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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
₹14,504 Cr
up ₹478 Cr vs Jun 2026
- Stocks held
- 73
- down 3 vs Jun 2026
- Top 10 weight
- 24.5%
- of the portfolio in its ten largest
- Cash & debt
- 3.2%
- cash, money market and debt
- Moves this month
- 0 in · 3 out
- added to 10, trimmed 29
Sundaram Mid Cap Fund is an active equity fund in the Mid Cap category from Sundaram Mutual Fund. In July 2026 it disclosed 73 stocks worth ₹14,504 Cr, up ₹478 Cr from Jun 2026. Its largest positions were Mahindra & Mahindra Financial Services Limited (3.1%), Cummins India Limited (2.7%), Kalyan Jewellers India Limited (2.7%); the ten largest together made up 24.5% of the portfolio, and Banks was the biggest sector at 9.9% of its equity. Cash and debt stood at 3.2%. Compared with Jun 2026 the fund entered 0 new stocks and exited 3.
Against 32 other Mid Cap funds
Concentration
22%
Top-10 weight is higher than 22% of peers
Breadth
53%
Holds more stocks than 53% of peers
Cash
66%
Holds more cash than 66% of peers
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 3.15%
- Δ weight
- up 0.59 pts
- Value
- ₹458 Cr
- Δ value
- up ₹97.9 Cr
- Status
- Added
- Weight
- 3.11%
- Δ weight
- up 0.48 pts
- Value
- ₹451 Cr
- Δ value
- up ₹81.8 Cr
- Status
- Added
- Weight
- 2.75%
- Δ weight
- down 0.28 pts
- Value
- ₹398 Cr
- Δ value
- down ₹26 Cr
- Status
- Trimmed
- Weight
- 2.72%
- Δ weight
- up 0.93 pts
- Value
- ₹395 Cr
- Δ value
- up ₹144 Cr
- Status
- Added
- Weight
- 2.71%
- Δ weight
- up 0.13 pts
- Value
- ₹393 Cr
- Δ value
- up ₹31.6 Cr
- Status
- Added
- Weight
- 2.48%
- Δ weight
- up 0.03 pts
- Value
- ₹360 Cr
- Δ value
- up ₹16.1 Cr
- Status
- Added
- Weight
- 2.38%
- Δ weight
- down 0.23 pts
- Value
- ₹345 Cr
- Δ value
- down ₹20.7 Cr
- Status
- Trimmed
- Weight
- 2.23%
- Δ weight
- up 0.07 pts
- Value
- ₹324 Cr
- Δ value
- up ₹19.9 Cr
- Status
- Added
- Weight
- 2.09%
- Δ weight
- down 0.82 pts
- Value
- ₹303 Cr
- Δ value
- down ₹105 Cr
- Status
- Trimmed
- Weight
- 2.02%
- Δ weight
- up 0.24 pts
- Value
- ₹293 Cr
- Δ value
- up ₹43.5 Cr
- Status
- Added
- Weight
- 1.98%
- Δ weight
- up 0.01 pts
- Value
- ₹287 Cr
- Δ value
- up ₹11.4 Cr
- Status
- Added
- Weight
- 1.91%
- Δ weight
- down 0.51 pts
- Value
- ₹277 Cr
- Δ value
- down ₹62.9 Cr
- Status
- Trimmed
- Weight
- 1.90%
- Δ weight
- up 0.04 pts
- Value
- ₹276 Cr
- Δ value
- up ₹14.5 Cr
- Status
- Added
- Weight
- 1.87%
- Δ weight
- down 0.17 pts
- Value
- ₹271 Cr
- Δ value
- down ₹15.3 Cr
- Status
- Trimmed
- Weight
- 1.83%
- Δ weight
- down 0.12 pts
- Value
- ₹265 Cr
- Δ value
- down ₹7.7 Cr
- Status
- Trimmed
- Weight
- 1.81%
- Δ weight
- up 0.79 pts
- Value
- ₹263 Cr
- Δ value
- up ₹120 Cr
- Status
- Added
- Weight
- 1.81%
- Δ weight
- up 0.44 pts
- Value
- ₹263 Cr
- Δ value
- up ₹69.7 Cr
- Status
- Added
- Weight
- 1.76%
- Δ weight
- down 0.08 pts
- Value
- ₹255 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 1.73%
- Δ weight
- down 0.23 pts
- Value
- ₹250 Cr
- Δ value
- down ₹23.5 Cr
- Status
- Trimmed
- Weight
- 1.65%
- Δ weight
- up 0.06 pts
- Value
- ₹240 Cr
- Δ value
- up ₹15.8 Cr
- Status
- Added
- Weight
- 1.61%
- Δ weight
- up 0.01 pts
- Value
- ₹234 Cr
- Δ value
- up ₹9 Cr
- Status
- Added
- Weight
- 1.61%
- Δ weight
- up 0.46 pts
- Value
- ₹233 Cr
- Δ value
- up ₹72.1 Cr
- Status
- Added
- Weight
- 1.60%
- Δ weight
- up 0.03 pts
- Value
- ₹233 Cr
- Δ value
- up ₹12.4 Cr
- Status
- Added
- Weight
- 1.58%
- Δ weight
- down 0.02 pts
- Value
- ₹229 Cr
- Δ value
- up ₹4.7 Cr
- Status
- Added
- Weight
- 1.58%
- Δ weight
- down 0.09 pts
- Value
- ₹229 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.56%
- Δ weight
- up 0.06 pts
- Value
- ₹226 Cr
- Δ value
- up ₹15.3 Cr
- Status
- Added
- Weight
- 1.54%
- Δ weight
- up 0.28 pts
- Value
- ₹224 Cr
- Δ value
- up ₹46.9 Cr
- Status
- Added
- Weight
- 1.48%
- Δ weight
- down 0.05 pts
- Value
- ₹215 Cr
- Δ value
- up ₹68 L
- Status
- Held
- Weight
- 1.47%
- Δ weight
- up 0.06 pts
- Value
- ₹213 Cr
- Δ value
- up ₹15 Cr
- Status
- Added
- Weight
- 1.45%
- Δ weight
- down 0.07 pts
- Value
- ₹211 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 1.45%
- Δ weight
- down 0.20 pts
- Value
- ₹211 Cr
- Δ value
- down ₹21.1 Cr
- Status
- Trimmed
- Weight
- 1.39%
- Δ weight
- up 0.07 pts
- Value
- ₹202 Cr
- Δ value
- up ₹16.5 Cr
- Status
- Added
- Weight
- 1.29%
- Δ weight
- down <0.01 pts
- Value
- ₹187 Cr
- Δ value
- up ₹5.9 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- down 0.06 pts
- Value
- ₹183 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.26%
- Δ weight
- up 0.15 pts
- Value
- ₹183 Cr
- Δ value
- up ₹27.7 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- down 0.22 pts
- Value
- ₹182 Cr
- Δ value
- down ₹24.9 Cr
- Status
- Trimmed
- Weight
- 1.25%
- Δ weight
- down 0.04 pts
- Value
- ₹181 Cr
- Δ value
- down ₹2 L
- Status
- Held
- Weight
- 1.22%
- Δ weight
- up 0.40 pts
- Value
- ₹176 Cr
- Δ value
- up ₹61.8 Cr
- Status
- Added
- Weight
- 1.17%
- Δ weight
- up 0.12 pts
- Value
- ₹170 Cr
- Δ value
- up ₹22.3 Cr
- Status
- Added
- Weight
- 1.17%
- Δ weight
- down 0.04 pts
- Value
- ₹170 Cr
- Δ value
- down ₹19 L
- Status
- Held
- Weight
- 1.11%
- Δ weight
- down 0.01 pts
- Value
- ₹161 Cr
- Δ value
- up ₹3.8 Cr
- Status
- Added
- Weight
- 1.07%
- Δ weight
- down 0.17 pts
- Value
- ₹155 Cr
- Δ value
- down ₹18.1 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.01 pts
- Value
- ₹155 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 1.05%
- Δ weight
- down 0.14 pts
- Value
- ₹152 Cr
- Δ value
- down ₹13.9 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- up 0.13 pts
- Value
- ₹152 Cr
- Δ value
- up ₹22.8 Cr
- Status
- Added
- Weight
- 1.04%
- Δ weight
- down 0.09 pts
- Value
- ₹150 Cr
- Δ value
- down ₹7.7 Cr
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- down 0.05 pts
- Value
- ₹149 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down <0.01 pts
- Value
- ₹149 Cr
- Δ value
- up ₹4.7 Cr
- Status
- Added
- Weight
- 1.02%
- Δ weight
- down 0.07 pts
- Value
- ₹148 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- up 0.34 pts
- Value
- ₹136 Cr
- Δ value
- up ₹52.7 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- down 0.06 pts
- Value
- ₹132 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- up 0.15 pts
- Value
- ₹129 Cr
- Δ value
- up ₹25.7 Cr
- Status
- Added
- Weight
- 0.87%
- Δ weight
- down 0.07 pts
- Value
- ₹126 Cr
- Δ value
- down ₹5.2 Cr
- Status
- Trimmed
- Weight
- 0.84%
- Δ weight
- down 0.03 pts
- Value
- ₹122 Cr
- Δ value
- down ₹6 L
- Status
- Held
- Weight
- 0.80%
- Δ weight
- down 0.06 pts
- Value
- ₹116 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 0.78%
- Δ weight
- up 0.04 pts
- Value
- ₹113 Cr
- Δ value
- up ₹8.9 Cr
- Status
- Added
- Weight
- 0.78%
- Δ weight
- up 0.03 pts
- Value
- ₹113 Cr
- Δ value
- up ₹7.9 Cr
- Status
- Added
- Weight
- 0.77%
- Δ weight
- down 0.04 pts
- Value
- ₹112 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.09 pts
- Value
- ₹109 Cr
- Δ value
- down ₹8.7 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.01 pts
- Value
- ₹109 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 0.74%
- Δ weight
- up 0.04 pts
- Value
- ₹107 Cr
- Δ value
- up ₹9.8 Cr
- Status
- Added
- Weight
- 0.73%
- Δ weight
- down 0.06 pts
- Value
- ₹106 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 0.71%
- Δ weight
- up 0.12 pts
- Value
- ₹103 Cr
- Δ value
- up ₹20.8 Cr
- Status
- Added
- Weight
- 0.70%
- Δ weight
- down 0.04 pts
- Value
- ₹102 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 0.69%
- Δ weight
- up 0.69 pts
- Value
- ₹100 Cr
- Δ value
- up ₹100 Cr
- Status
- New
- Weight
- 0.65%
- Δ weight
- up 0.10 pts
- Value
- ₹94.4 Cr
- Δ value
- up ₹17.4 Cr
- Status
- Added
- Weight
- 0.65%
- Δ weight
- up 0.03 pts
- Value
- ₹93.8 Cr
- Δ value
- up ₹7.3 Cr
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.02 pts
- Value
- ₹89.9 Cr
- Δ value
- down ₹39 L
- Status
- Held
- Weight
- 0.62%
- Δ weight
- down <0.01 pts
- Value
- ₹89.3 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 0.56%
- Δ weight
- down 0.03 pts
- Value
- ₹80.7 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 0.53%
- Δ weight
- down 0.07 pts
- Value
- ₹77.1 Cr
- Δ value
- down ₹7.1 Cr
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- up 0.02 pts
- Value
- ₹70.2 Cr
- Δ value
- up ₹5 Cr
- Status
- Added
- Weight
- 0.46%
- Δ weight
- down 0.45 pts
- Value
- ₹67.2 Cr
- Δ value
- down ₹60.7 Cr
- Status
- Trimmed
- Weight
- 0.40%
- Δ weight
- down 0.01 pts
- Value
- ₹58.5 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 0.40%
- Δ weight
- down 0.72 pts
- Value
- ₹57.7 Cr
- Δ value
- down ₹99.7 Cr
- Status
- Trimmed
- Weight
- 0.39%
- Δ weight
- down 0.01 pts
- Value
- ₹56.2 Cr
- Δ value
- up ₹44 L
- Status
- Added
- TVS Motor Company Ltd.Other
- Weight
- 0.01%
- Δ weight
- down <0.01 pts
- Value
- ₹1.9 Cr
- Δ value
- up ₹2 L
- Status
- Added
What changed, Jun 2026 to Jul 2026
New New positions (0)
None.
Exited Exited (3)
- Premier Energies Limitedwas 0.8% · ₹107 Cr
- Procter & Gamble Hygiene and Health Care Limitedwas 0.6% · ₹86.3 Cr
- Oberoi Realty Limitedwas 0.2% · ₹32.5 Cr
Added Biggest additions
- Kalyan Jewellers India Limitedup ₹144 Cr (+0.93% pts)
- IndusInd Bank Limitedup ₹120 Cr (+0.79% pts)
- Mahindra & Mahindra Financial Services Limited
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 Jun 2026, the weight rose most in Banks (+1.1 pts) and Consumer Durables (+1.0 pts), and fell most in Electrical Equipment (−2.2 pts) and Personal Products (−1.1 pts).
- Banks8.8% → 9.9%+1.1 pts
- Consumer Durables5.5% → 6.6%+1.0 pts
- Finance3.5% → 4.2%+0.7 pts
- Retailing2.8% → 3.3%+0.6 pts
- Automobiles1.2% → 1.7%+0.5 pts
- IT - Services0.8% → 1.3%+0.4 pts
- Electrical Equipment8.1% → 5.8%−2.2 pts
- Personal Products2.4% → 1.3%−1.1 pts
- Industrial Products7.7% → 7.0%−0.6 pts
- Capital Markets7.4% → 7.0%−0.4 pts
- Realty3.3% → 3.0%−0.3 pts
- Aerospace & Defense1.5% → 1.3%−0.2 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 | Mar 2023 | Mar 2025 | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|
| Banks | 12.5% | 8.3% | 9.9% | 8.8% | 8.8% | 9.9% |
| Industrial Products | 9.8% | 10.0% | 7.9% | 7.7% | 7.7% | 7.0% |
| Capital Markets | — | 2.5% | 5.3% | 6.6% | 7.4% | 7.0% |
| Consumer Durables | 6.4% | 5.5% | 4.6% | 5.5% | 5.5% | 6.6% |
| Auto Components | 9.9% | 6.0% | 6.6% | 6.4% | 5.9% | 6.1% |
| Pharmaceuticals & Biotechnology | 6.2% | 6.2% | 5.5% | 5.2% | 6.0% | 6.0% |
| Electrical Equipment | — | 3.0% | 4.3% | 7.2% | 8.1% | 5.8% |
| Healthcare Services | 3.6% | 5.4% | 4.9% | 4.6% | 4.8% | 5.0% |
| Finance | 7.2% | 5.0% | 5.3% | 2.8% | 3.5% | 4.2% |
| IT - Software | 4.1% | 6.1% | 3.9% | 3.8% | 3.6% | 3.8% |
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, Jul 2026
3.2%
▲ 0.6 pts vs Jun 2026
- Cash alone
- 3.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.9% – 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.