Scheme

Sundaram Large and Mid Cap Fund

Holds 37 companies worth ₹6,897 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹7,131 CrSundaram Large and Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.5% on Aug 2026, ₹7,544 Cr.
Largest holding
Radico Khaitan LimitedRadico Khaitan Limited is 5.2% of this scheme's NAV.
Fund manager
Shalav SaketRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Madanagopal Ramu (co-manager).

Holdings^{(Aug 2016 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	37 companies ·	₹ Cr
	Radico Khaitan Limited	370
	Lenskart Solutions Limited	333
	Eternal Limited	293
	Mtar Technologies Limited	274
	One 97 Communications Limited	266
	Shriram Finance Limited	266
	Kalyan Jewellers India Limited	243
	Five Star Business Finance Limited	234
	TD Power Systems Limited	233
	Ujjivan Small Finance Bank Limited	228
	Oracle Financial Ser Software Ltd	225
	Cholamandalam DBS Finance	208
	Interglobe Aviation Limited	208
	FSN E Commerce Ventures Limited	207
	Larsen and Toubro	206
	Kirloskar Oil Engines Limited	203
	TVS Motor Co Ltd	193
	Affle 3i Limited	176
	Cummins India	176
	ICICI Bank	172
	IDFC Bank Limited	170
	Rategain Travel Technologies Limited	164
	Bharti Airtel Limited	158
	UltraTech Cement Limited	156
	Mahindra and Mahindra Limited	156
	State Bank of India	148
	Delhivery Limited	141
	Coforge Limited	139
	Polycab India Limited	135
	Thermax	130
	Prestige Estate Project	129
	Phoenix Mills Limited	128
	ICICI Prudential Asset Management Company Limited	97.5
	Dhoot Transmission Ltd	89.6
	Fortis Healthcare Limited	84.7
	S J S Enterprises Limited	83.6
	PB Fintech Limited	73.6

Radico Khaitan Limited
Lenskart Solutions Limited

Market value of each ticked company in Sundaram Large and Mid Cap Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Radico Khaitan Limited	Lenskart Solutions Limited
Sept 2025	₹0 Cr	₹0 Cr
Oct 2025	₹0 Cr	₹0 Cr
Nov 2025	₹0 Cr	₹0 Cr
Dec 2025	₹0 Cr	₹0 Cr
Jan 2026	₹0 Cr	₹0 Cr
Feb 2026	₹0 Cr	₹0 Cr
Mar 2026	₹128 Cr	₹0 Cr
Apr 2026	₹197 Cr	₹0 Cr
May 2026	₹298 Cr	₹0 Cr
Jun 2026	₹334 Cr	₹0 Cr
Jul 2026	₹368 Cr	₹205 Cr
Aug 2026	₹380 Cr	₹322 Cr
Sept 2026	₹370 Cr	₹333 Cr

Fig. 1.Market value of each ticked company in Sundaram Large and Mid Cap Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	14	36.08

Mid Cap	13	35.04

Small Cap	9	24.35

Unlisted	1	1.26

Cash & others		3.28

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Radico Khaitan Limited	Equity	Beverages	8.47L	370	5.19
Lenskart Solutions Limited	Equity	Retailing	48.7L	333	4.67
Eternal Limited	Equity	Retailing	91.5L	293	4.11
Mtar Technologies Limited	Equity	Electrical Equipment	3.51L	274	3.84
One 97 Communications Limited	Equity	Financial Technology (Fintech)	15.9L	266	3.73
Shriram Finance Limited	Equity	Finance	27.1L	266	3.73
Kalyan Jewellers India Limited	Equity	Consumer Durables	44L	243	3.41
Five Star Business Finance Limited	Equity	Finance	45.2L	234	3.28
TD Power Systems Limited	Equity	Electrical Equipment	29.7L	233	3.27
Ujjivan Small Finance Bank Limited	Equity	Banks	3.38Cr	228	3.20
Oracle Financial Ser Software Ltd	Equity	IT - Software	2.11L	225	3.15
Cholamandalam DBS Finance	Equity	Finance	12.9L	208	2.92
Interglobe Aviation Limited	Equity	Transport Services	4.17L	208	2.92
FSN E Commerce Ventures Limited	Equity	Retailing	64.6L	207	2.90
Larsen and Toubro	Equity	Construction	5.49L	206	2.89
Kirloskar Oil Engines Limited	Equity	Industrial Products	8.79L	203	2.84
TVS Motor Co Ltd	Equity	Automobiles	4.7L	193	2.71
Affle 3i Limited	Equity	IT - Services	11.7L	176	2.47
Cummins India	Equity	Industrial Products	3.7L	176	2.47
ICICI Bank	Equity	Banks	13L	172	2.41
IDFC Bank Limited	Equity	Banks	2.09Cr	170	2.39
Rategain Travel Technologies Limited	Equity	IT - Software	19.2L	164	2.29
Bharti Airtel Limited	Equity	Telecom - Services	9L	158	2.22
UltraTech Cement Limited	Equity	Cement & Cement Products	1.42L	156	2.19
Mahindra and Mahindra Limited	Equity	Automobiles	5.29L	156	2.19
State Bank of India	Equity	Banks	15.4L	148	2.07
Delhivery Limited	Equity	Transport Services	34.4L	141	1.98
Coforge Limited	Equity	IT - Software	7.95L	139	1.95
Polycab India Limited	Equity	Industrial Products	1.68L	135	1.90
Thermax	Equity	Electrical Equipment	3.84L	130	1.83
Prestige Estate Project	Equity	Realty	8.7L	129	1.81
Phoenix Mills Limited	Equity	Realty	6.6L	128	1.79
ICICI Prudential Asset Management Company Limited	Equity	Capital Markets	3.11L	97.5	1.37
Dhoot Transmission Ltd	Equity	Auto Components	6.02L	89.6	1.26
Fortis Healthcare Limited	Equity	Healthcare Services	11L	84.7	1.19
S J S Enterprises Limited	Equity	Auto Components	3.7L	83.6	1.17
PB Fintech Limited	Equity	Financial Technology (Fintech)	6.91L	73.6	1.03

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.