← Sundaram Mutual Fund

Sundaram Large and Midcap Fund Direct Plan - Growth

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
38
Aug 2026
Equity Holdings
₹7,340.42 Cr
Equity only, excl. debt & cash
AAUM
₹6,430.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.8%
Diversified
Top 10 Weight
37.0%
Diversified
Changes
42
4 new · 4 exits
Top Sector
Retailing
11.2% of portfolio
Launch Date
10 Jan 2007
10+ year track record

AAUM (Average Assets Under Management) of ₹6,430.66 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Large and Midcap Fund Direct Plan made 4 new additions and exited 4 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 3.06% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 3.96%. Among existing holdings, Lenskart Solutions Limited saw the biggest increase — now at 4.27% of the portfolio. National Aluminium Company Limited was trimmed the most, now at 2.02%. Radico Khaitan Limited remains the top holding with Retailing the dominant sector at 11.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 10.6% 10.6% +0.1%
Retailing 5.9% 9.7% +3.8%
Banks 10.6% 9.5% -1.0%
IT - Software 9.5% 9.1% -0.4%
Industrial Products 8.4% 7.6% -0.8%
Electrical Equipment 3.3% 6.0% +2.7%
Transport Services 5.5% 5.3% -0.2%
Beverages 6.8% 5.1% -1.7%
Automobiles 1.5% 4.9% +3.4%
Consumer Durables 2.8% 4.3% +1.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 9.7% 11.2% +1.6%
Finance 10.6% 10.4% -0.3%
Banks 9.5% 9.1% -0.4%
IT - Software 9.1% 8.5% -0.6%
Industrial Products 7.6% 7.1% -0.6%
Electrical Equipment 6.0% 5.1% -0.9%
Beverages 5.1% 5.0% -0.1%
Automobiles 4.9% 5.0% +0.1%
Transport Services 5.3% 5.0% -0.3%
Financial Technology (Fintech) 0.0% 3.9% +3.9%
🟢
Biggest New Buy
TD Power Systems Limited
3.06% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
3.96% was held · Electrical Equipment
Biggest Add
Lenskart Solutions Limited
+1.43% · now 4.27%
Biggest Trim
National Aluminium Company Limited
-0.99% · now 2.02%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Dhoot Transmission Ltd 67 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
One 97 Communications Limited 59 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
PB Fintech Limited 37 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Groww Small Cap Fund-Direct-Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Alkem Laboratories Limited 19 funds
Alkem Laboratories Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Mirae Asset Healthcare Fund Direct Growth
DSP Multicap Fund - Direct - Growth + more
Max Financial Services Limited 18 funds
Max Financial Services Limited
WhiteOak Capital Mid Cap Fund Direct Plan Growth
DSP Multicap Fund - Direct - Growth
JM Large and Midcap Fund + more
UNO Minda Limited 12 funds
UNO Minda Limited
JM Large and Midcap Fund
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN
CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 8 Increased ↓ 26 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹230.74 Cr
Electrical Equipment 3.06%
2
One 97 Communications Limited
₹201.89 Cr
Financial Technology (Fintech) 2.68%
3
PB Fintech Limited
₹90.33 Cr
Financial Technology (Fintech) 1.20%
4
Dhoot Transmission Ltd
₹88.70 Cr
Automobile and Auto Components 1.18%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹285.63 Cr
Electrical Equipment 3.96%
2
UNO Minda Limited
₹106.25 Cr
Auto Components 1.47%
3
Max Financial Services Limited
₹89.94 Cr
Insurance 1.25%
4
Alkem Laboratories Limited
₹63.05 Cr
Pharmaceuticals & Biotechnology 0.87%
#StockSectorJul 2026Aug 2026Change
1
Lenskart Solutions Limited
₹322.26 Cr
Retailing 2.84% 4.27% +1.43%
2
MTAR Technologies Limited
₹248.06 Cr
Aerospace & Defense 2.79% 3.29% +0.50%
3
Larsen & Toubro Limited
₹221.99 Cr
Construction 2.68% 2.94% +0.26%
4
Coforge Limited
₹198.30 Cr
IT - Software 2.38% 2.63% +0.25%
5
Mahindra & Mahindra Limited
₹173.50 Cr
Automobiles 2.12% 2.30% +0.18%
6
Eternal Limited
₹300.23 Cr
Retailing 3.83% 3.98% +0.15%
7
Shriram Finance Limited
₹300.35 Cr
Finance 3.92% 3.98% +0.06%
8
FSN E-Commerce Ventures Limited
₹225.72 Cr
Retailing 2.98% 2.99% +0.01%
#StockSectorJul 2026Aug 2026Change
1
National Aluminium Company Limited
₹152.60 Cr
Non - Ferrous Metals 3.01% 2.02% -0.99%
2
Kalyan Jewellers India Limited
₹264.54 Cr
Consumer Durables 4.32% 3.51% -0.81%
3
Oracle Financial Services Software Limited
₹265.11 Cr
IT - Software 4.25% 3.51% -0.74%
4
Cummins India Limited
₹188.97 Cr
Industrial Products 2.83% 2.51% -0.32%
5
Bharti Airtel Limited
₹163.07 Cr
Telecom - Services 2.46% 2.16% -0.30%
6
Ujjivan Small Finance Bank Limited
₹184.18 Cr
Banks 2.72% 2.44% -0.28%
7
Five Star Business Finance Limited
₹241.88 Cr
Finance 3.43% 3.21% -0.22%
8
Kirloskar Oil Engines Limited
₹184.62 Cr
Industrial Products 2.67% 2.45% -0.22%
9
Delhivery Limited
₹156.95 Cr
Transport Services 2.30% 2.08% -0.22%
10
UltraTech Cement Limited
₹163.14 Cr
Cement & Cement Products 2.35% 2.16% -0.19%

What Stocks Does This Fund Hold?

38 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹379.94 Cr
Beverages
5.04%
2
₹322.26 Cr
Retailing
4.27%
3
₹300.35 Cr
Finance
3.98%
4
₹300.23 Cr
Retailing
3.98%
5
₹265.11 Cr
IT - Software
3.51%
6
₹264.54 Cr
Consumer Durables
3.51%
7
₹248.06 Cr
Aerospace & Defense
3.29%
8
₹241.88 Cr
Finance
3.21%
9
₹238.71 Cr
Finance
3.16%
10
₹230.74 Cr
Electrical Equipment
3.06%
🏆 Top stocks held by Mid Cap funds
See which stocks all active Mid Cap fund managers are buying — ranked by total value invested
🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.