← Sundaram Mutual Fund

Sundaram Large and Midcap Fund Direct Plan - Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
38
Jul 2026
Equity Holdings
₹7,170.00 Cr
Equity only, excl. debt & cash
AAUM
₹6,430.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.5%
Diversified
Top 10 Weight
38.1%
Diversified
Changes
44
3 new · 8 exits
Top Sector
Finance
10.6% 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 3 new additions and exited 8 stocks this month. The biggest new buy was Lenskart Solutions Limited (Retailing) at 2.84% weight. Angel One Limited was the biggest exit (Capital Markets), which was held at 2.40%. Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 4.32% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 2.79%. 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.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Lenskart Solutions Limited
2.84% weight · Retailing
🔴
Biggest Exit
Angel One Limited
2.40% was held · Capital Markets
Biggest Add
Kalyan Jewellers India Limited
+1.50% · now 4.32%
Biggest Trim
MTAR Technologies Limited
-0.82% · now 2.79%
🤝 Other funds also bought this month
Lenskart Solutions Limited 23 funds
Lenskart Solutions Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
TRUSTMF Large & Mid Cap Fund
SBI Multicap Fund- Direct Plan- Growth option + more
Thermax Limited 21 funds
Thermax Limited
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Samco Multi Cap Fund
LIC MF Mid Cap Fund-Direct Plan-Growth + more
TVS Motor Company Limited 20 funds
TVS Motor Company Limited
HDFC Nifty Auto Index Fund
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
Invesco India Focused Fund + more
👋 Other funds also exited
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Multi Commodity Exchange of India Limited 36 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more
Varun Beverages Limited 30 funds
Varun Beverages Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
ITI Focused Fund - Direct Plan - Growth + more
Persistent Systems Limited 26 funds
Persistent Systems Limited
Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Invesco India Technology Fund - Direct Plan - Growth
Axis IT ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 8 Exits ↑ 16 Increased ↓ 17 Decreased
#StockSectorWeight (Jul 2026)
1
Lenskart Solutions Limited
₹204.95 Cr
Retailing 2.84%
2
TVS Motor Company Limited
₹202.64 Cr
Automobiles 2.81%
3
Thermax Limited
₹146.07 Cr
Electrical Equipment 2.02%
#StockSectorLast Weight (Jun 2026)
1
Angel One Limited
₹167.61 Cr
Capital Markets 2.40%
2
Hindustan Petroleum Corporation Limited
₹142.51 Cr
Petroleum Products 2.04%
3
Varun Beverages Limited
₹138.37 Cr
Beverages 1.98%
4
Bank of Baroda
₹101.89 Cr
Banks 1.46%
5
Multi Commodity Exchange of India Limited
₹94.47 Cr
Capital Markets 1.35%
6
JK Cement Limited
₹66.65 Cr
Cement & Cement Products 0.95%
7
Neuland Laboratories Limited
₹4.22 Cr
Pharmaceuticals & Biotechnology 0.06%
8
Persistent Systems Limited
₹86.53 L
IT - Software 0.01%
#StockSectorJun 2026Jul 2026Change
1
Kalyan Jewellers India Limited
₹311.87 Cr
Consumer Durables 2.82% 4.32% +1.50%
2
Eternal Limited
₹276.76 Cr
Retailing 3.01% 3.83% +0.82%
3
TD Power Systems Limited
₹285.63 Cr
Electrical Equipment 3.31% 3.96% +0.65%
4
Mahindra & Mahindra Limited
₹153.15 Cr
Automobiles 1.54% 2.12% +0.58%
5
Ujjivan Small Finance Bank Limited
₹196.31 Cr
Banks 2.31% 2.72% +0.41%
6
Radico Khaitan Limited
₹367.72 Cr
Beverages 4.78% 5.09% +0.31%
7
Affle 3i Limited
₹185.11 Cr
IT - Services 2.37% 2.56% +0.19%
8
Five Star Business Finance Limited
₹247.71 Cr
Finance 3.27% 3.43% +0.16%
9
FSN E-Commerce Ventures Limited
₹215.29 Cr
Retailing 2.87% 2.98% +0.11%
10
Bharti Airtel Limited
₹177.48 Cr
Telecom - Services 2.38% 2.46% +0.08%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹201.66 Cr
Aerospace & Defense 3.61% 2.79% -0.82%
2
Coforge Limited
₹171.90 Cr
IT - Software 2.72% 2.38% -0.34%
3
Kirloskar Oil Engines Limited
₹192.57 Cr
Industrial Products 2.97% 2.67% -0.30%
4
Polycab India Limited
₹153.44 Cr
Industrial Products 2.40% 2.12% -0.28%
5
Larsen & Toubro Limited
₹193.48 Cr
Construction 2.91% 2.68% -0.23%
6
InterGlobe Aviation Limited
₹215.66 Cr
Transport Services 3.20% 2.99% -0.21%
7
Cummins India Limited
₹204.30 Cr
Industrial Products 3.00% 2.83% -0.17%
8
ICICI Prudential Asset Management Company Limited
₹96.84 Cr
Capital Markets 1.48% 1.34% -0.14%
9
Shriram Finance Limited
₹283.25 Cr
Finance 4.03% 3.92% -0.11%
10
The Phoenix Mills Limited
₹124.91 Cr
Realty 1.84% 1.73% -0.11%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹367.72 Cr
Beverages
5.09%
2
₹311.87 Cr
Consumer Durables
4.32%
3
₹306.93 Cr
IT - Software
4.25%
4
₹285.63 Cr
Electrical Equipment
3.96%
5
₹283.25 Cr
Finance
3.92%
6
₹276.76 Cr
Retailing
3.83%
7
₹247.71 Cr
Finance
3.43%
8
₹237.75 Cr
Finance
3.29%
9
₹217.32 Cr
Non - Ferrous Metals
3.01%
10
₹215.66 Cr
Transport Services
2.99%
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🏦 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.

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