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Sundaram Large and Midcap Fund Direct Plan - Growth

Mid Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
50
Apr 2026
Equity Holdings
₹6,098.64 Cr
Equity only, excl. debt & cash
Top 5 Weight
17.0%
Diversified
Top 10 Weight
30.9%
Diversified
Changes
62
9 new · 13 exits
Top Sector
Banks
12.5% of portfolio
📋 What Happened This Month Sundaram Large and Midcap Fund Direct Plan made 9 new additions and exited 13 stocks this month. The biggest new buy was Oracle Financial Services Software Limited (IT - Software) at 3.33% weight. HDFC Bank Limited was the biggest exit (Banks), which was held at 3.72%. Among existing holdings, Hindustan Petroleum Corporation Limited saw the biggest increase — now at 2.06% of the portfolio. Persistent Systems Limited was trimmed the most, now at 0.01%. Shriram Finance Limited remains the top holding with Banks the dominant sector at 12.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 21.3% 16.9% -4.5%
Industrial Products 4.9% 6.0% +1.2%
Retailing 2.6% 5.2% +2.6%
IT - Software 3.6% 5.0% +1.4%
Transport Services 0.8% 4.6% +3.8%
Cement & Cement Products 3.1% 4.6% +1.5%
Finance 4.7% 4.3% -0.3%
Automobiles 1.7% 4.3% +2.6%
Telecom - Services 3.8% 3.7% -0.2%
Auto Components 4.2% 3.5% -0.8%
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%
🟢
Biggest New Buy
Oracle Financial Services Software Limited
3.33% weight · IT - Software
🔴
Biggest Exit
HDFC Bank Limited
3.72% was held · Banks
Biggest Add
Hindustan Petroleum Corporation Limited
+1.55% · now 2.06%
Biggest Trim
Persistent Systems Limited
-1.53% · now 0.01%
🤝 Other funds also bought this month
Oracle Financial Services Software Limited 26 funds
Oracle Financial Services Software Limited
quant Teck Fund
Sundaram Business Cycle Fund Direct Plan Growth
Mirae Asset Nifty IT ETF + more
Angel One Limited 24 funds
Angel One Limited
Mirae Asset Nifty India Internet ETF
Bank of India Banking & Financial Services Fund - Direct Plan - Growth
HDFC Banking & Financial Services Fund + more
Five Star Business Finance Limited 18 funds
Five Star Business Finance Limited
Sundaram Business Cycle Fund Direct Plan Growth
HDFC Banking & Financial Services Fund
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more
Neuland Laboratories Limited 15 funds
Neuland Laboratories Limited
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan
ITI Business Cycle Fund- Direct Plan- Growth
Mirae Asset Nifty 500 Healthcare ETF + more
TD Power Systems Limited 14 funds
TD Power Systems Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
HSBC Focused Fund - Direct Growth + more
Indegene Limited 11 funds
Indegene Limited
Mirae Asset Nifty 500 Healthcare ETF
HDFC NIFTY SMALLCAP 250 ETF
Mirae Asset Nifty Smallcap 250 ETF + more
👋 Other funds also exited
HDFC Bank Limited 45 funds
HDFC Bank Limited
ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Infosys Limited 32 funds
Infosys Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
UTI Equity Savings Fund - Direct Plan - Growth Option + more
Reliance Industries Limited 29 funds
Reliance Industries Limited
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Direct Plan - Growth
Bajaj Finserv Nifty 50 Index Fund - Direct - Growth
ICICI Prudential Exports & Services Fund - Direct Plan - Growth + more
Kotak Mahindra Bank Limited 22 funds
Kotak Mahindra Bank Limited
Bajaj Finserv Nifty Bank ETF
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth
UTI Equity Savings Fund - Direct Plan - Growth Option + more
TVS Motor Company Limited 21 funds
TVS Motor Company Limited
ICICI Prudential Long Term Bond Fund - Direct Plan - Growth
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Coromandel International Limited 13 funds
Coromandel International Limited
JM Large & Mid Cap Fund (Direct) - Growth Option
Aditya Birla Sun Life Quant Fund - Direct Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 9 New Entries 🔴 13 Exits ↑ 22 Increased ↓ 18 Decreased
#StockSectorWeight (Apr 2026)
1
Oracle Financial Services Software Limited
₹218.66 Cr
IT - Software 3.33%
2
Five Star Business Finance Limited
₹161.02 Cr
Finance 2.45%
3
Angel One Limited
₹156.49 Cr
Capital Markets 2.38%
4
MTAR Technologies Limited
₹70.72 Cr
Aerospace & Defense 1.08%
5
TD Power Systems Limited
₹66.16 Cr
Electrical Equipment 1.01%
6
Ujjivan Small Finance Bank Limited
₹65.54 Cr
Banks 1.00%
7
Rategain Travel Technologies Limited
₹51.34 Cr
IT - Software 0.78%
8
Neuland Laboratories Limited
₹3.41 Cr
Pharmaceuticals & Biotechnology 0.05%
9
Indegene Limited
₹2.32 Cr
Healthcare Services 0.04%
#StockSectorLast Weight (Mar 2026)
1
HDFC Bank Limited
₹224.08 Cr
Banks 3.72%
2
TVS Motor Company Limited
₹156.15 Cr
Automobiles 2.59%
3
Infosys Limited
₹150.07 Cr
IT - Software 2.49%
4
Reliance Industries Limited
₹148.80 Cr
Petroleum Products 2.47%
5
Jindal Steel Limited
₹130.15 Cr
Ferrous Metals 2.16%
6
Kotak Mahindra Bank Limited
₹118.39 Cr
Banks 1.96%
7
Mahindra & Mahindra Financial Services Limited
₹113.15 Cr
Finance 1.88%
8
Tata Motors Ltd
₹101.25 Cr
Agricultural, Commercial & Construction Vehicles 1.68%
9
Coromandel International Limited
₹93.15 Cr
Fertilizers & Agrochemicals 1.54%
10
Dr. Lal Path Labs Limited
₹74.18 Cr
Healthcare Services 1.23%
#StockSectorMar 2026Apr 2026Change
1
Hindustan Petroleum Corporation Limited
₹135.32 Cr
Petroleum Products 0.51% 2.06% +1.55%
2
Shriram Finance Limited
₹253.66 Cr
Finance 2.46% 3.86% +1.40%
3
Affle 3i Limited
₹165.93 Cr
IT - Services 1.13% 2.52% +1.39%
4
Multi Commodity Exchange of India Limited
₹162.33 Cr
Capital Markets 1.19% 2.47% +1.28%
5
Varun Beverages Limited
₹140.05 Cr
Beverages 1.05% 2.13% +1.08%
6
Torrent Power Limited
₹131.14 Cr
Power 0.92% 1.99% +1.07%
7
JSW Energy Limited
₹130.79 Cr
Power 0.98% 1.99% +1.01%
8
Radico Khaitan Limited
₹197.49 Cr
Beverages 2.12% 3.00% +0.88%
9
IDFC First Bank Limited
₹121.34 Cr
Banks 0.97% 1.85% +0.88%
10
National Aluminium Company Limited
₹207.85 Cr
Non - Ferrous Metals 2.36% 3.16% +0.80%
#StockSectorMar 2026Apr 2026Change
1
Persistent Systems Limited
₹96.00 L
IT - Software 1.54% 0.01% -1.53%
2
Alkem Laboratories Limited
₹66.10 Cr
Pharmaceuticals & Biotechnology 2.20% 1.01% -1.19%
3
JK Cement Limited
₹85.16 Cr
Cement & Cement Products 2.05% 1.30% -0.75%
4
ZF Commercial Vehicle Control Systems India Limited
₹16.50 Cr
Auto Components 0.91% 0.25% -0.66%
5
Polycab India Limited
₹136.66 Cr
Industrial Products 2.51% 2.08% -0.43%
6
Cummins India Limited
₹115.95 Cr
Industrial Products 2.13% 1.76% -0.37%
7
Bank of Baroda
₹98.55 Cr
Banks 1.81% 1.50% -0.31%
8
Larsen & Toubro Limited
₹197.17 Cr
Construction 3.16% 3.00% -0.16%
9
Axis Bank Limited
₹131.80 Cr
Banks 2.14% 2.00% -0.14%
10
ICICI Bank Limited
₹164.24 Cr
Banks 2.60% 2.50% -0.10%

Full Portfolio

50 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹253.66 Cr
Finance
3.86%
2
₹240.72 Cr
Banks
3.66%
3
₹218.66 Cr
IT - Software
3.33%
4
₹207.85 Cr
Non - Ferrous Metals
3.16%
5
₹197.49 Cr
Beverages
3.00%
6
₹197.17 Cr
Construction
3.00%
7
₹196.27 Cr
Retailing
2.99%
8
₹179.14 Cr
Transport Services
2.72%
9
₹170.97 Cr
Retailing
2.60%
10
₹169.81 Cr
Telecom - Services
2.58%
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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