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Sundaram Large and Mid Cap Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 67 |
| Top 10 Stocks (%) | 30.96 % |
| Top 5 Stocks (%) | 19.11 % |
| Top 3 Stocks (%) | 13.51 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
48.5088 %
This fund
Vs
48.73 %
Category
Mid Cap Stocks (%)
39.30582 %
This fund
Vs
38.33 %
Category
Small Cap Stocks (%)
9.99516 %
This fund
Vs
12.94 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | Jul 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 28.14 % | 1,966 Cr | 26.919999999999998 % | 1,884 Cr | 25.299999999999997 % | 1,706 Cr | 24.800000000000004 % | 1,649 Cr | 25.229999999999997 % | 1,712 Cr | 25.43 % | 1,697 Cr | 24.419999999999998 % | 1,558 Cr | 20.73 % | 1,432 Cr | 21.270000000000003 % | 1,471 Cr | 20.66 % | 1,418 Cr | 18.919999999999998 % | 1,373 Cr | 19.48 % | 1,388 Cr | 20.84 % | 1,467 Cr | 22.390000000000004 % | 1,536 Cr | 22.850000000000005 % | 1,474 Cr | 24.200000000000006 % | 1,545 Cr | 24.759999999999998 % | 1,534 Cr | 25.3 % | 1,547 Cr | 25.39 % | 1,534 Cr | |
| Healthcare | 9.55 % | 667.78 Cr | 9.88 % | 691.78 Cr | 10.26 % | 690.99 Cr | 10.219999999999999 % | 680.71 Cr | 9.95 % | 675.54 Cr | 9.51 % | 633.91 Cr | 9.41 % | 600.84 Cr | 10.180000000000001 % | 704.29 Cr | 9.13 % | 632.26 Cr | 9.63 % | 662.21 Cr | 9.33 % | 677.24 Cr | 9.42 % | 672 Cr | 9.1 % | 640.27 Cr | 8.700000000000001 % | 597.12 Cr | 8.7 % | 561.52 Cr | 9.009999999999998 % | 575.38 Cr | 9.61 % | 595.41 Cr | 9.649999999999999 % | 590.56 Cr | 9.53 % | 575.39 Cr | |
| Energy | 8.809999999999999 % | 615.79 Cr | 8.69 % | 607.58 Cr | 8.38 % | 564.95 Cr | 9.09 % | 604.67 Cr | 9.350000000000001 % | 634.38 Cr | 9.510000000000002 % | 635.09 Cr | 8.49 % | 541.55 Cr | 7.26 % | 501.86 Cr | 7.1899999999999995 % | 497.65 Cr | 7.7 % | 528.72 Cr | 8.110000000000001 % | 588.28 Cr | 7.43 % | 529.79 Cr | 7.2299999999999995 % | 509.33 Cr | 6.89 % | 473.1 Cr | 7.420000000000001 % | 479.18 Cr | 7.4799999999999995 % | 477.49 Cr | 6.98 % | 433.47 Cr | 6.359999999999999 % | 389.5 Cr | 5.960000000000001 % | 359.7 Cr | |
| Services | 8.180000000000001 % | 571.82 Cr | 10.01 % | 700.71 Cr | 9.99 % | 673.86 Cr | 9.05 % | 601.71 Cr | 9.65 % | 655.04 Cr | 9.080000000000002 % | 605.35 Cr | 7.909999999999999 % | 504.59 Cr | 10.18 % | 704.46 Cr | 10.1 % | 698.23 Cr | 9.32 % | 640.62 Cr | 9.48 % | 688.24 Cr | 9.110000000000001 % | 650.29 Cr | 9.93 % | 699.67 Cr | 9.66 % | 662.98 Cr | 9.450000000000001 % | 608.3 Cr | 10.600000000000001 % | 676.31 Cr | 9.99 % | 618.48 Cr | 10.78 % | 658.95 Cr | 10.62 % | 641.97 Cr | |
| Capital Goods | 6.930000000000001 % | 484.47 Cr | 7.579999999999999 % | 529.36 Cr | 7.199999999999999 % | 485.42 Cr | 6.9399999999999995 % | 461.76 Cr | 6.64 % | 450.6 Cr | 5.950000000000001 % | 396.17 Cr | 6.72 % | 429.36 Cr | 7.42 % | 512.55 Cr | 7.890000000000001 % | 545.2 Cr | 7.88 % | 541.76 Cr | 8.209999999999999 % | 596.13 Cr | 7.67 % | 546.67 Cr | 8.149999999999999 % | 573.72 Cr | 11.569999999999999 % | 792.94 Cr | 11.07 % | 714.35 Cr | 9.48 % | 605.62 Cr | 8.74 % | 541.11 Cr | 8.09 % | 495.51 Cr | 8.209999999999999 % | 495.72 Cr | |
| Automobile | 6.55 % | 458.19 Cr | 5.170000000000001 % | 361.46 Cr | 5.62 % | 378.37 Cr | 5.739999999999999 % | 381.87 Cr | 5.07 % | 344.76 Cr | 4.93 % | 329.02 Cr | 5.59 % | 357.18 Cr | 7.21 % | 497.94 Cr | 7.5 % | 518.81 Cr | 7.78 % | 533.81 Cr | 9.889999999999999 % | 717.73 Cr | 10.270000000000001 % | 732.38 Cr | 9.530000000000001 % | 671.63 Cr | 9.39 % | 644.33 Cr | 8.530000000000001 % | 549.9 Cr | 7.58 % | 484.16 Cr | 7.699999999999999 % | 477.47 Cr | 7.67 % | 468.76 Cr | 7.869999999999999 % | 474.95 Cr | |
| Technology | 5.74 % | 400.8 Cr | 4.859999999999999 % | 339.6 Cr | 4.91 % | 331.22 Cr | 5.0600000000000005 % | 336.29 Cr | 4.79 % | 325.32 Cr | 6.090000000000001 % | 406.94 Cr | 7.67 % | 489.43 Cr | 8.370000000000001 % | 578.31 Cr | 8.19 % | 565.72 Cr | 7.54 % | 517.88 Cr | 7.32 % | 531.2 Cr | 7.38 % | 526.87 Cr | 6.67 % | 469.71 Cr | 5.680000000000001 % | 389.06 Cr | 5.45 % | 352.58 Cr | 5.71 % | 364.97 Cr | 6.790000000000001 % | 420.12 Cr | 7.78 % | 475.66 Cr | 7.7 % | 464.85 Cr | |
| Construction | 4.88 % | 341.15 Cr | 4.82 % | 337.18 Cr | 4.49 % | 302.25 Cr | 4.54 % | 301.44 Cr | 4.5 % | 306.28 Cr | 4.38 % | 292.62 Cr | 4.63 % | 295.72 Cr | 5.74 % | 396.49 Cr | 5.57 % | 385.81 Cr | 5.41 % | 370.9 Cr | 5.1 % | 370.37 Cr | 4.32 % | 307.44 Cr | 4.64 % | 327.09 Cr | 4.6899999999999995 % | 321.13 Cr | 5.06 % | 326.85 Cr | 4.79 % | 305.65 Cr | 5.04 % | 312.53 Cr | 4.819999999999999 % | 294.94 Cr | 4.140000000000001 % | 249.75 Cr | |
| Consumer Staples | 4.38 % | 306.45 Cr | 4.52 % | 316.75 Cr | 4.7 % | 316.23 Cr | 5.6899999999999995 % | 378.14 Cr | 5.949999999999999 % | 404.14 Cr | 5.630000000000001 % | 375.42 Cr | 5.550000000000001 % | 354.36 Cr | 5.5200000000000005 % | 381.67 Cr | 6.250000000000001 % | 432.22 Cr | 6.31 % | 433.25 Cr | 6.4300000000000015 % | 466.84 Cr | 6.6 % | 470.73 Cr | 5.84 % | 411.24 Cr | 5.6499999999999995 % | 387.62 Cr | 5.6 % | 361.53 Cr | 5.76 % | 368.86 Cr | 5.51 % | 341.48 Cr | 5.8 % | 353.92 Cr | 5.930000000000001 % | 358.1 Cr | |
| Communication | 4.2 % | 293.34 Cr | 4.17 % | 291.9 Cr | 4.59 % | 309.07 Cr | 4.75 % | 316.01 Cr | 4.800000000000001 % | 325.71 Cr | 4.5600000000000005 % | 304.64 Cr | 3.59 % | 229.19 Cr | 3.1799999999999997 % | 219.38 Cr | 3.18 % | 220.05 Cr | 3.28 % | 225.49 Cr | 3.31 % | 240.46 Cr | 3.0599999999999996 % | 218.13 Cr | 2.88 % | 202.48 Cr | 2.87 % | 196.97 Cr | 2.87 % | 184.95 Cr | 2.67 % | 170.99 Cr | 1.59 % | 98.28 Cr | 1.51 % | 92.67 Cr | 1.6 % | 96.58 Cr | |
| Materials | 3.25 % | 227.6 Cr | 4.57 % | 319.67 Cr | 4.53 % | 305.22 Cr | 4.82 % | 320.35 Cr | 4.63 % | 314.39 Cr | 4.66 % | 310.77 Cr | 4.7700000000000005 % | 304.84 Cr | 2.85 % | 196.57 Cr | 2.76 % | 191.42 Cr | 3.0300000000000002 % | 208.76 Cr | 3.41 % | 246.78 Cr | 3.62 % | 257.4 Cr | 4.27 % | 300.47 Cr | 4.7700000000000005 % | 327.69 Cr | 4.59 % | 296.49 Cr | 4.77 % | 304.59 Cr | 4.779999999999999 % | 295.72 Cr | 4.699999999999999 % | 288.01 Cr | 4.85 % | 293.49 Cr | |
| Consumer Discretionary | 2.5500000000000003 % | 177.94 Cr | 3.1100000000000003 % | 218.32 Cr | 2.84 % | 191.37 Cr | 2.82 % | 187.17 Cr | 4.0 % | 270.78 Cr | 4.42 % | 295.22 Cr | 4.09 % | 261.22 Cr | 4.199999999999999 % | 290.26 Cr | 3.85 % | 266.51 Cr | 3.77 % | 259.04 Cr | 3.54 % | 257.32 Cr | 3.2600000000000002 % | 232.28 Cr | 1.7 % | 119.48 Cr | 2.06 % | 141.22 Cr | 2.07 % | 132.79 Cr | 2.14 % | 136.28 Cr | 2.31 % | 142.9 Cr | 2.3 % | 140.19 Cr | 2.32 % | 139.94 Cr | |
| Chemicals | 2.45 % | 171.7 Cr | 2.33 % | 163.35 Cr | 2.27 % | 153.25 Cr | 2.2199999999999998 % | 147.78 Cr | 2.0999999999999996 % | 142.74 Cr | 1.29 % | 86.03 Cr | 1.18 % | 75.42 Cr | 0.96 % | 66.34 Cr | 1.02 % | 70.73 Cr | 1.14 % | 78.09 Cr | 1.12 % | 81.01 Cr | 1.1 % | 78.22 Cr | 1.1 % | 77.09 Cr | 0.96 % | 66.09 Cr | 0.95 % | 61.59 Cr | 1.0 % | 63.58 Cr | 1.09 % | 67.29 Cr | 1.26 % | 77.25 Cr | 1.37 % | 82.72 Cr | |
| Metals & Mining | 1.81 % | 126.38 Cr | 1.83 % | 127.94 Cr | 1.76 % | 118.94 Cr | 1.5 % | 99.6 Cr | 1.21 % | 82.02 Cr | 0.85 % | 56.93 Cr | 0 % | 0 | 1.18 % | 81.33 Cr | 1.28 % | 88.58 Cr | 1.35 % | 92.61 Cr | 2.25 % | 162.76 Cr | 2.19 % | 155.78 Cr | 2.32 % | 163.22 Cr | 2.48 % | 170.16 Cr | 2.59 % | 166.83 Cr | 2.54 % | 162.61 Cr | 2.37 % | 146.33 Cr | 2.15 % | 131.88 Cr | 2.34 % | 141.24 Cr |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 5.67 % | 396.48 Cr | 5.67% | 5.36% | 5.56% |
| Reliance Industries Ltd. | Energy | 4.5 % | 314.08 Cr | 4.5% | 4.07% | 4.08% |
| State Bank of India | Financial | 3.34 % | 233.27 Cr | 3.34% | 3.07% | 2.78% |
| Axis Bank Ltd. | Financial | 2.82 % | 196.75 Cr | 2.82% | 2.01% | 1.9% |
| Infosys Ltd. | Technology | 2.78 % | 194.19 Cr | 2.78% | 2.05% | 2.46% |
| Bharti Airtel Ltd. | Communication | 2.71 % | 189.5 Cr | 2.71% | 2.51% | 2.44% |
| ICICI Bank Ltd. | Financial | 2.59 % | 181.29 Cr | 2.59% | 3.6% | 4.7% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.29 % | 160.27 Cr | 2.29% | 1.63% | 1.35% |
| Kotak Mahindra Bank Ltd. | Financial | 2.21 % | 154.07 Cr | 2.21% | 2.07% | 2.31% |
| Larsen & Toubro Ltd. | Construction | 2.05 % | 142.92 Cr | 2.05% | 1.9% | 2.19% |
| Cummins India Ltd. | Capital Goods | 1.9 % | 133.03 Cr | 1.9% | 1.86% | 0.93% |
| Alkem Laboratories Ltd. | Healthcare | 1.89 % | 132.15 Cr | 1.89% | 1.87% | 1.91% |
| Mahindra & Mahindra Ltd. | Automobile | 1.86 % | 129.82 Cr | 1.86% | 1.53% | -- |
| UNO Minda Ltd. | Automobile | 1.84 % | 128.58 Cr | 1.84% | 2.2% | 1.67% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.83 % | 127.74 Cr | 1.83% | 2.28% | 1.95% |
| Jindal Steel Ltd. | Metals & Mining | 1.81 % | 126.38 Cr | 1.81% | 1.76% | -- |
| Marico Ltd. | Consumer Staples | 1.76 % | 123.09 Cr | 1.76% | 1.76% | 1.63% |
| Bank Of Baroda | Financial | 1.74 % | 121.31 Cr | 1.74% | 1.57% | 1.47% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.67 % | 116.92 Cr | 1.67% | 1.33% | 1.0% |
| Prestige Estates Projects Ltd. | Construction | 1.64 % | 114.82 Cr | 1.64% | 1.55% | 0.94% |
| The Federal Bank Ltd. | Financial | 1.64 % | 114.85 Cr | 1.64% | 1.27% | 1.09% |
| Jubilant FoodWorks Ltd. | Services | 1.6 % | 111.72 Cr | 1.6% | 1.76% | 1.76% |
| Hindustan Aeronautics Ltd. | Capital Goods | 1.57 % | 109.71 Cr | 1.57% | 1.41% | 0.92% |
| Ultratech Cement Ltd. | Materials | 1.55 % | 108.41 Cr | 1.55% | 1.68% | 1.62% |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.5 % | 104.8 Cr | 1.5% | 1.51% | 1.27% |
| Fortis Healthcare Ltd. | Healthcare | 1.49 % | 103.87 Cr | 1.49% | 1.87% | 1.37% |
| Bharti Hexacom Ltd. | Communication | 1.49 % | 103.83 Cr | 1.49% | 1.42% | 1.15% |
| Max Financial Services Ltd. | Financial | 1.44 % | 100.3 Cr | 1.44% | 1.22% | 0.9% |
| Coromandel International Ltd. | Chemicals | 1.41 % | 98.84 Cr | 1.41% | 1.1% | -- |
| Bajaj Finance Ltd. | Financial | 1.41 % | 98.68 Cr | 1.41% | 1.63% | 1.35% |
| FSN E-Commerce Ventures Ltd. | Services | 1.36 % | 94.79 Cr | 1.36% | 1.31% | -- |
| Polycab India Ltd. | Capital Goods | 1.36 % | 95.23 Cr | 1.36% | 1.35% | 0.97% |
| JK Cement Ltd. | Materials | 1.32 % | 92.36 Cr | 1.32% | 1.54% | 1.08% |
| Adani Ports and Special Economic Zone Ltd. | Services | 1.28 % | 89.65 Cr | 1.28% | 1.04% | -- |
| Lupin Ltd. | Healthcare | 1.25 % | 87.54 Cr | 1.25% | 1.28% | 1.63% |
| Mankind Pharma Ltd. | Healthcare | 1.23 % | 85.66 Cr | 1.23% | 1.34% | 0.76% |
| The Phoenix Mills Ltd. | Construction | 1.19 % | 83.4 Cr | 1.19% | 1.04% | 0.77% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.18 % | 82.34 Cr | 1.18% | 1.32% | 1.01% |
| United Breweries Ltd. | Consumer Staples | 1.16 % | 81.08 Cr | 1.16% | 1.34% | 1.54% |
| Bharat Petroleum Corporation Ltd. | Energy | 1.15 % | 80.64 Cr | 1.15% | 1.11% | 0.98% |
| Affle (India) Ltd. | Technology | 1.11 % | 77.37 Cr | 1.11% | 1.24% | 1.04% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.08 % | 75.56 Cr | 1.08% | 0.85% | 0.69% |
| PI Industries Ltd. | Chemicals | 1.04 % | 72.85 Cr | 1.04% | 1.17% | 1.18% |
| IDFC First Bank Ltd. | Financial | 1.04 % | 72.76 Cr | 1.04% | -- | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.0 % | 69.79 Cr | 1.0% | 1.02% | 1.01% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.98 % | 68.78 Cr | 0.98% | 0.95% | 1.63% |
| Coforge Ltd. | Technology | 0.95 % | 66.52 Cr | 0.95% | 0.58% | -- |
| Motilal Oswal Financial Services Ltd. | Financial | 0.95 % | 66.32 Cr | 0.95% | 0.85% | -- |
| Eternal Ltd. | Services | 0.94 % | 65.34 Cr | 0.94% | 1.21% | 0.98% |
| Tata Motors Ltd. | Automobile | 0.92 % | 64.4 Cr | 0.92% | -- | -- |
| Persistent Systems Ltd. | Technology | 0.9 % | 62.72 Cr | 0.9% | 1.04% | 1.3% |
| Apollo Tyres Ltd. | Automobile | 0.89 % | 62.5 Cr | 0.89% | 0.88% | 0.83% |
| Schaeffler India Ltd. | Capital Goods | 0.87 % | 60.71 Cr | 0.87% | 1.03% | 0.87% |
| Tata Power Company Ltd. | Energy | 0.87 % | 60.73 Cr | 0.87% | 0.92% | 0.48% |
| Emami Ltd. | Consumer Staples | 0.85 % | 59.46 Cr | 0.85% | 0.88% | 0.29% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.85 % | 59.51 Cr | 0.85% | 0.68% | -- |
| Max Healthcare Institute Ltd. | Healthcare | 0.82 % | 57.48 Cr | 0.82% | 0.99% | 1.1% |
| Torrent Power Ltd. | Energy | 0.79 % | 55.53 Cr | 0.79% | 0.77% | 0.56% |
| Delhivery Ltd. | Services | 0.72 % | 50.48 Cr | 0.72% | 0.83% | 0.54% |
| Gland Pharma Ltd. | Healthcare | 0.71 % | 49.93 Cr | 0.71% | 0.64% | -- |
| Devyani International Ltd. | Services | 0.61 % | 42.9 Cr | 0.61% | 0.72% | -- |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | 0.61 % | 42.8 Cr | 0.61% | 0.72% | -- |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 0.58 % | 40.26 Cr | 0.58% | 0.56% | 0.61% |
| Berger Paints India Ltd. | Materials | 0.38 % | 26.82 Cr | 0.38% | -- | -- |
| Escorts Kubota Ltd. | Automobile | 0.19 % | 13.38 Cr | 0.19% | -- | -- |
| SKF India Ltd. | Capital Goods | 0.15 % | 10.2 Cr | 0.15% | 0.7% | -- |
| LG Electronics India Ltd. | Consumer Discretionary | 0.14 % | 9.93 Cr | 0.14% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 396.48 Cr | -- | 396.48 Cr |
| Reliance Industries Ltd. | Energy | 314.08 Cr | -- | 314.08 Cr |
| State Bank of India | Financial | 233.27 Cr | -- | 233.27 Cr |
| Axis Bank Ltd. | Financial | 196.75 Cr | -- | 196.75 Cr |
| Infosys Ltd. | Technology | 194.19 Cr | -- | 194.19 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 40.26 Cr | -- | 40.26 Cr |
| Berger Paints India Ltd. | Materials | 26.82 Cr | -- | 26.82 Cr |
| Escorts Kubota Ltd. | Automobile | 13.38 Cr | -- | 13.38 Cr |
| SKF India Ltd. | Capital Goods | 10.2 Cr | -- | 10.2 Cr |
| LG Electronics India Ltd. | Consumer Discretionary | 9.93 Cr | -- | 9.93 Cr |