What stocks does Sundaram Large and Midcap Fund Direct Plan hold?

Sundaram Large and Midcap Fund Direct Plan holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Large and Midcap Fund Direct Plan?

Sundaram Large and Midcap Fund Direct Plan is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Large and Midcap Fund Direct Plan?

Sundaram Large and Midcap Fund Direct Plan is classified as a Mid Cap mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Large and Midcap Fund Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Large and Midcap Fund Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Large and Midcap Fund Direct Plan - Growth

Mid Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹6,983.48 Cr

Equity only, excl. debt & cash

Top 5 Weight

20.0%

Diversified

Top 10 Weight

35.8%

Diversified

Changes

0 new · 6 exits

Top Sector

Finance

10.6% of portfolio

📋 What Happened This Month Sundaram Large and Midcap Fund Direct Plan exited 6 stocks from its portfolio this month. Gland Pharma Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.52%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 3.61% of the portfolio. National Aluminium Company Limited was trimmed the most, now at 3.02%. Radico Khaitan Limited remains the top holding with Finance the dominant sector at 10.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Sundaram Large and Midcap Fund Direct Plan - Growth

+5.89%

+8.73%

+6.02%

+7.74%

Latest NAV

₹103.95

15 Jul 2026

52W High

₹103.95

At High

52W Low

₹81.07

+28% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+4.6%

2024

+22.4%

2023

+28.3%

2022

-0.2%

2021

+43.8%

2020

+9.1%

2019

+11.4%

2018

+1.7%

2017

+37.4%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

17.9%

+ve in 87% windows

86.6% / -28.9%

3Y Rolling Avg

16.6% p.a.

+ve in 99% windows

33.2% / -2.9%

5Y Rolling Avg

17.7% p.a.

+ve in 100% windows

29.3% / 10.4%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-18.9%

Rec: Oct 2025 (1yr)

COVID-19 Crash

-38.0%

Rec: Dec 2020 (1yr)

2022 Rate Hike

-20.0%

Rec: Jun 2023 (1yr 5mo)

2018 IL&FS

-16.8%

Rec: Oct 2019 (1yr 5mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.75

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.04

Penalises downside volatility only.

Std Deviation (3Y)

14.6%

Lower = more consistent returns.

NAV Chart ₹103.95 15 Jul 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Large and Midcap Fund Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹103.95

Sector Shift Industry allocation month-over-month

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Banks	12.5%	9.8%	▼ -2.7%
Finance	6.3%	9.8%	▲ +3.5%
IT - Software	5.9%	8.3%	▲ +2.4%
Beverages	5.1%	6.6%	▲ +1.5%
Industrial Products	5.5%	6.1%	▲ +0.7%
Retailing	5.6%	5.5%	● -0.1%
Transport Services	5.2%	5.1%	● -0.1%
Capital Markets	5.1%	4.9%	▼ -0.2%
Non - Ferrous Metals	3.2%	3.9%	▲ +0.8%
Realty	3.6%	3.5%	▼ -0.1%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
Finance	9.8%	10.6%	▲ +0.8%
Banks	9.8%	10.6%	▲ +0.8%
IT - Software	8.3%	9.5%	▲ +1.2%
Industrial Products	6.1%	8.4%	▲ +2.2%
Beverages	6.6%	6.8%	▲ +0.2%
Retailing	5.5%	5.9%	▲ +0.4%
Transport Services	5.1%	5.5%	▲ +0.4%
Capital Markets	4.9%	5.2%	▲ +0.3%
Realty	3.5%	3.8%	▲ +0.3%
Aerospace & Defense	1.8%	3.6%	▲ +1.8%

🔴

Biggest Exit

Gland Pharma Limited

1.52% was held · Pharmaceuticals & Biotechnology

↑

Biggest Add

MTAR Technologies Limited

+1.80% · now 3.61%

↓

Biggest Trim

National Aluminium Company Limited

-0.92% · now 3.02%

👋 Other funds also exited

Marico Limited 13 funds

JSW Energy Limited 10 funds

Gland Pharma Limited 9 funds

Amber Enterprises India Limited 7 funds

Torrent Power Limited 6 funds

Indegene Limited 2 funds

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🔴 6 Exits ↑ 23 Increased ↓ 18 Decreased

#	Stock	Sector	Last Weight (May 2026)
1	Gland Pharma Limited ₹101.40 Cr	Pharmaceuticals & Biotechnology	1.52%
2	JSW Energy Limited ₹97.81 Cr	Power	1.46%
3	Amber Enterprises India Limited ₹92.21 Cr	Consumer Durables	1.38%
4	Torrent Power Limited ₹76.18 Cr	Power	1.14%
5	Marico Limited ₹57.52 Cr	Agricultural Food & other Products	0.86%
6	Indegene Limited ₹15.42 Cr	Healthcare Services	0.23%

#	Stock	Sector	May 2026	Jun 2026	Change
1	MTAR Technologies Limited ₹252.39 Cr	Aerospace & Defense	1.81%	3.61%	+1.80%
2	TD Power Systems Limited ₹231.25 Cr	Electrical Equipment	1.64%	3.31%	+1.67%
3	ICICI Prudential Asset Management Company Limited ₹103.17 Cr	Capital Markets	0.21%	1.48%	+1.27%
4	Kirloskar Oil Engines Limited ₹207.89 Cr	Industrial Products	1.80%	2.97%	+1.17%
5	Cummins India Limited ₹209.50 Cr	Industrial Products	1.94%	3.00%	+1.06%
6	Kalyan Jewellers India Limited ₹196.86 Cr	Consumer Durables	1.76%	2.82%	+1.06%
7	Oracle Financial Services Software Limited ₹295.66 Cr	IT - Software	3.35%	4.23%	+0.88%
8	Ujjivan Small Finance Bank Limited ₹161.56 Cr	Banks	1.79%	2.31%	+0.52%
9	InterGlobe Aviation Limited ₹223.90 Cr	Transport Services	2.75%	3.20%	+0.45%
10	Cholamandalam Investment and Finance Company Ltd ₹230.03 Cr	Finance	2.95%	3.29%	+0.34%
11	FSN E-Commerce Ventures Limited ₹200.73 Cr	Retailing	2.53%	2.87%	+0.34%
12	Rategain Travel Technologies Limited ₹175.37 Cr	IT - Software	2.18%	2.51%	+0.33%
13	Radico Khaitan Limited ₹334.24 Cr	Beverages	4.46%	4.78%	+0.32%
14	Five Star Business Finance Limited ₹228.34 Cr	Finance	3.01%	3.27%	+0.26%
15	Shriram Finance Limited ₹282.02 Cr	Finance	3.83%	4.03%	+0.20%
16	Prestige Estates Projects Limited ₹136.12 Cr	Realty	1.78%	1.95%	+0.17%
17	ICICI Bank Limited ₹178.78 Cr	Banks	2.44%	2.56%	+0.12%
18	IDFC First Bank Limited ₹138.50 Cr	Banks	1.86%	1.98%	+0.12%
19	The Phoenix Mills Limited ₹128.56 Cr	Realty	1.75%	1.84%	+0.09%
20	State Bank of India ₹158.18 Cr	Banks	2.22%	2.26%	+0.04%
21	Eternal Limited ₹210.23 Cr	Retailing	2.98%	3.01%	+0.03%
22	Polycab India Limited ₹167.84 Cr	Industrial Products	2.39%	2.40%	+0.01%
23	S.J.S. Enterprises Limited ₹82.14 Cr	Auto Components	1.17%	1.18%	+0.01%

#	Stock	Sector	May 2026	Jun 2026	Change
1	National Aluminium Company Limited ₹210.83 Cr	Non - Ferrous Metals	3.94%	3.02%	-0.92%
2	Multi Commodity Exchange of India Limited ₹94.47 Cr	Capital Markets	2.12%	1.35%	-0.77%
3	Affle 3i Limited ₹165.68 Cr	IT - Services	2.55%	2.37%	-0.18%
4	Varun Beverages Limited ₹138.37 Cr	Beverages	2.15%	1.98%	-0.17%
5	Angel One Limited ₹167.61 Cr	Capital Markets	2.56%	2.40%	-0.16%
6	UltraTech Cement Limited ₹160.33 Cr	Cement & Cement Products	2.45%	2.29%	-0.16%
7	Max Financial Services Limited ₹95.04 Cr	Insurance	1.50%	1.36%	-0.14%
8	Hindustan Petroleum Corporation Limited ₹142.51 Cr	Petroleum Products	2.13%	2.04%	-0.09%
9	Larsen & Toubro Limited ₹203.52 Cr	Construction	2.99%	2.91%	-0.08%
10	Bharti Airtel Limited ₹166.68 Cr	Telecom - Services	2.46%	2.38%	-0.08%
11	UNO Minda Limited ₹97.90 Cr	Auto Components	1.48%	1.40%	-0.08%
12	Mahindra & Mahindra Limited ₹107.41 Cr	Automobiles	1.59%	1.54%	-0.05%
13	Coforge Limited ₹190.37 Cr	IT - Software	2.76%	2.72%	-0.04%
14	Bank of Baroda ₹101.89 Cr	Banks	1.50%	1.46%	-0.04%
15	Alkem Laboratories Limited ₹68.18 Cr	Pharmaceuticals & Biotechnology	1.01%	0.98%	-0.03%
16	Fortis Healthcare Limited ₹105.26 Cr	Healthcare Services	1.53%	1.51%	-0.02%
17	Delhivery Limited ₹162.40 Cr	Transport Services	2.33%	2.32%	-0.01%
18	Persistent Systems Limited ₹86.53 L	IT - Software	0.02%	0.01%	-0.01%

What Stocks Does This Fund Hold?

43 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Radico Khaitan Limited ₹334.24 Cr	Beverages	4.78%
2	Oracle Financial Services Software Limited ₹295.66 Cr	IT - Software	4.23%
3	Shriram Finance Limited ₹282.02 Cr	Finance	4.03%
4	MTAR Technologies Limited ₹252.39 Cr	Aerospace & Defense	3.61%
5	TD Power Systems Limited ₹231.25 Cr	Electrical Equipment	3.31%
6	Cholamandalam Investment and Finance Company Ltd ₹230.03 Cr	Finance	3.29%
7	Five Star Business Finance Limited ₹228.34 Cr	Finance	3.27%
8	InterGlobe Aviation Limited ₹223.90 Cr	Transport Services	3.20%
9	National Aluminium Company Limited ₹210.83 Cr	Non - Ferrous Metals	3.02%
10	Eternal Limited ₹210.23 Cr	Retailing	3.01%
11	Cummins India Limited ₹209.50 Cr	Industrial Products	3.00%
12	Kirloskar Oil Engines Limited ₹207.89 Cr	Industrial Products	2.97%
13	Larsen & Toubro Limited ₹203.52 Cr	Construction	2.91%
14	FSN E-Commerce Ventures Limited ₹200.73 Cr	Retailing	2.87%
15	Kalyan Jewellers India Limited ₹196.86 Cr	Consumer Durables	2.82%
16	Coforge Limited ₹190.37 Cr	IT - Software	2.72%
17	ICICI Bank Limited ₹178.78 Cr	Banks	2.56%
18	Rategain Travel Technologies Limited ₹175.37 Cr	IT - Software	2.51%
19	Polycab India Limited ₹167.84 Cr	Industrial Products	2.40%
20	Angel One Limited ₹167.61 Cr	Capital Markets	2.40%
21	Bharti Airtel Limited ₹166.68 Cr	Telecom - Services	2.38%
22	Affle 3i Limited ₹165.68 Cr	IT - Services	2.37%
23	Delhivery Limited ₹162.40 Cr	Transport Services	2.32%
24	Ujjivan Small Finance Bank Limited ₹161.56 Cr	Banks	2.31%
25	UltraTech Cement Limited ₹160.33 Cr	Cement & Cement Products	2.29%
26	State Bank of India ₹158.18 Cr	Banks	2.26%
27	Hindustan Petroleum Corporation Limited ₹142.51 Cr	Petroleum Products	2.04%
28	IDFC First Bank Limited ₹138.50 Cr	Banks	1.98%
29	Varun Beverages Limited ₹138.37 Cr	Beverages	1.98%
30	Prestige Estates Projects Limited ₹136.12 Cr	Realty	1.95%
31	The Phoenix Mills Limited ₹128.56 Cr	Realty	1.84%
32	Mahindra & Mahindra Limited ₹107.41 Cr	Automobiles	1.54%
33	Fortis Healthcare Limited ₹105.26 Cr	Healthcare Services	1.51%
34	ICICI Prudential Asset Management Company Limited ₹103.17 Cr	Capital Markets	1.48%
35	Bank of Baroda ₹101.89 Cr	Banks	1.46%
36	UNO Minda Limited ₹97.90 Cr	Auto Components	1.40%
37	Max Financial Services Limited ₹95.04 Cr	Insurance	1.36%
38	Multi Commodity Exchange of India Limited ₹94.47 Cr	Capital Markets	1.35%
39	S.J.S. Enterprises Limited ₹82.14 Cr	Auto Components	1.18%
40	Alkem Laboratories Limited ₹68.18 Cr	Pharmaceuticals & Biotechnology	0.98%
41	JK Cement Limited ₹66.65 Cr	Cement & Cement Products	0.95%
42	Neuland Laboratories Limited ₹4.22 Cr	Pharmaceuticals & Biotechnology	0.06%
43	Persistent Systems Limited ₹86.53 L	IT - Software	0.01%