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Sundaram Large and Midcap Fund Regular Plan - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹85.78
(0.37%)
Current NAV 04-07-2025
-
2.16%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 96.32%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 49.16 |
| Mid Cap | 35.94 |
| Small Cap | 9.51 |
| Others | 1.71 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Healthcare
Industrials
Energy
Communication Services
Basic Materials
Consumer Defensive
Technology
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 04-Jul-2025 |
Holdings | PE Ratio 04-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.42) | 5.66% | 21.55 | 15.21% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.42) | 4.55% | 20.17 | 16.99% |
| Reliance Industries Ltd | Large Cap | Energy (36.73) | 4.42% | 29.68 | -1.71% |
| State Bank of India | Large Cap | Financial Services (8.94) | 2.89% | 9.34 | -3.26% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.6) | 2.5% | 34.89 | 41.81% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.5% | 28.68 | 29.81% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.18% | 26.45 | -0.13% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.03) | 2.04% | 102.24 | 63.39% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.9) | 1.94% | 33.61 | 0.55% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.93% | 57.92 | -8.63% |
| Infosys Ltd | Large Cap | Technology (30.58) | 1.87% | 25.51 | -0.54% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.83% | 23.47 | -0.76% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.81% | 73.31 | 30.06% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (71.5) | 1.69% | 222.96 | 25.33% |
| Bank of Baroda | Large Cap | Financial Services (8.94) | 1.53% | 6.01 | -10.85% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 1.51% | 34.86 | 28% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.51% | 44.61 | 34.3% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.48% | 132.81 | 16.13% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.73) | 1.42% | 14.04 | 34.74% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.41) | 1.4% | 55.89 | 45.06% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.4% | - | 0% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.43) | 1.38% | 78.62 | 72.3% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.22) | 1.33% | 50.55 | 12.3% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.32% | 167.31 | 197.56% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (79.05) | 1.32% | 149.12 | -9.82% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (91.69) | 1.29% | 80.82 | 125.54% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (28.79) | 1.29% | 16.38 | -8.19% |
| PI Industries Ltd | Mid Cap | Basic Materials (36.7) | 1.29% | 38.43 | 11.02% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.27% | - | 0% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.22) | 1.26% | 36.83 | 7.67% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (52.98) | 1.23% | 39.92 | -9.51% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (47.43) | 1.21% | 48.98 | -2.08% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.21) | 1.17% | 172.17 | 68.05% |
| Info Edge (India) Ltd | Communication Services | 1.16% | - | 0% | |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (71.5) | 1.15% | 55.75 | 21.96% |
| Affle 3i Ltd | Small Cap | Communication Services (18.33) | 1.12% | 74.15 | 48.81% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.48) | 1.09% | 12.4 | 18.55% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.41) | 1.09% | 47.06 | 2.61% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.43) | 1.08% | 116.89 | 41.03% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (36.73) | 1.07% | 11.27 | 14.35% |
| Cummins India Ltd | Large Cap | Industrials (42.49) | 1.06% | 46.29 | -17.84% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (55.05) | 1.04% | 63.38 | -15.84% |
| Polycab India Ltd | Large Cap | Industrials (47.47) | 1.03% | 49.94 | 0.6% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1.02% | 28.3 | 41.05% |
| NTPC Ltd | Large Cap | Utilities (26.74) | 1% | 13.89 | -10.03% |
| ITC Ltd | Large Cap | Consumer Defensive (14.83) | 0.97% | 15.12 | -0.92% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.95% | 20.64 | -6.8% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (62.24) | 0.9% | 87.5 | -9.81% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 0.89% | -10.49 | 85.47% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.89% | - | 0% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (43.84) | 0.88% | 85.82 | -30.89% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (79.05) | 0.86% | 55.98 | -17.31% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.86% | 40.82 | 136.49% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (30.94) | 0.85% | 34.46 | -9.94% |
| Torrent Power Ltd | Mid Cap | Utilities (26.35) | 0.82% | 24.67 | -3.05% |
| ABB India Ltd | Large Cap | Industrials (80.89) | 0.81% | 0 | -28.21% |
| Tata Power Co Ltd | Large Cap | Utilities (26.74) | 0.78% | 32.33 | -7.93% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (75.55) | 0.78% | 97.87 | 10.29% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (42.43) | 0.78% | 25.77 | -37.85% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (151.74) | 0.75% | 861.74 | 15.84% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.75% | - | 0% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (71.5) | 0.7% | 1441.67 | 3.01% |
| Delhivery Ltd | Small Cap | Industrials (43.58) | 0.7% | 179.4 | -2.25% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (75.55) | 0.7% | 84.77 | 19.8% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.58) | 0.67% | 25.49 | -14.93% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (14.23) | 0.66% | 11.28 | 5.14% |
| ACC Ltd | Mid Cap | Basic Materials (47.41) | 0.66% | 15.34 | -27.89% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.65% | 0 | 0% |
| Coforge Ltd | Technology | 0.51% | - | 0% | |
| Emami Ltd | Small Cap | Consumer Defensive (56.31) | 0.46% | 30.38 | -23.89% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.43% | - | 0% |
| Triveni Turbine Ltd | Small Cap | Industrials (56.42) | 0.26% | 57.49 | 0.19% |
| Mahindra &Mah Fin | 0.04% | - | 0% | ||
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (56.42) | 0% | 169.9 | -16.41% |
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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.
