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Sundaram Large Cap Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 33 |
| Top 10 Stocks (%) | 55.74999999999999 % |
| Top 5 Stocks (%) | 36.709999999999994 % |
| Top 3 Stocks (%) | 25.749999999999996 % |
Portfolio Aggregates
Large Cap Stocks (%) 88.86
91.47 %
This fund
Vs
88.86 %
Category
Mid Cap Stocks (%)
6.06%
This fund
Vs
7.48%
Category
Small Cap Stocks (%)
2.47%
This fund
Vs
3.66%
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 | 30.33 % | 999.89 Crs | 29.96 % | 1,020 Crs | 30.29 % | 1,045 Crs | 31.799999999999997 % | 1,098 Crs | 31.74 % | 1,175 Crs | 31.66 % | 1,160 Crs | 32.24999999999999 % | 1,171 Crs | 33.519999999999996 % | 1,182 Crs | 33.769999999999996 % | 1,140 Crs | 32.99 % | 1,131 Crs | 32.339999999999996 % | 1,106 Crs | 32.35 % | 1,090 Crs | 31.95 % | 1,059 Crs | 33.29 % | 1,111 Crs | 33.14999999999999 % | 1,041 Crs | 33.67 % | 1,007 Crs | 33.71 % | 1,046 Crs | 33.599999999999994 % | 1,028 Crs | 34.76 % | 1,093 Crs | 38.5 % | 1,179 Crs | 38.96999999999999 % | 1,159 Crs | |
| Technology | 9.03 % | 297.75 Crs | 10.49 % | 357.23 Crs | 10.23 % | 353.25 Crs | 10.59 % | 365.67 Crs | 10.38 % | 384.35 Crs | 11.38 % | 417.12 Crs | 11.19 % | 406.73 Crs | 10.149999999999999 % | 358.28 Crs | 9.59 % | 323.59 Crs | 9.850000000000001 % | 337.74 Crs | 10.590000000000002 % | 361.99 Crs | 12.09 % | 407.45 Crs | 12.1 % | 400.59 Crs | 11.559999999999999 % | 385.79 Crs | 11.97 % | 376.05 Crs | 11.85 % | 354.51 Crs | 12.549999999999999 % | 389.27 Crs | 11.969999999999999 % | 366.29 Crs | 10.61 % | 333.97 Crs | 11.110000000000001 % | 340.12 Crs | 11.42 % | 339.35 Crs | |
| Energy | 7.95 % | 262.11 Crs | 7.29 % | 248.37 Crs | 7.699999999999999 % | 265.87 Crs | 8.67 % | 299.16 Crs | 10.7 % | 396.44 Crs | 11.44 % | 419.75 Crs | 11.809999999999999 % | 429.59 Crs | 11.78 % | 415.49 Crs | 11.41 % | 385.22 Crs | 11.0 % | 377.45 Crs | 10.99 % | 376 Crs | 11.0 % | 370.73 Crs | 10.86 % | 360.04 Crs | 9.91 % | 330.81 Crs | 9.62 % | 302.24 Crs | 9.61 % | 287.6 Crs | 9.52 % | 295.58 Crs | 9.69 % | 296.8 Crs | 9.889999999999999 % | 311.23 Crs | 9.969999999999999 % | 305.27 Crs | 9.870000000000001 % | 293.71 Crs | |
| Automobile | 7.6499999999999995 % | 252.22 Crs | 6.3500000000000005 % | 216.56 Crs | 6.85 % | 236.73 Crs | 4.34 % | 149.82 Crs | 5.48 % | 202.75 Crs | 6.109999999999999 % | 224.14 Crs | 6.35 % | 230.89 Crs | 5.780000000000001 % | 204.17 Crs | 5.930000000000001 % | 200.5 Crs | 6.15 % | 210.86 Crs | 6.140000000000001 % | 210.02 Crs | 5.85 % | 197.02 Crs | 6.5600000000000005 % | 217.32 Crs | 6.830000000000001 % | 228.15 Crs | 7.23 % | 227.43 Crs | 7.08 % | 212.25 Crs | 7.1899999999999995 % | 222.97 Crs | 7.21 % | 220.78 Crs | 8.100000000000001 % | 255 Crs | 8.03 % | 245.88 Crs | 8.4 % | 250.43 Crs | |
| Healthcare | 7.43 % | 245.04 Crs | 8.309999999999999 % | 282.88 Crs | 8.42 % | 290.49 Crs | 7.71 % | 266.28 Crs | 7.57 % | 280.55 Crs | 7.41 % | 271.6 Crs | 6.51 % | 236.46 Crs | 6.359999999999999 % | 225.07 Crs | 6.38 % | 215.33 Crs | 7.28 % | 249.79 Crs | 7.94 % | 271.66 Crs | 8.06 % | 271.86 Crs | 7.709999999999999 % | 255.89 Crs | 7.300000000000001 % | 244.05 Crs | 7.79 % | 244.55 Crs | 7.59 % | 226.94 Crs | 7.57 % | 235.02 Crs | 7.61 % | 232.91 Crs | 7.630000000000001 % | 240.39 Crs | 5.890000000000001 % | 180.74 Crs | 5.640000000000001 % | 167.93 Crs | |
| Services | 6.91 % | 228.14 Crs | 6.6 % | 224.6 Crs | 6.23 % | 214.92 Crs | 4.85 % | 167.65 Crs | 5.66 % | 209.59 Crs | 5.97 % | 219.06 Crs | 5.67 % | 205.77 Crs | 5.539999999999999 % | 195.54 Crs | 5.8100000000000005 % | 196.63 Crs | 5.89 % | 201.94 Crs | 5.59 % | 191.34 Crs | 4.970000000000001 % | 167.63 Crs | 4.58 % | 151.96 Crs | 4.24 % | 141.6 Crs | 4.22 % | 132.48 Crs | 3.9399999999999995 % | 117.86 Crs | 3.5100000000000002 % | 108.66 Crs | 2.89 % | 88.03 Crs | 2.81 % | 88.76 Crs | 2.67 % | 81.47 Crs | 2.27 % | 67.65 Crs | |
| Construction | 5.88 % | 193.82 Crs | 5.88 % | 200.22 Crs | 5.99 % | 206.72 Crs | 5.82 % | 201.03 Crs | 5.51 % | 203.99 Crs | 5.61 % | 205.6 Crs | 5.83 % | 211.73 Crs | 5.58 % | 196.93 Crs | 6.03 % | 203.64 Crs | 6.31 % | 216.37 Crs | 6.62 % | 226.58 Crs | 6.21 % | 209.34 Crs | 6.32 % | 209.48 Crs | 6.74 % | 224.95 Crs | 6.5 % | 204.29 Crs | 6.43 % | 192.45 Crs | 6.4 % | 198.66 Crs | 5.93 % | 181.62 Crs | 5.72 % | 180.18 Crs | 5.43 % | 166.35 Crs | 4.98 % | 148.21 Crs | |
| Communication | 5.14 % | 169.35 Crs | 4.55 % | 155.12 Crs | 4.6 % | 158.97 Crs | 5.609999999999999 % | 193.64 Crs | 5.51 % | 203.97 Crs | 5.33 % | 195.19 Crs | 5.01 % | 182 Crs | 5.01 % | 176.71 Crs | 4.94 % | 166.76 Crs | 4.58 % | 156.83 Crs | 2.7 % | 92.26 Crs | 2.5 % | 84.36 Crs | 2.65 % | 87.91 Crs | 2.32 % | 77.51 Crs | 2.64 % | 82.79 Crs | 2.49 % | 74.61 Crs | 2.44 % | 75.59 Crs | 2.28 % | 69.88 Crs | 2.31 % | 72.61 Crs | 2.34 % | 71.7 Crs | 2.33 % | 69.35 Crs | |
| Insurance | 4.03 % | 132.92 Crs | 2.8899999999999997 % | 98.33 Crs | 1.96 % | 67.48 Crs | 0.9 % | 31.11 Crs | 0.9199999999999999 % | 34.26 Crs | 0.94 % | 34.58 Crs | 0.9099999999999999 % | 32.94 Crs | 0.6 % | 21.33 Crs | 0.59 % | 19.82 Crs | 0.6 % | 20.54 Crs | 0.63 % | 21.45 Crs | 0.66 % | 22.2 Crs | 0.6 % | 20.03 Crs | 0.61 % | 20.48 Crs | 0.65 % | 20.52 Crs | 0.65 % | 19.56 Crs | 0.6 % | 18.66 Crs | 0.6 % | 18.48 Crs | 1.25 % | 39.53 Crs | 1.28 % | 39.25 Crs | 1.2 % | 35.74 Crs | |
| Consumer Staples | 3.92 % | 129.35 Crs | 4.22 % | 143.61 Crs | 4.08 % | 140.68 Crs | 7.630000000000001 % | 263.5 Crs | 7.960000000000001 % | 294.83 Crs | 8.0 % | 293.44 Crs | 8.02 % | 291.42 Crs | 8.030000000000001 % | 283.36 Crs | 8.61 % | 290.8 Crs | 9.56 % | 327.97 Crs | 9.52 % | 325.65 Crs | 9.81 % | 330.18 Crs | 9.85 % | 326.56 Crs | 10.0 % | 334.22 Crs | 9.969999999999999 % | 313.22 Crs | 9.96 % | 298.22 Crs | 9.639999999999999 % | 298.58 Crs | 9.92 % | 304.01 Crs | 8.68 % | 273.51 Crs | 8.280000000000001 % | 253.84 Crs | 8.4 % | 250.19 Crs | |
| Materials | 2.89 % | 95.54 Crs | 3.04 % | 103.47 Crs | 2.9899999999999998 % | 103.43 Crs | 4.02 % | 138.53 Crs | 2.77 % | 102.59 Crs | 2.69 % | 98.66 Crs | 2.8200000000000003 % | 102.5 Crs | 3.31 % | 116.78 Crs | 2.54 % | 85.74 Crs | 2.51 % | 86.16 Crs | 2.68 % | 91.9 Crs | 3.0100000000000002 % | 101.46 Crs | 3.19 % | 105.66 Crs | 2.9000000000000004 % | 96.39 Crs | 2.7 % | 85.1 Crs | 2.6799999999999997 % | 80.32 Crs | 2.63 % | 81.61 Crs | 2.31 % | 70.64 Crs | 1.8900000000000001 % | 59.45 Crs | 1.94 % | 59.24 Crs | 1.8900000000000001 % | 56.23 Crs | |
| Metals & Mining | 2.14 % | 70.55 Crs | 1.83 % | 62.28 Crs | 1.97 % | 67.84 Crs | 1.01 % | 34.77 Crs | 1.08 % | 40.16 Crs | 1.01 % | 36.96 Crs | 1.01 % | 36.85 Crs | 1.08 % | 38.39 Crs | 1.12 % | 37.7 Crs | 1.04 % | 35.93 Crs | 0.94 % | 32.23 Crs | 0.8600000000000001 % | 29.04 Crs | 1.1400000000000001 % | 37.87 Crs | 1.19 % | 39.82 Crs | 1.09 % | 34.26 Crs | 1.04 % | 30.91 Crs | 1.07 % | 33.26 Crs | 1.02 % | 31.26 Crs | 0.99 % | 31.4 Crs | 0.9299999999999999 % | 28.57 Crs | 0.92 % | 27.37 Crs | |
| Consumer Discretionary | 0.88 % | 29.1 Crs | 0.91 % | 30.9 Crs | 0.89 % | 30.86 Crs | 0.9 % | 31.03 Crs | 0.98 % | 36.32 Crs | 0.92 % | 33.86 Crs | 0.9 % | 32.86 Crs | 0.92 % | 32.33 Crs | 0.91 % | 30.79 Crs | 0.99 % | 34.09 Crs | 1.06 % | 36.11 Crs | 1.02 % | 34.43 Crs | 1.06 % | 35.12 Crs | 1.05 % | 34.91 Crs | 1.06 % | 33.16 Crs | 1.01 % | 30.3 Crs | 0.96 % | 29.91 Crs | 0.96 % | 29.49 Crs | 0.91 % | 28.53 Crs | 0.95 % | 28.95 Crs | 0.9 % | 26.82 Crs | |
| Capital Goods | 0.75 % | 24.59 Crs | 0.67 % | 22.95 Crs | 1.57 % | 53.91 Crs | 1.01 % | 34.83 Crs | 1.73 % | 64.12 Crs | 1.25 % | 45.89 Crs | 1.25 % | 45.36 Crs | 1.31 % | 46.35 Crs | 1.16 % | 39.19 Crs | 0.96 % | 32.9 Crs | 0.8900000000000001 % | 30.69 Crs | 0.8699999999999999 % | 29.24 Crs | 0.75 % | 24.84 Crs | 0.77 % | 25.78 Crs | 0.78 % | 24.49 Crs | 0.78 % | 23.22 Crs | 0.9099999999999999 % | 28.29 Crs | 0.94 % | 28.97 Crs | 1.26 % | 39.47 Crs | 1.35 % | 41.3 Crs | 1.35 % | 39.95 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 10.2% | 336.2Cr | 9.57% | 8.6% | 7.78% |
| ICICI Bank Ltd. | Financial | 9.67% | 318.88Cr | 8.9% | 8.13% | 7.94% |
| Larsen & Toubro Ltd. | Construction | 5.88% | 193.82Cr | 5.88% | 5.51% | 6.62% |
| Reliance Industries Ltd. | Energy | 5.82% | 191.77Cr | 5.37% | 6.0% | 9.06% |
| Bharti Airtel Ltd. | Communication | 5.14% | 169.35Cr | 4.55% | 4.51% | 2.7% |
| Infosys Ltd. | Technology | 5.08% | 167.58Cr | 5.89% | 5.4% | 5.28% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 3.95% | 130.2Cr | 4.64% | 0.46% | 0.94% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.48% | 114.83Cr | 3.67% | 3.44% | 4.33% |
| Kotak Mahindra Bank Ltd. | Financial | 3.27% | 107.76Cr | 2.6% | 1.1% | 1.15% |
| Axis Bank Ltd. | Financial | 3.26% | 107.62Cr | 3.47% | 3.69% | 3.57% |
| State Bank of India | Financial | 3.06% | 100.85Cr | 4.01% | 3.65% | 4.15% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 2.95% | 97.41Cr | 1.95% | -- | -- |
| Tech Mahindra Ltd. | Technology | 2.57% | 84.62Cr | 2.99% | 1.24% | 1.23% |
| Avenue Supermarts Ltd. | Services | 2.46% | 81.22Cr | -- | 0.58% | 0.83% |
| Maruti Suzuki India Ltd. | Automobile | 2.31% | 76.04Cr | 2.1% | 2.36% | 2.43% |
| Interglobe Aviation Ltd. | Services | 2.25% | 74.17Cr | 1.94% | 1.87% | 1.74% |
| Ultratech Cement Ltd. | Materials | 2.16% | 71.35Cr | 2.08% | 1.59% | 1.42% |
| Hindalco Industries Ltd. | Metals & Mining | 2.14% | 70.55Cr | 1.83% | 0.72% | 0.58% |
| NTPC Ltd. | Energy | 2.13% | 70.33Cr | 1.92% | 2.35% | 1.93% |
| TVS Motor Company Ltd. | Automobile | 2.05% | 67.46Cr | 1.94% | -- | -- |
| Varun Beverages Ltd. | Consumer Staples | 1.94% | 64.08Cr | 2.23% | 1.94% | 1.94% |
| Bajaj Auto Ltd. | Automobile | 1.68% | 55.5Cr | 1.82% | -- | -- |
| Craftsman Automation Ltd. | Automobile | 1.61% | 53.19Cr | 0.26% | -- | -- |
| HCL Technologies Ltd. | Technology | 1.38% | 45.53Cr | 1.61% | 1.39% | 1.29% |
| Jubilant FoodWorks Ltd. | Services | 1.18% | 38.99Cr | 1.24% | -- | -- |
| SBI Life Insurance Company Ltd. | Insurance | 1.08% | 35.51Cr | 0.94% | 0.71% | 0.63% |
| Info Edge (India) Ltd. | Services | 1.02% | 33.75Cr | 1.2% | 1.03% | 0.77% |
| United Spirits Ltd. | Consumer Staples | 1.01% | 33.21Cr | 1.13% | 1.02% | 1.08% |
| Tata Consumer Products Ltd. | Consumer Staples | 0.97% | 32.05Cr | 0.86% | 1.03% | 0.98% |
| Titan Company Ltd. | Consumer Discretionary | 0.88% | 29.1Cr | 0.91% | 0.98% | 1.06% |
| Indusind Bank Ltd. | Financial | 0.87% | 28.55Cr | 1.41% | 1.56% | 1.81% |
| Kei Industries Ltd. | Capital Goods | 0.75% | 24.59Cr | 0.67% | -- | -- |
| Kajaria Ceramics Ltd. | Materials | 0.73% | 24.18Cr | 0.96% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 336.2Cr | -- | 336.2Cr |
| ICICI Bank Ltd. | Financial | 318.88Cr | -- | 318.88Cr |
| Larsen & Toubro Ltd. | Construction | 193.82Cr | -- | 193.82Cr |
| Reliance Industries Ltd. | Energy | 191.77Cr | -- | 191.77Cr |
| Bharti Airtel Ltd. | Communication | 169.35Cr | -- | 169.35Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Consumer Products Ltd. | Consumer Staples | 32.05Cr | -- | 32.05Cr |
| Titan Company Ltd. | Consumer Discretionary | 29.1Cr | -- | 29.1Cr |
| Indusind Bank Ltd. | Financial | 28.55Cr | -- | 28.55Cr |
| Kei Industries Ltd. | Capital Goods | 24.59Cr | -- | 24.59Cr |
| Kajaria Ceramics Ltd. | Materials | 24.18Cr | -- | 24.18Cr |