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Mid Cap · Sundaram Mutual Fund · AMFI code 101538Sundaram Mid Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹13,129 Cr
up ₹2,860 Cr vs Mar 2024
- Stocks held
- 82
- up 11 vs Mar 2024
- Top 10 weight
- 30.0%
- of the portfolio in its ten largest
- Largest position
- 4.4%
- Sundaram Liquid Fund - Direct Growth
- Cash & debt
- 0.9%
- cash, money market and debt
- Moves this month
- 18 in · 7 out
- added to 10, trimmed 15
Sundaram Mid Cap Fund is an active equity fund in the Mid Cap category from Sundaram Mutual Fund. In September 2024 it disclosed 82 stocks worth ₹13,129 Cr, up ₹2,860 Cr from Mar 2024. Its largest positions were Sundaram Liquid Fund - Direct Growth (4.4%), Kalyan Jewellers India Limited (4.2%), Cummins India Limited (3.4%); the ten largest together made up 30.0% of the portfolio, and Industrial Products was the biggest sector at 8.7% of its equity. Cash and debt stood at 0.9%. Compared with Mar 2024 the fund entered 18 new stocks and exited 7.
Against 32 other Mid Cap funds
Concentration
66%
Top-10 weight is higher than 66% of peers
Breadth
75%
Holds more stocks than 75% of peers
Cash
3%
Holds more cash than 3% of peers
Holdings in September 2024
Download CSVEvery line the fund disclosed, with the change against Mar 2024. Click a column to sort; click a company to see every fund that owns it.
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 4.39%
- Δ weight
- up 2.93 pts
- Value
- ₹577 Cr
- Δ value
- up ₹426 Cr
- Status
- Added
- Weight
- 4.23%
- Δ weight
- up 0.76 pts
- Value
- ₹556 Cr
- Δ value
- up ₹199 Cr
- Status
- Added
- Weight
- 3.41%
- Δ weight
- down 0.23 pts
- Value
- ₹448 Cr
- Δ value
- up ₹73.7 Cr
- Status
- Added
- Weight
- 3.10%
- Δ weight
- down 0.23 pts
- Value
- ₹407 Cr
- Δ value
- up ₹65.2 Cr
- Status
- Added
- Weight
- 3.03%
- Δ weight
- up 0.02 pts
- Value
- ₹398 Cr
- Δ value
- up ₹89.3 Cr
- Status
- Added
- Weight
- 3.00%
- Δ weight
- down 0.36 pts
- Value
- ₹394 Cr
- Δ value
- up ₹48.8 Cr
- Status
- Added
- Weight
- 2.32%
- Δ weight
- up 0.40 pts
- Value
- ₹304 Cr
- Δ value
- up ₹107 Cr
- Status
- Added
- Weight
- 2.23%
- Δ weight
- up 0.37 pts
- Value
- ₹293 Cr
- Δ value
- up ₹102 Cr
- Status
- Added
- Weight
- 2.13%
- Δ weight
- down 0.34 pts
- Value
- ₹279 Cr
- Δ value
- up ₹26 Cr
- Status
- Added
- Weight
- 2.12%
- Δ weight
- up 0.82 pts
- Value
- ₹278 Cr
- Δ value
- up ₹144 Cr
- Status
- Added
- Weight
- 2.06%
- Δ weight
- down 0.04 pts
- Value
- ₹270 Cr
- Δ value
- up ₹55.2 Cr
- Status
- Added
- Weight
- 2.00%
- Δ weight
- down 0.11 pts
- Value
- ₹263 Cr
- Δ value
- up ₹45.6 Cr
- Status
- Added
- Weight
- 1.84%
- Δ weight
- down 0.20 pts
- Value
- ₹242 Cr
- Δ value
- up ₹32.4 Cr
- Status
- Added
- Weight
- 1.83%
- Δ weight
- up 0.04 pts
- Value
- ₹240 Cr
- Δ value
- up ₹56.1 Cr
- Status
- Added
- Weight
- 1.65%
- Δ weight
- up 0.06 pts
- Value
- ₹217 Cr
- Δ value
- up ₹53.5 Cr
- Status
- Added
- Weight
- 1.53%
- Δ weight
- down 0.82 pts
- Value
- ₹201 Cr
- Δ value
- down ₹40.5 Cr
- Status
- Trimmed
- Weight
- 1.52%
- Δ weight
- up 0.15 pts
- Value
- ₹200 Cr
- Δ value
- up ₹59.1 Cr
- Status
- Added
- Weight
- 1.52%
- Δ weight
- up 0.07 pts
- Value
- ₹199 Cr
- Δ value
- up ₹50.3 Cr
- Status
- Added
- Weight
- 1.49%
- Δ weight
- up 0.19 pts
- Value
- ₹196 Cr
- Δ value
- up ₹62 Cr
- Status
- Added
- Weight
- 1.45%
- Δ weight
- down 0.05 pts
- Value
- ₹191 Cr
- Δ value
- up ₹36.4 Cr
- Status
- Added
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 1.45%
- Δ weight
- down 0.50 pts
- Value
- ₹190 Cr
- Δ value
- down ₹10.2 Cr
- Status
- Trimmed
- Weight
- 1.43%
- Δ weight
- up 0.18 pts
- Value
- ₹188 Cr
- Δ value
- up ₹59.9 Cr
- Status
- Added
- Weight
- 1.35%
- Δ weight
- up 0.21 pts
- Value
- ₹178 Cr
- Δ value
- up ₹60.2 Cr
- Status
- Added
- Weight
- 1.33%
- Δ weight
- up 0.14 pts
- Value
- ₹174 Cr
- Δ value
- up ₹52.8 Cr
- Status
- Added
- Weight
- 1.30%
- Δ weight
- up 0.43 pts
- Value
- ₹171 Cr
- Δ value
- up ₹81.8 Cr
- Status
- Added
- Weight
- 1.28%
- Δ weight
- down 1.96 pts
- Value
- ₹168 Cr
- Δ value
- down ₹165 Cr
- Status
- Trimmed
- Weight
- 1.26%
- Δ weight
- down 0.29 pts
- Value
- ₹166 Cr
- Δ value
- up ₹6 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- up 0.28 pts
- Value
- ₹165 Cr
- Δ value
- up ₹65.3 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.74 pts
- Value
- ₹159 Cr
- Δ value
- up ₹110 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- down 0.07 pts
- Value
- ₹158 Cr
- Δ value
- up ₹27.1 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- down 0.34 pts
- Value
- ₹158 Cr
- Δ value
- down ₹62 L
- Status
- Held
- Weight
- 1.16%
- Δ weight
- down 0.47 pts
- Value
- ₹153 Cr
- Δ value
- down ₹15.2 Cr
- Status
- Trimmed
- Weight
- 1.15%
- Δ weight
- up 1.15 pts
- Value
- ₹150 Cr
- Δ value
- up ₹150 Cr
- Status
- New
- Weight
- 1.14%
- Δ weight
- up 0.17 pts
- Value
- ₹150 Cr
- Δ value
- up ₹49.8 Cr
- Status
- Added
- Weight
- 1.14%
- Δ weight
- up 0.64 pts
- Value
- ₹149 Cr
- Δ value
- up ₹98.6 Cr
- Status
- Added
- Weight
- 1.11%
- Δ weight
- down 0.25 pts
- Value
- ₹146 Cr
- Δ value
- up ₹6.5 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.43 pts
- Value
- ₹143 Cr
- Δ value
- up ₹75 Cr
- Status
- Added
- Weight
- 1.06%
- Δ weight
- down 0.34 pts
- Value
- ₹139 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- down 0.19 pts
- Value
- ₹137 Cr
- Δ value
- up ₹10.1 Cr
- Status
- Added
- Weight
- 1.04%
- Δ weight
- up 0.18 pts
- Value
- ₹136 Cr
- Δ value
- up ₹48.3 Cr
- Status
- Added
- Weight
- 1.03%
- Δ weight
- up 0.03 pts
- Value
- ₹135 Cr
- Δ value
- up ₹32.6 Cr
- Status
- Added
- Weight
- 1.01%
- Δ weight
- down 0.56 pts
- Value
- ₹132 Cr
- Δ value
- down ₹28.8 Cr
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- up 1.00 pts
- Value
- ₹131 Cr
- Δ value
- up ₹131 Cr
- Status
- New
- Weight
- 1.00%
- Δ weight
- down 0.26 pts
- Value
- ₹131 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 0.99%
- Δ weight
- down 0.07 pts
- Value
- ₹130 Cr
- Δ value
- up ₹21.1 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 0.94%
- Δ weight
- down 2.32 pts
- Value
- ₹124 Cr
- Δ value
- down ₹211 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- up 0.19 pts
- Value
- ₹123 Cr
- Δ value
- up ₹46.7 Cr
- Status
- Added
- Weight
- 0.94%
- Δ weight
- down 0.06 pts
- Value
- ₹123 Cr
- Δ value
- up ₹20.5 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- up 0.92 pts
- Value
- ₹121 Cr
- Δ value
- up ₹121 Cr
- Status
- New
- Weight
- 0.91%
- Δ weight
- down 0.08 pts
- Value
- ₹119 Cr
- Δ value
- up ₹17.8 Cr
- Status
- Added
- Weight
- 0.90%
- Δ weight
- down 0.37 pts
- Value
- ₹118 Cr
- Δ value
- down ₹12.1 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- up 0.86 pts
- Value
- ₹113 Cr
- Δ value
- up ₹113 Cr
- Status
- New
- Weight
- 0.85%
- Δ weight
- down 0.29 pts
- Value
- ₹112 Cr
- Δ value
- down ₹5.2 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- up 0.85 pts
- Value
- ₹111 Cr
- Δ value
- up ₹111 Cr
- Status
- New
- Weight
- 0.85%
- Δ weight
- up 0.06 pts
- Value
- ₹111 Cr
- Δ value
- up ₹30.6 Cr
- Status
- Added
- Weight
- 0.83%
- Δ weight
- down 0.73 pts
- Value
- ₹109 Cr
- Δ value
- down ₹51.6 Cr
- Status
- Trimmed
- Weight
- 0.81%
- Δ weight
- up 0.73 pts
- Value
- ₹106 Cr
- Δ value
- up ₹97.8 Cr
- Status
- Added
- Weight
- 0.78%
- Δ weight
- down 0.79 pts
- Value
- ₹102 Cr
- Δ value
- down ₹59.2 Cr
- Status
- Trimmed
- Weight
- 0.77%
- Δ weight
- up 0.01 pts
- Value
- ₹101 Cr
- Δ value
- up ₹23.3 Cr
- Status
- Added
- Weight
- 0.77%
- Δ weight
- down 0.21 pts
- Value
- ₹101 Cr
- Δ value
- down ₹9 L
- Status
- Held
- Weight
- 0.75%
- Δ weight
- down 0.06 pts
- Value
- ₹98.3 Cr
- Δ value
- up ₹15.1 Cr
- Status
- Added
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹97.4 Cr
- Δ value
- up ₹97.4 Cr
- Status
- New
- Weight
- 0.73%
- Δ weight
- down 0.05 pts
- Value
- ₹96.2 Cr
- Δ value
- up ₹16.3 Cr
- Status
- Added
- Weight
- 0.71%
- Δ weight
- down 0.44 pts
- Value
- ₹93.5 Cr
- Δ value
- down ₹25.3 Cr
- Status
- Trimmed
- Weight
- 0.63%
- Δ weight
- down 0.07 pts
- Value
- ₹82.7 Cr
- Δ value
- up ₹10.4 Cr
- Status
- Added
- Weight
- 0.63%
- Δ weight
- up 0.63 pts
- Value
- ₹82.3 Cr
- Δ value
- up ₹82.3 Cr
- Status
- New
- Weight
- 0.59%
- Δ weight
- up 0.59 pts
- Value
- ₹77.5 Cr
- Δ value
- up ₹77.5 Cr
- Status
- New
- Weight
- 0.55%
- Δ weight
- up 0.55 pts
- Value
- ₹72.5 Cr
- Δ value
- up ₹72.5 Cr
- Status
- New
- Weight
- 0.50%
- Δ weight
- down 0.04 pts
- Value
- ₹66 Cr
- Δ value
- up ₹10.1 Cr
- Status
- Added
- Weight
- 0.49%
- Δ weight
- down 0.10 pts
- Value
- ₹64.2 Cr
- Δ value
- up ₹3.6 Cr
- Status
- Added
- Weight
- 0.48%
- Δ weight
- down 0.31 pts
- Value
- ₹63.1 Cr
- Δ value
- down ₹18.2 Cr
- Status
- Trimmed
- Weight
- 0.43%
- Δ weight
- up 0.43 pts
- Value
- ₹55.9 Cr
- Δ value
- up ₹55.9 Cr
- Status
- New
- Weight
- 0.40%
- Δ weight
- down 0.03 pts
- Value
- ₹52.7 Cr
- Δ value
- up ₹8.7 Cr
- Status
- Added
- Weight
- 0.36%
- Δ weight
- down 0.12 pts
- Value
- ₹47.8 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 0.36%
- Δ weight
- up 0.36 pts
- Value
- ₹47.4 Cr
- Δ value
- up ₹47.4 Cr
- Status
- New
- Weight
- 0.36%
- Δ weight
- up 0.36 pts
- Value
- ₹47.2 Cr
- Δ value
- up ₹47.2 Cr
- Status
- New
- Weight
- 0.34%
- Δ weight
- up 0.34 pts
- Value
- ₹45.2 Cr
- Δ value
- up ₹45.2 Cr
- Status
- New
- Weight
- 0.32%
- Δ weight
- down 0.15 pts
- Value
- ₹42.3 Cr
- Δ value
- down ₹6.4 Cr
- Status
- Trimmed
- Weight
- 0.32%
- Δ weight
- down 0.34 pts
- Value
- ₹42.2 Cr
- Δ value
- down ₹25.3 Cr
- Status
- Trimmed
- Weight
- 0.32%
- Δ weight
- up 0.32 pts
- Value
- ₹41.4 Cr
- Δ value
- up ₹41.4 Cr
- Status
- New
- Weight
- 0.30%
- Δ weight
- up 0.30 pts
- Value
- ₹39.5 Cr
- Δ value
- up ₹39.5 Cr
- Status
- New
- Weight
- 0.30%
- Δ weight
- up 0.30 pts
- Value
- ₹39.3 Cr
- Δ value
- up ₹39.3 Cr
- Status
- New
- Weight
- 0.23%
- Δ weight
- up 0.23 pts
- Value
- ₹30.3 Cr
- Δ value
- up ₹30.3 Cr
- Status
- New
- Weight
- 0.15%
- Δ weight
- up 0.15 pts
- Value
- ₹19.9 Cr
- Δ value
- up ₹19.9 Cr
- Status
- New
What changed, Mar 2024 to Sep 2024
New New positions (18)
- Deepak Nitrite Limited1.1% · ₹150 Cr
- GE Vernova T&D India Limited1.0% · ₹131 Cr
- BSE Limited0.9% · ₹121 Cr
- Supreme Industries Limited0.9% · ₹113 Cr
- Marico Limited0.8% · ₹111 Cr
- ACC Limited0.7% · ₹97.4 Cr
- Ola Electric Mobility Ltd0.6% · ₹82.3 Cr
- LIC Housing Finance Limited0.6% · ₹77.5 Cr
- Dr. Lal Path Labs Limited0.6% · ₹72.5 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Mar 2024, the weight rose most in Electrical Equipment (+1.3 pts) and Capital Markets (+1.2 pts), and fell most in Finance (−3.6 pts) and Insurance (−1.0 pts).
- Electrical Equipment2.1% → 3.4%+1.3 pts
- Capital Markets1.2% → 2.4%+1.2 pts
- Chemicals & Petrochemicals0.5% → 1.6%+1.1 pts
- Agricultural Food & Other Products0.0% → 0.9%new+0.9 pts
- Automobiles1.0% → 1.7%+0.7 pts
- Telecom - Services0.0% → 0.7%new+0.7 pts
- Finance11.7% → 8.2%−3.6 pts
- Insurance2.2% → 1.2%−1.0 pts
- Gas1.6% → 1.0%−0.7 pts
- Pharmaceuticals & Biotechnology8.2% → 7.6%−0.6 pts
- Transport Services2.8% → 2.3%−0.5 pts
- Aerospace & Defense1.7% → 1.2%−0.5 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2021 | Sep 2023 | Mar 2024 | Mar 2024 | Mar 2024 | Sep 2024 |
|---|---|---|---|---|---|---|
| Industrial Products | 7.3% | 9.2% | 8.6% | 8.6% | 8.6% | 8.7% |
| Banks | 8.6% | 8.5% | 8.4% | 8.4% | 8.4% | 8.4% |
| Auto Components | 3.7% | 9.6% | 8.5% | 8.5% | 8.5% | 8.3% |
| Finance | 6.9% | 14.5% | 11.7% | 11.7% | 11.7% | 8.2% |
| Pharmaceuticals & Biotechnology | 6.2% | 7.2% | 8.2% | 8.2% | 8.2% | 7.6% |
| Consumer Durables | 7.7% | 5.9% | 7.3% | 7.3% | 7.3% | 6.9% |
| IT - Software | 2.3% | 4.3% | 4.5% | 4.5% | 4.5% | 4.8% |
| Retailing | 3.2% | 3.8% | 4.4% | 4.4% | 4.4% | 4.6% |
| Healthcare Services | 2.8% | 3.2% | 3.9% | 3.9% | 3.9% | 4.1% |
| Leisure Services | 5.0% | 2.9% | 4.4% | 4.4% | 4.4% | 3.9% |
Allocation in Sep 2024change vs Mar 2024
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Sep 2024
0.9%
▼ 2.3 pts vs Mar 2024
- Cash alone
- 0.9%
- cash and net receivables
- A year earlier
- 4.1%
- Sep 2023 · now ▼ 3.2 pts
- Last 12 months
- 0.9% – 3.3%
- lowest to highest · record 5.3% in Mar 2022
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.