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Sundaram Large and Midcap Fund Regular Plan - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹83.64
(-0.99%)
Current NAV 01-08-2025
-
-1.93%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.4%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 47.06 |
| Mid Cap | 36.23 |
| Small Cap | 10.77 |
| Others | 3.35 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Healthcare
Industrials
Basic Materials
Communication Services
Energy
Consumer Defensive
Technology
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Aug-2025 |
Holdings | PE Ratio 01-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.18) | 5.63% | 21.69 | 20.21% |
| Reliance Industries Ltd | Large Cap | Energy (33.88) | 4.52% | 23.42 | -5.93% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.28) | 3.99% | 19.85 | 21.55% |
| State Bank of India | Large Cap | Financial Services (8.6) | 2.83% | 9.48 | -6.01% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.31) | 2.62% | 33.1 | 28.2% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.44% | 28.68 | 29.81% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.2% | 26.45 | -0.13% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (70.58) | 2.06% | 97.99 | 81.32% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.91% | 73.31 | 30.06% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.11) | 1.86% | 32.16 | -1.03% |
| Infosys Ltd | Large Cap | Technology (27.36) | 1.86% | 22.57 | -18.67% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.78% | 23.47 | -0.76% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (70.15) | 1.75% | 203.64 | 7.06% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.67% | 57.92 | -8.63% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (76.44) | 1.65% | 62.43 | 84.36% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.58% | 44.61 | 34.3% |
| JK Cement Ltd | Mid Cap | Basic Materials (46.95) | 1.52% | 52.5 | 58.72% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (74.47) | 1.5% | 150.14 | -3.88% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (48.34) | 1.5% | 83.75 | 70.17% |
| Bajaj Finance Ltd | Financial Services | 1.49% | - | 0% | |
| Bank of Baroda | Large Cap | Financial Services (8.6) | 1.48% | 6.42 | -0.9% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (34.03) | 1.46% | 12.74 | 3.09% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (27.57) | 1.45% | 15.67 | -13% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.45% | - | 0% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.42% | 132.81 | 16.13% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (47.6) | 1.41% | 35.51 | -7.71% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 1.37% | 12.44 | 7.7% |
| PI Industries Ltd | Mid Cap | Basic Materials (37.16) | 1.34% | 37.84 | -3.14% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.31% | - | 0% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (48.28) | 1.3% | 50.58 | 0.11% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.27% | 167.31 | 197.56% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 1.25% | 29.74 | 14.35% |
| Affle 3i Ltd | Small Cap | Communication Services (17.19) | 1.25% | 67.26 | 29.37% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.96) | 1.25% | 166.19 | 54.99% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.36) | 1.25% | 57.33 | 31.63% |
| Grasim Industries Ltd | Large Cap | Basic Materials (46.95) | 1.2% | 46.81 | 3.12% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (48.28) | 1.18% | 112.84 | 36.36% |
| Info Edge (India) Ltd | Communication Services | 1.17% | - | 0% | |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (30.1) | 1.16% | 35.58 | 2.5% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.15) | 1.1% | 54.51 | 19.09% |
| Polycab India Ltd | Large Cap | Industrials (46.44) | 1.09% | 47.03 | 2.53% |
| Cummins India Ltd | Large Cap | Industrials (45.39) | 1.06% | 49.24 | -6.84% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.88) | 1.06% | 10.35 | -8.34% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (75.8) | 1.02% | 52.4 | -19.39% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1% | 28.3 | 41.05% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.36) | 0.97% | 37.88 | -5.48% |
| NTPC Ltd | Large Cap | Utilities (26.08) | 0.97% | 13.45 | -20.78% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.59) | 0.97% | 62.99 | 0.89% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (172.08) | 0.97% | 925.22 | 6.51% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 0.96% | -10.49 | 85.47% |
| Tata Power Co Ltd | Large Cap | Utilities (26.48) | 0.94% | 31.32 | -16.16% |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 0.93% | 15.09 | -8.76% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.87% | 20.64 | -6.8% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 0.85% | 23.61 | -7.32% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (63.17) | 0.83% | 92.31 | -11.76% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.83% | - | 0% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (11.75) | 0.79% | 9.38 | -17.76% |
| ABB India Ltd | Large Cap | Industrials (83.79) | 0.79% | 0 | -31.11% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (70.36) | 0.78% | 88.19 | -4.43% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.78% | - | 0% |
| Delhivery Ltd | Small Cap | Industrials (43.58) | 0.72% | 173.12 | 10.67% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (45.1) | 0.71% | 27.38 | -29.9% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (54.68) | 0.69% | 53.93 | -17.45% |
| Coforge Ltd | Technology | 0.69% | - | 0% | |
| Devyani International Ltd | Small Cap | Consumer Cyclical (70.15) | 0.68% | 1365.83 | -8% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (70.36) | 0.67% | 84.1 | 3.14% |
| ACC Ltd | Mid Cap | Basic Materials (46.95) | 0.65% | 13.9 | -26.52% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (35.63) | 0.5% | 19.85 | 41.13% |
| Emami Ltd | Small Cap | Consumer Defensive (59.21) | 0.44% | 33.5 | -24.78% |
| SKF India Ltd | Small Cap | Industrials (45.59) | 0.4% | 43.01 | -3.49% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.35% | - | 0% |
| Triveni Turbine Ltd | Small Cap | Industrials (53.46) | 0% | 53.08 | -1.81% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0% | 40.82 | 136.49% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0% | 0 | 0% |
| Tata Consultancy Services Ltd | Large Cap | Technology (27.36) | 0% | 22.61 | -28.1% |
| Mahindra &Mah Fin | 0% | - | 0% | ||
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (41.5) | 0% | 87.22 | -28.13% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
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.
Top 5 holdings for Sundaram Large and Midcap Fund Regular Plan ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Sundaram Large and Midcap Fund Regular Plan ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
