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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
₹11,333 Cr
down ₹1,797 Cr vs Sep 2024
- Stocks held
- 76
- down 6 vs Sep 2024
- Top 10 weight
- 27.6%
- of the portfolio in its ten largest
- Largest position
- 4.0%
- Sundaram Liquid Fund - Direct Growth
- Cash & debt
- 2.5%
- cash, money market and debt
- Moves this month
- 5 in · 11 out
- added to 10, trimmed 45
Sundaram Mid Cap Fund is an active equity fund in the Mid Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 76 stocks worth ₹11,333 Cr, down ₹1,797 Cr from Sep 2024. Its largest positions were Sundaram Liquid Fund - Direct Growth (4.0%), Cummins India Limited (3.4%), The Federal Bank Limited (3.3%); the ten largest together made up 27.6% of the portfolio, and Industrial Products was the biggest sector at 10.0% of its equity. Cash and debt stood at 2.5%. Compared with Sep 2024 the fund entered 5 new stocks and exited 11.
Against 32 other Mid Cap funds
Concentration
47%
Top-10 weight is higher than 47% of peers
Breadth
63%
Holds more stocks than 63% of peers
Cash
47%
Holds more cash than 47% of peers
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it.
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 4.01%
- Δ weight
- down 0.39 pts
- Value
- ₹454 Cr
- Δ value
- down ₹123 Cr
- Status
- Trimmed
- Weight
- 3.42%
- Δ weight
- up 0.01 pts
- Value
- ₹388 Cr
- Δ value
- down ₹60.4 Cr
- Status
- Trimmed
- Weight
- 3.27%
- Δ weight
- up 0.27 pts
- Value
- ₹371 Cr
- Δ value
- down ₹22.7 Cr
- Status
- Trimmed
- Weight
- 3.06%
- Δ weight
- up 0.83 pts
- Value
- ₹346 Cr
- Δ value
- up ₹53.7 Cr
- Status
- Added
- Weight
- 2.48%
- Δ weight
- down 1.75 pts
- Value
- ₹281 Cr
- Δ value
- down ₹275 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 2.47%
- Δ weight
- up 1.53 pts
- Value
- ₹280 Cr
- Δ value
- up ₹156 Cr
- Status
- Added
- Weight
- 2.42%
- Δ weight
- up 0.10 pts
- Value
- ₹274 Cr
- Δ value
- down ₹30.3 Cr
- Status
- Trimmed
- Weight
- 2.39%
- Δ weight
- up 0.26 pts
- Value
- ₹271 Cr
- Δ value
- down ₹8.6 Cr
- Status
- Trimmed
- Weight
- 2.36%
- Δ weight
- up 0.30 pts
- Value
- ₹267 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 2.15%
- Δ weight
- up 0.89 pts
- Value
- ₹244 Cr
- Δ value
- up ₹78.3 Cr
- Status
- Added
- Weight
- 2.07%
- Δ weight
- up 1.22 pts
- Value
- ₹235 Cr
- Δ value
- up ₹123 Cr
- Status
- Added
- Weight
- 2.05%
- Δ weight
- up 0.20 pts
- Value
- ₹232 Cr
- Δ value
- down ₹9.9 Cr
- Status
- Trimmed
- Weight
- 1.91%
- Δ weight
- up 0.39 pts
- Value
- ₹216 Cr
- Δ value
- up ₹16.4 Cr
- Status
- Added
- Weight
- 1.69%
- Δ weight
- up 0.19 pts
- Value
- ₹191 Cr
- Δ value
- down ₹4.8 Cr
- Status
- Trimmed
- Weight
- 1.69%
- Δ weight
- up 0.54 pts
- Value
- ₹191 Cr
- Δ value
- up ₹41.1 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- up 0.59 pts
- Value
- ₹190 Cr
- Δ value
- up ₹46.8 Cr
- Status
- Added
- Weight
- 1.65%
- Δ weight
- up 0.65 pts
- Value
- ₹187 Cr
- Δ value
- up ₹55.9 Cr
- Status
- Added
- Weight
- 1.62%
- Δ weight
- up 0.10 pts
- Value
- ₹184 Cr
- Δ value
- down ₹15.7 Cr
- Status
- Trimmed
- Weight
- 1.61%
- Δ weight
- up 0.57 pts
- Value
- ₹183 Cr
- Δ value
- up ₹45.5 Cr
- Status
- Added
- Weight
- 1.57%
- Δ weight
- up 0.14 pts
- Value
- ₹178 Cr
- Δ value
- down ₹10.1 Cr
- Status
- Trimmed
- Weight
- 1.57%
- Δ weight
- up 0.43 pts
- Value
- ₹177 Cr
- Δ value
- up ₹28.4 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- up 0.30 pts
- Value
- ₹170 Cr
- Δ value
- up ₹12.3 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- up 0.33 pts
- Value
- ₹170 Cr
- Δ value
- up ₹16.8 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- up 1.19 pts
- Value
- ₹169 Cr
- Δ value
- up ₹130 Cr
- Status
- Added
- Weight
- 1.46%
- Δ weight
- down 1.57 pts
- Value
- ₹166 Cr
- Δ value
- down ₹232 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- up 0.56 pts
- Value
- ₹165 Cr
- Δ value
- up ₹47.8 Cr
- Status
- Added
- Weight
- 1.39%
- Δ weight
- up 0.39 pts
- Value
- ₹157 Cr
- Δ value
- up ₹26.4 Cr
- Status
- Added
- Weight
- 1.37%
- Δ weight
- down 0.63 pts
- Value
- ₹155 Cr
- Δ value
- down ₹108 Cr
- Status
- Trimmed
- Weight
- 1.36%
- Δ weight
- up 0.04 pts
- Value
- ₹154 Cr
- Δ value
- down ₹19.8 Cr
- Status
- Trimmed
- Weight
- 1.36%
- Δ weight
- up 0.15 pts
- Value
- ₹154 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 1.36%
- Δ weight
- up 1.36 pts
- Value
- ₹154 Cr
- Δ value
- up ₹154 Cr
- Status
- New
- Weight
- 1.35%
- Δ weight
- up 0.43 pts
- Value
- ₹153 Cr
- Δ value
- up ₹32.2 Cr
- Status
- Added
- Weight
- 1.35%
- Δ weight
- up 0.15 pts
- Value
- ₹153 Cr
- Δ value
- down ₹4.9 Cr
- Status
- Trimmed
- Weight
- 1.31%
- Δ weight
- down 0.52 pts
- Value
- ₹149 Cr
- Δ value
- down ₹91.5 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- down 0.23 pts
- Value
- ₹138 Cr
- Δ value
- down ₹52.2 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- up 0.48 pts
- Value
- ₹138 Cr
- Δ value
- up ₹40.6 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- down 0.45 pts
- Value
- ₹136 Cr
- Δ value
- down ₹81.1 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- up 0.56 pts
- Value
- ₹126 Cr
- Δ value
- up ₹53.9 Cr
- Status
- Added
- Weight
- 1.08%
- Δ weight
- up 0.02 pts
- Value
- ₹123 Cr
- Δ value
- down ₹16.5 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.04 pts
- Value
- ₹121 Cr
- Δ value
- down ₹24.1 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- up 0.70 pts
- Value
- ₹118 Cr
- Δ value
- up ₹72.9 Cr
- Status
- Added
- Weight
- 1.04%
- Δ weight
- down 0.22 pts
- Value
- ₹118 Cr
- Δ value
- down ₹48.1 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 1.08 pts
- Value
- ₹118 Cr
- Δ value
- down ₹160 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 0.11 pts
- Value
- ₹118 Cr
- Δ value
- down ₹32.8 Cr
- Status
- Trimmed
- Weight
- 1.01%
- Δ weight
- up 0.24 pts
- Value
- ₹114 Cr
- Δ value
- up ₹13.9 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- up 0.41 pts
- Value
- ₹113 Cr
- Δ value
- up ₹35.7 Cr
- Status
- Added
- Weight
- 0.99%
- Δ weight
- down 0.03 pts
- Value
- ₹113 Cr
- Δ value
- down ₹22 Cr
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 0.99%
- Δ weight
- down 0.46 pts
- Value
- ₹113 Cr
- Δ value
- down ₹77.6 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- up 0.67 pts
- Value
- ₹110 Cr
- Δ value
- up ₹70.8 Cr
- Status
- Added
- Weight
- 0.95%
- Δ weight
- down 0.41 pts
- Value
- ₹107 Cr
- Δ value
- down ₹70.5 Cr
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- up 0.07 pts
- Value
- ₹106 Cr
- Δ value
- down ₹7.4 Cr
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- up 0.93 pts
- Value
- ₹105 Cr
- Δ value
- up ₹105 Cr
- Status
- New
- Weight
- 0.90%
- Δ weight
- up 0.90 pts
- Value
- ₹103 Cr
- Δ value
- up ₹103 Cr
- Status
- New
- Weight
- 0.88%
- Δ weight
- down 0.06 pts
- Value
- ₹99.5 Cr
- Δ value
- down ₹23.3 Cr
- Status
- Trimmed
- Weight
- 0.88%
- Δ weight
- up 0.07 pts
- Value
- ₹99.4 Cr
- Δ value
- down ₹6.6 Cr
- Status
- Trimmed
- Weight
- 0.88%
- Δ weight
- down 0.66 pts
- Value
- ₹99.2 Cr
- Δ value
- down ₹102 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.13 pts
- Value
- ₹98.2 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.86%
- Δ weight
- down 0.08 pts
- Value
- ₹97.6 Cr
- Δ value
- down ₹25.7 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- up <0.01 pts
- Value
- ₹96.6 Cr
- Δ value
- down ₹15.3 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- up 0.36 pts
- Value
- ₹96.3 Cr
- Δ value
- up ₹32.2 Cr
- Status
- Added
- Weight
- 0.84%
- Δ weight
- up 0.08 pts
- Value
- ₹95.5 Cr
- Δ value
- down ₹5.2 Cr
- Status
- Trimmed
- Weight
- 0.80%
- Δ weight
- up 0.38 pts
- Value
- ₹90.9 Cr
- Δ value
- up ₹34.9 Cr
- Status
- Added
- Weight
- 0.79%
- Δ weight
- down 0.04 pts
- Value
- ₹89.8 Cr
- Δ value
- down ₹19 Cr
- Status
- Trimmed
- Weight
- 0.72%
- Δ weight
- up 0.35 pts
- Value
- ₹81.2 Cr
- Δ value
- up ₹33.7 Cr
- Status
- Added
- Weight
- 0.65%
- Δ weight
- up 0.02 pts
- Value
- ₹73.2 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.16 pts
- Value
- ₹69.8 Cr
- Δ value
- down ₹32.1 Cr
- Status
- Trimmed
- Weight
- 0.58%
- Δ weight
- down 0.70 pts
- Value
- ₹65.8 Cr
- Δ value
- down ₹102 Cr
- Status
- Trimmed
- Weight
- 0.57%
- Δ weight
- down 2.53 pts
- Value
- ₹64.9 Cr
- Δ value
- down ₹342 Cr
- Status
- Trimmed
- Weight
- 0.56%
- Δ weight
- down 0.45 pts
- Value
- ₹63.6 Cr
- Δ value
- down ₹68.9 Cr
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- up 0.08 pts
- Value
- ₹54.8 Cr
- Δ value
- up ₹2.1 Cr
- Status
- Added
- Weight
- 0.48%
- Δ weight
- down 0.15 pts
- Value
- ₹54.1 Cr
- Δ value
- down ₹28.1 Cr
- Status
- Trimmed
- Weight
- 0.42%
- Δ weight
- up 0.10 pts
- Value
- ₹47.6 Cr
- Δ value
- up ₹6.2 Cr
- Status
- Added
- Weight
- 0.35%
- Δ weight
- up 0.35 pts
- Value
- ₹40 Cr
- Δ value
- up ₹40 Cr
- Status
- New
- Weight
- 0.28%
- Δ weight
- up 0.28 pts
- Value
- ₹31.3 Cr
- Δ value
- up ₹31.3 Cr
- Status
- New
- Weight
- 0.27%
- Δ weight
- down 0.09 pts
- Value
- ₹30.6 Cr
- Δ value
- down ₹16.6 Cr
- Status
- Trimmed
- Weight
- 0.14%
- Δ weight
- down 0.18 pts
- Value
- ₹16.4 Cr
- Δ value
- down ₹25.8 Cr
- Status
- Trimmed
- Weight
- 0.13%
- Δ weight
- down 0.23 pts
- Value
- ₹15.2 Cr
- Δ value
- down ₹32.6 Cr
- Status
- Trimmed
- Weight
- 0.12%
- Δ weight
- down 0.03 pts
- Value
- ₹13.2 Cr
- Δ value
- down ₹6.6 Cr
- Status
- Trimmed
What changed, Sep 2024 to Mar 2025
New New positions (5)
- The Phoenix Mills Limited1.4% · ₹154 Cr
- Crompton Greaves Consumer Electricals Limited0.9% · ₹105 Cr
- Mankind Pharma Limited0.9% · ₹103 Cr
- Emami Limited0.4% · ₹40 Cr
- Dixon Technologies (India) Limited0.3% · ₹31.3 Cr
Exited Exited (11)
- Cholamandalam Financial Holdings Limitedwas 1.3% · ₹171 Cr
- CG Power and Industrial Solutions Limitedwas 1.0% · ₹136 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 Sep 2024, the weight rose most in Telecom - Services (+1.7 pts) and Industrial Products (+1.4 pts), and fell most in Finance (−3.1 pts) and Auto Components (−2.3 pts).
- Telecom - Services0.7% → 2.4%+1.7 pts
- Industrial Products8.7% → 10.0%+1.4 pts
- Agricultural Food & Other Products0.9% → 2.2%+1.3 pts
- Healthcare Services4.1% → 5.4%+1.3 pts
- IT - Software4.8% → 6.1%+1.2 pts
- Cement & Cement Products1.9% → 3.1%+1.2 pts
- Finance8.2% → 5.0%−3.1 pts
- Auto Components8.3% → 6.0%−2.3 pts
- Retailing4.6% → 3.0%−1.6 pts
- Pharmaceuticals & Biotechnology7.6% → 6.2%−1.3 pts
- Consumer Durables6.9% → 5.5%−1.3 pts
- Transport Services2.3% → 1.3%−1.0 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 2022 | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|---|
| Industrial Products | 8.7% | 8.6% | 8.7% | 8.7% | 8.7% | 10.0% |
| Banks | 11.8% | 8.4% | 8.4% | 8.4% | 8.4% | 8.3% |
| Pharmaceuticals & Biotechnology | 6.2% | 8.2% | 7.6% | 7.6% | 7.6% | 6.2% |
| IT - Software | 2.1% | 4.5% | 4.8% | 4.8% | 4.8% | 6.1% |
| Auto Components | 6.3% | 8.5% | 8.3% | 8.3% | 8.3% | 6.0% |
| Consumer Durables | 7.8% | 7.3% | 6.9% | 6.9% | 6.9% | 5.5% |
| Healthcare Services | 3.5% | 3.9% | 4.1% | 4.1% | 4.1% | 5.4% |
| Finance | 8.1% | 11.7% | 8.2% | 8.2% | 8.2% | 5.0% |
| Leisure Services | 1.3% | 4.4% | 3.9% | 3.9% | 3.9% | 4.5% |
| Fertilizers & Agrochemicals | 2.7% | 2.8% | 3.1% | 3.1% | 3.1% | 4.2% |
Allocation in Mar 2025change vs Sep 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, Mar 2025
2.5%
▲ 1.5 pts vs Sep 2024
- Cash alone
- 2.5%
- cash and net receivables
- A year earlier
- 3.3%
- Mar 2024 · now ▼ 0.8 pts
- Last 12 months
- 0.9% – 2.5%
- 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.