Sundaram Large and Mid Cap Fund
Holdings
40
Concentrated
Top 10 weight
39%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation
Portfolio
21Sectors1Large positions10.6%Top: Finance0.0%Cash
Market-cap allocation
Large cap38%
Mid cap38%
Small cap24%
Asset allocation
Equity99%
Top holdings
Radico Khaitan LtdEQUITY5.1%
Kalyan Jewellers India LtdEQUITY4.3%
Oracle Financial Services Software LtdEQUITY4.3%
TD Power Systems LtdEQUITY4.0%
Shriram Finance LtdEQUITY3.9%
Eternal Ltd (Previously Zomato Ltd)EQUITY3.8%
TREPSDERIVATIVE3.8%
Five-Star Business Finance LtdEQUITY3.4%
National Aluminium Company LtdEQUITY3.0%
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Portfolio read
- 99% equity.
- Large-cap exposure is 38%.
- Largest equity sector is Finance at 10.6%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Large & Mid Cap Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Finance10.6%
Retailing9.7%
Banks9.5%
It - Software9.1%
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