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Sundaram Large Cap Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on Sep 30, 2025| Number of stocks | 32 |
| Top 10 Stocks (%) | 49.71999999999999 % |
| Top 5 Stocks (%) | 32.65 % |
| Top 3 Stocks (%) | 23.75 % |
Portfolio Aggregates
as on Sep 30, 2025Large Cap Stocks (%)
82.680186 %
This fund
Vs
87.88 %
Category
Mid Cap Stocks (%)
7.075569000000001 %
This fund
Vs
7.58 %
Category
Small Cap Stocks (%)
2.263446 %
This fund
Vs
4.54 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Sep 30, 2025- %
- #
| Sector | 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 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 28.02 % | 918.73 Cr | 27.57 % | 910.55 Cr | 28.0 % | 949.39 Cr | 29.7 % | 1,008 Cr | 30.33 % | 999.89 Cr | 29.96 % | 1,020 Cr | 30.29 % | 1,045 Cr | 31.799999999999997 % | 1,098 Cr | 31.74 % | 1,175 Cr | 31.66 % | 1,160 Cr | 32.24999999999999 % | 1,171 Cr | 33.519999999999996 % | 1,182 Cr | 33.769999999999996 % | 1,140 Cr | 32.99 % | 1,131 Cr | 32.339999999999996 % | 1,106 Cr | 32.35 % | 1,090 Cr | 31.95 % | 1,059 Cr | 33.29 % | 1,111 Cr | 33.14999999999999 % | 1,041 Cr | 33.67 % | 1,007 Cr | 33.71 % | 1,046 Cr | |
| Energy | 11.52 % | 377.89 Cr | 10.93 % | 360.76 Cr | 11.19 % | 379.6 Cr | 9.3 % | 316.1 Cr | 7.95 % | 262.11 Cr | 7.29 % | 248.37 Cr | 7.699999999999999 % | 265.87 Cr | 8.67 % | 299.16 Cr | 10.7 % | 396.44 Cr | 11.44 % | 419.75 Cr | 11.809999999999999 % | 429.59 Cr | 11.78 % | 415.49 Cr | 11.41 % | 385.22 Cr | 11.0 % | 377.45 Cr | 10.99 % | 376 Cr | 11.0 % | 370.73 Cr | 10.86 % | 360.04 Cr | 9.91 % | 330.81 Cr | 9.62 % | 302.24 Cr | 9.61 % | 287.6 Cr | 9.52 % | 295.58 Cr | |
| Automobile | 9.9 % | 325.18 Cr | 9.549999999999999 % | 315.45 Cr | 8.69 % | 295.05 Cr | 8.26 % | 280.6 Cr | 7.6499999999999995 % | 252.22 Cr | 6.3500000000000005 % | 216.56 Cr | 6.85 % | 236.73 Cr | 4.34 % | 149.82 Cr | 5.48 % | 202.75 Cr | 6.109999999999999 % | 224.14 Cr | 6.35 % | 230.89 Cr | 5.780000000000001 % | 204.17 Cr | 5.930000000000001 % | 200.5 Cr | 6.15 % | 210.86 Cr | 6.140000000000001 % | 210.02 Cr | 5.85 % | 197.02 Cr | 6.5600000000000005 % | 217.32 Cr | 6.830000000000001 % | 228.15 Cr | 7.23 % | 227.43 Cr | 7.08 % | 212.25 Cr | 7.1899999999999995 % | 222.97 Cr | |
| Technology | 8.45 % | 277 Cr | 8.69 % | 286.8 Cr | 8.57 % | 290.32 Cr | 9.06 % | 307.45 Cr | 9.03 % | 297.75 Cr | 10.49 % | 357.23 Cr | 10.23 % | 353.25 Cr | 10.59 % | 365.67 Cr | 10.38 % | 384.35 Cr | 11.38 % | 417.12 Cr | 11.19 % | 406.73 Cr | 10.149999999999999 % | 358.28 Cr | 9.59 % | 323.59 Cr | 9.850000000000001 % | 337.74 Cr | 10.590000000000002 % | 361.99 Cr | 12.09 % | 407.45 Cr | 12.1 % | 400.59 Cr | 11.559999999999999 % | 385.79 Cr | 11.97 % | 376.05 Cr | 11.85 % | 354.51 Cr | 12.549999999999999 % | 389.27 Cr | |
| Services | 8.040000000000001 % | 264 Cr | 8.3 % | 273.75 Cr | 7.879999999999999 % | 267.38 Cr | 6.74 % | 228.91 Cr | 6.91 % | 228.14 Cr | 6.6 % | 224.6 Cr | 6.23 % | 214.92 Cr | 4.85 % | 167.65 Cr | 5.66 % | 209.59 Cr | 5.97 % | 219.06 Cr | 5.67 % | 205.77 Cr | 5.539999999999999 % | 195.54 Cr | 5.8100000000000005 % | 196.63 Cr | 5.89 % | 201.94 Cr | 5.59 % | 191.34 Cr | 4.970000000000001 % | 167.63 Cr | 4.58 % | 151.96 Cr | 4.24 % | 141.6 Cr | 4.22 % | 132.48 Cr | 3.9399999999999995 % | 117.86 Cr | 3.5100000000000002 % | 108.66 Cr | |
| Communication | 5.6 % | 183.51 Cr | 5.59 % | 184.53 Cr | 5.51 % | 187.02 Cr | 5.34 % | 181.35 Cr | 5.14 % | 169.35 Cr | 4.55 % | 155.12 Cr | 4.6 % | 158.97 Cr | 5.609999999999999 % | 193.64 Cr | 5.51 % | 203.97 Cr | 5.33 % | 195.19 Cr | 5.01 % | 182 Cr | 5.01 % | 176.71 Cr | 4.94 % | 166.76 Cr | 4.58 % | 156.83 Cr | 2.7 % | 92.26 Cr | 2.5 % | 84.36 Cr | 2.65 % | 87.91 Cr | 2.32 % | 77.51 Cr | 2.64 % | 82.79 Cr | 2.49 % | 74.61 Cr | 2.44 % | 75.59 Cr | |
| Healthcare | 5.140000000000001 % | 168.64 Cr | 7.09 % | 233.99 Cr | 7.15 % | 242.46 Cr | 7.029999999999999 % | 238.59 Cr | 7.43 % | 245.04 Cr | 8.309999999999999 % | 282.88 Cr | 8.42 % | 290.49 Cr | 7.71 % | 266.28 Cr | 7.57 % | 280.55 Cr | 7.41 % | 271.6 Cr | 6.51 % | 236.46 Cr | 6.359999999999999 % | 225.07 Cr | 6.38 % | 215.33 Cr | 7.28 % | 249.79 Cr | 7.94 % | 271.66 Cr | 8.06 % | 271.86 Cr | 7.709999999999999 % | 255.89 Cr | 7.300000000000001 % | 244.05 Cr | 7.79 % | 244.55 Cr | 7.59 % | 226.94 Cr | 7.57 % | 235.02 Cr | |
| Insurance | 3.98 % | 130.41 Cr | 6.08 % | 200.51 Cr | 6.109999999999999 % | 207.22 Cr | 4.22 % | 143.47 Cr | 4.03 % | 132.92 Cr | 2.8899999999999997 % | 98.33 Cr | 1.96 % | 67.48 Cr | 0.9 % | 31.11 Cr | 0.9199999999999999 % | 34.26 Cr | 0.94 % | 34.58 Cr | 0.9099999999999999 % | 32.94 Cr | 0.6 % | 21.33 Cr | 0.59 % | 19.82 Cr | 0.6 % | 20.54 Cr | 0.63 % | 21.45 Cr | 0.66 % | 22.2 Cr | 0.6 % | 20.03 Cr | 0.61 % | 20.48 Cr | 0.65 % | 20.52 Cr | 0.65 % | 19.56 Cr | 0.6 % | 18.66 Cr | |
| Construction | 3.1 % | 101.62 Cr | 3.03 % | 100.01 Cr | 2.98 % | 100.99 Cr | 3.01 % | 102.06 Cr | 5.88 % | 193.82 Cr | 5.88 % | 200.22 Cr | 5.99 % | 206.72 Cr | 5.82 % | 201.03 Cr | 5.51 % | 203.99 Cr | 5.61 % | 205.6 Cr | 5.83 % | 211.73 Cr | 5.58 % | 196.93 Cr | 6.03 % | 203.64 Cr | 6.31 % | 216.37 Cr | 6.62 % | 226.58 Cr | 6.21 % | 209.34 Cr | 6.32 % | 209.48 Cr | 6.74 % | 224.95 Cr | 6.5 % | 204.29 Cr | 6.43 % | 192.45 Cr | 6.4 % | 198.66 Cr | |
| Consumer Staples | 2.71 % | 88.82 Cr | 2.7800000000000002 % | 91.94 Cr | 2.84 % | 96.39 Cr | 3.76 % | 127.94 Cr | 3.92 % | 129.35 Cr | 4.22 % | 143.61 Cr | 4.08 % | 140.68 Cr | 7.630000000000001 % | 263.5 Cr | 7.960000000000001 % | 294.83 Cr | 8.0 % | 293.44 Cr | 8.02 % | 291.42 Cr | 8.030000000000001 % | 283.36 Cr | 8.61 % | 290.8 Cr | 9.56 % | 327.97 Cr | 9.52 % | 325.65 Cr | 9.81 % | 330.18 Cr | 9.85 % | 326.56 Cr | 10.0 % | 334.22 Cr | 9.969999999999999 % | 313.22 Cr | 9.96 % | 298.22 Cr | 9.639999999999999 % | 298.58 Cr | |
| Materials | 2.31 % | 75.77 Cr | 2.37 % | 78.36 Cr | 2.24 % | 75.94 Cr | 2.9099999999999997 % | 98.77 Cr | 2.89 % | 95.54 Cr | 3.04 % | 103.47 Cr | 2.9899999999999998 % | 103.43 Cr | 4.02 % | 138.53 Cr | 2.77 % | 102.59 Cr | 2.69 % | 98.66 Cr | 2.8200000000000003 % | 102.5 Cr | 3.31 % | 116.78 Cr | 2.54 % | 85.74 Cr | 2.51 % | 86.16 Cr | 2.68 % | 91.9 Cr | 3.0100000000000002 % | 101.46 Cr | 3.19 % | 105.66 Cr | 2.9000000000000004 % | 96.39 Cr | 2.7 % | 85.1 Cr | 2.6799999999999997 % | 80.32 Cr | 2.63 % | 81.61 Cr | |
| Chemicals | 2.17 % | 71.22 Cr | 1.87 % | 61.61 Cr | 2.09 % | 70.89 Cr | 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 | |
| Capital Goods | 1.05 % | 34.54 Cr | 0.98 % | 32.4 Cr | 0.96 % | 32.68 Cr | 0.9 % | 30.69 Cr | 0.75 % | 24.59 Cr | 0.67 % | 22.95 Cr | 1.57 % | 53.91 Cr | 1.01 % | 34.83 Cr | 1.73 % | 64.12 Cr | 1.25 % | 45.89 Cr | 1.25 % | 45.36 Cr | 1.31 % | 46.35 Cr | 1.16 % | 39.19 Cr | 0.96 % | 32.9 Cr | 0.8900000000000001 % | 30.69 Cr | 0.8699999999999999 % | 29.24 Cr | 0.75 % | 24.84 Cr | 0.77 % | 25.78 Cr | 0.78 % | 24.49 Cr | 0.78 % | 23.22 Cr | 0.9099999999999999 % | 28.29 Cr |
Complete Current Stock Holdings
as on Sep 30, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 9.22 % | 302.43 Cr | 9.57% | 8.6% | 7.78% |
| ICICI Bank Ltd. | Financial | 8.93 % | 292.82 Cr | 8.9% | 8.13% | 7.94% |
| Bharti Airtel Ltd. | Communication | 5.6 % | 183.51 Cr | 4.55% | 4.51% | 2.7% |
| Infosys Ltd. | Technology | 4.69 % | 153.84 Cr | 5.89% | 5.4% | 5.28% |
| Reliance Industries Ltd. | Energy | 4.21 % | 137.91 Cr | 5.37% | 6.0% | 9.06% |
| Avenue Supermarts Ltd. | Services | 3.53 % | 115.87 Cr | -- | 0.58% | 0.83% |
| State Bank of India | Financial | 3.48 % | 114.05 Cr | 4.01% | 3.65% | 4.15% |
| Bharat Petroleum Corporation Ltd. | Energy | 3.47 % | 113.89 Cr | -- | -- | -- |
| Axis Bank Ltd. | Financial | 3.37 % | 110.52 Cr | 3.47% | 3.69% | 3.57% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.22 % | 105.54 Cr | 3.67% | 3.44% | 4.33% |
| Larsen & Toubro Ltd. | Construction | 3.1 % | 101.62 Cr | 5.88% | 5.51% | 6.62% |
| SBI Life Insurance Company Ltd. | Insurance | 3.04 % | 99.73 Cr | 0.94% | 0.71% | 0.63% |
| Kotak Mahindra Bank Ltd. | Financial | 3.02 % | 98.9 Cr | 2.6% | 1.1% | 1.15% |
| TVS Motor Company Ltd. | Automobile | 2.92 % | 95.87 Cr | 1.94% | -- | -- |
| Mahindra & Mahindra Ltd. | Automobile | 2.83 % | 92.94 Cr | -- | -- | -- |
| Tech Mahindra Ltd. | Technology | 2.55 % | 83.55 Cr | 2.99% | 1.24% | 1.23% |
| Interglobe Aviation Ltd. | Services | 2.47 % | 81.12 Cr | 1.94% | 1.87% | 1.74% |
| Ultratech Cement Ltd. | Materials | 2.31 % | 75.77 Cr | 2.08% | 1.59% | 1.42% |
| Craftsman Automation Ltd. | Automobile | 2.26 % | 74.1 Cr | 0.26% | -- | -- |
| PI Industries Ltd. | Chemicals | 2.17 % | 71.22 Cr | -- | -- | -- |
| NTPC Ltd. | Energy | 2.04 % | 66.96 Cr | 1.92% | 2.35% | 1.93% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 1.92 % | 63.1 Cr | 4.64% | 0.46% | 0.94% |
| Bajaj Auto Ltd. | Automobile | 1.86 % | 61.14 Cr | 1.82% | -- | -- |
| Oil India Ltd. | Energy | 1.8 % | 59.12 Cr | -- | 0.69% | -- |
| Varun Beverages Ltd. | Consumer Staples | 1.61 % | 52.68 Cr | 2.23% | 1.94% | 1.94% |
| HCL Technologies Ltd. | Technology | 1.21 % | 39.6 Cr | 1.61% | 1.39% | 1.29% |
| Tata Consumer Products Ltd. | Consumer Staples | 1.1 % | 36.13 Cr | 0.86% | 1.03% | 0.98% |
| Jubilant FoodWorks Ltd. | Services | 1.1 % | 36.23 Cr | 1.24% | -- | -- |
| Kei Industries Ltd. | Capital Goods | 1.05 % | 34.54 Cr | 0.67% | -- | -- |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 0.94 % | 30.67 Cr | 1.95% | -- | -- |
| Info Edge (India) Ltd. | Services | 0.94 % | 30.76 Cr | 1.2% | 1.03% | 0.77% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.03 % | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Bharat Petroleum Corporation Ltd. | Energy | 113.89 Cr | 103.34 Cr | 10.54 Cr |
| PI Industries Ltd. | Chemicals | 71.22 Cr | 61.61 Cr | 9.61 Cr |
| State Bank of India | Financial | 114.05 Cr | 104.9 Cr | 9.14 Cr |
| Axis Bank Ltd. | Financial | 110.52 Cr | 102.08 Cr | 8.43 Cr |
| Mahindra & Mahindra Ltd. | Automobile | 92.94 Cr | 86.77 Cr | 6.17 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Varun Beverages Ltd. | Consumer Staples | 52.68 Cr | 57.84 Cr | 5.15 Cr |
| Avenue Supermarts Ltd. | Services | 115.87 Cr | 123.13 Cr | 7.25 Cr |
| ICICI Bank Ltd. | Financial | 292.82 Cr | 303.64 Cr | 10.81 Cr |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 63.1 Cr | 128.44 Cr | 65.33 Cr |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 30.67 Cr | 99.95 Cr | 69.27 Cr |