Sundaram Large and Midcap Regular Plan - (IDCW) - Portfolio Analysis
- Equity
- Large and Mid Cap
- Status: Open
Portfolio Overview
As of January 31, 2026
Asset Allocation
Equity: 97.93%Others: 2.07%
Market Cap
Large Cap: 43.44%Mid Cap: 36.32%Equity: 8.15%Small Cap: 10.02%
Number of stocks
72
Top 10 Holdings
62.41% of portfolio
Market Cap of Equity
Large Cap
43.4396%
Mid Cap
36.3164%
Equity
8.1508%
Small Cap
10.0217%
Companies Allocation of Equity
HDFC Bank Ltd11.04%
Reliance Industries Ltd8.29%
State Bank of India7.36%
Axis Bank Ltd6.31%
Infosys Ltd6.15%
ICICI Bank Ltd5.43%
Bharti Airtel Ltd5.26%
Mahindra & Mahindra Financial Services Ltd4.43%
Larsen & Toubro Ltd4.09%
Kotak Mahindra Bank Ltd4.06%
Sector Allocation of Equity
Financial Services30.84%
Energy6.42%
Technology5.19%
Communication Services4.95%
Industrials9.96%
Healthcare9.50%
Basic Materials8.01%
Consumer Cyclical13.76%
Consumer Defensive4.65%
Real Estate2.68%
Utilities1.75%
Equity0.23%
SIP Amount
Monthly SIP Date
Sundaram Large and Midcap Regular Plan - (IDCW)
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.