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Sundaram Large and Mid Cap Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 72 |
| Top 10 Stocks (%) | 30.380000000000003 % |
| Top 5 Stocks (%) | 19.580000000000002 % |
| Top 3 Stocks (%) | 14.34 % |
Portfolio Aggregates
Large Cap Stocks (%) 49.33
54.11 %
This fund
Vs
49.33 %
Category
Mid Cap Stocks (%)
37.34%
This fund
Vs
39.34%
Category
Small Cap Stocks (%)
8.55%
This fund
Vs
11.33%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | 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 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 24.419999999999998 % | 1,558 Crs | 20.73 % | 1,432 Crs | 21.270000000000003 % | 1,471 Crs | 20.66 % | 1,418 Crs | 18.919999999999998 % | 1,373 Crs | 19.48 % | 1,388 Crs | 20.84 % | 1,467 Crs | 22.390000000000004 % | 1,536 Crs | 22.850000000000005 % | 1,474 Crs | 24.200000000000006 % | 1,545 Crs | 24.759999999999998 % | 1,534 Crs | 25.3 % | 1,547 Crs | 25.39 % | 1,534 Crs | 25.87 % | 1,570 Crs | 26.110000000000007 % | 1,499 Crs | 26.64 % | 1,416 Crs | 27.04 % | 1,496 Crs | 26.210000000000004 % | 1,434 Crs | 27.419999999999998 % | 1,517 Crs | 27.620000000000005 % | 1,482 Crs | 27.47 % | 1,431 Crs | |
| Healthcare | 9.41 % | 600.84 Crs | 10.180000000000001 % | 704.29 Crs | 9.13 % | 632.26 Crs | 9.63 % | 662.21 Crs | 9.33 % | 677.24 Crs | 9.42 % | 672 Crs | 9.1 % | 640.27 Crs | 8.700000000000001 % | 597.12 Crs | 8.7 % | 561.52 Crs | 9.009999999999998 % | 575.38 Crs | 9.61 % | 595.41 Crs | 9.649999999999999 % | 590.56 Crs | 9.53 % | 575.39 Crs | 8.05 % | 488.81 Crs | 8.08 % | 463.29 Crs | 7.64 % | 405.79 Crs | 7.67 % | 423.62 Crs | 6.369999999999999 % | 349.6 Crs | 6.0 % | 332.16 Crs | 3.68 % | 197.6 Crs | 3.5999999999999996 % | 187.89 Crs | |
| Energy | 8.49 % | 541.55 Crs | 7.26 % | 501.86 Crs | 7.1899999999999995 % | 497.65 Crs | 7.7 % | 528.72 Crs | 8.110000000000001 % | 588.28 Crs | 7.43 % | 529.79 Crs | 7.2299999999999995 % | 509.33 Crs | 6.89 % | 473.1 Crs | 7.420000000000001 % | 479.18 Crs | 7.4799999999999995 % | 477.49 Crs | 6.98 % | 433.47 Crs | 6.359999999999999 % | 389.5 Crs | 5.960000000000001 % | 359.7 Crs | 5.44 % | 330.68 Crs | 5.61 % | 321.91 Crs | 5.739999999999999 % | 304.58 Crs | 6.26 % | 345.92 Crs | 5.9799999999999995 % | 327.77 Crs | 6.85 % | 379.28 Crs | 6.88 % | 369.66 Crs | 7.28 % | 379.63 Crs | |
| Services | 7.909999999999999 % | 504.59 Crs | 10.18 % | 704.46 Crs | 10.1 % | 698.23 Crs | 9.32 % | 640.62 Crs | 9.48 % | 688.24 Crs | 9.110000000000001 % | 650.29 Crs | 9.93 % | 699.67 Crs | 9.66 % | 662.98 Crs | 9.450000000000001 % | 608.3 Crs | 10.600000000000001 % | 676.31 Crs | 9.99 % | 618.48 Crs | 10.78 % | 658.95 Crs | 10.62 % | 641.97 Crs | 9.75 % | 592.83 Crs | 10.350000000000001 % | 594.36 Crs | 9.590000000000002 % | 509.54 Crs | 8.81 % | 486.7 Crs | 7.57 % | 414.57 Crs | 7.390000000000001 % | 408.68 Crs | 6.8999999999999995 % | 370.34 Crs | 7.13 % | 371.39 Crs | |
| Technology | 7.67 % | 489.43 Crs | 8.370000000000001 % | 578.31 Crs | 8.19 % | 565.72 Crs | 7.54 % | 517.88 Crs | 7.32 % | 531.2 Crs | 7.38 % | 526.87 Crs | 6.67 % | 469.71 Crs | 5.680000000000001 % | 389.06 Crs | 5.45 % | 352.58 Crs | 5.71 % | 364.97 Crs | 6.790000000000001 % | 420.12 Crs | 7.78 % | 475.66 Crs | 7.7 % | 464.85 Crs | 8.44 % | 512.89 Crs | 8.629999999999999 % | 494.62 Crs | 8.72 % | 463.47 Crs | 8.86 % | 490.39 Crs | 8.83 % | 484.05 Crs | 8.23 % | 455.83 Crs | 7.99 % | 429.24 Crs | 8.309999999999999 % | 432.46 Crs | |
| Capital Goods | 6.72 % | 429.36 Crs | 7.42 % | 512.55 Crs | 7.890000000000001 % | 545.2 Crs | 7.88 % | 541.76 Crs | 8.209999999999999 % | 596.13 Crs | 7.67 % | 546.67 Crs | 8.149999999999999 % | 573.72 Crs | 11.569999999999999 % | 792.94 Crs | 11.07 % | 714.35 Crs | 9.48 % | 605.62 Crs | 8.74 % | 541.11 Crs | 8.09 % | 495.51 Crs | 8.209999999999999 % | 495.72 Crs | 8.34 % | 507.03 Crs | 7.760000000000001 % | 445.28 Crs | 7.9799999999999995 % | 423.8 Crs | 8.34 % | 460.82 Crs | 8.66 % | 473.81 Crs | 9.489999999999998 % | 524.96 Crs | 9.43 % | 506.13 Crs | 8.92 % | 464.23 Crs | |
| Automobile | 5.59 % | 357.18 Crs | 7.21 % | 497.94 Crs | 7.5 % | 518.81 Crs | 7.78 % | 533.81 Crs | 9.889999999999999 % | 717.73 Crs | 10.270000000000001 % | 732.38 Crs | 9.530000000000001 % | 671.63 Crs | 9.39 % | 644.33 Crs | 8.530000000000001 % | 549.9 Crs | 7.58 % | 484.16 Crs | 7.699999999999999 % | 477.47 Crs | 7.67 % | 468.76 Crs | 7.869999999999999 % | 474.95 Crs | 7.24 % | 439.79 Crs | 7.24 % | 415.57 Crs | 7.2299999999999995 % | 384.65 Crs | 7.15 % | 395.73 Crs | 7.41 % | 405.58 Crs | 8.87 % | 491.07 Crs | 8.760000000000002 % | 470.58 Crs | 8.599999999999998 % | 448.03 Crs | |
| Consumer Staples | 5.550000000000001 % | 354.36 Crs | 5.5200000000000005 % | 381.67 Crs | 6.250000000000001 % | 432.22 Crs | 6.31 % | 433.25 Crs | 6.4300000000000015 % | 466.84 Crs | 6.6 % | 470.73 Crs | 5.84 % | 411.24 Crs | 5.6499999999999995 % | 387.62 Crs | 5.6 % | 361.53 Crs | 5.76 % | 368.86 Crs | 5.51 % | 341.48 Crs | 5.8 % | 353.92 Crs | 5.930000000000001 % | 358.1 Crs | 5.88 % | 356.35 Crs | 5.24 % | 300.79 Crs | 5.26 % | 279.1 Crs | 5.09 % | 281.94 Crs | 5.039999999999999 % | 276.32 Crs | 5.15 % | 284.64 Crs | 5.49 % | 294.7 Crs | 5.78 % | 300.94 Crs | |
| Materials | 4.7700000000000005 % | 304.84 Crs | 2.85 % | 196.57 Crs | 2.76 % | 191.42 Crs | 3.0300000000000002 % | 208.76 Crs | 3.41 % | 246.78 Crs | 3.62 % | 257.4 Crs | 4.27 % | 300.47 Crs | 4.7700000000000005 % | 327.69 Crs | 4.59 % | 296.49 Crs | 4.77 % | 304.59 Crs | 4.779999999999999 % | 295.72 Crs | 4.699999999999999 % | 288.01 Crs | 4.85 % | 293.49 Crs | 4.9399999999999995 % | 300.29 Crs | 5.01 % | 286.67 Crs | 5.18 % | 275.47 Crs | 5.2299999999999995 % | 288.68 Crs | 6.2700000000000005 % | 342.97 Crs | 6.32 % | 350.1 Crs | 6.72 % | 360.68 Crs | 6.640000000000001 % | 345.96 Crs | |
| Construction | 4.63 % | 295.72 Crs | 5.74 % | 396.49 Crs | 5.57 % | 385.81 Crs | 5.41 % | 370.9 Crs | 5.1 % | 370.37 Crs | 4.32 % | 307.44 Crs | 4.64 % | 327.09 Crs | 4.6899999999999995 % | 321.13 Crs | 5.06 % | 326.85 Crs | 4.79 % | 305.65 Crs | 5.04 % | 312.53 Crs | 4.819999999999999 % | 294.94 Crs | 4.140000000000001 % | 249.75 Crs | 4.28 % | 259.96 Crs | 4.21 % | 241.38 Crs | 4.04 % | 214.66 Crs | 3.98 % | 220.17 Crs | 3.75 % | 205.48 Crs | 3.9400000000000004 % | 217.9 Crs | 3.76 % | 202.24 Crs | 3.55 % | 184.89 Crs | |
| Consumer Discretionary | 4.09 % | 261.22 Crs | 4.199999999999999 % | 290.26 Crs | 3.85 % | 266.51 Crs | 3.77 % | 259.04 Crs | 3.54 % | 257.32 Crs | 3.2600000000000002 % | 232.28 Crs | 1.7 % | 119.48 Crs | 2.06 % | 141.22 Crs | 2.07 % | 132.79 Crs | 2.14 % | 136.28 Crs | 2.31 % | 142.9 Crs | 2.3 % | 140.19 Crs | 2.32 % | 139.94 Crs | 2.62 % | 158.71 Crs | 2.8 % | 161.32 Crs | 3.07 % | 163.03 Crs | 3.1000000000000005 % | 171.46 Crs | 3.1599999999999997 % | 173.52 Crs | 3.08 % | 170.33 Crs | 3.2 % | 172.01 Crs | 3.5500000000000003 % | 185.16 Crs | |
| Communication | 3.59 % | 229.19 Crs | 3.1799999999999997 % | 219.38 Crs | 3.18 % | 220.05 Crs | 3.28 % | 225.49 Crs | 3.31 % | 240.46 Crs | 3.0599999999999996 % | 218.13 Crs | 2.88 % | 202.48 Crs | 2.87 % | 196.97 Crs | 2.87 % | 184.95 Crs | 2.67 % | 170.99 Crs | 1.59 % | 98.28 Crs | 1.51 % | 92.67 Crs | 1.6 % | 96.58 Crs | 1.4 % | 85.15 Crs | 1.46 % | 83.71 Crs | 1.42 % | 75.43 Crs | 1.38 % | 76.42 Crs | 1.29 % | 70.65 Crs | 1.33 % | 73.41 Crs | 1.35 % | 72.49 Crs | 1.34 % | 70.11 Crs | |
| Chemicals | 1.18 % | 75.42 Crs | 0.96 % | 66.34 Crs | 1.02 % | 70.73 Crs | 1.14 % | 78.09 Crs | 1.12 % | 81.01 Crs | 1.1 % | 78.22 Crs | 1.1 % | 77.09 Crs | 0.96 % | 66.09 Crs | 0.95 % | 61.59 Crs | 1.0 % | 63.58 Crs | 1.09 % | 67.29 Crs | 1.26 % | 77.25 Crs | 1.37 % | 82.72 Crs | 1.47 % | 89.05 Crs | 1.6 % | 91.33 Crs | 1.5699999999999998 % | 83.34 Crs | 1.58 % | 87.29 Crs | 2.09 % | 114.64 Crs | 2.1100000000000003 % | 116.72 Crs | 2.4 % | 129.03 Crs | 2.42 % | 126.21 Crs | |
| Insurance | 0.51 % | 32.45 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 5.56% | 354.67Cr | 4.98% | 4.47% | 4.58% |
| ICICI Bank Ltd. | Financial | 4.7% | 300Cr | 4.13% | 3.9% | 4.71% |
| Reliance Industries Ltd. | Energy | 4.08% | 260.12Cr | 3.03% | 3.26% | 4.17% |
| State Bank of India | Financial | 2.78% | 177.44Cr | 2.64% | 2.5% | 2.87% |
| Infosys Ltd. | Technology | 2.46% | 157.06Cr | 2.72% | 2.33% | 2.06% |
| Bharti Airtel Ltd. | Communication | 2.44% | 156Cr | 2.07% | 2.12% | 1.59% |
| Kotak Mahindra Bank Ltd. | Financial | 2.31% | 147.64Cr | 1.64% | 1.62% | -- |
| Larsen & Toubro Ltd. | Construction | 2.19% | 139.69Cr | 2.17% | 2.1% | 2.67% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.95% | 124.38Cr | 1.71% | 1.06% | -- |
| Alkem Laboratories Ltd. | Healthcare | 1.91% | 122.04Cr | 1.55% | 1.17% | 0.6% |
| Axis Bank Ltd. | Financial | 1.9% | 121.22Cr | 1.54% | 1.7% | 1.86% |
| Jubilant FoodWorks Ltd. | Services | 1.76% | 112.27Cr | 1.44% | 1.13% | -- |
| UNO Minda Ltd. | Automobile | 1.67% | 106.81Cr | 1.86% | 1.85% | 1.35% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.63% | 104.08Cr | 1.64% | 1.59% | 1.87% |
| Marico Ltd. | Consumer Staples | 1.63% | 104.26Cr | 0.9% | 0.78% | -- |
| Lupin Ltd. | Healthcare | 1.63% | 104.27Cr | 1.84% | 1.63% | 1.41% |
| Ultratech Cement Ltd. | Materials | 1.62% | 103.58Cr | 1.24% | 1.22% | 1.18% |
| United Breweries Ltd. | Consumer Staples | 1.54% | 97.96Cr | 1.26% | 1.28% | 1.2% |
| Tata Consultancy Services Ltd. | Technology | 1.5% | 95.56Cr | 1.57% | 1.56% | 1.74% |
| Bank Of Baroda | Financial | 1.47% | 93.69Cr | 1.43% | -- | -- |
| The Indian Hotels Company Ltd. | Services | 1.39% | 88.59Cr | 1.52% | 1.13% | 1.15% |
| Mphasis Ltd. | Technology | 1.37% | 87.5Cr | 1.22% | 1.22% | 1.14% |
| Fortis Healthcare Ltd. | Healthcare | 1.37% | 87.29Cr | 1.22% | 1.1% | 0.88% |
| Bajaj Finance Ltd. | Financial | 1.35% | 86.1Cr | -- | -- | 0.67% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 1.35% | 86.31Cr | 0.46% | 0.41% | -- |
| Info Edge (India) Ltd. | Services | 1.35% | 86.17Cr | 1.76% | 1.56% | 1.26% |
| Persistent Systems Ltd. | Technology | 1.3% | 82.7Cr | 1.87% | 1.55% | 1.33% |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.27% | 81.16Cr | 1.06% | 1.09% | 0.65% |
| PI Industries Ltd. | Chemicals | 1.18% | 75.42Cr | 0.96% | 1.12% | 1.09% |
| Bharti Hexacom Ltd. | Communication | 1.15% | 73.19Cr | 1.11% | 1.19% | -- |
| NTPC Ltd. | Energy | 1.12% | 71.52Cr | 1.34% | 1.69% | 1.5% |
| Varun Beverages Ltd. | Consumer Staples | 1.1% | 70.15Cr | 1.56% | 1.41% | 1.52% |
| Max Healthcare Institute Ltd. | Healthcare | 1.1% | 70.2Cr | 1.09% | 1.15% | 1.13% |
| The Federal Bank Ltd. | Financial | 1.09% | 69.38Cr | 1.1% | 1.14% | 1.09% |
| JK Cement Ltd. | Materials | 1.08% | 69.05Cr | -- | -- | -- |
| Affle (India) Ltd. | Technology | 1.04% | 66.58Cr | 0.99% | 0.66% | -- |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.01% | 64.44Cr | 0.87% | 0.76% | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.01% | 64.59Cr | 0.94% | 1.22% | 1.51% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.0% | 63.74Cr | 1.22% | 1.31% | 1.22% |
| ITC Ltd. | Consumer Staples | 0.99% | 63.3Cr | 1.08% | 1.1% | 1.07% |
| Bharat Petroleum Corporation Ltd. | Energy | 0.98% | 62.65Cr | 0.85% | 1.03% | -- |
| Eternal Ltd. | Services | 0.98% | 62.52Cr | 2.79% | 2.61% | 2.04% |
| Polycab India Ltd. | Capital Goods | 0.97% | 61.77Cr | 1.26% | 1.15% | 1.06% |
| Tube Investments Of India Ltd. | Automobile | 0.95% | 60.92Cr | 1.14% | 1.37% | 1.02% |
| Prestige Estates Projects Ltd. | Construction | 0.94% | 59.95Cr | 0.91% | 0.84% | -- |
| Cummins India Ltd. | Capital Goods | 0.93% | 59.51Cr | 0.92% | 1.02% | 1.12% |
| Grasim Industries Ltd. | Materials | 0.92% | 58.75Cr | 0.57% | 0.43% | -- |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.92% | 58.48Cr | 0.85% | 0.85% | -- |
| Max Financial Services Ltd. | Financial | 0.9% | 57.53Cr | 0.81% | 0.82% | 0.81% |
| JSW Infrastructure Ltd. | Services | 0.89% | 56.92Cr | 0.78% | 0.81% | 0.44% |
| Schaeffler India Ltd. | Capital Goods | 0.87% | 55.71Cr | 0.87% | 0.95% | 0.8% |
| ABB India Ltd. | Capital Goods | 0.85% | 54.35Cr | 0.93% | 1.03% | 1.39% |
| Tata Motors Ltd. | Automobile | 0.85% | 53.95Cr | 0.86% | 1.11% | 1.44% |
| GE Vernova T&D India Ltd. | Capital Goods | 0.85% | 54.35Cr | 1.02% | 0.79% | -- |
| Metro Brands Ltd. | Consumer Discretionary | 0.83% | 53.19Cr | 0.88% | 0.88% | 0.95% |
| Apollo Tyres Ltd. | Automobile | 0.83% | 52.83Cr | 1.26% | 1.25% | -- |
| Bharat Forge Ltd. | Automobile | 0.82% | 52.61Cr | 0.7% | 0.77% | 0.67% |
| The Phoenix Mills Ltd. | Construction | 0.77% | 49.29Cr | -- | -- | -- |
| Mankind Pharma Ltd. | Healthcare | 0.76% | 48.49Cr | -- | -- | 0.41% |
| Triveni Turbine Ltd. | Construction | 0.73% | 46.77Cr | 0.89% | 0.78% | 0.76% |
| Titan Company Ltd. | Consumer Discretionary | 0.7% | 44.87Cr | 0.69% | 0.77% | 0.9% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.69% | 44.19Cr | 0.82% | 0.93% | 0.76% |
| ACC Ltd. | Materials | 0.64% | 40.6Cr | -- | -- | -- |
| Bharat Heavy Electricals Ltd. | Capital Goods | 0.64% | 40.98Cr | 0.75% | 0.87% | 1.12% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 0.61% | 38.76Cr | 0.92% | 0.83% | -- |
| Torrent Power Ltd. | Energy | 0.56% | 35.68Cr | 0.52% | 0.61% | 0.41% |
| Delhivery Ltd. | Services | 0.54% | 34.35Cr | 0.67% | 0.82% | 0.88% |
| Coal India Ltd. | Materials | 0.51% | 32.85Cr | 0.46% | 0.58% | 0.35% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 0.51% | 32.45Cr | -- | -- | -- |
| Tata Power Company Ltd. | Energy | 0.48% | 30.4Cr | 0.46% | 0.43% | 0.25% |
| Ola Electric Mobility Ltd. | Automobile | 0.47% | 30.04Cr | 0.7% | 0.78% | -- |
| Emami Ltd. | Consumer Staples | 0.29% | 18.67Cr | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 354.67Cr | -- | 354.67Cr |
| ICICI Bank Ltd. | Financial | 300Cr | -- | 300Cr |
| Reliance Industries Ltd. | Energy | 260.12Cr | -- | 260.12Cr |
| State Bank of India | Financial | 177.44Cr | -- | 177.44Cr |
| Infosys Ltd. | Technology | 157.06Cr | -- | 157.06Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Coal India Ltd. | Materials | 32.85Cr | -- | 32.85Cr |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 32.45Cr | -- | 32.45Cr |
| Tata Power Company Ltd. | Energy | 30.4Cr | -- | 30.4Cr |
| Ola Electric Mobility Ltd. | Automobile | 30.04Cr | -- | 30.04Cr |
| Emami Ltd. | Consumer Staples | 18.67Cr | -- | 18.67Cr |