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Sundaram Large and Midcap Fund Regular Plan - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹83.24
(-0.49%)
Current NAV 29-08-2025
-
-3.58%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.87%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 45.65 |
| Mid Cap | 37.21 |
| Small Cap | 11.84 |
| Others | 3.17 |
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) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 5.65% | 21.46 | 20.15% |
| Reliance Industries Ltd | Large Cap | Energy (33.78) | 4.12% | 22.71 | -5.51% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 3.93% | 19.39 | 23.34% |
| State Bank of India | Large Cap | Financial Services (8.72) | 2.79% | 9.57 | -0.38% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.08) | 2.54% | 31 | 20.63% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 2.35% | 89.64 | 59.83% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.2% | 28.68 | 29.81% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.04% | 26.45 | -0.13% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.29) | 1.87% | 32.01 | 1.65% |
| Infosys Ltd | Large Cap | Technology (27.49) | 1.78% | 21.69 | -18.23% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.78% | 23.47 | -0.76% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.76% | 73.31 | 30.06% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.72% | 57.92 | -8.63% |
| Cummins India Ltd | Large Cap | Industrials (47.93) | 1.7% | 49.59 | 2.59% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.67% | 44.61 | 34.3% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.58) | 1.67% | 53.34 | 55.28% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.72) | 1.67% | 167.41 | -3.86% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 1.65% | 127.18 | -9.72% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 1.64% | 78.04 | 83.42% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.56% | - | 0% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (27.41) | 1.52% | 15.4 | -16.53% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (48.13) | 1.49% | 53.86 | -1.73% |
| Bank of Baroda | Large Cap | Financial Services (8.72) | 1.44% | 6.36 | -0.83% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.43% | 132.81 | 16.13% |
| Bajaj Finance Ltd | Financial Services | 1.43% | - | 0% | |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (34.03) | 1.42% | 12.74 | 3.09% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 1.42% | 29.74 | 14.35% |
| PI Industries Ltd | Mid Cap | Basic Materials (32.53) | 1.41% | 34.76 | -17.21% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (38.91) | 1.4% | 53.92 | 1.97% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (47.66) | 1.34% | 35.5 | -4.88% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 1.32% | 12.44 | 7.7% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (71.4) | 1.3% | 57.68 | 47.45% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.58) | 1.29% | 45.11 | 5.74% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.28% | 167.31 | 197.56% |
| Polycab India Ltd | Large Cap | Industrials (47.36) | 1.26% | 48.22 | 5.2% |
| Affle 3i Ltd | Small Cap | Communication Services (17.14) | 1.24% | 68.85 | 32.02% |
| Jindal Steel Ltd | Mid Cap | Basic Materials (29.83) | 1.21% | 32.6 | -1.36% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (179.98) | 1.18% | 821.96 | 9.75% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 1.17% | 112.42 | 42.22% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.17) | 1.15% | 206.68 | 50.86% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.14% | - | 0% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 1.13% | -10.49 | 85.47% |
| Info Edge (India) Ltd | Communication Services | 1.11% | - | 0% | |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.78) | 1.07% | 10.4 | -5.53% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.17) | 1.01% | 53.46 | 19.59% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.66) | 1.01% | 36.7 | -8.61% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (52.33) | 1% | 60.34 | 0.43% |
| NTPC Ltd | Large Cap | Utilities (25.77) | 0.98% | 13.27 | -20% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (71.85) | 0.98% | 54.27 | -17.27% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.96% | - | 0% |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 0.94% | 15.09 | -8.76% |
| Tata Power Co Ltd | Large Cap | Utilities (25.77) | 0.94% | 29.43 | -13.19% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (60.29) | 0.92% | 86.77 | -12.9% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.9% | 28.3 | 41.05% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.86% | 20.64 | -6.8% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (35.65) | 0.86% | 18.5 | 18.15% |
| Emami Ltd | Small Cap | Consumer Defensive (58.56) | 0.84% | 30.68 | -26.09% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 0.82% | 23.61 | -7.32% |
| Delhivery Ltd | Small Cap | Industrials (42.93) | 0.81% | 176.43 | 12.61% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.77% | - | 0% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (45.1) | 0.76% | 27.38 | -29.9% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (73.26) | 0.73% | 65.03 | -17.38% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (11.5) | 0.7% | 9.19 | -24.02% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 0.69% | 18.4 | 18.6% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (58.29) | 0.69% | 55.16 | -8% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (72.72) | 0.67% | -1936.67 | -0.91% |
| Coforge Ltd | Technology | 0.63% | - | 0% | |
| SKF India Ltd | Small Cap | Industrials (45.59) | 0.58% | 43.01 | -3.49% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.34% | - | 0% |
| Gland Pharma Ltd | Small Cap | Healthcare (38.66) | 0.24% | 41.31 | -4.68% |
| ACC Ltd | Mid Cap | Basic Materials (47.58) | 0% | 13.98 | -22.09% |
| ABB India Ltd | Large Cap | Industrials (83.79) | 0% | 0 | -31.11% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (73.26) | 0% | 86.68 | 2.55% |
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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.
