Sundaram Large Cap Fund
Sundaram Mutual Fund·Large Cap Fund·vs Nifty 100 TRI
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 | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Regular Growth | ₹19.8330 | -2.15% | -7.64% | -8.32% | -4.74% | +8.75% | +10.05% |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
37
Top 5 Weight
32.78%
Top 10 Weight
52.15%
Active Share
—
Large Cap
76.97%
Gini
0.396
What Changed2026-03-31 → 2026-04-30
Holdings: 38 → 39+4 added−3 removed15 weight shifts ≥ 0.1%
| 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
Banks30.9%
Retailing8.0%
It - Software8.0%
Automobiles7.2%
Telecom - Services6.0%
Petroleum Products5.2%
Auto Components4.4%
Pharmaceuticals & Biotechnology3.7%
Construction3.6%
Agricultural Food & Other Products3.6%
Top 10 sectors by % to NAV. Excludes derivatives.