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Sundaram Large Cap Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 32 |
| Top 10 Stocks (%) | 51.32000000000001 % |
| Top 5 Stocks (%) | 34.59 % |
| Top 3 Stocks (%) | 25.45 % |
Portfolio Aggregates
Large Cap Stocks (%) 88.09
91.65 %
This fund
Vs
88.09 %
Category
Mid Cap Stocks (%)
5.47%
This fund
Vs
7.82%
Category
Small Cap Stocks (%)
2.89%
This fund
Vs
4.09%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | 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 | Aug 23 | Jul 23 | Jun 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 29.7 % | 1,008 Crs | 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 | |
| Energy | 9.3 % | 316.1 Crs | 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 | |
| Technology | 9.06 % | 307.45 Crs | 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 | |
| Automobile | 8.26 % | 280.6 Crs | 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 | |
| Healthcare | 7.029999999999999 % | 238.59 Crs | 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 | |
| Services | 6.74 % | 228.91 Crs | 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 | |
| Communication | 5.34 % | 181.35 Crs | 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 | |
| Insurance | 4.22 % | 143.47 Crs | 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 | |
| Consumer Staples | 3.76 % | 127.94 Crs | 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 | |
| Construction | 3.01 % | 102.06 Crs | 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 | |
| Materials | 2.9099999999999997 % | 98.77 Crs | 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 | |
| Metals & Mining | 1.93 % | 65.49 Crs | 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 | |
| Capital Goods | 0.9 % | 30.69 Crs | 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 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 10.07% | 341.93Cr | 8.9% | 8.13% | 7.94% |
| HDFC Bank Ltd. | Financial | 10.04% | 340.86Cr | 9.57% | 8.6% | 7.78% |
| Bharti Airtel Ltd. | Communication | 5.34% | 181.35Cr | 4.55% | 4.51% | 2.7% |
| Infosys Ltd. | Technology | 4.91% | 166.74Cr | 5.89% | 5.4% | 5.28% |
| Reliance Industries Ltd. | Energy | 4.23% | 143.66Cr | 5.37% | 6.0% | 9.06% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 3.76% | 127.53Cr | 4.64% | 0.46% | 0.94% |
| Axis Bank Ltd. | Financial | 3.43% | 116.43Cr | 3.47% | 3.69% | 3.57% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.27% | 111.05Cr | 3.67% | 3.44% | 4.33% |
| Bharat Petroleum Corporation Ltd. | Energy | 3.14% | 106.76Cr | -- | -- | -- |
| State Bank of India | Financial | 3.13% | 106.18Cr | 4.01% | 3.65% | 4.15% |
| Kotak Mahindra Bank Ltd. | Financial | 3.03% | 102.97Cr | 2.6% | 1.1% | 1.15% |
| Larsen & Toubro Ltd. | Construction | 3.01% | 102.06Cr | 5.88% | 5.51% | 6.62% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 3.0% | 101.89Cr | 1.95% | -- | -- |
| Tech Mahindra Ltd. | Technology | 2.77% | 93.91Cr | 2.99% | 1.24% | 1.23% |
| Maruti Suzuki India Ltd. | Automobile | 2.39% | 81.3Cr | 2.1% | 2.36% | 2.43% |
| Avenue Supermarts Ltd. | Services | 2.34% | 79.61Cr | -- | 0.58% | 0.83% |
| Interglobe Aviation Ltd. | Services | 2.28% | 77.28Cr | 1.94% | 1.87% | 1.74% |
| TVS Motor Company Ltd. | Automobile | 2.28% | 77.52Cr | 1.94% | -- | -- |
| Ultratech Cement Ltd. | Materials | 2.05% | 69.5Cr | 2.08% | 1.59% | 1.42% |
| Hindalco Industries Ltd. | Metals & Mining | 1.93% | 65.49Cr | 1.83% | 0.72% | 0.58% |
| NTPC Ltd. | Energy | 1.93% | 65.67Cr | 1.92% | 2.35% | 1.93% |
| Craftsman Automation Ltd. | Automobile | 1.8% | 61.12Cr | 0.26% | -- | -- |
| Bajaj Auto Ltd. | Automobile | 1.79% | 60.63Cr | 1.82% | -- | -- |
| Varun Beverages Ltd. | Consumer Staples | 1.66% | 56.51Cr | 2.23% | 1.94% | 1.94% |
| HCL Technologies Ltd. | Technology | 1.38% | 46.8Cr | 1.61% | 1.39% | 1.29% |
| SBI Life Insurance Company Ltd. | Insurance | 1.22% | 41.57Cr | 0.94% | 0.71% | 0.63% |
| Jubilant FoodWorks Ltd. | Services | 1.13% | 38.47Cr | 1.24% | -- | -- |
| United Spirits Ltd. | Consumer Staples | 1.06% | 36.02Cr | 1.13% | 1.02% | 1.08% |
| Tata Consumer Products Ltd. | Consumer Staples | 1.04% | 35.4Cr | 0.86% | 1.03% | 0.98% |
| Info Edge (India) Ltd. | Services | 0.99% | 33.54Cr | 1.2% | 1.03% | 0.77% |
| Kei Industries Ltd. | Capital Goods | 0.9% | 30.69Cr | 0.67% | -- | -- |
| Kajaria Ceramics Ltd. | Materials | 0.86% | 29.27Cr | 0.96% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 341.93Cr | -- | 341.93Cr |
| HDFC Bank Ltd. | Financial | 340.86Cr | -- | 340.86Cr |
| Bharti Airtel Ltd. | Communication | 181.35Cr | -- | 181.35Cr |
| Infosys Ltd. | Technology | 166.74Cr | -- | 166.74Cr |
| Reliance Industries Ltd. | Energy | 143.66Cr | -- | 143.66Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| United Spirits Ltd. | Consumer Staples | 36.02Cr | -- | 36.02Cr |
| Tata Consumer Products Ltd. | Consumer Staples | 35.4Cr | -- | 35.4Cr |
| Info Edge (India) Ltd. | Services | 33.54Cr | -- | 33.54Cr |
| Kei Industries Ltd. | Capital Goods | 30.69Cr | -- | 30.69Cr |
| Kajaria Ceramics Ltd. | Materials | 29.27Cr | -- | 29.27Cr |