Sundaram Large Cap Fund
The fund is heavily concentrated in banking—over 30% of assets—betting on sustained financial sector strength and domestic growth. The manager added cyclical exposure through auto entrants while trimming pharma, signalling a shift away from defensive positioning toward earnings-driven recovery plays. With top-10 holdings representing half the portfolio, conviction is high but concentration risk warrants careful monitoring for retail investors.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹20.0029 | -2.65% | -5.06% | +9.00% | +10.24% |
Portfolio Metrics(latest month)
vs Category Peers
Balanced ApproachActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Eicher Motors Ltd | 0.75% |
| Maruti Suzuki India Ltd | 0.51% |
| Bharat Petroleum Corporation Ltd | 0.50% |
| LG Electronics India Ltd | 0.01% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | HDFC Bank Ltd INE040A01034 | 8.01% |
| 2 | ICICI Bank Ltd INE090A01021 | 6.92% |
| 3 | Axis Bank Ltd INE238A01034 | 6.19% |
| 4 | Bharti Airtel Ltd INE397D01024 | 6.02% |
| 5 | State Bank of India INE062A01020 | 5.64% |
| 6 | Reliance Industries Ltd INE002A01018 | 4.72% |
| 7 | Infosys Ltd INE009A01021 | 3.96% |
| 8 | Avenue Supermarts Ltd INE192R01011 | 3.88% |
| 9 | TREPS | 3.66% |
| 10 | Larsen & Toubro Ltd INE018A01030 | 3.64% |
| 11 | TVS Motor Company Ltd INE494B01023 | 3.18% |
| 12 | Kotak Mahindra Bank Ltd INE237A01036 | 3.11% |
| 13 | Tech Mahindra Ltd INE669C01036 | 2.87% |
| 14 | Mahindra & Mahindra Ltd INE101A01026 | 2.74% |
| 15 | Craftsman Automation Ltd INE00LO01017 | 2.74% |
| 16 | NTPC LTD INE733E01010 | 2.56% |
| 17 | Marico Ltd INE196A01026 | 2.39% |
| 18 | Ultratech Cement Ltd INE481G01011 | 2.35% |
| 19 | Mankind Pharma Ltd INE634S01028 | 2.32% |
| 20 | Interglobe Aviation Ltd INE646L01027 | 2.03% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Large Cap Fund hold?
Sundaram Large Cap Fund holds 37 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 32.78% of NAV.
What is the largest holding in Sundaram Large Cap Fund?
The largest position in Sundaram Large Cap Fund is HDFC Bank Ltd, accounting for 8.01% of NAV in the Banks sector.
Is Sundaram Large Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.396, Sundaram Large Cap Fund is well-diversified. The HHI concentration index is 38,483 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 32.78% of the portfolio.
What is the market cap allocation of Sundaram Large Cap Fund?
Based on SEBI's AMFI classification, Sundaram Large Cap Fund's equity portfolio is split as: Large Cap: 76.97%, Mid Cap: 11.55%, Small Cap: 2.74%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Large Cap Fund invest in most?
Sundaram Large Cap Fund has the highest allocation to Banks (30.87%), Retailing (8.00%), It - Software (7.95%). The fund is invested across 18 sectors in total.
How actively managed is Sundaram Large Cap Fund compared to other Large Cap Fund funds?
Sundaram Large Cap Fund has an Active Share of 44.58%, classifying it as "Balanced Approach" among 33 Large Cap Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Sundaram Large Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Large Cap Fund added 4 new stocks (including Eicher Motors Ltd) and exited 3 stocks (including Dr. Reddys Laboratories Ltd). Total holding count increased from 38 to 39 stocks.