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 May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹6,503.77 Cr

Equity only, excl. debt & cash

Top 5 Weight

18.6%

Diversified

Top 10 Weight

33.0%

Diversified

Changes

2 new · 3 exits

Top Sector

Banks

9.8% of portfolio

📋 What Happened This Month Sundaram Large and Midcap Fund Direct Plan made 2 new additions and exited 3 stocks this month. The biggest new buy was Cholamandalam Investment and Finance Company Ltd (Finance) at 2.95% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 2.00%. Among existing holdings, Radico Khaitan Limited saw the biggest increase — now at 4.46% of the portfolio. State Bank of India was trimmed the most, now at 2.22%. Radico Khaitan Limited remains the top holding with Banks the dominant sector at 9.8%. ↓ 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

+3.75%

+13.84%

+1.69%

+5.96%

Latest NAV

₹100.90

24 Jun 2026

52W High

₹101.35

-0% from High

52W Low

₹81.07

+24% 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

18.0%

+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)

0.74

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.03

Penalises downside volatility only.

Std Deviation (3Y)

14.5%

Lower = more consistent returns.

NAV Chart ₹100.90 24 Jun 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: ₹100.90

Sector Shift Industry allocation month-over-month

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	16.9%	12.5%	▼ -4.4%
Finance	4.3%	6.3%	▲ +2.0%
IT - Software	5.0%	5.9%	▲ +0.9%
Retailing	5.2%	5.6%	▲ +0.4%
Industrial Products	6.0%	5.5%	▼ -0.6%
Transport Services	4.6%	5.2%	▲ +0.5%
Beverages	3.2%	5.1%	▲ +2.0%
Capital Markets	1.4%	5.1%	▲ +3.7%
Power	1.9%	4.0%	▲ +2.1%
Cement & Cement Products	4.6%	3.8%	▼ -0.8%

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%

🟢

Biggest New Buy

Cholamandalam Investment and Finance Company Ltd

2.95% weight · Finance

🔴

Biggest Exit

Axis Bank Limited

2.00% was held · Banks

↑

Biggest Add

Radico Khaitan Limited

+1.46% · now 4.46%

↓

Biggest Trim

State Bank of India

-1.44% · now 2.22%

🤝 Other funds also bought this month

Cholamandalam Investment and Finance Company Ltd 26 funds

S.J.S. Enterprises Limited 9 funds

👋 Other funds also exited

Jubilant Foodworks Limited 18 funds

Axis Bank Limited 17 funds

ZF Commercial Vehicle Control Systems India Limited 6 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 2 New Entries 🔴 3 Exits ↑ 26 Increased ↓ 19 Decreased

#	Stock	Sector	Weight (May 2026)
1	Cholamandalam Investment and Finance Company Ltd ₹197.63 Cr	Finance	2.95%
2	S.J.S. Enterprises Limited ₹77.97 Cr	Auto Components	1.17%

#	Stock	Sector	Last Weight (Apr 2026)
1	Axis Bank Limited ₹131.80 Cr	Banks	2.00%
2	Jubilant Foodworks Limited ₹116.54 Cr	Leisure Services	1.77%
3	ZF Commercial Vehicle Control Systems India Limited ₹16.50 Cr	Auto Components	0.25%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Radico Khaitan Limited ₹298.07 Cr	Beverages	3.00%	4.46%	+1.46%
2	Rategain Travel Technologies Limited ₹145.59 Cr	IT - Software	0.78%	2.18%	+1.40%
3	Coforge Limited ₹184.67 Cr	IT - Software	1.81%	2.76%	+0.95%
4	Kalyan Jewellers India Limited ₹117.85 Cr	Consumer Durables	0.93%	1.76%	+0.83%
5	Ujjivan Small Finance Bank Limited ₹119.66 Cr	Banks	1.00%	1.79%	+0.79%
6	National Aluminium Company Limited ₹263.51 Cr	Non - Ferrous Metals	3.16%	3.94%	+0.78%
7	MTAR Technologies Limited ₹120.81 Cr	Aerospace & Defense	1.08%	1.81%	+0.73%
8	TD Power Systems Limited ₹109.47 Cr	Electrical Equipment	1.01%	1.64%	+0.63%
9	Five Star Business Finance Limited ₹201.24 Cr	Finance	2.45%	3.01%	+0.56%
10	Gland Pharma Limited ₹101.40 Cr	Pharmaceuticals & Biotechnology	1.20%	1.52%	+0.32%
11	Polycab India Limited ₹159.69 Cr	Industrial Products	2.08%	2.39%	+0.31%
12	Kirloskar Oil Engines Limited ₹120.39 Cr	Industrial Products	1.61%	1.80%	+0.19%
13	Indegene Limited ₹15.42 Cr	Healthcare Services	0.04%	0.23%	+0.19%
14	Angel One Limited ₹170.98 Cr	Capital Markets	2.38%	2.56%	+0.18%
15	Cummins India Limited ₹129.48 Cr	Industrial Products	1.76%	1.94%	+0.18%
16	Hindustan Petroleum Corporation Limited ₹142.30 Cr	Petroleum Products	2.06%	2.13%	+0.07%
17	Max Financial Services Limited ₹100.44 Cr	Insurance	1.45%	1.50%	+0.05%
18	InterGlobe Aviation Limited ₹183.72 Cr	Transport Services	2.72%	2.75%	+0.03%
19	Affle 3i Limited ₹170.75 Cr	IT - Services	2.52%	2.55%	+0.03%
20	Marico Limited ₹57.52 Cr	Agricultural Food & other Products	0.83%	0.86%	+0.03%
21	Oracle Financial Services Software Limited ₹223.99 Cr	IT - Software	3.33%	3.35%	+0.02%
22	Varun Beverages Limited ₹143.95 Cr	Beverages	2.13%	2.15%	+0.02%
23	IDFC First Bank Limited ₹124.26 Cr	Banks	1.85%	1.86%	+0.01%
24	ICICI Prudential Asset Management Company Limited ₹14.37 Cr	Capital Markets	0.20%	0.21%	+0.01%
25	Neuland Laboratories Limited ₹3.88 Cr	Pharmaceuticals & Biotechnology	0.05%	0.06%	+0.01%
26	Persistent Systems Limited ₹1.04 Cr	IT - Software	0.01%	0.02%	+0.01%

#	Stock	Sector	Apr 2026	May 2026	Change
1	State Bank of India ₹148.55 Cr	Banks	3.66%	2.22%	-1.44%
2	Amber Enterprises India Limited ₹92.21 Cr	Consumer Durables	2.54%	1.38%	-1.16%
3	Torrent Power Limited ₹76.18 Cr	Power	1.99%	1.14%	-0.85%
4	JSW Energy Limited ₹97.81 Cr	Power	1.99%	1.46%	-0.53%
5	Multi Commodity Exchange of India Limited ₹141.87 Cr	Capital Markets	2.47%	2.12%	-0.35%
6	JK Cement Limited ₹63.30 Cr	Cement & Cement Products	1.30%	0.95%	-0.35%
7	Bharti Airtel Limited ₹164.61 Cr	Telecom - Services	2.58%	2.46%	-0.12%
8	Delhivery Limited ₹155.63 Cr	Transport Services	2.44%	2.33%	-0.11%
9	Prestige Estates Projects Limited ₹119.12 Cr	Realty	1.87%	1.78%	-0.09%
10	FSN E-Commerce Ventures Limited ₹169.38 Cr	Retailing	2.60%	2.53%	-0.07%
11	UltraTech Cement Limited ₹163.59 Cr	Cement & Cement Products	2.51%	2.45%	-0.06%
12	ICICI Bank Limited ₹163.33 Cr	Banks	2.50%	2.44%	-0.06%
13	Mahindra & Mahindra Limited ₹106.60 Cr	Automobiles	1.65%	1.59%	-0.06%
14	UNO Minda Limited ₹99.15 Cr	Auto Components	1.52%	1.48%	-0.04%
15	Shriram Finance Limited ₹256.31 Cr	Finance	3.86%	3.83%	-0.03%
16	The Phoenix Mills Limited ₹116.86 Cr	Realty	1.77%	1.75%	-0.02%
17	Larsen & Toubro Limited ₹200.24 Cr	Construction	3.00%	2.99%	-0.01%
18	Eternal Limited ₹199.10 Cr	Retailing	2.99%	2.98%	-0.01%
19	Fortis Healthcare Limited ₹102.13 Cr	Healthcare Services	1.54%	1.53%	-0.01%

What Stocks Does This Fund Hold?

49 stocks — May 2026

#	Stock	Sector	Weight & Value
1	Radico Khaitan Limited ₹298.07 Cr	Beverages	4.46%
2	National Aluminium Company Limited ₹263.51 Cr	Non - Ferrous Metals	3.94%
3	Shriram Finance Limited ₹256.31 Cr	Finance	3.83%
4	Oracle Financial Services Software Limited ₹223.99 Cr	IT - Software	3.35%
5	Five Star Business Finance Limited ₹201.24 Cr	Finance	3.01%
6	Larsen & Toubro Limited ₹200.24 Cr	Construction	2.99%
7	Eternal Limited ₹199.10 Cr	Retailing	2.98%
8	Cholamandalam Investment and Finance Company Ltd ₹197.63 Cr	Finance	2.95%
9	Coforge Limited ₹184.67 Cr	IT - Software	2.76%
10	InterGlobe Aviation Limited ₹183.72 Cr	Transport Services	2.75%
11	Angel One Limited ₹170.98 Cr	Capital Markets	2.56%
12	Affle 3i Limited ₹170.75 Cr	IT - Services	2.55%
13	FSN E-Commerce Ventures Limited ₹169.38 Cr	Retailing	2.53%
14	Bharti Airtel Limited ₹164.61 Cr	Telecom - Services	2.46%
15	UltraTech Cement Limited ₹163.59 Cr	Cement & Cement Products	2.45%
16	ICICI Bank Limited ₹163.33 Cr	Banks	2.44%
17	Polycab India Limited ₹159.69 Cr	Industrial Products	2.39%
18	Delhivery Limited ₹155.63 Cr	Transport Services	2.33%
19	State Bank of India ₹148.55 Cr	Banks	2.22%
20	Rategain Travel Technologies Limited ₹145.59 Cr	IT - Software	2.18%
21	Varun Beverages Limited ₹143.95 Cr	Beverages	2.15%
22	Hindustan Petroleum Corporation Limited ₹142.30 Cr	Petroleum Products	2.13%
23	Multi Commodity Exchange of India Limited ₹141.87 Cr	Capital Markets	2.12%
24	Cummins India Limited ₹129.48 Cr	Industrial Products	1.94%
25	IDFC First Bank Limited ₹124.26 Cr	Banks	1.86%
26	MTAR Technologies Limited ₹120.81 Cr	Aerospace & Defense	1.81%
27	Kirloskar Oil Engines Limited ₹120.39 Cr	Industrial Products	1.80%
28	Ujjivan Small Finance Bank Limited ₹119.66 Cr	Banks	1.79%
29	Prestige Estates Projects Limited ₹119.12 Cr	Realty	1.78%
30	Kalyan Jewellers India Limited ₹117.85 Cr	Consumer Durables	1.76%
31	The Phoenix Mills Limited ₹116.86 Cr	Realty	1.75%
32	TD Power Systems Limited ₹109.47 Cr	Electrical Equipment	1.64%
33	Mahindra & Mahindra Limited ₹106.60 Cr	Automobiles	1.59%
34	Fortis Healthcare Limited ₹102.13 Cr	Healthcare Services	1.53%
35	Gland Pharma Limited ₹101.40 Cr	Pharmaceuticals & Biotechnology	1.52%
36	Max Financial Services Limited ₹100.44 Cr	Insurance	1.50%
37	Bank of Baroda ₹100.43 Cr	Banks	1.50%
38	UNO Minda Limited ₹99.15 Cr	Auto Components	1.48%
39	JSW Energy Limited ₹97.81 Cr	Power	1.46%
40	Amber Enterprises India Limited ₹92.21 Cr	Consumer Durables	1.38%
41	S.J.S. Enterprises Limited ₹77.97 Cr	Auto Components	1.17%
42	Torrent Power Limited ₹76.18 Cr	Power	1.14%
43	Alkem Laboratories Limited ₹67.30 Cr	Pharmaceuticals & Biotechnology	1.01%
44	JK Cement Limited ₹63.30 Cr	Cement & Cement Products	0.95%
45	Marico Limited ₹57.52 Cr	Agricultural Food & other Products	0.86%
46	Indegene Limited ₹15.42 Cr	Healthcare Services	0.23%
47	ICICI Prudential Asset Management Company Limited ₹14.37 Cr	Capital Markets	0.21%
48	Neuland Laboratories Limited ₹3.88 Cr	Pharmaceuticals & Biotechnology	0.06%
49	Persistent Systems Limited ₹1.04 Cr	IT - Software	0.02%