewellers India LimitedConsumer Discretionary4.32%
3Oracle Financial Services Software LimitedInformation Technology4.25%
4TD Power Systems LimitedIndustrials3.96%
5Shriram Finance LimitedFinancial Services3.92%
6ETERNAL LIMITEDConsumer Discretionary3.83%
7TREPStreps3.82%
8Five-Star Business Finance LimitedFinancial Services3.43%
9Cholamandalam Investment and Finance Company LimitedFinancial Services3.29%
10National Aluminium Company LimitedMaterials3.01%
11InterGlobe Aviation LimitedServices2.99%
12FSN E-Commerce Ventures LimitedConsumer Discretionary2.98%
13Lenskart Solutions LimitedConsumer Discretionary2.84%
14Cummins India LimitedIndustrials2.83%
15TVS Motor Company LimitedConsumer Discretionary2.81%
16Mtar Technologies LimitedIndustrials2.79%
17Ujjivan Small Finance Bank LimitedFinancial Services2.72%
18Larsen & Toubro LimitedIndustrials2.68%
19Kirloskar Oil Engines LimitedIndustrials2.67%
20ICICI Bank LimitedFinancial Services2.58%
21Affle 3i LimitedInformation Technology2.56%
22Rategain Travel Technologies LimitedInformation Technology2.48%
23Bharti Airtel LimitedTelecommunication2.46%
24Coforge LimitedInformation Technology2.38%
25UltraTech Cement LimitedMaterials2.35%
26Delhivery LimitedServices2.3%
27State Bank of IndiaFinancial Services2.19%
28Polycab India LimitedIndustrials2.12%
29Mahindra & Mahindra LimitedConsumer Discretionary2.12%
30IDFC First Bank LimitedFinancial Services2.04%
31Thermax LimitedIndustrials2.02%
32Prestige Estates Projects LimitedReal Estate1.95%
33The Phoenix Mills LimitedReal Estate1.73%
34UNO Minda LimitedConsumer Discretionary1.47%
35Fortis Healthcare LimitedHealthcare1.44%
36ICICI Prudential Asset Management Company LimitedFinancial Services1.34%
37Max Financial Services LimitedFinancial Services1.25%
38S.J.S. Enterprises LimitedConsumer Discretionary1.23%
39Alkem Laboratories LimitedHealthcare0.87%
40Cash and Other Net Current Assetsother-3.1%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Radico Khaitan Limited is 5.09% of Sundaram Large and Mid Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Kalyan Jewellers India Limited is 4.32% of Sundaram Large and Mid Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Oracle Financial Services Software Limited is 4.25% of Sundaram Large and Mid Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, TD Power Systems Limited is 3.96% of Sundaram Large and Mid Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Shriram Finance Limited is 3.92% of Sundaram Large and Mid Cap Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.