Portfolio Holdings
As of 30 Jun 2026
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Sundaram Large and Mid Cap Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Finance
10.59%
Banks
10.57%
It - Software
9.47%
Industrial Products
8.37%
Electrical Equipment
6.92%
Beverages
6.76%
Retailing
5.88%
Transport Services
5.52%
Capital Markets
5.23%
Realty
3.79%
Cement & Cement Products
3.24%
Non - Ferrous Metals
3.02%
Construction
2.91%
Consumer Durables
2.82%
Auto Components
2.58%
Telecom - Services
2.38%
It - Services
2.37%
Petroleum Products
2.04%
Others
5.45%

All Holdings

Complete list of 43 stocks, grouped by sector. Filter by industry to focus.

43 holdings35.8% top 10 weight22 sectors
#Stock% of NAVValue (₹Cr)
Finance 3 stocks10.59%
3Shriram Finance Ltd4.03%282.02
6Cholamandalam Investment and Finance Company Ltd3.29%230.03
7Five-Star Business Finance Ltd3.27%228.34
Banks 5 stocks10.57%
17ICICI Bank Ltd2.56%178.78
24Ujjivan Small Finance Bank Ltd2.31%161.56
26State Bank of India2.26%158.18
28IDFC First Bank Ltd1.98%138.50
35Bank of Baroda1.46%101.89
It - Software 4 stocks9.47%
2Oracle Financial Services Software Ltd4.23%295.66
16Coforge Ltd2.72%190.37
18Rate Gain Travel Technologies Ltd2.51%175.37
43Persistent Systems Ltd0.01%0.87
Industrial Products 3 stocks8.37%
11Cummins India Ltd3.00%209.50
12Kirloskar Oil Engines Ltd2.97%207.89
19Polycab India Ltd2.40%167.84
Electrical Equipment 2 stocks6.92%
4MTAR Technologies Ltd3.61%252.39
5TD Power Systems Ltd3.31%231.25
Beverages 2 stocks6.76%
1Radico Khaitan Ltd4.78%334.24
29Varun Beverages Ltd1.98%138.37
Retailing 2 stocks5.88%
10Zomato Ltd3.01%210.23
14FSN E–Commerce Ventures Ltd(NYKAA)2.87%200.73
Transport Services 2 stocks5.52%
8Interglobe Aviation Ltd3.20%223.90
23Delhivery Ltd2.32%162.40
Capital Markets 3 stocks5.23%
20Angel One Ltd2.40%167.61
34ICICI Prudential Asset Management Company Ltd1.48%103.17
38Multi Commodity Exchange of India Ltd1.35%94.47
Realty 2 stocks3.79%
30Prestige Estates Projects Ltd1.95%136.12
31The Phoenix Mills Ltd1.84%128.56
Cement & Cement Products 2 stocks3.24%
25Ultratech Cement Ltd2.29%160.33
41JK Cement Ltd0.95%66.65
Non - Ferrous Metals 1 stocks3.02%
9National Aluminium Company Ltd3.02%210.83
Construction 1 stocks2.91%
13Larsen & Toubro Ltd2.91%203.52
Consumer Durables 1 stocks2.82%
15Kalyan Jewellers India Ltd2.82%196.86
Auto Components 2 stocks2.58%
36UNO Minda Ltd1.40%97.90
39S.J.S. Enterprises Ltd1.18%82.14
Telecom - Services 1 stocks2.38%
21Bharti Airtel Ltd2.38%166.68
It - Services 1 stocks2.37%
22Affle (India) Ltd2.37%165.68
Petroleum Products 1 stocks2.04%
27Hindustan Petroleum Corporation Ltd2.04%142.51
Automobiles 1 stocks1.54%
32Mahindra & Mahindra Ltd1.54%107.41
Healthcare Services 1 stocks1.51%
33Fortis Health Care Ltd1.51%105.26
Insurance 1 stocks1.36%
37Max Financial Services Ltd1.36%95.04
Pharmaceuticals & Biotechnology 2 stocks1.04%
40Alkem Laboratories Ltd0.98%68.18
42Neuland Laboratories Ltd0.06%4.22