Sundaram Large and Mid Cap Fund
The fund has repositioned toward financial services and selective consumption plays, exiting large-cap anchors like HDFC Bank and Reliance to embrace mid-cap opportunities in fintech and specialty finance. The 7.2% cash buffer and 53-stock portfolio suggest the manager is being tactically cautious while hunting for value in beaten-down segments—the entry into Oracle FSS and Five-Star Finance signals conviction in the credit and software services revival narrative. This month's churn reflects a meaningful shift from defensive largecaps to a concentrated bet on cyclical recovery and India's financial deepening.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹83.7747 | -0.65% | +0.74% | +14.20% | +14.25% |
Portfolio Metrics(latest month)
vs Category Peers
Active Stock PickerActive 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 |
|---|---|
| Oracle Financial Services Software Ltd | 3.33% |
| Five-Star Business Finance Ltd | 2.45% |
| Angel One Ltd | 2.38% |
| MTAR Technologies Ltd | 1.08% |
| TD Power Systems Ltd | 1.01% |
| Ujjivan Small Finance Bank Ltd | 1.00% |
| Rate Gain Travel Technologies Ltd | 0.78% |
| Neuland Laboratories Ltd | 0.05% |
| Indegene Limited | 0.04% |
| Margin Money For Derivatives | 2.66% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Shriram Finance Ltd INE721A01047 | 3.86% |
| 2 | State Bank of India INE062A01020 | 3.66% |
| 3 | Oracle Financial Services Software Ltd INE881D01027 | 3.33% |
| 4 | National Aluminium Company Ltd INE139A01034 | 3.16% |
| 5 | Radico Khaitan Ltd INE944F01028 | 3.00% |
| 6 | Larsen & Toubro Ltd INE018A01030 | 3.00% |
| 7 | Zomato Ltd INE758T01015 | 2.99% |
| 8 | Interglobe Aviation Ltd INE646L01027 | 2.72% |
| 9 | Margin Money For Derivatives | 2.66% |
| 10 | FSN E–Commerce Ventures Ltd(NYKAA) INE388Y01029 | 2.60% |
| 11 | Cash and Other Net Current Assets | 2.59% |
| 12 | Bharti Airtel Ltd INE397D01024 | 2.58% |
| 13 | Amber Enterprises India Ltd INE371P01015 | 2.54% |
| 14 | Affle (India) Ltd INE00WC01027 | 2.52% |
| 15 | Ultratech Cement Ltd INE481G01011 | 2.51% |
| 16 | ICICI Bank Ltd INE090A01021 | 2.50% |
| 17 | Multi Commodity Exchange of India Ltd INE745G01043 | 2.47% |
| 18 | Five-Star Business Finance Ltd INE128S01021 | 2.45% |
| 19 | Delhivery Ltd INE148O01028 | 2.44% |
| 20 | Angel One Ltd INE732I01021 | 2.38% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Large and Mid Cap Fund hold?
Sundaram Large and Mid Cap Fund holds 50 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 17.01% of NAV.
What is the largest holding in Sundaram Large and Mid Cap Fund?
The largest position in Sundaram Large and Mid Cap Fund is Shriram Finance Ltd, accounting for 3.86% of NAV in the Finance sector.
Is Sundaram Large and Mid Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.282, Sundaram Large and Mid Cap Fund is well-diversified. The HHI concentration index is 21,479 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 17.01% of the portfolio.
What is the market cap allocation of Sundaram Large and Mid Cap Fund?
Based on SEBI's AMFI classification, Sundaram Large and Mid Cap Fund's equity portfolio is split as: Large Cap: 35.15%, Mid Cap: 35.79%, Small Cap: 16.97%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Large and Mid Cap Fund invest in most?
Sundaram Large and Mid Cap Fund has the highest allocation to Banks (12.51%), Finance (6.31%), It - Software (5.94%). The fund is invested across 25 sectors in total.
How actively managed is Sundaram Large and Mid Cap Fund compared to other Large & Mid Cap Fund funds?
Sundaram Large and Mid Cap Fund has an Active Share of 69.44%, classifying it as "Active Stock Picker" among 33 Large & Mid Cap Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Sundaram Large and Mid Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Large and Mid Cap Fund added 10 new stocks (including Oracle Financial Services Software Ltd) and exited 14 stocks (including HDFC Bank Ltd). Total holding count decreased from 57 to 53 stocks.